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Financial Analysis, from Scratch to Professional

Name: Financial Analysis, from Scratch to Professional
Rating: 4.9 (16 reviews)

Master Financial Statements, Ratios, Budgeting, Forecasting & Valuation

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Created byLearn Edge

Last updated 6/2026

English

English [Auto],

What you'll learn

Understand the fundamentals and importance of financial analysis in business decision-making.
Read, interpret, and analyze key financial statements, including the Income Statement, Balance Sheet, and Cash Flow Statement.
Calculate and evaluate financial ratios to assess profitability, liquidity, efficiency, and solvency.
Analyze cash flow patterns and manage working capital effectively.
Develop budgets and create financial forecasts for business planning.
Apply valuation techniques to determine business and investment value.
Perform investment analysis and evaluate financial opportunities using key metrics.
Use industry-standard tools and software such as Excel for financial analysis and reporting.
Identify financial strengths, weaknesses, risks, and growth opportunities within an organization.
Build professional financial analysis skills applicable to corporate finance, investment, and business management roles.

Course content

7 sections • 43 lectures • 1h 11m total length

Introduction1:11
What is Financial Analysis1:28
Types of Financial Analysis1:18
Key Financial Terminologies1:23
Overview of Financial Statements1:24
Understand the balance sheet, income statement, and cash flow statement to examine assets, liabilities, equity, revenues, expenses, and cash flows across operating, investing, and financing activities.
The Role of a Financial Analyst2:08

Introduction1:31
Explore how financial statements—balance sheet, income statement, and cash flow statement—reveal a company's health and liquidity, with notes providing essential context and interconnections.
Balance Sheet Breakdown1:41
Income Statement Breakdown1:41
Analyze the income statement to understand revenues, cogs, and expenses, and determine gross profit, operating income, and net profit. Assess profitability and operational efficiency for stakeholders.
Cash Flow Statement Breakdown1:30
Explore the cash flow statement breakdown across operating, investing, and financing activities, showing net cash flow and how inflows and outflows reflect liquidity and financial flexibility.
Connecting the Financial Statements1:22
Notes to Financial Statements2:38

Introduction1:22
Analyze ratios and performance indicators to assess a company's condition and efficiency. Learn to calculate liquidity measures like the current and quick ratios, and evaluate profitability, leverage, and efficiency.
Liquidity Ratios1:25
Learn liquidity ratios like the current ratio and quick ratio to assess a company’s ability to cover short-term obligations with current assets, excluding inventory for the quick ratio.
Profitability Ratios1:35
Explore profitability ratios like gross profit margin and return on assets to assess how efficiently a company uses revenue and assets to generate profit for investors and stakeholders.
Leverage Ratios1:23
Efficiency Ratios1:28
Key Performance Metrics in the UK2:36

Introduction1:16
Cash Flow vs Profit1:29
Learn how cash flow differs from profit, and why liquidity matters. Explore how operating, investing, and financing activities shape cash availability and long-term sustainability.
Components of Working Capital1:36
Cash Flow Forecasting1:35
Strategies to Improve Cash Flow1:36
Apply practical cash flow strategies to boost liquidity, including tightening credit control, just-in-time inventory, extending suppliers' payment terms, leasing equipment, and cutting operating expenses in the UK market.
Cash Flow Considerations in the UK Market0:46
Invest in robust cash flow management to navigate UK market uncertainties, including Brexit, consumer confidence shifts, and government policies, while planning for seasonality and maintaining year-round liquidity.
Trending ICash Flow Considerations in the UK Marketnterior1:36

Introduction1:25
What is Budgeting?1:32
Steps to Create a Basic Budget1:32
Identify income sources and project revenue to build a realistic budget, then classify fixed and variable costs, set financial goals, allocate resources, and monitor and adjust toward a financial roadmap.
Forecasting Techniques1:38
Forecasting techniques predict a company's future financial performance by analyzing historical data, market trends, and business assumptions, using methods like historical forecasting, percentage of sales, moving averages, and scenario forecasting.
Variance Analysis1:45
Budgeting Practices for UK Businesses2:55

Introduction1:29
Basics of Company Valuation1:48
Common Valuation Methods1:32
Explore asset-based, earnings-based, and market-based valuation to assess a company’s worth, using price-to-earnings ratios and comparable transactions for UK investment decisions.
Discounted Cash Flow (DCF)1:29
Evaluating Investment Opportunities1:40
Master evaluating investment opportunities by combining financial ratio analysis—ROI, debt-to-equity, and profit margins—with qualitative insights on competitive advantage, management, and business model sustainability in the UK market.
UK Investment Trends and Environment2:42
Explore UK investment trends in technology, renewable energy, and healthcare while evaluating ESG factors and Brexit effects on trade, real estate, and fintech, and valuation methods guide investment decisions.

