On-Demand
Financial Analysis Fundamentals 2025-26
CPE: 0.5
Member
$25.00
Nonmember
$30.00
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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.
Product Code
1000004489
Credit Type
CPE: 0.5CPE-Technical: 0.5Format
Online Self-Study
Intended Audience
CPAs and other financial professionals working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting.
NASBA Field of Study
Finance
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
Attendees should have a basic understanding of accounting fundamentals and reading financial statements.
Learning Objectives
Major Subjects
- 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.
Additional Details
This prerecorded broadcast is provided through our partnership with Corporate Finance Institute.