Online Class: Financial Analysis 101 — Planning and Control

This course addresses principles and the process of strategic financial planning for any organization, large or small.

no certificate
- OR -
with CEU Certificate*
Start Right Now!
$95.00 (with CEU Certificate)
Taking multiple courses? Save with our platinum program.
  • 12
  • 14
    Exams &
  • 527
    have taken this course
  • 7
    average time
  • 0.7

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

·    Financial Decisions and Risk. 
  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider

Course Lessons

Average Lesson Rating:
4.4 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(190 votes)

Lesson 1. Principles of Corporate Finance

Planning involves the development of future objectives and the preparation of a number of budgets to achieve those objectives. Additional lesson topics: How do you calculate costs of capital when budgeting new projects?; The Best Way to Measure Company Performance; Ratios: For Analysis, Control and Profit Planning 11 Total Points
  • Lesson 1 Video
  • Lesson discussions: Reasons for Taking this Course
  • Complete Assignment: An Introduction
  • Assessment: Exam 1

Lesson 2. Financial Statements and Reports

The profitability of a business(sustained growth and earnings)is determined from the business' Balance Sheet, as well as from its Income Statement. Additional lesson topics: Income Statement Overview; Analysis of profitability, liquidity and performance; Four Types of Financial Statements 10 Total Points
  • Lesson 2 Video
  • Assessment: Exam 2

Lesson 3. Ratio Analysis

Financial ratios are used to evaluate and weigh the performance and operations of the firm. Additional lesson topics: Types of Ratio analysis and their significance; DuPont Analysis Example; Ratio Analysis Tutorial 10 Total Points
  • Lesson 3 Video
  • Assessment: Exam 3

Lesson 4. Cost of Capital

The cost of capital is the cost of a firm's debt and equity funds or the required rate of return on a portfolio of the company's existing securities. Additional lesson topics: Cost Of Capital; Return, Risk and The Security Market Line 10 Total Points
  • Lesson 4 Video
  • Assessment: Exam 4

Lesson 5: Cash Management

Cash management involves the firm's management of its cash, collections, and short-term investing. 10 Total Points
  • Lesson 5 Video
  • Assessment: Exam 5

Lesson 6: Cost Analysis

Cost analysis is a comparison of costs. Costs used to prepare financial statements are not the same as those used to control operations. Additional lesson topics: Variable Costs and Fixed Costs 10 Total Points
  • Lesson 6 Video
  • Assessment: Exam 6

Lesson 7: Operational Budgeting

Operational budgets are not the same as capital budgets. Additional lesson topics: What is Strategic Planning?; Differences and Similarities of Capital and Operational Budgeting; Master Budget; Preparing the Master Budget for your Company 10 Total Points
  • Lesson 7 Video
  • Assessment: Exam 7

Lesson 8: Operating and Financial Leverage

Operating leverage is the extent fixed assets associated with fixed costs are being used by the firm. Additional lesson topics: How to Calculate Your Business Break-even Point!; BREAK-EVEN POINT; Operating Leverage How it works/Example 10 Total Points
  • Lesson 8 Video
  • Assessment: Exam 8

Lesson 9: Working Capital Management

Working capital management examines the relationship between short-term assets and short-term liabilities. Additional lesson topics: Liquidity Measures: Net Working Capital, Current Ratio, and Quick Ratio 10 Total Points
  • Lesson 9 Video
  • Assessment: Exam 9

Lesson 10: Current Asset and Debt Management

Asset management ratios calculate the efficient use of a variety of assets, and their contribution to the overall strength of the company. Additional lesson topics: The Role of Finance in the Strategic-Planning and Decision-Making Process; Difference Between Profitability Ratios and Asset Utilization Ratios; The Ten Tools of Profitable Revenue Growth; Insights into Operating and Financial Leverage 10 Total Points
  • Lesson 10 Video
  • Assessment: Exam 10

Lesson 11: Capital Budgeting

Expansion requires large expenditures. Effective capital budgeting improves the overall timing of the asset acquisition (cost savings) and quality of assets purchased. Additional lesson topics: Capital Budgeting: The Importance Of Capital Budgeting; What is a capital expenditure versus a revenue expenditure? 10 Total Points
  • Lesson 11 Video
  • Assessment: Exam 11

Lesson 12: Decisions and Risk

Capital budgeting helps determine if a potential long-term investment will be profitable. It is an investment concept that requires a committed investment of funds if a future return is to be realized. 70 Total Points
  • Lesson 12 Video
  • Lesson discussions: Let us know what you think of this course; Course Comments; Program Evaluation Follow-up Survey (End of Course)
  • Assessment: Exam 12
  • Assessment: The Final Exam
Total Course Points

Learning Outcomes

By successfully completing this course, students will be able to:
  • 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.
  • Demonstrate mastery of lesson content at levels of 70% or higher.

Additional Course Information

Online CEU Certificate
  • 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
Document Your CEUs on Your Resume
Course Title: Financial Analysis 101: Planning and Control
Course Number: 8900345
Lessons Rating: 4.4 / 5 Stars (190 votes)
Languages: English - United States, Canada and other English speaking countries
Availability: This course is online and available in all 50 states including: California, Florida, Georgia, Illinois, New York, Pennsylvania, Ohio, Texas, and Washington.
Last Updated: March 2023
Course Type: Self-Paced, Online Class
CEU Value: 0.7 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Syllabus: View Syllabus
Course Fee: $95.00 U.S. dollars

Choose Your Subscription Plan

Course Only
One Course
No Certificate / No CEUs
for 6 months
Billed once
This course only
Includes certificate X
Includes CEUs X
Self-paced Yes
Instructor support Yes
Time to complete 6 months
No. of courses 1 course
Certificate Course
One Course
Certificate & CEUs
for 6 months
Billed once
This course only
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 6 months
No. of courses 1 course
Platinum Yearly
Certificates & CEUs
per year
Billed once
Includes all 600+ courses
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 12 Months
No. of courses 600+
Platinum 2 Years
Certificates & CEUs
for 2 years
You save $79.00!
Billed once
Includes all 600+ courses
Includes certificate Yes
Includes CEUs Yes
Self-paced Yes
Instructor support Yes
Time to complete 24 Months
No. of courses 600+

Student Testimonials

  • "It was an amazing time learning about financing, I can actually say that I learned a lot, and thank you." -- Anderson J.

Related Courses