The Financial Analyst Course Top Recruiters Are Eyeing

Reading Time: 5 minutes

In the dog-eat-dog business age, first time right is essential. Elite-class financial analyst training can be your golden ticket to a happy and successful working life in India’s thriving finance industry. With demand for highly skilled practitioners still increasing, and particularly for financial modeling, equity research, and investment analysis, first time right qualifications have never been more crucial.

Why is a Financial Analyst Course is a Game-Changer?

A normal financial analyst course not only equips one with the technical skill and hands-on experience to make entry into traditional finance positions but also goes beyond theory. It allows students to obtain financial modelling qualification, enhance their advanced Excel for finance skills, and acquire investment analysis training skill. With live projects, hands-on simulations, and industry-standard software, contenders are more than well-equipped.

financial analyst course

Key Skills Taught in a Financial Analyst Course

Study for a financial analysis course leads to exposure to core competencies, which are:

  • Financial statement analysis – Learn the proper way to read and interpret financial statements.
  • Valuation techniques – Learn how to apply DCF, relative valuation, and comparable company analysis.
  • Equity research skills – Acquire industry-level research skills.
  • Advanced Excel for finance – Use Excel to automate, run complicated formulas, and graph financial data.
  • Presentation and story-telling – Get things in front of the reader in a clear, readable form using PowerPoint and data visualisation tools.

These are not optional but essential in being employed in investment banks, asset management firms, and leading MNCs.

Financial Modelling Certification: Why It Matters?

One of the strongest strengths of a master program in financial analyst is having a thorough understanding of financial modelling. It’s a fundamental skill of building models that reflect the finance performance of an organization and is central to M&A deals, equity research, and strategic planning. A financial modelling accreditation can simply boost your profile and lead to senior positions at the outset of your career.

The Power of Investment Analysis Training

Investment analysis training is also an essential part of any best financial analyst course. It equips professionals with the ability to examine profitability and viability of investment concepts using qualitative and quantitative methods. Training encompasses:

  • Risk-return analysis
  • Sector and industry trend analysis
  • Portfolio diversification practices

The outcome? Job-ready and ready to contribute positively on day one.

Finance Course with Placement: Ensuring Career Outcomes

A placement finance program ensures that not just are you qualified but also placed. Having placement guidance and interview assurances, you can start working in firms such as:

  • Goldman Sachs
  • JP Morgan
  • Morgan Stanley
  • CitiBank
  • UBS
  • BNP Paribas

The guarantee of good placement with a good brand provides learners with confidence and encouragement to do well.

Real-world Application Through Equity Research Skills

Equity analysis skill gained from project learning, simulations, and case studies are significant in the finance industry. Based on these skills, you will be capable of:

  • Estimating earnings
  • Valuing stocks
  • Acquiring macroeconomic and sectoral trends

This makes your choices accessible for use by sell-side and buy-side institutions.

Choosing the Right Financial Analyst Course for Career Growth

We need to look for a program that is both academic and industry-oriented. Imarticus Learning’s Postgraduate Financial Analysis Program achieves the same. With a placement record of over 45,000, it delivers anything from investment analysis training to advanced Excel for finance with assured placements.

Why Choose the Postgraduate Financial Analysis Program?

  • 100% Job Guarantee: Receive 7 assured interviews with the top finance organizations.
  • Flexible Learning: Take a weekday 4-month program or an 8-month weekend program.
  • Real-World Simulation Projects: Get placed in situations from M&A, risk management, and wealth advisory.
  • Personal Branding & LinkedIn Challenge: Stand out in the current competitive job market.
  • Expert-Led Instruction: Learn from real-world professionals.

You are also exposed to tools such as Excel, PowerPoint, and simulation software used by professionals from organizations like:

  • Bank of America
  • RBS
  • Capgemini
  • Genpact

Certified Investment Banking Operations Professional: The Ideal Next Step

If you want to move it a notch higher on the ladder, Imarticus Learning’s Certified Investment Banking Operations Professional (CIBOP™) program is the best next step. With 0–3 years of experience after finance graduation, it gives you a comprehensive exposure to investment banking operations and has the benefit of 100% job assurance.

Highlights of the CIBOP Programme:

  • 85% Placement Rate with up to ₹9 LPA salaries
  • 7 Interviews Assured
  • 60% Salary Hike
  • 1000+ Recruitment Partners
  • 1200+ Batches Placed
  • 4 LPA Average Package

Real-World Learning Projects Include:

  • Money Laundering Schemes
  • Trade-Based Money Laundering
  • Compliance & Ethical Banking

With more than 1000 hiring partners and interview preparation assistance at your fingertips, the CIBOP program prepares you industry-ready as well as profile-ready to upgrade in positions like:

  • Investment Banking Associate
  • KYC Analyst
  • Trade Surveillance Analyst
  • Regulatory Reporting Analyst

FAQs

1. What is a financial analyst course, and why is it important? 

A financial analyst course provides the necessary tools and skills to analyse financial data, build models, and make strategic recommendations. It is essential for anyone aiming to enter or grow within the finance industry.

2. Which is the best financial analyst course in India with placement? 

The Postgraduate Financial Analysis Course by Imarticus Learning has a strong curriculum and 100% placement guarantee, providing 7 sure-shot interviews.

3. What is the difference between financial modelling and financial analysis?

Financial modelling is the building of hypothetical models of actual financial environments, whereas financial analysis is made up of the examination of financial data with the aim of informing business decisions. Both are taught in higher-level financial analyst courses.

4. How do financial modelling certification and investment analysis training help? 

They provide assurance of your abilities and increase your appeal to employers through demonstration of your ability to manage real-world finance situations.

5. What are the prerequisites for enrolling in a financial analyst course?  

A majority of courses, such as Imarticus’s, are best suited for commerce, finance, or economics graduates with up to three years’ work experience.

6. Are financial analyst courses suitable for career switchers?  

Yes. They educate you in skills related to the industry, hence ideal for a career switch to finance.

7. What kind of salary can I expect after completing a financial analyst course? 

Initial pay is around ₹4 to ₹5.5 LPA, which can reach very high depending on experience, performance, and college.

