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Financial Reporting, Planning and Analysis

Name: Financial Reporting, Planning and Analysis
Rating: 3.9 (14 reviews)

Master Program on Financial Analysis, Finance for Non Finance, Cost Accounting, Valuation, Management Accounting

Created byGorav Goyal

Last updated 7/2025

English

English [Auto],

What you'll learn

Introduction to Finance and Financial Accounting
Cost Benefits Analysis
Continuous Improvements in Business through Finance Fundamentals
Accounting and Financial Statements and reports objective
Financial Analysis through Ratio to understand performance of business
Budgeting & Forecasting, Management Accounting
Cost Accounting and Concepts
Working Capital Management
Compliance Management
Valuation Techniques and Investors Perspective - such as DCF method etc.
Financial Modeling
Financial Analysis

Course content

13 sections • 41 lectures • 3h 24m total length

Course Introduction4:39
Topics to be covered and Setting the Context of the Course

Basic Understanding of Financials Accounting and Financial Key Terms12:05
Explore foundational financial accounting concepts, including assets, liabilities, equity, revenue, and cost of goods sold, and learn how they interrelate through cash flow, EBITDA, and EBIT.
Introduction to Financial Statements9:09
Forms of Business Organization
Users of Financial Statements
Business Activities
Communicating with Users and What are the Financial Statements
Accounting Process and Detail Discussion on Financial Statements20:36
Balance Sheet
Income Statements
Going Concern
Accrual Basis
Depreciation
Capital Structure, CAPM, WACC5:00
Optimal Capital Structure and How to Calculate it
CAPM (Capital Asset Pricing Model)
WACC (Weighted Average Cost of Capital)
Cash Flow Statement and Profit vs Money in Bank5:19
Importance of Cash Flow Statement vs Profit
The Conceptual Framework of Accounting Assumptions2:52
1.Revenue Recognition Principle
2.Expense Recognition (Matching) Principle
3.Cost Principle
4.Full Disclosure Principle
5.Separate Entity Concept
6.Conservatism
7.Monetary Measurement Concept
8.Going Concern Assumption
9.Time Period Assumption
Over Capitalization Vs Under Capitalization and Linkage to Capital Structure1:49
Explore how over capitalization creates idle capacity and higher fixed costs, while under capitalization causes capacity shortages and opportunity costs, linking these to the cost of capital and capital structure.

Costing Fundamentals and Techniques to Analyze3:17
Cost Concepts - Fixed Cost, Variable Cost, SEMI Variable Cost
Cost Concepts - Marginal Cost, Contribution Margin Ratio, Profit Volume , BEP6:01
Standard Cost Concepts and Variance Analysis4:57
Understand standard costing and variance analysis by comparing actuals to standards across materials, labor, and overhead, including material price and usage variances, labor variance, overhead variance, and volume variance.
Absorption Costing vs Variable Costing2:31
Explore absorption costing, including direct materials, direct labor, and all overhead in product cost under US GAAP; contrast with variable costing where fixed overhead is a period cost.
ABC Costing4:01

What is Budget and Types of Budget5:33
Explore how budgets function as one to five year spending plans, including master, rolling, continuous, static, and flexible budgets, and distinguish operating and financial budgets with key sub-budgets.
Operating Budget4:05
Financial Budget2:37
Discover how the financial budget, a core element of the master budget, guides cash flow planning, CapEx decisions, and the budgeted balance sheet to assess a firm's financial health.
Static Budget Vs Flexible Budget3:19
Budgeting Vs Forecasting and Rolling Forecast and Its Benefits3:37
Explore how budgeting sets annual plans and forecasting updates them through rolling forecasts, guiding actions like sales growth, profitability, and cost cuts.

Requirements

No specific knowledge set required to take this course, anyone can take it
Any Person who is always keen to learn new skills and want to scale up in career
No particular books or material is required. This course will be enough to have fundamental knowledge

Description

Finance knowledge is must to have skill which every individual must possess in their career whether running its own business or planning to do a Start Up or working in a corporate in any area. By combining finance understanding with existing other domain knowledge can be advantageous for better future for an individual and for generating profits in business.

Learning the Finance Education is interesting and its very easy to learn as every individual manage some sort of finance it their life.

This course is designed specially for Non Finance professionals/managers or business owners - small, mid size or big who have limited knowledge about Financial Concepts and its always tough to read big books or find out large amount of time.

This course will provide enough knowledge in short duration about finance and how to use them regularly and be at extra edge always at career and take decisions driven by understanding the Business Reports and by the same time able to benchmark the same with peer groups or companies

You will be explained all about Finance Fundamental of followings:-

Basics of Finance & Accounting,

Understanding the Financial Statements

Capital Budgeting,

Ratio Analysis

Costing Concepts

Valuation Techniques - DCF and other methods

Financial Modeling

How to read Annual Reports and Sources

Budgeting & Forecasting

Zero Based Budgeting

Compliance Management

Working Capital Management

Financial Statements are part of every business which is Balance Sheet, Income Statement and Cash Flow and by having the understanding of the same business will be able to generate more profits by applying finance fundamental

You will also understand how to read the financial statements of big companies and how does make it important to have Finance knowledge.

Who this course is for:

Any person who wants to understand the Financial Terms and Fundamentals
Small or Mid Size or Big Business Owners or Start Up Founders
Non Finance People/Managers working in corporates in any department
Leaders eg. CEO, COO, Founders, Department Heads in Big Corporates from Non Finance background

Financial Reporting, Planning and Analysis

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 5min

Welcome to Finance For Non Finance2 lectures • 17min

Financial Analysis and Finance Fundamentals7 lectures • 57min

Financial Analysis with Ratio Formulas2 lectures • 11min

Cost Accounting and Concepts5 lectures • 21min

Budgeting and Forecasting Fundamentals and it's Process5 lectures • 19min

Working Capital Management and It's importance2 lectures • 11min

Capital Budgeting5 lectures • 8min

Zero Base Budgeting1 lecture • 3min

Compliance Management and its Importance in Business1 lecture • 6min

Requirements

Description

Who this course is for: