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Finance & Economics

Financial Analysis Fundamentals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

Financial analysis is a crucial aspect of assessing a business’s financial health. It offers insights into performance and highlights potential vulnerabilities. In CFI’s “Financial Analysis Fundamentals” course, we will compute and interpret ratios for three different companies, offering insights into their profitability, asset utilization, leverage, and liquidity. Subsequently, we will compare these companies, examining trends, benchmarking, and delving into the DuPont Pyramid.

 
Access expires 180 days from purchase date

Applicable for

This financial analysis course is perfect for any aspiring financial analyst working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting. 

Learning Objectives

By the end of this course, you will be able to: 

  • calculate and interpret various return ratios, such as return on equity and return on assets
  • conduct an in-depth vertical analysis of the income statement, including the calculation and interpretation of different profitability ratios
  • assess a company’s asset utilization efficiency including undertaking a detailed assessment of its work capital
  • calculate and interpret a wide range of leverage and liquidity ratios
  • conduct and present a comprehensive horizontal (trend) financial analysis
  • compare a company’s performance against that of its industry peers to gain valuable insights

Content

This course teaches learners how to perform comprehensive financial analyses using real-world financial statements. Participants will calculate and interpret key return ratios such as return on equity and return on assets, conduct vertical and horizontal analyses of income statements, and evaluate profitability, leverage, liquidity, and asset utilization. The course also covers benchmarking company performance against industry peers and applying the DuPont analysis framework to assess operational efficiency. Through hands-on exercises, learners will develop the skills necessary to assess a company's financial health and identify areas for improvement.

Course Content Created: October 2023

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$221
Members
$246
Non-Members
Eligible Hours
5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Finance & Economics

Financial Analysis Fundamentals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$221
Members
$246
Non-Members
Eligible Hours
5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits

Overview

Financial analysis is a crucial aspect of assessing a business’s financial health. It offers insights into performance and highlights potential vulnerabilities. In CFI’s “Financial Analysis Fundamentals” course, we will compute and interpret ratios for three different companies, offering insights into their profitability, asset utilization, leverage, and liquidity. Subsequently, we will compare these companies, examining trends, benchmarking, and delving into the DuPont Pyramid.

 
Access expires 180 days from purchase date

Applicable for

This financial analysis course is perfect for any aspiring financial analyst working in investment banking, financial planning and analysis (FP&A), equity research, corporate development, and other areas of finance and accounting. 

Learning Objectives

By the end of this course, you will be able to: 

  • calculate and interpret various return ratios, such as return on equity and return on assets
  • conduct an in-depth vertical analysis of the income statement, including the calculation and interpretation of different profitability ratios
  • assess a company’s asset utilization efficiency including undertaking a detailed assessment of its work capital
  • calculate and interpret a wide range of leverage and liquidity ratios
  • conduct and present a comprehensive horizontal (trend) financial analysis
  • compare a company’s performance against that of its industry peers to gain valuable insights

Content

This course teaches learners how to perform comprehensive financial analyses using real-world financial statements. Participants will calculate and interpret key return ratios such as return on equity and return on assets, conduct vertical and horizontal analyses of income statements, and evaluate profitability, leverage, liquidity, and asset utilization. The course also covers benchmarking company performance against industry peers and applying the DuPont analysis framework to assess operational efficiency. Through hands-on exercises, learners will develop the skills necessary to assess a company's financial health and identify areas for improvement.

Course Content Created: October 2023

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.