Conclusion

Taking up a course in financial analysis is not only an intellectual decision but also a career one. The Indian financial market is growing at a fast rate, and thus there is a demand for professionals who are equipped with analytical skills. Programmes such as Imarticus Learning’s Postgraduate Financial Analysis Programme provide a three-dimensional experience of job guarantee, technical skills, and personality development.

If you are ready to put in the effort and take a leap of faith into investment banking, the CIBOP™ program can be your ticket to a successful and rewarding career. Through full learning, placement assistance, and on-the-job training, it is perfect for career-driven professionals who are ready to reach the pinnacle.

With the right course and the right instruction, a career in finance is not only a possibility—it’s an achievable reality.

What You’ll Really Learn in a Financial Analysis Course (And Why It Matters in 2025)

Reading Time: 4 minutes

In 2025, the business world isn’t just about making money—it’s about understanding it. Whether you’re a fresh graduate, a mid-career switcher… or a finance enthusiast looking to level up, enrolling in a financial analysis course can be one of the smartest decisions you make.

But let’s be honest—what do you actually learn in these courses? Is it all Excel sheets & theory… or do you come out ready to make real-world impact?

Let’s break it down, human to human.


What Does a Financial Analyst Really Do?

Before diving into what you’ll learn, here’s a quick refresher. A financial analyst isn’t just someone who works with spreadsheets—they interpret data, assess risks, build forecasts & guide business decisions.

To do that well in 2025, you’ll need more than just formulas. You’ll need to build a solid foundation in financial logic, tools… & real business thinking.

This is where a well-structured financial analysis course comes in handy.


 Core Skills You’ll Learn (with Examples)

Skill AreaWhat You’ll LearnWhy It Matters
Financial StatementsRead, interpret & analyse balance sheets, P&L, cash flowsYou can’t assess a business if you don’t speak its language
Budgeting & ForecastingProject future income, expenses, profits using assumptionsPlanning is key for growth… & survival
Ratio & Variance AnalysisAssess business performance with numbers like ROI, debt-equity, variance reportsYou’ll know what’s going well… & what’s not
Business ValuationUse techniques like DCF, comparables, etc. to determine valueHelps in M&A, fundraising, investor communication

These foundational areas shape your confidence in finance… not just your competence.

And yes, if you’re interested in M&A roles, you’ll enjoy this blog on Mergers and Acquisitions Careers for CA Graduates.


💻 You’ll Learn Financial Modeling (Properly!)

Now, let’s talk about one of the most important skills in modern finance—financial modeling.

Most people think it’s just a glorified Excel sheet. But when you truly learn financial modeling, you learn to build models that answer real questions:

  • What happens if revenue drops 20%?
  • Will this new investment pay off?
  • Can we afford this acquisition?

What Good Modeling Teaches You:

ComponentYou’ll Learn To…
Income Statement ModelingForecast future profits
Balance Sheet ProjectionsAlign assets, liabilities & equity with strategy
Cash Flow ForecastingPlan for liquidity… not just profits
Scenario & SensitivityTest “what-if” questions with logic & flexibility

A robust financial analyst course helps you learn financial modeling hands-on—no fluff, just work-ready skills.


 What Makes a Certification Worth It?

In 2025, recruiters aren’t just hiring degrees—they’re hiring proof of real skills.

That’s why a financial analysis certification matters. But not all certifications are created equal.

The right certification:

  • Covers both core concepts & practical skills
  • Includes projects or case studies
  • Offers placement support or industry mentorship
  • Teaches job-relevant tools (Excel, PowerPoint, financial databases, etc.)
financial analysis course

One such program that checks these boxes is the Postgraduate Financial Analysis Program by Imarticus Learning. It blends deep curriculum with real-world projects, placement support & expert-led sessions.

And if you’re still curious about the larger scope of financial analysis roles, this blog explains it beautifully.


 Skills Required for Financial Analysts in 2025

Sure, you need to be good with numbers… but that’s just the start.

CategorySkillWhy It Matters in 2025
TechnicalExcel, data tools, accounting standardsFor hands-on analysis & reporting
AnalyticalCritical thinking, problem-solvingTo find trends, gaps… & strategic recommendations
CommunicationReports, presentations, storytellingTo influence decisions, not just state facts
Domain KnowledgeIndustry trends, regulatory landscapeAdds strategic edge to your analysis

When you focus on developing the skills required for financial analysts, you set yourself up for roles across FP&A, investment banking, corporate finance & equity research.


Is an Investment Analysis Course Different?

Short answer: Yes… & no.

An investment analysis course is often a sub-specialisation within broader finance programs. It focuses more on:

  • Portfolio strategy
  • Risk-return balance
  • Security valuation
  • Investor psychology

If you’re keen on asset management, private equity, or equity research—picking a course that offers both financial analysis certification and modules in investment evaluation is ideal.

Look out for curriculums that combine investment analysis course components with core finance… so you stay versatile.


 Are Online Financial Analysis Programs Effective?

Absolutely—if they’re interactive, well-structured & career-focused.

The best online financial analysis programs today:

  • Offer live sessions with industry experts
  • Provide downloadable resources & templates
  • Include doubt-solving & peer networking
  • Offer career support or job assurance

In fact, online programs are perfect for working professionals or students in Tier-2/3 cities aiming for global roles.

Imarticus Learning’s Postgraduate Financial Analysis Program is a great example. It blends online delivery with job assurance & practical training.

For a quick visual overview, check out this short video guide.


Career Scope After a Financial Analyst Course

Wondering where all this leads?

Here are typical roles you can pursue post-certification:

Job RoleWhat You’ll Do
Financial AnalystEvaluate financial data… build models… support strategy
FP&A AnalystHelp companies plan budgets… forecast future earnings
Equity Research AnalystResearch stocks… provide investment recommendations
Corporate Development AssociateWork on M&A, partnerships & strategic initiatives
Treasury AnalystManage liquidity, cash flows & funding decisions

Still unsure about the bigger finance career picture? Read this helpful blog on career opportunities in finance.


 Final Thoughts: Is It Worth It?

In 2025, employers want finance talent who don’t just understand numbers… but can use them to drive action.

A well-rounded financial analyst course teaches you exactly that—from interpreting statements, to building models… to guiding decisions.

When paired with a recognised financial analysis certification, experience-based learning & practical tools—you’ll walk into your next role job-ready.

And remember, whether you want to learn financial modeling, build investment strategies, or master the skills required for financial analysts—the right course will put you ahead of the curve.


FAQs

1. What does a financial analysis certification teach you?
It covers statements, forecasting… & valuation basics.

2. Why should I learn financial modeling?
It helps you test business outcomes before they happen.

3. Is an investment analysis course good for beginners?
Yes, especially if you’re curious about markets & returns.

4. What are the top skills required for financial analysts today?
Excel, logic, reporting… & clear communication.

5. Are online financial analysis programs flexible?
Totally—they fit into work schedules & save commute time.

6. How long does a financial analysis certification usually take?
Most are 3–6 months with live projects.

7. Can I learn financial modeling without a finance background?
Yes—start with templates, then build your own.

8. Does an investment analysis course include risk assessment?
Absolutely—it covers risk, returns… & diversification too.

📌 So, are online financial analysis programs your next step?

If you’re serious about building a future-proof career in finance… the Postgraduate Financial Analysis Program might be the perfect starting point.

Let the numbers guide your future—but more importantly, learn to guide the numbers.

Master Financial Analysis: Top Financial Analyst Courses to Launch Your Career

Reading Time: 4 minutes

With today’s data-driven economy, financial analysts are at the forefront of driving business decisions. They analyse financial information, evaluate risks, and deliver actionable insights that inform corporate growth and investment initiatives.

If you are preparing for a job in financial analysis, choosing the right financial analyst course is extremely necessary. The proper course trains you in skills that allow you to read financial reports, construct valuation models, and analyze economic trends.

This blog post considers the top certificate courses in financial analysis, course syllabus for courses in financial analysis, and finance analyst skills to acquire that you need to learn so that you are on top. Whether new to the world of professionals or an experienced professional, such courses will make you competitive in the world of finance.

What Does a Financial Analyst Do?

Financial analysts assist individuals and companies in making sound investment choices by analyzing financial statements, monitoring market trends, and evaluating business risks.

Key Responsibilities

  • Scenario analysis and financial modeling
  • Analysis of companies’ balance sheet, income statement, and cash flow statement
  • Merger, acquisition, and investment recommendations
  • Risk identification and recommendation for risk mitigation
  • Reporting and forecasting to stakeholders

Apart from these duties, financial analysts are at the center of business finance, investment banking, stock analysis, and portfolio management.

Essential Traits for Financial Analysts

A good-mannered financial analyst requires technical and people skills.

Technical Skills

Financial Modelling: Creating models of firm valuation and investment

Accounting & Financial Reporting: Examining statements of finance and balance sheets

Excel & Data Analytics: Financial forecasting through the application of the tools

Valuation Techniques: Application of discounted cash flow (DCF), comparable companies analysis (CCA), and precedent transactions

Risk Reduction: Valuation of threats and establishing risk reduction mechanisms

Soft Skills

Critical Thinking: Making decisions on significant financial matters after data has been analyzed

Communication: Reporting finance outcomes to managers and consumers

Problem-Solving: Creating viable proposals based on the application of finance information

Accuracy: Maintaining accuracy in financial projections and reports

These are skills sharpened by a financial analysis certification, and you’re a treasure to the profession.

Top Financial Analyst Courses & Certifications

1. Chartered Financial Analyst (CFA) Certification

Best For: Investment banking, equity research, asset management

Time Duration: 2-3 years

Recognition: World-recognized

The CFA Program is the most prestigious financial analyst certification worldwide. Conducted by the CFA Institute, it’s a three-level program with:

  • Financial reporting and analysis
  • Investment management and portfolio theory
  • Quantitative techniques
  • Ethical and professional principles

More information: CFA Institute 

2. Financial Modelling & Valuation Analyst (FMVA®) Certification by CFI

Best Suited For: Financial modeling, valuation, corporate finance

Length of Course: 6 months

Type: Self-study, online

The FMVA® Certification by Corporate Finance Institute (CFI) is an applied financial analysis course with a practical bent. It covers:

  • Advanced Excel modeling
  • Budgeting, forecasting, and financial planning
  • Valuation techniques

More information: Corporate Finance Institute

3. Financial Analysis Prodegree by Imarticus Learning (in association with KPMG)

Best For: Prospective financial analysts who desire a learning experience with proper guidance

Duration: 4  months

Mode: Online with live industry sessions

This master-level course to become a financial analyst is developed in association with KPMG to provide actual-world learning experience. It offers:

  • Financial statement analysis
  • Equity research
  • Business valuation strategies
  • Industry-financial modeling

More info: Financial Analysis Prodegree In Collaboration With KPMG

4. Wharton Online Financial Planning & Analysis (FP&A) Certificate

Best For: Corporate finance professionals, strategic planners

Duration: 8 weeks

Mode: Online

Wharton FP&A Certificate is designed for finance professionals to develop strategic decision-making skills. It entails:

  • Financial forecasting methods
  • Budget and cost analysis
  • Communication of financial data

Comparison of the Best Financial Analyst Courses

CourseBest ForDurationKey Focus
CFAInvestment Banking & Portfolio Management2-4 yearsFinancial Analysis, Investment Management
FMVAFinancial Modelling & Valuation6 monthsExcel Modelling, Forecasting, Valuation
Imarticus ProdegreeIndustry-Backed Financial Analyst Training4-6 monthsFinancial Statement Analysis, Equity Research
Wharton FP&ACorporate Finance & Strategic Planning8 weeksForecasting, Budgeting, Decision-Making

FAQs on Financial Analyst Courses

1. What is the best beginner’s financial analyst course or financial analyst certification?

Imarticus Learning Financial Analysis Prodegree is well-suited for beginners because of its structure.

