Financial Analysis Fundamentals

Coursera MOOC / Non-credit USD 49
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Financial Analysis Fundamentals

About this course

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. You will also learn how to evaluate financial performance using both quantitative analysis and business context, helping you identify operational strengths, financial risks, and areas for improvement. The course will emphasize how ratios work together to provide a more complete view of a company’s overall financial condition. In addition, you will develop practical skills in comparing companies across industries and time periods, interpreting trends, and presenting financial insights clearly and professionally. By the end of the course, you will be able to perform meaningful financial analysis to support business, lending, and investment decisions.

What you'll learn

  • Calculate and interpret financial ratios for profitability, asset utilization, leverage, and liquidity
  • Compare financial performance across multiple companies and time periods
  • Apply the DuPont Pyramid framework to analyze return on equity drivers
  • Evaluate financial performance using both quantitative metrics and qualitative business context
  • Identify operational strengths, financial risks, and areas for improvement from financial statements
  • Present financial analysis insights clearly and professionally

Course objectives

  • Perform meaningful financial analysis to support business decisions
  • Support lending and investment decisions with ratio analysis
  • Benchmark companies across industries and identify trends
  • Understand how financial ratios work together to reveal overall financial condition

Skills you'll gain

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