These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:
This four-module financial analysis course demonstrates how you can perform a comprehensive financial analysis of any organization using a variety of ratios derived from its financial statements. This program provides the skills and training necessary to be a complete financial analyst.
In this module of this financial analyst course, we work through the various components of the income statement and explain how 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 benchmark 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.
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 firm and a retail firm, we will show you how to conduct a comprehensive analysis using efficiency ratios to determine how well 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 effectively using the ratios and research methods demonstrated in this module.
In this third module of this financial analyst course, you will analyze the cash flow statement to better understand the inflows and outflows of cash throughout the year. Additionally, using different financial ratios taken from the balance sheet, we will help you assess the solvency and leverage of a business. Finally, we will examine different funding options for an organization looking to both operate efficiently and grow.
The cash flow statement and the different components that make it up 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 standpoint.
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. 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.
In the last module of this financial analyst course, you will combine everything you learned in previous modules to unlock the drivers of financial performance. This module guides you through the pyramid of ratios. 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.
This financial analysis course is perfect for any aspiring financial analysts working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting.
This class counts as continuing professional education (CPE) credits for CPAs.
For further CPE information, please read before purchasing:
From beginner to advanced, CFI’s financial analyst training program will give you the skill you need to become a complete financial analyst.
This course is one of the 9 required “Core” courses to complete CFI’s financial analyst training program and earn the Financial Modeling and Valuation Analyst (FMVA) designation.
7 courses from beginner to intermediate level.01 Optional
11 courses from beginner to intermediate level.02 Required
11 courses at an advanced level.03 Required
Submit your FMVA® checklist and order your certificate.04 Required
Get access to the Global Corporate Finance Society.05 Optional
FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
The program is a part of the All Access Subscription, which includes all programs and courses.
CFI courses are designed by instructors with over 21 years of financial analyst training experience.