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What Are the Tools of Financial Analysis?

Posted on by Imarticus Learning

Understanding Financial Analysis

Financial Analysis can be understood as the process in which the financial stability and profitability of a business or a project are determined by using various analysis techniques. It is also used to find out profitable investment opportunities and longevity of the business. It helps the managers to make informed future business decisions by acting on the predictions. In addition to this, it also helps managers to understand the historical business trends and paints a holistic picture of the organisation.

From a broader perspective, the financial analysis techniques are categorised under two types – Fundamental analysis and Technical analysis. The process of fundamental analysis is centred on finding the intrinsic value of the stocks or the business. It uses various ratio analysis techniques that rely on the data provided in the financial statements to determine the financial health of the business. It also takes a comprehensive view and evaluates the overall economic stability of the organisation. The technical analysis is different from fundamental analysis. Its main emphasis is to make future predictions based on past and current statistical data. It relies on the market information about the stock of an enterprise to come to any conclusion. It is carried out using various charts and trading patterns of the securities.

Tools of Financial Analysis

Now that we have understood what financial analysis is and what it entails, let’s delve deeper into the subject and find out the tools of financial analysis.

  • Common Size Statements: Common Size Statements are income statements in which each item in the statement are expressed as the percentage of a base metric. Each line item is expressed as a percentage of sales or revenue that helps to facilitate the analysis. The market is very diverse and organisations are operating at various scales, to make the comparison viable the units should be expressed in terms of percentage. This format of representing the financial data is globally accepted. Common size statements include a common size balance sheet that uses the total asset as the base value, common size income statement that uses revenue as the base figure, etc.
  • Ratio Analysis: Ratio analysis is the technique deployed in the fundamental analysis process to find out the intrinsic value of the security or the enterprise. Ratio analysis uses relevant figures from the financial statements to calculate various ratios. There are various types of ratios that are calculated to establish a comprehensive financial picture of the organisation. The ratios that are generally calculated to assist in the financial analysis include Profitability ratio, Rate of return analysis, Solvency ratio, Liquidity ratio, Turnover ratios, Business risk ratios, Operating profitability ratios, etc.
  • Benchmarking: In the benchmarking technique the actual financial figures and estimates are compared with the benchmark or standard figures set by the top-level management of the organisation. Benchmarking techniques can also put the best practices in the industry as the standard and organisations are required to meet the same. The process of benchmarking includes selecting the area or segment that needs to be optimized, identifying trigger points for comparison, setting up the standard or benchmark figure, evaluation of periodic performance, checking whether the performance matches the standard or not. If it doesn’t match the benchmark then the process is followed by variance analysis.
  • Comparative Financial Statements: The comparative financial statements are used in carrying out the horizontal financial analysis process. It helps in measuring period changes in financial variables and establishing the pain points of the business. It can be prepared in absolute or percentage form. The advantages of comparative financial statements include easy comparability, timely evaluation of financial performance, etc.

How To Become A Financial Analyst With No Experience?

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A Financial Analyst performs the very vital job of evaluating market trends, setting-up long-term goals, financial policies and deciding upon when and what investors should be made for an investor’s or company’s profit. The sail of a company’s fortune rests majorly on the reports, suggestions a financial analyst provides on the rough seas that present markets ride. Such responsibility and dependence from a company bring in a heavy pay. But this also means that employers would demand experience. For an aspirant without experience, attaining this position could be a haze if not provided with directions. Following are some tips on this course:

Certification and skills

As is the case with any job, the aspirant must know his craft. One must have at least a bachelor’s degree — preferably in a finance-related major, such as accounting or economics.

Furthermore, it has become nearly compulsory that the aspirant has a certification in any one of- CFP, CFA (most popular), CFS, CIMA, or the CLU courses though MBA may fill the requirement of these certifications in many cases. Apart from this, the aspirant should have solid analytical, valuation, marketing and communication skills and anin-depth understanding of companies. He should also be capable of building financial models and working on software such as MS Excel, ERPs, and SAS. To help kick-start the career in this field, it is advisable to enrol in training programs that provide these certifications and skills. One can easily find financial analysis courses online. 

