If you’re looking to pursue a career in finance, investments or looking to develop your professional skills, this course is essential.The Business Fundamentals Course is designed to teach students the soft and technical skills Wall Street professionals apply on the job. This course covers accounting principles, Excel modeling, reading and analyzing a company’s SEC filings, 10K's & 10Q's. We use current and practical case studies to bridge the gap between theory and real-world practicality. By the end of the course, students will be able to read and analyze financial statements and assess a company situation by performing due diligence. This course will give you the skills you’ll need to become a professional.Training Module 1. Accounting Principals and Financial Statement AnalysisAccounting is the langue of business. In this module, you’ll learn generally accepted accounting principles known as GAAP. You’ll learn cash vs accrual accounting. You’ll learn how to read and analyze financial statements. We also cover financial statements line items and the relationships between each statement. You’ll learn the importance of working capital. This module is meant to give you a practical sense of accounting in finance and investing.Training Module 2. Performing Industry and Company Due DiligenceUnderstanding the process of company and industry due diligence is essential to the role of a financial analyst. Data and information is everything in the world of finance and business. With this module, you’ll learn how to search and read SEC filings including 10K's and 10Q's. You’ll learn the different types of business stories. Learn company financial ratios that include revenue growth profitability margins, liquidity, working capital and many more. You’ll learn how to present a company's financial information in a professional PowerPoint format. You’ll also understand the process of gathering industry information
What you'll learn
understand generally accepted accounting principles (GAAP)
read and analyze financial statements
perform industry and company due diligence
interpret SEC filings including 10K's and 10Q's
calculate and understand company financial ratios
create professional presentations for financial analysis
Course objectives
teach accounting principles relevant to finance
develop skills for financial analysis and investment assessment
bridge theoretical knowledge with practical application through case studies