Financial Modeling and Analysis

Corporate Finance Institute via Coursera Specialization

Overview

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Build practical skills in financial statement analysis, operational modeling, and corporate strategy to support informed business decision-making. Learners will develop the ability to interpret financial reports, evaluate company performance, build operational models, and apply strategic frameworks used by finance and business professionals across industries.

Syllabus

Course 1: Operational Modeling
Course 2: Reading Financial Statements
Course 3: Financial Analysis Fundamentals
Course 4: Corporate & Business Strategy

Courses

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A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and understand financial statements. We use real company annual reports and financial statements to better understand and analyze the financial strength of a company and help us make more informed decisions. Learning Objectives: • Learn the contents of an annual report. • Understand a company’s operations and business strategy. • Realize the many risk factors a company must navigate. • Analyze company financial statements, as well as its different business segments. • Read and comprehend the Management Discussion & Analysis (MD&A) section. • Review the notes to the financial statements for additional detail. This course is designed for anyone who wants to review accounting fundamentals and master the ability to read and interpret financial statements and reports. It will also be useful for current finance professionals who want to review concepts necessary for financial modeling and valuation in some of CFI’s core courses. The prerequisites are optional, but we recommend you complete these courses or possess the equivalent knowledge prior to enrolling in this course: Accounting Fundamentals
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Corporate & Business Strategy Course Overview Strategy matters to all operating companies, as it is a major determinant of the success of their business. This Corporate & Business Strategy course will cover the most important terminologies, theories, concepts, and frameworks on strategy. The course is designed to guide you through a comprehensive strategic analysis process, and demonstrate the application of theories into real-world business situations. This course also focuses on helping you understand how companies create and sustain competitive advantage in dynamic markets. You will explore how strategic choices are made at both corporate and business-unit levels, including decisions around market entry, diversification, resource allocation, and positioning. Real-world case studies will be used to connect theory with practical business outcomes. In addition, you will develop a structured approach to strategic analysis using widely recognized frameworks such as SWOT, Porter’s Five Forces, and value chain analysis. By the end of the course, you will be able to critically evaluate business strategies, identify key drivers of performance, and provide actionable recommendations that align with long-term organizational goals.
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Financial Analysis Fundamentals Course 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. You will also learn how to evaluate financial performance using both quantitative analysis and business context, helping you identify operational strengths, financial risks, and areas for improvement. The course will emphasize how ratios work together to provide a more complete view of a company’s overall financial condition. In addition, you will develop practical skills in comparing companies across industries and time periods, interpreting trends, and presenting financial insights clearly and professionally. By the end of the course, you will be able to perform meaningful financial analysis to support business, lending, and investment decisions.
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Operational Modeling Course Overview Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career. This course will guide you through building structured, driver-based models that reflect real-world business operations. You will learn how to translate raw financial and operational data into meaningful projections, ensuring your models are both flexible and easy to update as assumptions change. Emphasis is placed on clarity, accuracy, and scalability so that your work can be confidently used by stakeholders for decision-making. In addition to technical modeling skills, the course also strengthens your ability to think critically about business performance drivers. You will develop an understanding of how operational inputs such as revenue drivers, cost behavior, and working capital dynamics interact within a financial model. By the end of the course, you will be able to build robust schedules that integrate seamlessly into larger financial statements and support advanced valuation and strategic analysis.