Expand your reach

Networking forms the roots of the financial world and therefore is one of the most important elements required to break into an industry. Networking can provide an analyst with a better assessment of a company and exposure to opportunities. The simplest and most effective way to network is to start with people one already knows and ask them to introduce to people at different companies. One can approach his/her university’s alumni for contacts in industries. One may also seek social media services such as LinkedIn for networking.

Follow current events

As an analyst works on data- past and present, the aspirant should keep himself fresh on the present scenario of markets, investment banks. One can simply read/watch the business news regularly and keep notes. This also helps in keeping up interesting conversations related to the industry when networking with people.

Start and Maintain a Financial Blog

The simple clause of sharing what you learn with the world is rewarding. While you improve your understanding of the topic, you also improve your networks, help others learn and remain motivated. A simple blog on WordPress, Medium can serve this purpose. One can use platforms like ‘SeekingAlfa’ to publish their research on the markets. These articles may be added as achievements on the resume and can make great discussion points in financial analyst interviews.

Use a trading simulator

Trading stock is a risky business. Before the aspirant can advise others regarding investments, he/she should have a practical understanding of the market dynamics. One can gain such practical intellect by using trading simulators such as ‘wall street survivor’ or ‘how the market works’. One may also use the demo accounts on online trading platforms to apply his/her theoretical knowledge. Furthermore, these help in testing strategies and coming up with innovative approaches.

Gain Experience from internships

Most investment firms offer summer internships to students, many of which even allow full-time job prospects. Such an internship can bring the aspirant closer to the industry. Even when the internship is unpaid, the experience gained in such field work is invaluable. One can seek his/her university’s career advisors for such opportunities.

Also Read: What Does Financial Analyst Do

What is the Scope of a Corporate Financial Analyst?

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What is the Scope of a Corporate Financial Analyst?

In this globalized world, the companies are growing with lightning-fast speed hence diversifying its operations. To keep up with the dynamic nature of the corporate surroundings, professionals have to strengthen their expertise to contribute significantly to the growth. Especially those finance guys.

Why are these companies growing? The answer to it is really simple though reaching there takes a quite lot – maximizing revenue. And the revenue which comes in has to grow multiple folds and to do this you need a lot of insights. There walks in your Finance guy.

A financial analyst has a role to lay in every organization- big or small. It is one of the most desired careers by people who have a knack towards managing money. The financial analysts play a more relevant role in the Financial services sector.

They are the pioneers of money. An analyst starts with a junior role brushing up his skills and moving forward to a senior role with the experience. The more they expose themselves to the industry, the wider become their career opportunities.

The financial services industry is made up of complex components and to break through is quite difficult. The typical work of a financial analyst includes examining financial data of companies, drawing valid conclusions from those statements and making business decisions thus preventing it from any monetary crisis.

A corporate financial analyst helps the companies to make the best use of the money available with them by making the right investing and budgeting decisions. Financial Analysts know their companies inside out and they keep a constant tap of the market which surrounds the companies. They use their expertise and the vaguely available data to draw conclusions, make predictions and take actions based on those conclusions.

At times, a company decides to merge with some other company and some decide to buy others. All of these are not decided overnight. Months of studies, analysis, and contemplation are done by these analysts who predict various scenarios and make such conclusions. An analyst can never rely on those principles which he learned during college. He has to be in touch with everything which is going around.

Also, the field of financial analysis has various niches that can be handled by financial analysts who have varied interests. The role of the Financial Analyst also depends on the company he works for. If he is on the buyer side of the business, his focus would be on how to manage the funds available, how to spend, how to make investment decisions that are in the best interest of the company, etc. These analysts don’t have a final say in any decisions taken by the company on how to use the conclusions drawn.

If the Financial Analyst is on the seller side of the business, he has to keep a tap on all elements involving different types of securities in a particular industry. They give their recommendations on what securities to buy, sell or hold. When to buy, sell or hold a particular security.

They also analyze various portfolios, the perks they reap and the risks which are associated with the combination of securities the portfolio is made up of. These insights are highly valued and are always the foundation of investment decisions. The insights can help the analysts to bag a huge amount of money as these are not very obvious insights.

Some financial analysts also work for various investment banks, where they curate securities, make bundles and portfolios with their knowledge and then sell it to the commoners at their price. They research a lot and analyze the performance of various securities, give them a price and make ‘buy and sell’ recommendations to the clients and helping these banks sell them.