2. Is CFA better than FMVA?

CFA is well-suited for investment banking and asset management, but FMVA is well-suited for corporate finance and valuation modeling.

3. Do I require a financial analysis certification to be employed?

CFA or FMVA certifications give one a chance to be employed by a wide margin, but experience and competence also matter.

4. How long does it take to study for a financial analysis course?

It takes from 8 weeks (Wharton FP&A) to 4 years (CFA certification).

5. What softwares are used in the financial analysis course curriculum?

Microsoft Excel, Bloomberg Terminal, Python, and Tableau are utilized by financial analysts.

6. Are employer-approved online courses in financial analysis?

Yes! CFI, CFA Institute, and Wharton courses are employer-approved.

7. What is the salary of the financial analyst?

Financial analysts in the UK receive £45,000 – £65,000 per year, depending on experience.

8. Do I need to study financial analysis for free?

Free introductory courses are provided by websites like Coursera and Udemy.

9. Does a high math ability necessitate financial analysts?

Yes, there is some mathematical knowledge and familiarity with algebra, statistics, and financial maths involved.

10. Where are financial analysts employed or where are financial analyst skills development required?

They are employed in banks, fintech, consultancy, and asset management firms.

Conclusion

Being a financial analyst is learning and developing skills continuously. As a beginner or an experienced professional, learning a course on financial analysis can spark career development.

Key Takeaways

FMVA is investment professional-oriented, whereas CFA is very specialized in financial modeling.

Technical and analytical capabilities are extremely high and must be possessed by successful professionals.

A well-designed course syllabus for a financial analysis develops hands-on abilities.Start Your Financial Analyst Career Today by enrolling in Financial Analysis Prodegree In Collaboration With KPMG !

Top Finance Analyst Course for BCom Students

Reading Time: 4 minutesFinancial analysis turns out to be one of the richest rewards available from BCom graduates in such an increasingly dynamic finance world. Very important to success is thus to choose the right financial analyst course to attain success. These courses furnish not only technical skills but industrial knowledge also to shine high in such a competitive arena of finance. The purpose of this blog is best courses and certifications that specifically cater to BComs who want to be remarkable finance analysts.

Why Being a Financial Analyst Is the Dream Job for BCom Students

Financial analysts are professionals who guide businesses and individuals on the right financial decisions. From making assessments on whether to invest to determining trends in the markets, it is a job with great dynamic challenges and many avenues for growth. It makes sense for any BCom graduate to join this industry because it represents an extension of foundational knowledge in accounting, finance, and economics.

A financial analyst bridges the gap between conventional teaching done in commerce degrees and the practical skills required by employers. Right after achieving the correct certification, BCom graduates can hugely improve their employability and salary prospects.

Why Do Students Need a Financial Analyst Course?

A financial analyst course offers: 

Expertise: Learn the principles in financial modeling, portfolio management, and investment analysis.

Global Acceptance: CFA and CMA are accepted globally, and this leads to increased job opportunities.

Development of Skills: This includes learning of tools such as Excel, Tableau, and Bloomberg Terminal that provide a base for any kind of financial analysis.

Networking Platforms: One can make contacts with professionals and peers of an industry in order to seek mentorship and greater job opportunities.

The investment in a quality course will make your career move ahead and add an edge to your CV in the job market.

Best Courses for Financial Analysts

1. Chartered Financial Analyst (CFA)

The CFA program is the gold standard for financial analysts. Everywhere around the world, it is considered as the best suited for investment management, financial modeling, and ethics. Something which is best suited for specializations in equity research and portfolio management.

Duration: About 6 months each at all three levels

Global Acceptance: The CFA certification is recognised in a lot of countries around the globe

Advantages to Salary: The mean percentage increase for the CFA charterholders is approximately 192%

Percentage Relevance: About 46% of job openings for an investment analyst directly request the use of a CFA charterholder

It is in demand by employers, and hence one should have if they want to venture into financial analysis

2. Certified Management Accountant (CMA)

CMA is suggested for students with specializations in management accounting and strategic financial management. It includes covering financial planning, analysis, and decision-making.

Duration: Usually two parts over 12-18 months.

Global Acceptance: Accepted by employers globally.

Career Outcome: Gets you ready for financial controller or finance manager jobs.

Prestitge: Ranked as a leader in financial education at the 30th Elets World’s Education Summit 2024.

3. Financial Risk Manager (FRM)

It is a fantastic opportunity for all interested in risk management since FRM covers everything connected with the identification, analysis, and reduction of financial risks. Therefore, it can be considered one of the most appropriate options to reach the aim of obtaining a professional position in risk analysis.

Two levels, passed within 1-2 years

Risk management in investment banks and other financial organizations

Very often now as the market becomes unstable, and compliance requirements are raised

4. Global Finance Certifications

To wider financial roles, the greatest prospects lie in certifications that go as far as being offered in Certified Financial Planner and CPA (Certified Public Accountant). Such certification programs are versatile and reputable universally and can be listed within your professional resume profile as well.

How to Select the Best Financial Analyst Training Program?

There are too many financial analyst courses to choose from. The following guidelines can help you:

Why do you want to study investment analysis, management accounting, or risk management?

Several countries offer international recognition for CFA and CMA and this eventually enhances employability

Length and flexibility; take whichever one fits the time of schedule if you are employed or studying something else.

Cost comparison- choose which one has a greater ROI.

Analyze Alumni Success Stories: Alumni programs well connected will help provide contacts as well as professional guidance.

Financial Analyst Career

Role of the financial analyst : Financial data are used in the interpretation to help take decisions. Major work functions:

Analyzing Financial Statement.

Building financial model

Assessing opportunities regarding investment

Report and present data and facts to the interested stake holders.

Financial analysis clearly presents a career path for BCom graduates. Analytical skills and experience in using Excel and financial software are usually requirements for entry-level positions. However, certification like CFA and CMA gives one the credibility that sets them apart in the job market, which has become crowded lately.

Benefits of Becoming a Financial Analyst

High Earning Potential: Certified financial analysts earn significantly more than their uncertified peers.

