Course description
The Financial Statement Analysis Certificate introduces the concept of financial analysis, which plays a vital role in understanding a company's financial health. You'll gain valuable knowledge and skills in financial statement analysis through an engaging, flexible learning experience.
Syllabus
- Introduction
- Trading Performance
- Trading Risks
- Financial Leverage
- Financial Performance
- Analysis Considerations
- Other Financial Analysis Tools
- Bank Balance Sheet and Basel
Outcome / Qualification etc.
Online Assessment
When you're ready, you will take an online assessment to test your level of understanding.
- 80 questions (10 questions per module)
- Backed by practice questions
Training Course Content
You'll gain valuable insights into ratios and their role in assessing a company's trading performance, trading risk, financial risk, and financial performance. The course will also take you through potential distortions and the need for critical thinking when conducting an analysis, other analysis tools that are available, and bank balance sheet and Bssel requirements.
Introduction
- Describe and explain the purpose of the analysis of financial statements.
- Describe and explain the important pre-requisites for any analysis to be of practical use.
- Describe and explain the uses and limitations of financial ratios.
Trading Performance
- Describe and explain the purpose of trading performance assessments.
- Describe, explain and calculate standard trading performance ratios.
- Understand and explain any important considerations and potential problems inherent in the calculation and analysis of any standard trading performance ratios.
Trading Risks
- Describe and explain the purpose of trading risk assessments.
- Describe, explain and calculate standard trading risk ratios.
- Understand and explain any important considerations and potential problems inherent in the calculation and analysis of any standard trading risk ratios.
Financial Leverage
- Describe and explain the purpose of financial risk assessments.
- Describe, explain and calculate standard financial risk ratios.
- Understand and explain any important considerations and potential problems inherent in the calculation and analysis of any standard financial risk ratios.
Financial Performance
- Describe and explain the purpose of financial performance assessments.
- Describe, explain and calculate standard financial performance ratios.
- Understand and explain any important considerations and potential problems inherent in the calculation and analysis of any standard financial performance ratios.
Analysis Considerations
- Understand the importance of appreciating the nature of the business, how it generates its profits and its cash, the market it operates within and the general economic circumstances in which it is operating when conducting an analysis exercise.
- Understand and describe the potentially distorting effects of the choice of accounting policies; window dressing; major trading or financial transactions; any inability to realize assets.
- Understand the limitations of analysis and the importance of assessing the implications for the future.
Other Financial Analysis Tools
- Describe and explain the purpose and use of trend statements.
- Describe and explain the purpose and use of common size statements.
Bank Balance Sheet and Basel
- Describe and explain the nature of a bank's balance sheet and how it differs from that of a typical industrial company.
- Describe and explain the Basel Accords and how they seek to control banking risks.
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Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...