Finance Analysis Course
Master the full toolkit of professional financial analysis, from reading financial statements to building valuation models and assessing credit risk. This course gives you the structured frameworks, technical skills, and industry context that employers and clients expect from a credible analyst. Whether you're advancing your career or expanding your advisory capabilities, this is the training that delivers real analytical firepower.
What you will learn:
You will develop a complete command of financial statements, ratio analysis, and forecasting techniques used by analysts across investment banking, corporate finance, and credit. The course covers valuation methods including DCF, comparable company analysis, and precedent transactions, so you can produce and defend value estimates with confidence. You will also learn how to assess credit risk, build integrated financial models in Excel, and apply business and industry frameworks to contextualize the numbers. Advanced modules cover ESG integration, data analytics, financial communication, and emerging tools like AI and alternative data. By the end, you will have the skills to analyze any company and communicate your findings clearly to senior stakeholders.
How you study in a practical way Finance Analysis Course
How you practice Finance Analysis Course
For companies who want to train their team
With Dedika for businesses, the course includes exercises and examples tailored to your own business and the way your company needs.
Course content
8 Chapters • 38 LessonsDuration between 4 and 360 hours (you decide)
Chapter 1HideHide detailsSee detailsFoundations of Financial Analysis
Foundations of Financial Analysis
Lesson 1 • Data Sources and Information Quality
Identifies primary and secondary financial data sources and their reliability. Teaches analysts to assess data quality before drawing conclusions.
Lesson 2 • The Financial Analyst's Role
Defines analyst responsibilities across industries and functions. Establishes the professional context for all subsequent analytical work.
Lesson 3 • Core Financial Concepts Review
Covers time value of money, risk, and return fundamentals. Provides the quantitative vocabulary used throughout the course.
Lesson 4 • Structure of Financial Statements
Introduces the income statement, balance sheet, and cash flow statement. Links each statement's purpose to business performance measurement.
Chapter 2HideHide detailsSee detailsReading and Interpreting Financial Statements
Reading and Interpreting Financial Statements
Lesson 1 • Analyzing the Balance Sheet
Breaks down asset quality, liability structure, and equity composition. Reveals liquidity, leverage, and capital allocation patterns.
Lesson 2 • Common Accounting Adjustments
Identifies distortions from accounting choices and shows how to normalize them. Prepares analysts to compare firms on an apples-to-apples basis.
Lesson 3 • Cash Flow Statement Analysis
Distinguishes operating, investing, and financing cash flows. Highlights why cash generation differs from reported earnings.
Lesson 4 • Deep Dive into the Income Statement
Examines revenue recognition, cost structure, and profitability layers. Connects line items to operational decisions and margin analysis.
Lesson 5 • Notes, Disclosures, and Accounting Policies
Teaches how footnotes and disclosures reveal assumptions behind reported numbers. Builds critical reading skills for off-balance-sheet items.
Chapter 3HideHide detailsSee detailsFinancial Ratio Analysis
Financial Ratio Analysis
Lesson 1 • Leverage and Solvency Ratios
Assesses debt burden and long-term financial stability. Connects leverage ratios to credit risk and capital structure decisions.
Lesson 2 • Cross-Sectional and Trend Analysis
Applies ratios across time and peer groups to identify patterns. Teaches analysts to contextualize ratios within industry norms.
Lesson 3 • Profitability Ratios
Quantifies returns on sales, assets, and equity. Links profitability metrics to strategic and operational performance drivers.
Lesson 4 • Market and Valuation Ratios
Introduces price-based multiples used in equity and credit analysis. Bridges accounting data to market-based performance signals.
Lesson 5 • Liquidity and Efficiency Ratios
Measures short-term solvency and asset utilization effectiveness. Connects ratio values to working capital management quality.
Chapter 4HideHide detailsSee detailsFinancial Forecasting and Modeling
Financial Forecasting and Modeling
Lesson 1 • Revenue and Cost Projection Techniques
Covers growth rate methods, volume-price decomposition, and cost modeling. Produces the income statement forecast layer of a model.
Lesson 2 • Balance Sheet and Cash Flow Projection
Links working capital, capex, and debt schedules to the income statement. Completes the integrated three-statement model structure.
Lesson 3 • Forecasting Principles and Drivers
Establishes top-down and bottom-up forecasting logic. Links revenue and cost drivers to business model assumptions.
Lesson 4 • Scenario and Sensitivity Analysis
Builds base, upside, and downside scenarios around key assumptions. Quantifies model output sensitivity to individual driver changes.
Lesson 5 • Model Audit and Quality Control
Introduces error-checking routines and model review standards. Ensures models are transparent, auditable, and free of structural errors.
Chapter 5HideHide detailsSee detailsBusiness and Industry Analysis
Business and Industry Analysis
Lesson 1 • Industry Structure Frameworks
Applies competitive analysis frameworks to assess industry attractiveness. Connects structural forces to margin and growth expectations.
Lesson 2 • Business Model Analysis
Deconstructs how a company creates, delivers, and captures value. Links business model characteristics to financial statement patterns.
Lesson 3 • Competitive Positioning and Moats
Identifies sources of sustainable competitive advantage and their durability. Translates qualitative moat assessment into quantitative return expectations.
Lesson 4 • Macroeconomic and Sector Sensitivity
Maps macroeconomic variables to sector and company financial performance. Prepares analysts to adjust forecasts for economic cycle shifts.
Chapter 6HideHide detailsSee detailsValuation Methods and Applications
Valuation Methods and Applications
Lesson 1 • Comparable Company Analysis
Derives value from trading multiples of peer companies. Teaches peer selection, multiple selection, and spread interpretation.
Lesson 2 • Asset-Based and Sum-of-Parts Valuation
Values firms by aggregating individual asset or segment values. Applies to holding companies, conglomerates, and asset-heavy businesses.
Lesson 3 • Valuation Synthesis and Football Field
Combines multiple valuation outputs into a single analytical summary. Teaches analysts to reconcile and communicate a value conclusion.
Lesson 4 • Discounted Cash Flow Valuation
Builds DCF models using projected free cash flows and a discount rate. Produces intrinsic value estimates grounded in financial theory.
Lesson 5 • Precedent Transaction Analysis
Values a business using multiples paid in comparable past transactions. Incorporates control premiums and deal context into the analysis.
Chapter 7HideHide detailsSee detailsCredit Analysis and Risk Assessment
Credit Analysis and Risk Assessment
Lesson 1 • Credit Analysis Framework
Introduces the structured approach to evaluating borrower creditworthiness. Establishes the analytical hierarchy from business risk to financial risk.
Lesson 2 • Credit Opinion and Rating Rationale
Structures a written credit opinion with supporting evidence and a rating. Connects analytical findings to a defensible credit recommendation.
Lesson 3 • Credit Risk Indicators and Early Warnings
Identifies financial and operational signals that precede credit deterioration. Builds a monitoring framework for ongoing credit surveillance.
Lesson 4 • Stress Testing and Downside Scenarios
Applies adverse scenarios to test credit resilience under pressure. Quantifies the margin of safety in a borrower's financial structure.
Lesson 5 • Debt Capacity and Coverage Analysis
Measures a firm's ability to service and repay debt obligations. Links cash flow generation to sustainable leverage levels.
Chapter 8HideHide detailsSee detailsStrategic Financial Decision-Making
Strategic Financial Decision-Making
Lesson 1 • Capital Structure Optimization
Analyzes the trade-offs between debt and equity financing. Connects capital structure choices to cost of capital and firm value.
Lesson 2 • Shareholder Value and Return Frameworks
Connects corporate decisions to long-term shareholder value creation. Evaluates dividends, buybacks, and reinvestment against value metrics.
Lesson 3 • Financial Restructuring Analysis
Assesses options for distressed companies facing liquidity or solvency crises. Produces restructuring scenarios that restore financial viability.
Lesson 4 • Capital Budgeting and Investment Appraisal
Evaluates capital projects using NPV, IRR, and payback methods. Links investment decisions to value creation and strategic priorities.
Lesson 5 • Mergers, Acquisitions, and Divestitures
Applies valuation and financial modeling to M&A transaction analysis. Evaluates accretion, dilution, and strategic rationale of deals.
Your valid completion certificate
This course is for you:
Finance graduate: ready to bridge academic theory with real-world practice.
Corporate accountant: looking to expand influence beyond reporting into strategic analysis.
Small business owner: wanting to make smarter, data-driven financial decisions independently.
Career changer: transitioning into finance from operations, consulting, or a technical field.
Investment enthusiast: seeking a rigorous framework to evaluate companies before committing capital.
Junior analyst: aiming to accelerate promotion by mastering advanced modeling and valuation skills.
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