Course Overview

This 23-hour course is a deep dive into using financial statements to assess and verify a
company's suitability for investment. Under the guidance of a skilled investment practitioner, trainees will analyse real-life companies and learn from their financial statements the factors that will lead to their success or failure. By comparing key financial ratios of companies in the same industry, trainees will be able to identify the company most suitable for investment. They will also learn, through careful financial analysis, to catch the various methods a company might use to dress up their financial weak points. By the end of the course, trainees will have learnt a framework to reliably evaluate a company's profitability, and elevate their portfolio through a combination of higher returns and lower risks.

Interpret Financial Statements

Understand Income Statements, Balance Sheets and Cash Flow Statements and the wealth of hidden intelligence they possess to elevate your investment decisions

Understand Auditor's Opinions

This important document can indicate a company’s suitability

(or lack thereof) for investment in as little as a minute of effort

Measure Growth with Key Financial Ratios

Learn how the 5 Key Financial Ratios can help you identify the superior company within an industry

Detect Red Flags and Incongruencies

Fail-proof your portfolio by identifying potential problems within companies and avoiding risky investments

Accounting Standards

Knowledge of a few salient accounting standards will bring your understanding of a company from adequate to exceptional

Build an Investment Framework

Link the course curriculum into a solid framework to evaluate a company's suitability for investment

Certification

Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.