Job Security: They are always in demand, especially the volatile markets.

Opportunity for Growth: Experience would lead to growth and senior roles like being an investment manager or a CFO.

FAQs on Courses for Financial Analyst

1. Which is the best course for a financial analyst for freshers?

This CFA course is said to be the best one to start with, as it includes the whole curriculum and has been used in international. It is highly recommended to BCom students to specialize in financial analysis.

2. How long does a course take to study a financial analyst?

The time span will vary with every course, like:

CFA: 6 months a level

CMA: 12-18 months

FRM: 1-2 years

3. Is studying the course on financial analysts costly?

The cost varies with level based on certification. While CFA and CMA programs are costlier, the appropriate earning growth and the scope of career would justify the amount spent.

4. Should one get work experience in BCom to join these courses?

It may be noted that for many certificates, work experience need not be undertaken but will be drawn upon during further levels of CFA III onwards.

5. Is a person allowed to obtain several certificates?

Yes, with ever diversified skill sets, numerous persons are earning multiple certificates; for example, many practitioners are earning both the FRM and the CFA to expand career avenues even more.

Conclusion

Pursuing the course on financial analyst by BCom students is a smart move through which they can achieve their long cherished success in the finance field. The courses like CFA, CMA, and FRM polish a person’s knowledge and ensure great career options in this entire world. Invest your money and time in an appropriate course to change the face of your career and establish yourself with a competitive lead in finance. Take your next step today and walk ahead toward becoming a better financial analyst.

What is the Importance of Financial Analysis?

Reading Time: 4 minutesWhat is financial analysis? – In simple words, the Financial statements analysis is the process of reviewing and analysing a company’s financial statements to make better economic decisions. In other words, financial analysis is the process of determining the financial strengths and weaknesses of the entity by establishing the strategic relationship between the items on the balance sheet, profit and loss account, and other financial statements.

Importance of Financial Analysis

The importance of financial analysis cannot be overstated. It serves as the bedrock for understanding a company’s financial health, revealing its strengths, weaknesses, and potential opportunities. Financial analysis helps the company understand its financial condition. It is also useful to learn the creditworthiness, profitability, and ability to generate wealth. Therefore, it gives a more in-depth look at how well it operates internally. 

The analysis of financial statements is crucial for the following reasons.

  • The shares investment and holding

Shareholders own the company; such investments happen with repeated transfers and shares. Time and again, they may have to decide on whether to continue based on the price, profit, and reliability factors. This is where the importance of financial analysis comes into the picture. Therefore, a company’s analysis of the financial statement is crucial to making decisions. As it reflects all information that is meaningful to the shareholder’s decision process.

  • Plans, decisions, and management

Financial statement analysis is essential for a company’s decisions, planning, and management. As a result, the company management makes smart and intelligent calls on investment plans. These are backed by data analytics when planning for a bright future and maximum profits accrual.

Thus, compared to statements in the recent past, the future goals and predicted performances are endemic to the decision-making of shareholders, companies, and analysts.

  • Providing credit

This signifies the importance of financial analysis in its own way. Shareholders offer loans to the company as its capital. The decision to provide and extend capital credit is based on a financial examination. The examination is based on the company’s financial statements and performance over time. All capital loans carry an interest rate and determine the best rate. They are also a part of the decision process in making credit loans to companies.

  • Decisions on investments

Investors with surplus investable capital always look for opportunities to place their funds as investments in profitable and profit-potential companies. Before investing such capital funds, investors look at the past performance and predicted profits.

Importance of Financial Analysis

Why conduct a financial analysis of your company?

Financial analysis is used to evaluate businesses, projects, budgets, and other finance-related transactions to determine their performance and suitability. Typically, financial analysis is done to analyse whether an entity is stable, solvent, or liquid.  It also checks the profitability to warrant a monetary investment.

finance certification

What is the role of a financial analyst? 

The financial analyst’s job is to use the company’s financial statement data and records. They analyse them and understand the company’s strengths, financial position, and weaknesses. You need to have certain skills required for being  a Financial Analyst.

How to do a financial analysis of a company?

Check the financial statements

A company’s balance sheets and income statement reflect the profits, losses, and earning potential over a given period. The liabilities, assets, capital, debt positions, and such financial data are vital to budget, plan, and ensure profitability.

  • Capital statement

Current assets, liabilities, and working capital statements of the previous and present year help track the expenses and working capital changes. This is a helpful factor in budgeting, evaluation, and strategy planning.

  • Comparative statements

Size-revealing statements of multiple companies help one understand and compare the current position against the others in the industry.

  • Analysis of ratios

This method is helpful in asset management, liquidity, debt management, market value, the financial performance of the various departments, and profitability of the business parts.

  • Financial analysis tools

One can’t discuss the importance of financial analysis without disucssing the associated tools. Data is the foundational backbone of the analysis. A lot depends on the inferences drawn from data in the financial records, the type of decision-making involved, and your analysis of financial information.

Using such parameters for constructive feedback and financial analysis makes the software a crucial tool. In addition, tools should have the potential to give a clear, concise, and personalised analysis.

What software tools are used by financial analysts?

  • Investors prefer the stock screener by finviz and customised financial analysis by the big bench. On the other hand, accountants, bookkeepers, and managers/analysts favor SWOT analysis by providing software and cloud storage tools and software. 
  • The VBA macro tool in Microsoft Excel continues to be the foundational and most widely used tool for beginners. And, especially for those who use simple but effective solutions to function.
  • Management tools and cloud storage reporting software like balanced scorecard can help assess the overall returns. It helps to assess the current position, capital financing, analysis of specific firm processes, performance history, and operating income. 
  • Prevision’s EPM financial reporting is also widely used and rated as a good tool for enterprise management. It is also used in the maintenance of report books/accounts and for budget analysis combined with real-time data from various IT departments.
  • QlikView, SAS, and MATLAB are preferred for customisable financial analysis and include statistical analysis accounting tools in their sophisticated software. It is an excellent tool for analysts, traders, and programmers.