Conclusion
These judgment and curation skill sets are uniquely blended in a Financial Analyst. This makes the Financial Analyst one of the highest-paid professionals in the Corporate arena. They use their power of risk analysis to make the opaque layer of the Finance world transparent also helping companies to make growth decisions and putting the right foot forward, transforming the world into aware finance capital.

Also Read: Future of Financial Analyst in India

How Do I Learn About Financial Analyst Courses and Careers

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How Do I Learn About Financial Analyst Courses and Careers

If you enjoy financial topics and have a numbers-oriented head you might want to make a career in financial analysis. The FA professional tracks the capital market’s stocks, equities, bonds, and such financial instruments to make investment recommendations based on their research and analysis. Look for them in banks, stock brokerages, investment houses, insurance agencies, and other financial institutions. To make a lucrative career in the financial industry you must prioritize education and leverage your Financial Analyst Course.
Doing your course at the reputed Imarticus Learning ensures you get soft-skill training, assured placements and personality development along with the best and most comprehensive syllabus for FAs. Learning to be the high-risk-taking highly rewarded FA is the first step in creating that future. Although your routes may vary what the potential employers look for helps you land those jobs. So, let us explore the Financial Analyst Course and career as a Financial Analyst.

All about the Financial Analyst career:

Let us explore some areas of the FAs career and what to expect from it.

Responsibilities:
A job description for the financial analyst varies depending on the employers vertical. Investment banks and insurance companies have different needs.
You could also consider in-house private funds. Hence, the selling/buying advice is always oriented to the employer’s gains and the products. The FA could also make public recommendations when working for business and publications specializing in these.
The recommendations and observations may pertain to a company’s solvency or profitability. The FAs analysis helps the enterprise make critical decisions regarding budgeting, merchandising, resource allocations and forecasting.
A list of activities for the analyst responsibilities include
• Reading and researching major publications.
• Tracking the micro and macro-economy.
• Preparing sell and buy sided investment recommendations.
• Interacting with management and executive teams to discuss financial and investment strategies.
• Facilitate trading to generate profits.
• Get third-party information on the future and health of investment instruments.
• Execute third-party or employer trades.
• Strategize using effective and creative approaches to buy-sell deals.
• Work on certifications for specific expertise on investments in particular sectors of the industry.
Work Environment:
Financial analysts bear the onus of the enterprise’s financial performance. It is a high-risk, high-reward, high-stress environment. The requirements of rapid decision making, confidence and communicative skills can never be undermined. They are client facing and may have to travel a bit to meet clients.
Schedule:
According to the Bureau of Labor Statistics, one-third of the FAs work over 40-50 hours a week. Most take their work home and have comprised social lives.
Education required:
A minimum of a bachelor’s degree with finance majors and knowledge of subjects like statistics, accounting, and economics is recommended. An MBA adds depth. Certification from the CFA- Chartered Financial Analyst Institute is a must. Those in the securities practice need licensing through the Series-63 and 7 exams.
Experience:
Most FAs start working on completion of their Financial Analyst Course. According to reports from Bloomberg, 16% of the MDs had MBA degrees and 7% CFA certification. Experience will help you climb the ladder of success and decide on the honing of your skills through additional courses and certifications. Career Builder research shows 25% of the FAs had 6-10 years of experience and only 8% are in the 0-2 years of experience. The demand for FAs is thus very high.
Skills:
The FAs skills include a range of skills like
• Financial modelling
• Financial analysis
• Data analysis
• Marketing skills
• ERP systems
• Strategic thinking
• Decision-making:
• Math skills:
• Attention to detail
Salaries:
The BLS reports claim that in May 2015 FAs earn an average of USD 80,310. Those in commodities, securities etc have average wages of USD 94,450 and those in insurance have an average of USD74,500 as a monthly take-home. The commissions of fund managers depend on their market deals value. The highest reported salary in 2015 was USD160,000 and the lowest USD 50,000 pa.
Conclusion:
The BLS reports predict the career of financial analysts will grow by 12% between the years 2014-24. This is a high demand market for FAs. Now is the time to enrol in the Financial Analyst Course at Imarticus Learning and be on your way to becoming a highly sought after financial analyst. Why wait?