Introduction1:24
Explore essential tools and software for financial analysis, including Excel, templates, QuickBooks, Xero, and UK regulations, to enhance efficiency and accuracy in financial decision making.
Excel Basics for Financial Analysis1:41
Master essential Excel basics for financial analysis, including sum, average, if, npv, irr, pivot tables, and data visualization to drive data-driven decisions in the UK market.
Using Financial Analysis Templates1:39
Financial Modelling1:31
Overview of Financial Analysis Software1:42
UK-specific Financial Tools and Regulations2:51

Requirements

No prior financial analysis experience is required; this course is designed for beginners and professionals alike.
A computer with Microsoft Excel (or a similar spreadsheet application) and a willingness to learn financial concepts are recommended.

Description

This course contains the use of artificial intelligence (AI) for content development, educational assistance, and instructional support. All course materials have been reviewed and organized to ensure educational value and learning effectiveness.

Financial analysis is one of the most valuable skills in today's business and finance environment. Whether you are a student, entrepreneur, manager, investor, accountant, or aspiring financial analyst, understanding how to evaluate financial performance and make data-driven decisions is essential for success.

This comprehensive course is designed to take you from a complete beginner to a confident financial analysis professional. You will learn how to interpret financial statements, evaluate business performance, analyze profitability, assess financial health, manage cash flow, create budgets and forecasts, perform valuation techniques, and make informed investment decisions.

The course begins with the fundamentals of financial analysis, helping you understand the purpose, scope, and importance of financial information in business. You will then explore the three core financial statements—the Income Statement, Balance Sheet, and Cash Flow Statement—and learn how they work together to provide a complete picture of an organization's financial position.

As you progress, you will master financial ratios and key performance indicators (KPIs) used by businesses, investors, and financial professionals worldwide. You will learn how to assess liquidity, profitability, efficiency, and solvency while identifying strengths, weaknesses, opportunities, and financial risks.

The course also covers cash flow analysis and working capital management, enabling you to understand how businesses maintain operational stability and financial sustainability. You will gain practical insights into managing receivables, payables, inventory, and cash resources effectively.

In the budgeting and forecasting section, you will learn how organizations plan for the future by creating financial projections, budgets, and performance targets. These skills are critical for business planning, strategic decision-making, and financial control.

You will also explore valuation and investment analysis techniques used to evaluate companies, projects, and investment opportunities. By understanding valuation methods and investment metrics, you will be better equipped to assess financial opportunities and support sound business decisions.

To ensure practical application, the course introduces commonly used tools and software for financial analysis, including spreadsheet-based techniques and reporting methods that professionals use in real-world environments.

By the end of this course, you will have the confidence and knowledge to analyze financial statements, evaluate business performance, develop forecasts, assess investment opportunities, and contribute effectively to financial decision-making processes.

Enroll today and develop the financial analysis expertise needed to understand business performance, support strategic decisions, and advance your career in finance and business.

Who this course is for:

Beginners who want to learn financial analysis from scratch.
Business professionals seeking to improve financial decision-making skills.
Students in finance, accounting, business, or management programs.
Entrepreneurs and business owners who want to understand and analyze financial performance.
Aspiring financial analysts, accountants, and investment professionals.
Anyone interested in developing practical financial analysis and valuation skills.

Financial Analysis, from Scratch to Professional

What you'll learn

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Course content

Module 1: Introduction to Financial Analysis6 lectures • 9min

Module 2: Financial Statements and Their Components6 lectures • 10min

Module 3: Financial Ratios and Performance Indicators6 lectures • 10min

Module 4: Cash Flow and Working Capital Management7 lectures • 10min

Module 5: Budgeting and Forecasting6 lectures • 11min

Module 6: Valuation and Investment Analysis6 lectures • 11min

Module 7: Tools and Software for Financial Analysis6 lectures • 11min

Requirements

Description

Who this course is for: