Financial Analysis

The Evaluation of Mining Real Estate

Financial Analysis

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This four module course demonstrates how you can perform a financial analysis on any organization using a wide variety ratios derived from its financial statements.

Analyzing the Income Statement

In this module, we work through the various components of the income statement and explain how best to analyze it. Using real-life case studies, you will learn how to perform robust vertical and horizontal income statement analysis using various performance ratios. You will also learn how to approach benchmarking income statement performance against an appropriate peer group. By the end of this module, you will be able to undertake a comprehensive financial analysis of any income statement.

Analyzing the Balance Sheet

In this second module, you will analyze the balance sheet to determine the operational efficiency of a company. Key ratios taken from the balance sheet and its implications on a company's cash flow are thoroughly explained in this segment. Illustrated using a technology and a retail company, we will show you how to conduct a comprehensive analysis using efficiency ratios to determine how efficiently a company is generating revenue. Exercises are provided to help apply proper benchmarking techniques and determine how a company is performing compared to its 5-year history and the industry as a whole. By the end of this course, you will be able to examine the overall financial condition and performance of a company more efficiently and effectively using the ratios and research methods demonstrated in this module

Funding the Business

In this third module, you will analyze the cash flow statement to better understand the inflows and outflows of cash throughout the year. Using different financial ratios taken from the balance sheet, we will help you assess the solvency and leverage of a business. In the end, we will examine different funding options for an organization looking to both operate efficiently and grow. The cash flow statement, and different components that make up this statement, will be explained thoroughly to help you assess the financial situation of an organization. By using examples drawn from a technology and retail company, you will understand how different ratios can be used to properly assess the operation of an organization from a cash management stand point. By the end of this course, you will be able to analyze how management is raising and using funds by reviewing the cash flow statement of the business. But more importantly, you will be able to understand how debt and equity interact with leverage, and how different levels of leverage can affect a company.

Pyramid of Ratios

In this module, you will combine everything learned in previous modules to unlock the drivers of financial performance. This module guides you through the pyramid of ratios, demonstrating how you can use the pyramid to uncover the profitability, efficiency, and leverage drivers for any organization. By the end of this course, you will understand how to effectively use the pyramid of ratios to analyze any organization. This module includes a hands-on case study and an Excel spreadsheet template that can be used to generate individual ratios and a pyramid of ratios from any set of financial statements.

Accounting Fundamentals

Reading Financial Statements

Financial Analysis

Financial Math

Fundamentals of Financial Modeling

Building a Financial Model

Financial Modeling Using VBA

Business Valuation Fundamentals

Behavioural Finance

Capital Markets Fundamentals