We offer financial analyst courses at our centers in Mumbai, Thane, Pune, Ahmedabad, Delhi.

Also Read: What is Financial Analyst Course

What is a Day of Work For Financial Analyst

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What is a Day of Work For a Financial Analyst

A financial analyst does a wide range of activities that include organizing databases, gathering information, making data-based and logical forecasts and projections, analyzing specific databases, making data-based forecasts and recommendations, generating financial models, making Excel presentations, and presenting financial reports with a specific focus on the accuracy of the information given to the decision-makers. He probably has done a Financial Analyst Course.

Kinds of Financial Analysts:

Depending on the area they work in the more popular types of financial analysts are the Analyst in
• Investment banking
• Private equity
• Treasury
• Equity research
• Financial planning and analysis
• Corporate development.
A Financial Analyst Course will help the FA develop his expertise in the area of his interest.

What a Financial Analyst Does

The figure below gives you a fair idea of the tasks, responsibilities, duties and responsibilities, which depend on the industry, organization, and their seniority in the Financial Analyst role.

Financial Analyst Tasks Include

Gather information and task data:
The FA begins all tasks by gathering information and data about whatever the subject to be analyzed. Ex: Past financial reports, stock price information, accounting data from the general ledger, macroeconomic and statistical data, quantitative data and industry research. The sources could be internal or external databases, governmental agencies like SEC, or third-party service providers like Capital IQ or Bloomberg.

Organize information
Once the data is available it is time to clean, organize and format the data with the system information. The data is sorted by category and type, formulae and functions added to it, consistent formatting added to it so it is readied for analysis.

Analyze financial results
Once the data set is in Excel the FA compares the data with past data and past results for comparative analysis. Metrics and ratios like net margin, gross margin, variable versus fixed costs, YoY growth rates, ROA, ROE, EPS, and debt to equity ratio feature in most reports. Based on the reports, performance is compared with those of the other companies.

Provide projections and forecasts:
Once the data is analyzed the FA makes projections and forecasts of future performances. The most popular methods are regression analysis, year-over-year rates of growth, approaches like the top-down and bottoms-up and more.

Provide recommendations:
Providing gainful insights like how to cut costs, ways to increase market share, opportunities to grow revenue, customer satisfaction, operational efficiencies etc are provided by the FA for the CEO, Management, the board of directors or CFO to make their decisions.

Create models in Excel:
Financial modelling is the largest part of the FAs task no matter where they work. And, you will find them in IB, corporate development, equity research, FP and A included. The analyst in financial modelling and corporate finance generally use the models where the three financial statements form the foundation and further advanced models are layered onto these to provide the DCF model, planning models, M and A models or LBO models. This is an important skill you best learn in a Financial Analyst Course.

Make PowerPoint presentations:
The FAs use Microsoft Excel PowerPoint and other graphic-tools like bar graphs, comparison tables, and charts to make their financial statements clear even to laymen. This is the basis of the pitch-books and presentations of the management on which critical decisions are based.

Generate comprehensive reports:
Dashboards, internal reports, presenting KPIs, tracking and monitoring budgets the budgeted and actual are part and parcel of the daily FAs tasks. These are crucial to the client for decision making and should be easy to understand, well-presented, accurate, timely, and full of helpful insights.

Why do the Financial Analyst Course?

The degree at Imarticus Learning is attractive because they offer the latest in technology and skills while training you in a very short period. They use the latest practical learning tools of using project work, assignments, sufficient assignments, tests, hands-on practice and bootcamps to reinforce your learning.

They integrate modules in resume writing, mock interviews, soft-skill development, and personality development while offering convenient timings and modes for professionals and career makers. Their wide range of subjects offered is specific and need-based depending on the training skills required for making a career in financial analysis.

Conclusion:
The FA has many daily tasks and his role involves financial numbers crunching and a host of other technical, financial and presentation skills. His insights, forecasts and predictions help the management take crucial decisions regarding budgets, expenses, resources and its allocation.

The role is in high demand and pays well. You can do a Financial Analyst Course at the Imarticus Learning Academy and emerge a well-rounded practically skilled financial analyst with assured placements. Why wait?

