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:

Accounting Fundamentals
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