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Banking Courses

 Institute Name :

 ANZI Institute



Certificate in Financial Analysis

Course Content

I.   Overview of financial reporting
  • Corporate reporting and audit
  • Corporate reporting 
  • Information risk and audit
  • International accounting standards
  • Roles of accounting standards
  • Impact of compliance and differing standards
  • Creative accounting
  • Understanding creative accounting
  • Scope and areas of creative accounting
II.   Performance analysis
  • Profitability analysis
  • Returns on investment – the indicators 
  • Financial stability
  • Business sustainability 
  • Margin analysis – gross and net margins
  • Working capital and liquidity
  • Solvency and insolvency risk
  • quality and management
III.   Evaluation financial forecasts
  • Construction of financial forecasts
  • Developing financial forecast for financial decisions
  • Bases of financial forecasting and key issues
  • Tools and techniques for assessing forecasts
  • Capital expenditure analysis
  • Understanding return on investments
  • Discounted cash flow methodology and its application 
  • Assessment of financial forecasts
  • Testing financial forecasts
IV.  Performance analysis
  • Management assessment
  • Management impact on business results
  • KPI of business management and effectiveness
  • Cash flow analysis
  • Cash flow generation and utilization
  • Focus of cash flow analysis

Course Description

This course is designed for financial services industry executives in credit, lending and investment review roles to equip them with essential skills to further enhance their financial analytical skills to advance their careers.  In the course of fulfilling their responsibilities and roles, they make read, understand and analyze financial reports and conduct financial analysis of financial statement and business forecasts before they can make any recommendations. 

Course requirement
Upon completion participants would be able to analyse financial data from financial statements, implications of creative accounting and the accounting standards, forms of analysis, and evaluation of financial forecasts and financial risks.
Learning Objectives
  • Credit officers who market and process all business and corporate loans
  • Financial executives in the investment and securities environment
Learning Objectives
  • To assess the financial reporting environment and its risk 
  • To conduct a financial review and analysis of corporate financial results ·
  • To provide an opinion of financial condition in support of financial judgement
  • To conduct an assessment of business and financial plans for decision making purposes
What am I going to get from this course?
Delivery Method
  • Self-paced online learning through the ANZI learning management system (6 months)
Assessment
  • Online assessment
  • Certificate of attainment awarded for achieving satisfactory score

LESSONS

  • SECTION 1 :
    Financial Analysis : Study Material
  • 1.1
    CFA - Introduction
  • 1.2
    CFA - Module 1A
  • 1.3
    CFA - Module 1B
  • 1.4
    CFA - Module 2A
  • 1.5
    CFA - Module 2B
  • 1.6
    CFA - Module 3
  • 1.7
    CFA - Module 4A
  • 1.8
    CFA - Module 4B
  • 1.9
    CFA - Module 5
  • 1.10
    CFA - Module 6
  • 1.11
    CFA - Module 7
  • 1.12
    CFA - Module 8A
  • 1.13
    CFA - Module 8B
  • 1.14
    CFA - Module 9A
  • 1.15
    CFA - Module 9B
  • 1.16
    CFA - Module 10
  • 1.17
    CFA - Module 11
  • 1.18
    CFA - Module 12A
  • 1.19
    CFA - Module 12B
  • 1.20
    Learning Review
  • 1.21
    CERTIFICATE IN FINANCIAL ANALYSIS - PDF - v1.0

Course Information

Subject : Banking Courses

Course Description

This course is designed for financial services industry executives in credit, lending and investment review roles to equip them with essential skills to further enhance their financial analytical skills to advance their careers.  In the course of fulfilling their responsibilities and roles, they make read, understand and analyze financial reports and conduct financial analysis of financial statement and business forecasts before they can make any recommendations. 

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