What Do You Need to Become a Financial Analyst?

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One of the most coveted jobs that companies look for is financial analysts. They are sometimes misconstrued as working with bond or stock markets to help their higher employers make certain investments. A company can hire analysts for numerical data so that they can suggest better marketing techniques.

Businesses which utilize a franchise model employ financial analysts to track and tackle franchises within a particular region.

It is the job of the analyst to understand what the strengths and weaknesses are and through it, make forecasts from a monetary perspective. If you’re someone looking to become a financial analyst, here are some of the necessary skills and education you need:

Education and Skills To Become Financial Analyst

Financial analysts need to have a structured qualification and there aren’t any minimums for the career-wise education. A Bachelor’s degree in statistics, economics or finance is a compulsory requirement and other majors that are favorable include math and accounting.

Engineers too are preferred given their analytical way of thinking, which is a necessity in the world of financial analysis. If you’re smart enough to get a degree from a good Undergraduate college, you will have opportunities for great jobs right off college.

Getting an MBA degree is also an added advantage and these graduates are generally hired to work as senior analysts right after they’re done with college. A good career as a financial analyst requires you to have robust quantitative skills, logical skill in different situations, good problem-solving ability and communication skills that are above average.

There is a lot of number crunching that needs to be done if you’re a financial analyst, as analysts have to report to their superiors and help them understand the data in a concise manner.

Different types of analysts:

There are many types of analysts in the world of finance and it is important that you understand the sector you wish to join. There are generally three categories within the field of analysts, including:

  • Seller side
  • Investment banks
  • Buyer side

Analysts also work for regional and local banks, real estate brokers, insurance companies in addition to companies that depend on data. Data is one of the most important drivers of any company’s business and having good financial analysts helps them understand the business much better. A good financial analyst will predict risks well in advance and help companies save their money by preventing them from making rash financial decisions.

The different types of analysts required in the world of finance make this a lucrative option as it is a job that will never go out of fashion. Ensure you get a good qualification as this acts as a good marker regarding your ability as an analyst.

Overall, financial analysts are promised a life of security and comfort in addition to working with some of the biggest companies in the world if they are extremely good at what they do. Imarticus allows you to get a strong financial analyst course and receive the financial analyst certification, so start right away!

Which Are Some of The Good Books On Financial Analysis For The Purpose Of Equity Valuation?

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Pursuing a financial analysis course, currently working in the finance team of a firm or looking to make a career in the finance domain- it is important to gain complete knowledge of valuation and finance before working in the market. There are undoubtedly many sources to learn about valuation, however, if you prefer reading a book rather than attending a seminar or webinar, then here is a list of top books on valuation.

1. The Intelligent Investor by Benjamin Graham
Long considered as one of the most important books written on investing and valuation, the book has great quotes from the author that motivate you into a career in finance. If you have enrolled in a Financial Analyst Certification course, then this book is a must read to enlighten you about the strategies that will help you reach your goals.

The concepts of value investing are explained in detail and most aspects of technical trading have been covered in the book. The book is the Bible of Finance and must adorn your bookshelf if you are thorough finance professional.

2. Theory of Investment Value by John Burr Williams
The book first printed in 1938, revolves around the idea that stocks are worth the present value of the dividends that are paid perpetually. The book highlights the investment value of a stock as the net present value of the future dividends it will reap. It features the highly popular, Discounted Cash Flow technique, which is the edifice of business valuation whilst making investment decisions. Warren Buffet, the reputed investor was highly impressed by the book and the book features two major principles- the intrinsic value of a business can be taken out of discounted value during the course of its lifetime and a business that can afford to invest it’s earning at a higher rate than the applied discounted rate if it can afford to.
3. Measuring and Managing the Value of Companies by McKinsey & Company Inc
One of the best guides for corporate valuation, the book has been co-authored by Tim Koller, Marc Goedhart and David Wessels. The book solidifies the proven principles of value creation by negating the myths that prevail in the financial world.

