In the Financial Analysis – Basic Course, you’ll gain the essential skills and insights to confidently assess a company’s financial health.
Each module is designed to build your financial fluency step by step, using real-life examples, practical tools, and interactive assignments.
The Five Dimensions of Value Creation
Understand how a company creates value through five key perspectives—rooted in both historical and scientific financial analysis. You’ll learn to assess a business’s performance not only in numbers but also in terms of long-term sustainability and strategic positioning.
Reading and Interpreting Financial Statements
Learn how to read, interpret, and critically evaluate the core financial statements:
• Balance Sheet – Understand a company’s assets, liabilities, and equity
• Income Statement – Analyze profitability and operational performance
• Cash Flow Statement – Track liquidity and cash movements
• Financial Forecasts – Evaluate future potential based on financial projections
Making Cross-Connections Between Financial Statements
See how the statements interrelate and what story the numbers tell collectively. Discover how to spot inconsistencies, red flags, or opportunities by connecting data across reports.
Key Financial Ratios and Concepts
Master the most important financial indicators:
• Profitability (e.g. gross margin, net profit margin)
• Liquidity (e.g. current ratio, quick ratio)
• Solvency (e.g. debt-to-equity ratio)
• Efficiency (e.g. inventory turnover, asset utilization)
• Cash Flow Analysis – Understand operating, investing, and financing cash flows
Creative Accounting and Financial Manipulation
Explore how numbers can be “massaged” and what signs to watch for. Get an introduction to the tactics behind creative accounting, and learn how to maintain a critical, analytical mindset.
Legal and Regulatory Frameworks
Get to know the legal foundations of financial reporting. Understand how accounting laws and regulations shape what appears in financial statements—and what doesn’t.
Investment Analysis and Financing
Learn the basics of evaluating business investments and the strategies behind financing them. Discover the metrics and methods used by investors and financial institutions to assess risk and return.
Connecting Financial Analysis to Business Strategy
Bridge the gap between numbers and decision-making. Learn how to apply financial insights to business strategies, and make recommendations that go beyond the spreadsheet.