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.

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  • 12
  • 14
    Exams &
  • 612
    have taken this course
  • 7
    average time
  • 0.7

Course Description

Mastering the Symphony of Financial Strategy: An All-Encompassing Guide to Financial Analysis & Planning

Financial analysis is not just about crunching numbers – it's an intricate dance of understanding, planning, forecasting, and decision-making. At its core, it's a harmonious blend of economics, accounting, and human insight. Each element plays a crucial role: Economics sets the stage, accounting orchestrates the rhythm, and the financial manager, akin to a conductor, ensures each part contributes to the grand performance.

Welcome to our comprehensive course – a deep dive into the world of financial strategy and analysis, curated for both budding analysts and seasoned professionals.

Why This Course Stands Out:

  1. Holistic Approach: Beyond just theoretical knowledge, we integrate real-world applications and case studies, ensuring you gain practical insights.

  2. Interdisciplinary Blend: Understand how economics provides the foundational knowledge, accounting offers precise financial insights, and how the role of a financial manager binds these elements to navigate a firm’s journey successfully.

  3. Strategic Depth: Grasp the nuances of strategic financial planning. It's not just about managing resources but strategically channeling them to align with corporate objectives.

Course Breakdown:

  • Economics & Decision Framework: Delve into how economic structures influence and guide financial decision-making processes.

  • Accounting Insights: Unravel the intricacies of cash flow data, ensuring robust financial health.

  • Financial Management Masterclass: From resource allocation to interpretative analytics, master the skills of a top-tier financial manager.

  • Strategic Planning Vs. Financial Planning: While both are pivotal, understanding the distinction helps in shaping an organization's direction and ensuring its financial viability.

  • Qualitative & Quantitative Mastery: From understanding economic activities to leveraging accounting formulas – gain proficiency in both spheres of financial data.

  • Forecasting Excellence: Equip yourself with proven methodologies to visualize and achieve short-term and long-term objectives.

  • Diverse Industry Insights: Get a panoramic view with case studies spanning various sectors, offering a rich tapestry of financial strategies and outcomes.

Module Highlights:

  • Corporate Planning Foundations: Set the stage with a thorough grasp of core planning principles.

  • Deciphering Financial Statements: Learn to read, interpret, and analyze these critical documents like a seasoned pro.

  • Advanced Ratio Analysis: Dive deep into metrics that can make or break financial decisions.

  • Cost, Capital, and Cash: Master these three Cs of finance to ensure liquidity and profitability.

  • Operational Dynamics: Understand budgeting essentials to drive operational efficiency.

  • Risk & Financial Decisions: Equip yourself with tools and tactics to mitigate financial risks, ensuring sustainable growth.

In essence, our course is not just a learning pathway but a transformative journey. It’s tailored to empower you with a 360-degree understanding of financial strategy, ensuring you're equipped to navigate any financial challenge and seize opportunities. Enroll today, and let's chart your path to financial mastery!

  • 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"
(196 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: Ratios: For Analysis, Control and Profit Planning; The Best Way to Measure Company Performance; How do you calculate costs of capital when budgeting new projects? 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: Master Budget; What is Strategic Planning?; Preparing the Master Budget for your Company; Differences and Similarities of Capital and Operational Budgeting 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 Ten Tools of Profitable Revenue Growth; The Role of Finance in the Strategic-Planning and Decision-Making Process; Insights into Operating and Financial Leverage; Difference Between Profitability Ratios and Asset Utilization Ratios 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 (196 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: September 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: $120.00 U.S. dollars

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Student Testimonials

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

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