The book equips executives to make a value-creating decision with case studies that analyze the historical performance of a company and then redrafting it to take a closer look at the performance. The book covers the topics of linking a company’s valuation multiples and estimating the cost of capital with practical tips. A must-have for investment bankers and investors to make pragmatic decisions.
4. Damodaran on Valuation: Security Analysis for Investment and Corporate Finance by Aswath Damodaran
A gifted professor and an authority on valuation, Aswath Damodaran delves deeply into three basic approaches to valuation which are discounted cash flow valuation, relative valuation, and contingent claim valuation. The book is filled with real-time examples of many international firms that deepen your understanding of the advantages and disadvantages of every model to help reader’s judge complex valuation scenarios.

5. Equity Asset Valuation by John Stowe
The book is a good read because of its coverage of finance and accounting concepts with every topic treated in detail for the benefit of the reader. It is good for students who want to strengthen their concepts of valuation before stepping into the finance domain. Most examples used to make it useful for finance students to learn the concept of implementing intrinsic stock valuation.

How Do You Become a Financial Controller?

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Are you great with number crunching and have excellent organizational skills, then this job should be what you are aiming at! A financial controller makes the most important decisions in the business with regard to the finances of the company. A trustworthy job as you will be handed the financial reins of the control of inflow and outflow of cash, you will definitely see the positive impact that your hard work will make on the company’s turnover and growth.
Some previous experience as an accountant or in a similar role of managing finance is a prerequisite to be considered for the job of a financial controller. The job demands a high level of knowledge, skill, dexterity, confidence, responsibility, and accountability. If this sounds like the path, you want to take read on to find out more about the roles and responsibilities, prerequisites, salary, hours of work and more.
What does a Financial Controller’s job entail? Are you cut out to embark on a career in that domain. Well as a financial controller you will be responsible for the accounting operations of the company and reporting to the Finance Director. Preparing financial reports, documenting accounts, corporate accounting, budgeting, forecasting- you will be involved in every aspect of the organization that remotely requires money. You will be managing the financial transactions of a company right from accounts payable to payroll. Irrespective of which industry you work in- every company needs a Mathematics wizard to manage their finances and with an interest and a financial analyst course you could be on the right path to becoming a Financial Controller.
You could complete a finance or accounting degree for e.g., Bachelors in Commerce or Bachelors in Business Management with a specialization in finance which would take you about years. You could also earn a Master’s degree to have an added advantage. If you do not want to take the university route, you can learn by enrolling in a Financial Analyst certification course offered online. Your employer may fund this for you while you train to become an accountant, and then you can work your way up the ladder. Financial Analysis courses in Hyderabad offer great study options for those who want to move progressively towards becoming a Financial Controller.
There is good news for those aiming to be Financial Controllers- it is a typical 9-5 job with weekends and bank holidays to yourself depending on the organization. Qualified financial controllers can earn anywhere between Rs 15,00,000 – Rs 35,00,000. The range could be higher depending on the size of the company and the experience of the candidate.
Once you gain a degree or even experience in accounting or a financial position, it is important to leverage your expertise and build your supervisory skills to become a Financial Controller. Being in control of finance means solving complex issues, dealing with pressurizing situations with an analytical mind. It is important to be exceptionally organised to meet deadlines and comply with regulations. Your primary responsibility will be to see the “bigger picture” and the financial health of the organization rather than just day-to-day numbers.
If you have your sights set on this role, then just get yourself a role in accounting or finance, get certified with a qualification, work hard and learn the ropes to prove yourself worthy of single-handedly managing the funds of a company.

What Are Good Topics For Thesis In Bachelor Of Finance-course

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One of the essential to earning your degree in finance is that you have to submit your dissertation on a financial analysis topic that has to be eye-catching and demonstrate your ability to defend the topic. Financial Analysis being an ocean of streams and topics it is wise to choose a topic based on your area of interest.

How to write your thesis:

For information on the title page, format to be used, font size, sections, headers etc. use the guidelines laid out in the assignment brief. The thesis layout and writing should include the following for easy understanding of your research and study, great presentation and academic requirements of writing.
A Foreword: A Foreword thanking people who contributed, explaining your thesis briefly and serving as a personal note.
A chapter on Introduction: The introduction chapter is where your research goals, topics of study and the background of your methodology is a must.
The Methodology used: Here you will lay out every step of action taken during your research, analysis and inferences making the process of your study.
Presentation of Data: This chapter should be devoted to outcome presentation, how this helps development and the value of your inferences.

