Financial Statements Analysis: Learn to Invest Like a Pro!

Upgrade your investment decision making, harness the powerful tools of financial statements and financial ratios!
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  • Lectures 35
  • Length 2.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2016 English

Course Description

“I call it the Rule of Three. If you read a company’s financial statements three times, and you still can’t figure out how they make their money, that’s usually for a reason”. James S. Chanos, founder of Kynikos Associates.

This course will help you to assess any company, while reading their financial statements.

The course covers all the basic aspects of reading and analyzing financial statements using different financial ratios. It will guide and teach you how and when to use those powerful tools in order to be able to assess the financial situation and profitability of a potential company and thus to decide if to invest in it in the stock market.

Knowing how to read and analyze financial statements is a "must" for any investor who wants to achieve successful results, trying to avoid investments in failing or fraudulent companies. This course will simplify all that 'intimidating" financial terminology, so that anyone can easily learn and understand it, even without background in finance or business management.

The lectures in the course are accompanied by different exercises and real-life examples. While the course focuses on the practical applications of the material, it also provides you with the necessary theoretical foundation that any investor needs to know and master.

We at Global Finance School (GFS) have over 30 years of experience in teaching finance and empowering individuals, families and businesses across the world. Our group of experts makes sure that all our courses are up to the top quality standards, offering you the best value for your time and money.

If you are a beginner investor, looking to upgrade your portfolio and enhance your earnings, this course is the best place for you to start!

What are the requirements?

  • Laptop/desktop computer with internet access and working speakers/headphones are required.
  • No prior knowledge is required.
  • Basic familiarity with the world of investments and/or the stock market and related terminology is recommended.
  • For maximum results, students must practice all given exercises and read through additional material available.
  • Patience, curiosity, and an eagerness to learn about financial statements, and allot the needed time to fully complete the course.

What am I going to get from this course?

  • Increase probability of investing in successful companies while avoiding fraud or fail ones
  • Read and interpret all major financial statements, and know exactly when to use each
  • Recognize key terminology such as "assets", "liabilities" and "depreciation", and understand their significance in different contexts.
  • Understand, use and calculate the most important financial ratios for analyzing potential investments
  • Gain an edge over other investors who may be too afraid to use those "complicated" tools. We make it simple for everyone!
  • Realize the importance of financial statements for making sound and successful decisions in the stock market.
  • Learn how to utilise and apply the material in real world scenarios and situations.

What is the target audience?

  • Investors with little to no financial education or background.
  • Beginner investors or traders interested in improving their skills using financial statements and ratios.
  • Anyone looking to harness powerful analytic tools to achieve better outcomes and profitable investments in the stock market.
  • Business professionals wanting to enrich their familiarity with financial statements or looking to start investing.
  • Less suitable for beginner or advanced accountants who want to learn how to write financial statements.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Welcome To the Course!
06:11

An Introduction to 

Financial Statements Analysis

Section 2: Financial Statements and the Stock Market
Why Do You Need To Know About Financial Statements?
10:35
11:09

In Lecture B of the Financial Statements Analysis we will take a more in depth look at the balance sheet 

Article

Practice reading a balance sheet with a real world example.

02:25

Enjoy an Animated Video Example of Buying Stocks and Equity

Review Questions: Introducing the Balance Sheet
4 questions
Section 3: What Are Financial Statements?
Elements of of Financial Statements
Preview
05:49
Further Reading: Researching the SEC
Article
The Importance of Financial Statements When Investing
02:50
Review Questions: What Are Financial Statements?
1 question
Section 4: A Deeper Look at the Balance Sheet
A Deeper Look At the Balance Sheet
Preview
05:30
Review Questions: Deeper Look at the Balance Sheet
4 questions
Section 5: The Profit & Loss (Income) Statement
The Profit & Loss (Income Statement)
15:10
Review Exercise: Reading an Income Statement
Article
Review Questions: The P&L (Income) Statement
1 question
Depreciation
11:40
Depreciation and Wear and Tear for Investors
Preview
03:36
Review Questions: Depreciation
2 questions
Section 6: Cash Flow Statement & Statement of Changes in Equity
The Cash Flow Statement
13:43
Review Exercise: Reading a Cash Flow Statement
Article
The Company’s Profit and Cash Flow
12:26
Learn More: Apple's Cash Reserves
Article
What Cash Flow and Profit Mean For Investors
Preview
04:28
Review Questions: Cash Flow Statement
2 questions
Statement of Changes in Equity
05:50
Learn More: Reading a 10K Financial Report
Article
Review Questions: Statement of Changes in Equity
1 question
Section 7: Financial Statement Ratios
Financial Ratios
Preview
05:28
Current Ratios
06:13
Learn More: Follow General Motors Company Stock Report
Article
Review Exercise: Calculating Current Ratio
Article
Quick Ratio and Equity Balance Ratio
04:31
Review Exercise: Equity Balance Sheet Total Ratio
Article
P&L Ratios
03:13
Financial Ratios and the Way To Break the Financial Statement’s Code
05:40
Financial Statement Ratios Recap
01:39
Review Questions: Financial Statement Ratios
6 questions
Section 8: Net Profit Per Share and Credit Days
Net Profit Per Share
11:12
Net Profit Ratios Example
Preview
04:56
Review Exercise: Calculating Profit to Earnings Ratio
1 page
Combined Ratios
04:27
Learn More: Apple's Equity Ratio
Article
Review Questions: Net Profit Per Share & Combined Ratios
4 questions
Review Exercise: Return on Assets
Article
Section 9: Summary
Final Quiz: Financial Statements and Financial Ratios
26 questions

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Instructor Biography

Global Finance School, Online Finance and Management Education

Global Finance School, Instructed by Mr. Simanovsky, has been leading innovation in the field of financial studies for over 30 year. Mr.Simanovsky has written 27 bestsellers books on Finance education, including Finance for Beginners, Statistics for Beginners, and Stock Market for Beginners.

Mr. Simanovsky, who also co-founder of Meitav Group, an Asset Management and Investment Banking firm with over 7 billion USD under management, brings his real life experience to create a pragmatic learning experience, especially suited to professionals aspiring to advance in financial positions.

With over 3 decades of experience, Mr. Simanovsky and his team of finance professionals and e-learning experts from around the globe developed an extraordinary ability to explain and teach financial topics by providing a wide variety of easy to access high quality business education tools.

Global Finance School is known for its unique teaching style that sets to make finance a fun topic, intuitive to understand, and very engaging.

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