Fundamental Analysis. Understanding Financial Statements

Best Financial Analyst course for a career in Capital Markets. A Conceptual course for Global students of stock market.

4.69 (667 reviews)
Udemy
platform
English
language
Investing & Trading
category
2,984
students
7.5 hours
content
Mar 2024
last update
$74.99
regular price

What you will learn

Importance of Fundamental Analysis in Capital Markets

How to read, understand and Analyse Financial Statements?

What to look for in Financial Statements and what to make out of it?

How to identify value stocks for long term investment by analyzing the Financial Statements?

How to evaluate the worth of a business or an investment in shares?

The concept of Assets Liabilities and their balance

Significance of Retained Earnings, Reserves and Surplus

Significance of Debt Equity Ratio

Working Capital and its Significance

How to look at and what to look for in a Balance Sheet

The Golden Rule of a Good Balance Sheet

How to read and analyse a Balance Sheet

How to read and analyse a Profit and Loss Statement

Significance of Top Line and Bottom Line and the associated psychological aspect

What is Cash Flow

Significance of Cash Flow statement

How to read and analyse a Cash Flow statement

Significance of Ratio Analysis

Understanding Face Value of a Share

Understanding Book Value of a Share

Understanding Market Price of a Share

Understanding EPS

Understanding PE Ratio

Analysis of Debt Equity Ratio

Understanding ROE

Understanding PB ratio

Description

The Genesis

Fundamental Analysis and Technical Analysis are two divergent aspects of  Capital Markets. If you are looking at investing in Stock Market or Shares for a long term, then it is essential for you to conduct a Fundamental Analysis of the Stocks you intend to invest in. Fundamental analysis involves Industry Analysis, Company Analysis and Analysis of the Financial Statements. While Industry and Company Analysis are subjective and based on general reading material and business news, Analysis of Financial Statements is an Objective thing based on Facts and Figures ultimately culminating in Ratio Analysis based on which you make long term decisions.


The Void

While investors appreciate the necessity of reading, understanding and analysing the financial statements, most small time investors are not able to do so because they do not find a suitable instructor or a course which gives a logical and structured explanation in a simple understandable format. Financial statements at the face of it appear something complicated, which actually they are not. Explaining such financial jargons to non-finance people itself is an art and there is a clear void in this area.


Intent of this Course.

In this course hosted by PRUDENCE Engineering and Financial Consultants, Col (Dr) Shabbar Shahid, an Army Veteran and a post graduate in Engineering and Finance with a Doctorate in management explains how an investor or any person can read, understand and analyse the financial statements and do ratio analysis of any business to determine the financial health of that business. This would help not only in financial analysis of a business but also helps to identify good stocks for long term investment. The intent is to impart conceptual knowledge combined with practical applications.


Layout and Content

The course is spread over five sections containing over 45 lessons over a period of almost six and a half hours. Section 1 explains the Balance Sheet in detail. Section 2 explains the Income Statement also known as PnL statement. Section 3 explains the Cash Flow statement. Section 4 explains some Ratio Analysis and Section 5 is a space for add on lessons where the instructor tries to answer the questions from students through add on video lessons.


Prospective learners

This course is ideal for  people who are already in the Capital markets or intend making a career in the Capital markets. People who indulge in Value Investing and those who intend to invest in Stock market or are already investing but with limited knowledge inputs will find this course of immense value.

This course will help  finance professionals, accountants and also the students of finance, commerce and those pursuing or intending to pursue management courses in any subject to build their professional career on sound knowledge.

Students of other disciplines like science, engineering and humanities who are interested in managing their personal investments will also find this course very useful.

If you own a business or are an employee responsible for growth of your company or if you are planning to invest in any company and if you are not familiar with reading the financial statements, then this course shall be of great help to you. You must at least have a look at the preview.


This course in Not specific to Indian  Capital Markets or US stock market or indices like Nifty, Sensex, NASDAQ or Dow Jones but a conceptual course applicable to all Capital Markets / Stock Markets across the globe.


End Result and Key Takeaways

On completion of this course, the students will be able to read, understand and analyse the financial statements and do ratio analysis of any business from investment point of view.

Students will have a clear understanding of concepts like Assets, Liabilities, Retained earnings, Debt Equity, Current Assets, Current Liabilities, Working Capital, Top line-Bottom line, Revenue, Expenses, EBIT, Net profit, Cash flows from operating activities, Investment activities and Financing activities.

Difference between Face value- Book value and market value and various ratios like EPS, PE, Debt Equity and Current ratio have been explained from the basics in a simple manner which one does not find in books.

The contents of the 3 financial statements viz. the Balance sheet, the PnL or income statement and the Cash flow statement and their relevance have been explained threadbare in detail for any non finance person to understand easily. Figures for the past 5 years have been analysed to explain how one can determine the growth of a company or otherwise.

The real-life financial statements of a company have been used to explain the contents, refraining from any hypothetical examples.

It is an educational course to enhance your knowledge. The instructor knows the subject well and speaks to the point without any glamour, frills or divergence thus, respecting the value of time.

Legal Disclaimer:

This course is purely for educational purposes. Investment and trading in stock market involves financial risk. Students taking this course are advised to exercise due diligence before making any investment or trade in stock market. The instructor or any party related to this course or it's content will not be responsible for any kind of loss to anyone in anyway, due to this course.

Content

Understanding the Balance Sheet

Introduction to Financial Statements
Disclosure
Assets Liabilities and their Balance
What is contained in a balance sheet?
Significance of Retained Earnings, Reserves and Surplus
Significance of Debt Equity Ratio
Snapshot of a Balance Sheet
Understanding Share Capital, Reserves and Surplus
Current Assets, Current Liabilities and Working Capital
The Working Capital Cycle continued
Significance of Working Capital
How to look at and what to look for in a balance sheet?
Understanding the Golden Rule
Analysis of the Balance Sheet Part 1
Analysis of the Balance Sheet Part 2

Understanding the Profit and Loss Statement

Introduction to Profit and Loss or Income Statement
Understanding the Profit and Loss Statement
Top Line and Bottom Line: Psychological Aspects
Analyzing the Profit and Loss or Income Statement
Thank You note

Screenshots

Fundamental Analysis. Understanding Financial Statements - Screenshot_01Fundamental Analysis. Understanding Financial Statements - Screenshot_02Fundamental Analysis. Understanding Financial Statements - Screenshot_03Fundamental Analysis. Understanding Financial Statements - Screenshot_04

Reviews

Sylwester
November 1, 2023
A very good course on fiundamental analysis. The instructor in a practical and skillful way explains what to pay attention to when analyzing the financial statements of companies. I recommend this course!
Farrukh
October 28, 2023
Excellent course for anyone who wants to start taking seriously investment in stocks as long term means for earning with some confidence. This course will make your absolute foundations to make your own analysis of companies and enable you to dive deeper into more advanced topics on your own. This course helped me understand financial statements and provided very good guidelines in what to look for in different variables of a financial statement and their significance with respect to investment in stocks. The instructor has covered all important topics in practical detail, while discussing any topic the instructor has covered its significance which I think is very important to understand.
Shakir
October 22, 2023
It is an amazing course, where I have learned about how to use financial statements and ratio analysis while analysing the company's fundamental. It is helpful for all professionals and also students and job seekers.
Yash
October 21, 2023
This course is really good and will help all the financial enthusiast to learn about the financial statement analysis in detail from the scrap
Arvind
June 25, 2023
The Fundamental financial Analysis of any company is defined as in common man language that is the best thing about this course. The examples are Realtime and well connected with statements. The flow of this course is fandastc.
Sara
June 10, 2023
This course, so far, is amazing. I learned so much already. I now know the process of selecting good companies for long-term stock investing. This instructor explains both the how and why of specific industries and companies to invest in, from a factual and objective perspective, and the information is presented in a structured, organized manner. He makes the complicated concept of fundamental analysis much easier to grasp.
Krish
June 8, 2023
EXTREMLY SIMPLE LANGUAGE BEING USED TO UNDERSTAND - MAKES IT EASIER FOR ANY PERSON WITHOUT ANY FINANCE BCKGROUND TO UNDESTAND THIS COURSE EASILY.
King
June 7, 2023
The professor not only knows, he knows how to teach. He poses questions that students may have and methodically explains, layering knowledge in a logical order. I am familiar with all the basic concepts but he fills in some questions that I've always had to give me a thorough understanding of these concepts. I am so glad I purchased this course.
Arpit
June 6, 2023
The course is a must for any one who has an interest in stock market, and wants to learn the systematic approach towards equity investment. The fundamental concepts were so nicely explained by the instructor, that even someone of non finance or commerence background can comprehend the concepts. About the instructor, he is very supportive and has a passion for teaching. He personally resolved even silliest of my doubts with utmost patience. Its worth every penny!!
Narendra
May 27, 2023
Col Shabbar uses lucid language and crystal clear explanations while teaching the concepts , this style of teaching keeps the students very attentive and focused while listening to the concepts. Finance and Accounting is such a dry area, it is very easy to lose focus and drift off mid way, but this course is way better than many courses Udemy offers on the subject , allows you to be well informed about fundamental analysis . Worth every penny!!!
Adyasha
May 17, 2023
This course is perfect for people who want to develop a keen understanding of fundamental analysis. it starts right from the basics for the benefit of people who do not have a background in commerce and accounting. I highly recommend this course for people interested in financial markets.
Danny
April 26, 2023
This is a very good course. He explains the basics of fundamental analysis in a clear & concise way. Great course for a beginner or for someone that may need a refresher on fundamental analysis.
Jatin
April 18, 2023
I have taken at least 5 fundamental analysis courses till now but this one is amazing and best !! It clears basic concepts and clear fundamental doubts which is very important for fundamental analysis.
Amrit
April 4, 2023
BELIEVE ME THIS IS SPECIALLY DESIGNED FOR NON-FINANCE PERSON, IF A NO-FINANCE CAN UNDERSTAND IT, A FINANCE STUDENT CAN EASILY GRASP IT. A WONDERFUL WELL STRUCTURED FUNDAMENTAL ANALYSIS COURSE WITH EASY LANGUAGE AND WELL DESCRIBED IN DETAIL.
Fabio
March 19, 2023
Material is good and matching my expectations (interested in the basic concepts of financial statements, just for now); very clear explanations. Thank you

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3829144
udemy ID
2/6/2021
course created date
2/27/2021
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