Key take away

To make a career in financial analysis, then the financial analysis course at Imarticus Learning can help you. You can learn the best tools for assessing the company’s financials, weaknesses, reliability, profit potential, and financial strength.

Imarticus Learning’s course is particularly advantageous to career-makers. As it includes the certification, robust global curriculum, and an industry-relevant project involving real-time live data. In addition, hands-on practice on popular tools, and excellent industry-relevant mentorship kick-starts your career from day one.

Conclusion

In essence, the importance of financial analysis cannot be overstated. By meticulously analyzing financial statements, stakeholders gain crucial insights into a company’s financial health, guiding decisions on investments, credit, and strategy. Equipped with essential skills and advanced tools, financial analysts play a pivotal role in driving informed decision-making for sustainable growth. Imarticus Learning offers a comprehensive course to equip aspiring analysts with expertise and tools for a rewarding career in financial analysis.

6 Financial Accounting Methods to Help You Make Great Financial Statements

Reading Time: 3 minutesFinancial accounting is a key feature of performing financial statement analysis. The analysis of financial statements is a very important tool that allows companies to calculate profitability and study other financial parameters for a certain period of time. Financial accounting also allows the scrutiny of a company so that collective efforts can be taken towards proper interpretation.

Read on to learn about all the methods and techniques of financial statement analysis. If you are looking to become a financial analyst, then these tools and techniques will be useful.

Ratio Analysis

become a financial analyst

Ratio analysis is one of the best quantitative analysis tools. It is responsible for establishing various relationships between multiple aspects of financial statements. It helps to analyse the degree of change in the quantity that affects the balance sheet, income statement, cash flow statement and so on. 

Further, ratio analysis is an integral tool that is used for analysing a company’s financial performance. Financial analysis like this helps a company to take important decisions in the area of liquidity, solvency, profitability, efficiency, etc.

Common Size Statements

Often overlooked, a common size statement is as important as any other tool of financial statement analysis. The distinct element of a common size statement is that it calculates everything for a company on a base percentage basis. It directly impacts the financial statements of a business with a common figure and that is why, it is known as a common size statement. 

A common-size statement helps you to compare a company’s performance and results with another. Besides, another scenario can be that it allows the comparison of the performance of a company for two or more different periods. Notably, the comparison of performance is the key element of this financial statement analysis tool.

Comparative Statements

A company’s financial statements for different periods of time are known as comparative statements. To derive the result of comparative statements, financial analysts have to use various techniques that may compare the result of the financial performance for different time periods. Various elements of financial statements are compared and presented in the form of a table. This helps to make the data of various time periods short and crisp. 

A financial analyst course will help you to learn all about comparative statements in great detail. Do not miss out on them because without the knowledge of comparative statements you cannot become a successful financial analyst.

Fund Flow Analysis

A fund flow analysis or statement enables you to know the allocation of funds in your organisation. Without it, you cannot prepare the financial statement or utilise any other financial analysis tool. This analysis clearly shows the availability of resources in your organisation.

Apart from the availability of resources, it also helps to analyse the application of resources for a certain period of time. A fund flow statement requires a decent amount of research. It also makes it visible if there occurs any changes in the financial position of an organisation from the start of the accounting period to the end of the same.

Cash Flow Statement

A cash flow statement is another important financial analysis technique that depicts all the cash and cash equivalents inflows and outflows. If any of the cash or cash equivalents is affected by any change in the business, then the cash flow statement also brings that to light. You can easily compare cash flow statements to balance sheets to know the reasons behind the change in cash positions if occurs.

Also, a cash flow statement acts as a guide for preparing a balance sheet and a profit and loss account. It constantly allows a financial analyst to get the right cash balance of a company. Not only the inflow and outflow of cash but also the reasons behind the change in the cash position in a company are also stated in a cash flow statement. It acts as a summary of the cash account in a business.

Trend Analysis

Trend analysis is not a quantitative tool but a theory that acts as a technique for various organisations. It is based on the underlying principle that ‘what has happened in the past indicates what will happen in the future’. It is not completely a mathematical method as it uses historical data for its proper formulation.

Moreover, trend analysis can be adapted for two or more organisations at the same time or two or more periods of analysis of the performance of an organisation. It holds a series of information that helps you to arrive at some specific conclusions.

Bottom Line

These are all the major tools and techniques of financial statement analysis. If you are passionate about financial analysis and want to have a career in this discipline, then a financial analyst course can help you in this regard. Learn financial analysis with the help of the financial analysis certification course by Imarticus and excel in this field so that you can kick-start your career.

What my financial analyst training did for my career

Reading Time: 3 minutesFinance plays an important role in the development of an economy. Changing business needs and digital technology have increased the demand for finance. Today’s finance environment is complex and needs skilled professionals for managing tasks. Employers show a preference for candidates with the right skills and experience.

One such core finance area is that of a financial analyst. If you like numbers and statistics, you can study to become a financial analyst. A financial analyst’s career is lucrative from a long-term perspective.

Courses like the Ratio Analysis Course help you learn financial analysis. Financial analyst training will help you master your core finance concepts. Continue reading this article to understand the importance of financial analyst training.

Who are Financial Analysts?

Financial Analysts are professionals who have good analytical skills. They use their skills to analyse a company’s financial information. Financial statement analysis helps financial analysts make sound decisions.

Financial Analyst Duties

Key responsibilities of a financial analyst include:

Financial Modelling

Budget preparation

Analyse a company’s financial performance

Track current market trends and use them in financial analysis

Help businesses make strategic financial decisions

Benefits of a Financial Analyst Training

Learning financial analysis will help you gain key financial analysis skills. A financial analyst training course will help you to stand out in a competitive job sector. You will also gain confidence to take strategic and impactful work decisions.

Key benefits include: 

Learn Financial Analysis

Imarticus Learning’s Ratio Analysis Course is a comprehensive financial analyst training course. You get to learn about horizontal, vertical, and ratio analysis. The course helps strengthen the key concepts of financial analysis.

