Financial Analysis 101: Planning and Control

no certificate
with CEU Certificate*
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12Lessons
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13Exams &
Assignments -
233Students
have taken this course -
7Hours
average time -
0.7CEUs
Course Description
The crux of financial analysis lies with its purpose. It may be the company's focus on short-term liquidity or its long-term planning. Financial statements provide a picture of the company's financial condition. Forecasting involves analyzing these statements to project calculated scenarios and probabilities.
Definitively, financial planning and control (aka financial management) analyzes the firm's financial mission and goals, to achieve various milestones and planned goals.
The field of finance is intertwined with economics, accounting, and the human element responsible for accurate analysis, forecasting, and practical quantitative applications.
· Economics provides structural data for decision-making;
· Accounting provides financial / cash flow data;
· The financial manager collects, interprets, processes, and allocates the firm's resources.
This course addresses principles and the process of strategic financial planning for any organization, large or small. You will learn that financial planning must include not only financial management methods (basic accounting) but also strategy(ies) necessary to decide how to accomplish corporate financial goals. We will provide useful information regarding the interpretation and application of:
· qualitative (economic activity) information, data, and statistics,
· quantitative data, analysis, and formulas (accounting), and
· forecasting methods to meet short-term and long-term corporate goals.
Financial planning is managing your finances over time in such a way that you can meet your business needs. Strategic planning is the process of determining the direction your company will take, the goals you have for the business and how to achieve what you want. Both types of planning involve defining objectives, gathering and analyzing data, implementing the plan and monitoring the results.
The goal of this course is to provide comprehensive information on financial analysis in areas of planning and control suited to anyone on any level desiring this information for either professional or personal use.
Objectively this course qualitatively and quantitatively defines, reviews, and illustrates the principles of corporate finance, including: profit/loss, asset and cash management, operational budgets, cost analysis, profitability, leverage, and decision and risk. Various industry approaches, cases, means and methods will be presented. The 12 Lessons will generally be organized into major areas of:
· Principles of Corporate Planning and Control
· Financial Statements and Reports
· Ratio Analysis
· Cost of Capital
· Cash Management and Cash Analysis
· Operations Budgeting
· Working Capital Management
· Capital Budgeting
- Completely Online
- Self-Paced
- 6 Months to Complete
- 24/7 Availability
- Start Anytime
- PC & Mac Compatible
- Android & iOS Friendly
- Accredited CEUs

Course Lessons
Lesson 1. Principles of Corporate Finance
Review 2 Articles: The Best Way to Measure Company Performance; How do you calculate costs of capital when budgeting new projects?
Take Survey: Reasons for Taking this Course
Complete: Exam 1
Lesson 2. Financial Statements and Reports
Review 3 Articles: Four Types of Financial Statements; Analysis of profitability, liquidity and performance; Income Statement Overview
Complete: Exam 2
Lesson 3. Ratio Analysis
Review 3 Articles: Ratio Analysis Tutorial; DuPont Analysis Example; Types of Ratio analysis and their significance
Complete: Exam 3
Lesson 4. Cost of Capital
Review 2 Articles: Cost Of Capital; Return, Risk And The Security Market Line - Expected Return, Variance And Standard Deviation Of A Portfolio
Complete: Exam 4
Lesson 5: Cash Management
Complete: Exam 5
Lesson 6: Cost Analysis
Review Article: Variable Costs and Fixed Costs
Complete: Exam 6
Lesson 7: Operational Budgeting
Review 3 Articles: Differences and Similarities of Capital and Operational Budgeting; Preparing the Master Budget for your Company; What is Strategic Planning?
Complete: Exam 7
Lesson 8: Operating and Financial Leverage
Review 3 Articles: Operating Leverage How it works/Example; BREAK-EVEN POINT; How to Calculate Your Business Break-even Point!
Complete: Exam 8
Lesson 9: Working Capital Management
Review Article: Liquidity Measures: Net Working Capital, Current Ratio, and Quick Ratio
Complete: Exam 9
Lesson 10: Current Asset and Debt Management
Review 4 Articles: Difference Between Profitability Ratios and Asset Utilization Ratios; Insights into Operating And Financial Leverage; The Ten Tools of Profitable Revenue Growth; The Role of Finance in the Strategic-Planning and Decision-Making Process
Complete: Exam 10
Lesson 11: Capital Budgeting
Review 2 Articles: Capital Budgeting: The Importance Of Capital Budgeting; What is a capital expenditure versus a revenue expenditure?
Complete: Exam 11
Lesson 12: Decisions and Risk
Take Poll: Let us know what you think of this course
Take Survey: Course Comments
Take Survey: Program Evaluation Follow-up Survey (End of Course)
Complete: Exam 12
Complete: The Final Exam
Learning Outcomes
- Describe principles of corporate finance.
- Summarize financial statements and reports.
- Describe ratio analysis.
- Describe cost of capital.
- Describe cash management.
- Summarize describe cost analysis..
- Summarize operational budgeting.
- Summarize operating and financial leverage.
- Describe working capital management.
- Describe current asset and debt management.
- Describe capital budgeting, and
- Demonstrate mastery of lesson content at levels of 70% or higher.
Additional Course Information

- Document Your Lifelong Learning Achievements
- Earn an Official Certificate Documenting Course Hours and CEUs
- Verify Your Certificate with a Unique Serial Number Online
- View and Share Your Certificate Online or Download/Print as PDF
- Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media

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Time to complete | 6 months |
No. of courses | 1 course |
Certificate & CEUs
This course only
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Includes CEUs |
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Time to complete | 6 months |
No. of courses | 1 course |
Certificates & CEUs
Includes all 500+ courses
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Includes CEUs |
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Self-paced |
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Instructor support |
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Time to complete | 12 Months |
No. of courses | 500+ |
Certificates & CEUs
Includes all 500+ courses
Includes certificate |
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Includes CEUs |
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Self-paced |
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Instructor support |
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Time to complete | 24 Months |
No. of courses | 500+ |