EFFECTIVE STRATEGIES TO RIDE THE EDTECH WAVE
Any additional chapters required.
Bibliography and sources review: In this chapter go about explaining your consultative sources referred to for study. Also, provide a list of literary references that can be looked to for authentication of information and data used.
The Concluding note: Use this chapter to reinforce the main topics and inferences of your thesis while providing constructive ways of furthering studies on the topic and its development.

Interesting Financial Analysis Topics:

Depending on your field of interest (Marketing, taxes, Corporate Governance, etc.) use the following topics to quick-start the thinking process and narrow down your topics.

  • The features of China’s financial markets
  • Fraud and its impact in financial markets
  • Economics of Financial markets
  • The risk analysis of financial markets
  • Impact of governmental decisions on the financial markets
  • The Wall Street Financial markets assessment
  • The financial markets effects caused by the high-frequency trading system
  • Why financial markets flourish in a strong economy
  • The investor benefits in stock markets Government and its impact on capital markets
  • How money markets affect the financial system
  • Spot markets and their effects
  • The features of the Bond Market
  • The spot market features
  • Private investing and the derivatives market
  • Secondary Vs Primary market
  • The impact of the interbank market on foreign exchange
  • Over-the-counter markets roles and impact
  • Third and fourth markets impact
  • IMF and emerging markets
  • The impact of the Greek economy on the European markets
  • Valuations and a bullish market

A good financial analysis course/ financial analyst certification from a reputed company like  Imarticus will boost your career chances and are particularly advantageous to you because of the global robust curriculum, hands-on practice on popular tools, an industry-relevant project involving real-time live data, and excellent mentorship provided which makes you industry-ready from day one. There are very many opportunities, and the payouts are great as witnessed on most job portals.

What Is The Best Tool For Financial Analysis

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It is the job of the financial analyst to use data from the company’s financial statements and records to understand and analyze the strengths, weaknesses and financial position of the company. For example, debts being serviced, the revenue stream flow, capital investments and current position to invest, operational efficiency, future profits and more.

The Following Are Essential to Financial Analysts.

1. Financial statements:
The company income statement and balance sheets reflect the losses or profits over a time period. The assets, liabilities, capital position and such data are crucial to plan and ensure success.

2. Working Capital Statement:
Changes in the working capital can be tracked from the current liabilities and assets in comparison to the previous year. This is a crucial decision making factor in planning and evaluation.

3. Comparative statements:
Size statements of multiple companies at any point helps with understanding the current position vis-à-vis the industry.

4. Analysis of ratios:
This is a great way to arrive at the asset management, debt management, liquidity, market value, profitability, and financial performance of the various departments and business parts.

Why tools help:

Data is the backbone, and a lot depends on the type of decision-making involved, the inferences drawn from data in the financial records and how you analyze the information and use it for constructive feedback and financial analysis. The software used is a crucial tool and should provide customizable, clear and concise analysis.

Popular Software for Financial Analysts:

Of the many software, the Stock Screener by Finviz and Customized Financial Analysis by BizBench are popular with investors. Cloud tools for management, reporting software, etc. are widely used by accountants and bookkeepers, and Managers/ analysts favor SWOT analysis providing the software.

Software like Balanced Scorecard can help assess the current position, overall return, capital financing, operating income, analysis of specific firm processes and performance history.

EPM Financial Reporting by Prevision is also popular and rated high as a tool for management of enterprises, report books maintenance and for being able to analyze and combine real-time data from IT with information on accounting.

SAS, QlikView, and MATLAB are preferred for financial analysis that is customizable and includes tools for statistical analysis in its sophisticated software. It is an excellent tool for traders, analysts, and programmers.
Microsoft Excel and its VBA macro tool is the foundational tool for beginners and those who use small and less complex functions.

In conclusion, if you have a flair for financial analysis, then the financial analysis course in Hyderabad can get you the coveted financial analyst certification. The financial analyst course teaches you the best tools for assessing the company’s weaknesses, strengths, and financial strength. Doing such courses at Imarticus are particularly advantageous to you because of the global robust curriculum, hands-on practice on popular tools, an industry-relevant project involving real-time live data, and excellent mentorship provided which makes you industry-ready from day one.