Use Ratios for Comparisons

A Ratio Analysis Course helps you understand different ratios. Also, how to utilise the ratios for comparing the financial performance of a company.. You can compare the ratios across reporting periods, organisations and industry standards. The course also teaches decision making skills. You thus learn how to compare your company against an industry or competitor.

Competitive Edge

Employers always prefer candidates who are data-driven and good decision-makers. They also look at candidates who can look at the bigger picture. A financial analyst training will give you the right training. It will help understand and analyse information from company’s financial statements. The training will make you get better noticed by employers. It will thus give a competitive edge over other potential candidates.

Financial Analyst Roles

Financial analysts can work as company employees or consultants. Some key roles which they can apply for are shown below:

Financial Analyst

Project Finance Manager

Asset and Wealth Management Associate

Asset Valuation Consultant

Equity Analyst

Equity Research Analyst

Equity Market Analyst

Business Valuation Analyst

Private Equity Finance Manager

Why Imarticus Learning?

Imarticus Learning’s Ratio Analysis Course is a tie-up with KPMG in India. The financial analysis training course is one of the best in India for the below reasons.

Gain Job Relevant Skills

Imarticus Learning’s Ratio Analysis Course helps you gain key financial analysis skills. Such skills include modelling, financial statement analysis, valuation, and equity research skills. The course also makes you an Excel and PowerPoint user. it thus helps boos your career as a financial analyst.

Live Training

The Ratio Analysis Course facilitates live instructions from certified industry experts. You get to gain a lot of interactive knowledge from these sessions.

Career based Mentorship

The financial analyst training course offers mentorship sessions. You get to interact with industry experts. You can get your career-related questions solved by these experts.

Mock Interviews

The Ratio Analysis Course offers mock interviews conducted by industry experts. Sessions for resume building and LinkedIn profile building are part of the course.

Certified Work Experience

Imarticus Learning’s Ratio Analysis Course comes with industry endorsed work experience certificate. The program is a comprehensive 180+ hour skill-building program. It also offers 25+ hours of practical learning from KPMG experts. You will get good hands-on experience with industry experts. Thus, you can master your core financial analysis capabilities.

Job Interview Guarantee

Imarticus Learning’s Ratio Analysis Course is a guaranteed job interview course. It will help you to gain entry-level positions as a financial analyst. The course thus ensures your success as a financial analyst in the corporate world.

Conclusion 

Finance is a core business necessity. So, financial analysts are important for every organisation. Learn financial analysis through financial analyst training. You can improve your analytical and decision-making skills. You can then manage various financial analysis tasks.

Imarticus Learning’s Ratio Analysis Course is a tie-up par with KPMG in India. It is an assured job interview program. The course is the right way to fulfill your dreams of becoming a financial analyst. For more course details, visit our program webpage, chat support or training centres. We operate across Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, Gurgaon or Ahmedabad.

10 Things You Need To Know About Financial Statement Preparation

Reading Time: 2 minutes

10 Things You Need To Know About Financial Statement Preparation

Preparing a financial statement is not an easy feat and is often made more complex by the constant change in financial reporting and accounting rules. There are specific standards and formats in which you must report financial information. This blog will explain what you need to know about financial statement preparation.

Income Statement

The income statement reveals how much revenue the company has earned during a specific period. 

  • Sales. This includes any sales tax and other fees associated with these transactions and any discounts offered to customers who buy in bulk or pay before receiving their order.
  • Cost of goods sold (COGS). The amount you spent on the materials needed to create those products or services sold during the reporting period (i.e., if you’re making sweaters, this would include what it costs for wool, needles, thread, etc.). 

Balance Sheet

The balance sheet is one of the leading financial statements. It is a snapshot of assets, liabilities, and equity at a specific time. 

  • Cash Flow Statement

The cash flow statement is the most important financial report a company produces. 

  • Statement Of Retained Earnings

It is a financial statement that reports the earnings that have been accumulated and not distributed to shareholders. 

Capital Expenditure and Depreciation

Capital expenditure is an investment in your business, such as expanding the office space or purchasing new equipment. Depreciation is a non-cash expense that all companies experience. Still, for tax purposes, you can only deduct depreciation from your income if you use the item for your business—you cannot deduct it from capital expenditure.

The critical difference between these two items is that capital expenditure is a cash outflow (you are spending money). At the same time, depreciation is a non-cash outflow (you are not spending money).

Accounts Payable and Prepaid Expenses

Accounts payable and prepaid expenses are on the balance sheet as current liabilities. Your company pays accounts payable (or bills) to its suppliers for supplies, inventory, or services provided by the supplier to your company. Pre-paid expenses represent prepayments made on a fixed asset purchase that you can use over time instead of paying cash (e.g., rent).

Non-Current Assets and Liabilities

Non-current assets are two types of assets and liabilities:

  • Assets – Assets are resources or things owned by a business. They can be sold or used in a business operation, but they don’t have an expected life within 12 months.
  • Liabilities – Liabilities are obligations incurred by a company during its operations. They generally come in two forms: long-term debts (debts with maturities over 12 months) or loans payable on demand (short-term debts).

Discover the Financial Modelling Certification with Imarticus Learning

Financial analysts are in huge demand, and this course will assist students in securing their first job as one. These financial analysis courses cover everything from valuation procedures to modelling strategies, allowing students to grasp critical skills like teamwork while also quickly developing expertise.

Course Benefits for Learners:

  • A financial analysis course is an extraordinary approach for students to get real-world experience and abilities straight after graduation.
  • Students will learn various valuable skills to help them find jobs in the financial industry.
  • Students may impress employers and exhibit their abilities by taking chartered financial analyst courses accredited by India’s leading academic institutions.

Contact us through chat support, or drive to our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. 

We compared financial analysis courses and found the best one

Reading Time: 2 minutes

We compared financial analysis courses and found the best one

Do you want to become a financial modeling expert? If so, you need to find the best financial analysis course. Many different courses are available and deciding which is right for you can be difficult. This blog post will give you an overview of financial analysis and will provide a few tips on how to become a  financial modeling expert!

What is financial analysis?

 A financial analysis course evaluates a company’s financial statements to make better business decisions. It can include things like forecasting future revenue, understanding the drivers of profitability, and more. 

