Scott Powell – CFI Education – Financial Analysis Fundamentals

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Scott Powell – CFI Education – Financial Analysis Fundamentals

Financial Analysis Fundamentals

This practical course in financial analysis teaches you how to conduct a comprehensive financial evaluation of any organization. You’ll learn to use a range of ratios derived from financial statements, and you’ll also discover best practices for presenting your findings in Excel.

• Calculate and interpret ratios using a company’s financial statements.

• Perform in-depth vertical and horizontal analysis to understand how a business could improve operations, capital structure, and asset utilization.

• Use the DuPont pyramid of ratios to get a more comprehensive view of a business.

Overview

Financial Analysis Fundamentals Course Overview

Financial analysis is a crucial aspect of assessing a business’s financial health. It offers insights into performance and highlights potential vulnerabilities. In CFI’s “Financial Analysis Fundamentals” course, we will compute and interpret ratios for three different companies, offering insights into their profitability, asset utilization, leverage, and liquidity. Subsequently, we will compare these companies, examining trends, benchmarking, and delving into the DuPont Pyramid.

Financial Analysis Fundamentals Learning Objectives

• Calculate and interpret various return ratios, such as return on equity and return on assets.
• Conduct an in-depth vertical analysis of the income statement, including the calculation and interpretation of different profitability ratios.
• Assess a company’s asset utilization efficiency including undertaking a detailed assessment of its work capital.
• Calculate and interpret a wide range of leverage and liquidity ratios.
• Conduct and present a comprehensive horizontal (trend) financial analysis.
• Compare a company’s performance against that of its industry peers to gain valuable insights.

Recommended Prep Courses

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:

1. Accounting Fundamentals
2. Reading Financial Statements

Who should take this financial analysis course?

This financial analysis course is perfect for any aspiring financial analyst 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.

What you’ll learn

Introduction
Course Introduction
Course Slides

Profitability and Return Ratio Analysis
What is the Best Practice Financial Analysis
Critical Tips for Effective Financial Analysis
Financial Analysis Ratio Categories
The Three Financial Statements
Return Ratios
Downloadable Files
Model Overview
Return Ratios Walkthrough
Return Ratios Practice
Interactive Exercise 1
Probability and Expense Ratios
Tax and Interest Ratios
Profitability and Expense Ratios Walkthrough
Profitability and Expense Ratios Practice
Interactive Exercise 2

Asset Utilization Analysis
Introduction to Asset Utilization Ratios
Additional Tax Raios
Cash Turnover and Days
A/R Turnover and Days
Inventory Turnover and Days
A/P Turnover and Days
Working Capital Defined
Combining Working Capital Days Ratios
Asset Utilization Ratios Walkthrough
Asset Utilization Ratios Practice
Interactive Exercise 3

Leverage Analysis
Introduction to Financial Leverage Ratios
Example of Low Leverage
Why Increase Debt Rather than Equity
Optimal Leverage
Total Assets and Total Liabilities to Equity Ratios
Debt to Equity and to Tangible Net Worth Ratios
Debt and Net Debt to EBITDA Ratios
Downloadable File
Leverage Ratios Walkthrough
Leverage Ratios Practice
Interactive Exercise 4

Liquidity Analysis
Current and Quick Ratios
EBITDA to Interest Ratio
Liquidity Ratios Walkthrough
Liquidity Ratios Practice
Interactive Exercise 5

Trend (Horizontal) Analysis
What is Trend Analysis
The Benefit of Trend Analysis
Downloadable File
Trend Analysis Walkthrough
Growth Ratios
Growth and Degree of Leverage
Operative Leverage Scenario
Financial Leverage and Growth
Financial Leverage Scenario

Peer and Industry Benchmarking
What Is Benchmarking
Industry and Peer Group Benchmarking
Picking Peer Group for Benchmarking
Benchmarking Walkthrough
Interactive Exercise 6

Pyramid Analysis
Background to the DuPont Pyramid
Breaking Down the DuPont Pyramid
Big Retailer 3 Step DuPont Pyramid Walkthrough
Mid Retailer 3 Step DuPont Pyramid Practice
Interactive Exercise 7
Small Retailer 3 Step DuPont Pyramid Debrief

Summary
Course Summary
Qualified assessment

Frequently Asked Questions:

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