Financial Statement Analysis and Modelling (Graduate Certificate of Finance) (AFCP613)

This unit equips students with financial analysis skills to support advanced study in corporate finance and investment analysis. Emphasis is placed on being able to interpret financial statements in the context of a company’s operational performance and strategy, to assess historical financial performance and to prepare a spreadsheet based financial model capable of forecasting integrated financial statements for a company. After this unit, students should understand the language of financial statements, and be able to use an Annual Report to develop an understanding of a company's historical performance and prospects. Specific topics include the Income Statement, Balance Sheet, Cash Flow Statement and Financial Statement Analysis using Dupont methodology. Financial modelling applications will also be developed, so students will be able to prepare forecasts for the three financial statements, as well as being able to integrate the three statements.

Watch our industry experienced lecturers discussing the similarities and differences of Financial Statement Analysis:

Learning Outcomes:

  1. Explain the main components of, and the linkages between, the three major financial statements.
  2. Critically assess a company’s historical financial performance using financial ratios and other analysis tools.
  3. Apply financial analysis skills to develop financial projections for a project or business.
  4. Construct spreadsheet based integrated financial models.
  5. Demonstrate proficiency in using spreadsheet based financial modelling to solve a range of finance based problems.

Topics:

  1. Introduction to Financial Statement Analysis
  2. Introduction to Financial Modelling 
  3. Preparing Financial Statements
  4. A Closer Look at the Balance Sheet
  5. Analysis of Financial Statements
  6. Preparing a Financial Model Part 1
  7. Preparing a Financial Model Part 2
  8. Further Steps in Financial Modelling
  9. Analysis of Financial Statements

Prerequisite Units:

Lecturers:

Unit Guides:

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