The financial analysis assesses economic trends, establishes financial guidelines, creates long-term business activity plans, and pinpoints potential investment opportunities. 

Types of Financial Analysis:

 There are two types of financial analysis: 

Fundamental analysis is the procedure of evaluating a company’s financial statements to make better business decisions. It can include things like forecasting future revenue, understanding the drivers of profitability, and more. Fundamental analysts use various tools and techniques to do this, which is an essential skill for one looking to work in finance or become a financial analyst.

 Technical analysis is the process of evaluating a company’s stock price movements to make better investment decisions. This can include identifying trends, analyzing chart patterns, and more. Technical analysts use tools and techniques to do this, which is an essential skill for anyone looking to become a stock trader or investor.

 Both types of analysis are essential, and you should make sure your course covers both topics. In the next section, we will help you decide which course is right for you.

 Why is it important to find the right course?

data science career 

There are many different financial analysis courses available, and it is essential to find the one that is right for you. Not all courses cover the same topics; some may be better suited for beginners, while others are more advanced. It is also essential to find a course taught by an experienced instructor who can answer all your questions and help you understand the material.

You should keep a few things in mind when looking for a financial analysis course. 

  • You should ensure the course covers the topics you are interested in. 
  • You should make sure an experienced instructor teaches the course.
  • You should make sure the course is affordable. 
  • You should make sure the course is convenient for you.

Learn financial analyst course with Imarticus Learning

 The financial analyst certification course covers various subjects, such as valuation procedures, financial statement analysis, and modeling methodologies, allowing students to learn real-world information while enhancing crucial skills. 

 Course Benefits For Learners:

  • Learners will also learn vital skills that will help them land a job in the financial sector.
  • Once you’ve become a financial modeling expert, you can impress potential employers and showcase your skills.
  • Through online financial analysis training, learners can obtain the knowledge and skills necessary to become financial analysts.

Visit our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, Gurgaon, or Ahmedabad, or get in touch via a chat support system.

Learning Financial Analysis is easy. Here’s how

Reading Time: 3 minutes

Learning Financial Analysis is easy. Here’s how

The function of finance departments inside businesses is constantly evolving as technology advances. Finance teams were once primarily in charge of bookkeeping and transaction management. However, with the introduction of updated technologies and advanced analytics in the domain of finance, the roles of finance professionals are ever-expanding. 

Financial analysis is one such domain that greatly assists companies or businesses to analyse financial (or transactional) data and making better business decisions. There is no need to worry if you do not have a finance background as there are various approaches you may take to acquire skills in finance and learn financial analysis.

What is financial analysis and what are its benefits?

Financial analysis, the process of extracting insights from a company’s financial data, is a vital ability to have, regardless of your position. Analysing your company’s financial papers and contextualising them within the context of the larger market allows you to comprehend the narrative behind the statistics and utilise that perspective to make business choices. From having the option to quantify a business’ benefits to having the option to illuminate business choices and give expectations to deal with progress impacts, the monetary investigation is a significant part of any association that expects and ends up finding true success.

Some of the most beneficial aspects of financial analysis are:

  • Integrated Analysis: The capacity to use all information from a solitary framework utilises a coordinated examination way to deal with giving calculations that can assist with assessing client conduct, functional improvement, resource valuation, and then some.

 

  • Business Processes: Monetary investigation can gauge characterised key execution pointers (KPIs) to dissect the cycles and works inside an association to help advance and improve functional adequacy.    

 

  • Business models: Financial analysis helps in building effective business models that will help in generating income or in cutting down costs. This kind of analysis also helps in understanding the health of businesses and making better data-driven decisions based on the financial situation of the market or the company.

How will you learn?

best financial analyst course

The focus on “learning by doing” is highlighted in an engaging financial analyst course through case studies, lectures, and practical projects. A programme such as the Financial Analysis Prodegree simplifies the concepts of financial modeling training, business valuation procedures, and financial analyst abilities into easily absorbed knowledge chunks.

Imarticus offers the greatest training programs available for financial analysis, enabling anybody to pursue a successful career in this field. You may improve your game in the field of financial analyis through a variety of case studies and projects :

 

  • Financial modeling: Create a comprehensive financial model for a significant FMCG business. 

 

 

  • Accounting and ratios: Practice in class involving account consolidation, and ratio analysis across sectors for a case study in class.

 

 

  • Corporate strategy: Examine the Porter Five Forces and the competition in the industry of your choice.

 

 

  • Equity research and report: Write an introduction report on a significant consumer goods corporation.

 

 

  • M&A pitch presentation: Prepare a minimum pitch document to be presented to a client to help sell his/her company.

 

How to train to become a financial analyst?

 

  • Graduating with a bachelor’s degree: For a job as a financial analyst, a three-year bachelor’s degree is the minimal need. Your chances of joining the top finance organisations might be increased by taking courses in economics, statistics, or maths. Furthermore, you can start your job as a corporate financial analyst with a Bachelor’s degree in business administration or commerce. This is seen to be crucial since it offers a fundamental grasp of topics like accounting and commerce. Once they have demonstrated their experience, entry-level employment can be easily obtained.

 

 

  • Adding professional experience: If you intend to enter the employment market, it is crucial to have experience with financial topics. Participating in internships or part-time work might improve your experience with money. When it comes to having a full-time career, having work experience in the financial business might pave the road to success.

 

 

  • Receiving Certificates or Licenses: Having a second certification in addition to your bachelor’s degree might greatly improve your career prospects. You may learn about the challenges facing the field by taking a financial analyst course. If you want to add a certification to your CV, the Financial Analysis and Planning program offered by Imarticus might be thought of as your best choice.

 

Conclusion

The ideal method to learn about financial data may be thought of as taking a financial analyst course. The Financial Analysis and Planning programme by Imarticus offers a wide range of prospects in the main financial sector. This 180+ hour knowledge course can open up countless placement chances for you by allowing you to learn from the experience of KPMG. Reserve your seats right away to participate in this wonderful financial experience.