Fundamental Analysis. Understanding Financial Statements

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Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD,Sofia S

7:26:35

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1 - Understanding the Balance Sheet

1 - Lesson-2.Fundamental-Analysis-and-the-importance-of-Financial-Statements.pdf

1 - Quiz on Balance Sheet.html

1 - The Concept of Fundamental Analysis.mp4

18:11

2 - Consolidated-presentation-on-Understanding-Financial-Statements.pdf

2 - Lesson-3.Preview.pdf

2 - Preview.mp4

07:49

3 - Two Important Points.mp4

01:40

4 - Lesson-1.Introduction-to-Financial-Statements.pdf

4 - Significance of Financial Statements.mp4

11:13

5 - Assets Liabilities and their Balance.mp4

10:12

5 - Lesson-4.Assets-Liabilities-and-their-Balance.pdf

6 - Course Speed Setting.mp4

00:17

7 - Lesson-5.Why-owners-money-is-a-liability.pdf

7 - Why owners money is a liability.mp4

10:41

8 - Lesson-6.What-is-contained-in-a-balance-sheet.pdf

8 - What is contained in a balance sheet.mp4

11:42

9 - Lesson-7.Significance-of-Retained-Earnings-Reserves-and-Surplus.pdf

9 - Significance of Retained Earnings Reserves and Surplus.mp4

12:58

10 - Lesson-8.Debt-Equity-ratio-and-its-significance.pdf

10 - Significance of Debt Equity Ratio.mp4

08:11

11 - You as a student matter the most to me.mp4

02:20

12 - Lesson-9.Snapshot-of-a-Balance-Sheet.pdf

12 - Snapshot of a Balance Sheet.mp4

08:59

13 - Lesson-10.Understanding-Share-Capital-Reserves-Surplus-and-its-significance.pdf

13 - Understanding Share Capital Reserves Surplus and its significance.mp4

15:20

14 - Lesson-11.Understanding-Current-Assets-Current-Liabilities-etc.pdf

14 - Understanding Current Assets Current Liabilities etc.mp4

09:47

15 - Lesson-12.Understanding-Operating-Cycle-or-the-WC-cycle.pdf

15 - Understanding Operating Cycle or the WC cycle.mp4

19:02

16 - Lesson-13.Significance-of-Working-Capital.pdf

16 - Significance of Working Capital.mp4

12:47

17 - How to look at and what to look for in a balance sheet.mp4

12:47

17 - Lesson-14.How-to-look-at-and-what-to-look-for-in-a-Balance-Sheet.pdf

18 - Lesson-15.Understanding-the-Golden-Rule.pdf

18 - Understanding the Golden Rule as a first step.mp4

13:37

19 - Analysis of the Balance Sheet Part 1.mp4

20:47

19 - Lesson-16.Analysis-of-the-Balance-Sheet.Part-1.pdf

20 - Analysis of the Balance Sheet Part 2.mp4

23:06

20 - Lesson-17.Analysis-of-the-Balance-Sheet.Part-2.pdf

21 - Balance SteetKey takeaways.mp4

02:38

21 - Lesson-18.Key-takeaways-from-Balance-sheet.pdf

2 - Understanding the Profit and Loss Statement

2 - Quiz on PnL Statement.html

22 - Introduction to Profit and Loss or Income Statement.mp4

04:05

22 - Lesson-19.Introduction-to-Profit-and-Loss-Statement.pdf

23 - Lesson-20.Understanding-the-Profit-and-Loss-Statement.pdf

23 - Understanding the Profit and Loss Statement.mp4

10:51

24 - Lesson-21.Top-line-and-Bottom-line.Psychological-aspects.pdf

24 - Top Line and Bottom Line Psychological Aspects.mp4

06:47

25 - Analyzing the Profit and Loss or Income Statement.mp4

07:44

25 - Lesson-22.Analyzing-the-Profit-and-Loss-or-Income-Statement.pdf

26 - Key takeaways from Profit and Loss statement.mp4

02:28

26 - Lesson-23.Key-takeaways-from-Profit-and-Loss-statement.pdf

3 - Understanding the Cash Flow Statement

3 - Quiz on Cash Flow Statements.html

27 - Introduction to Cash Flow Statement.mp4

03:27

27 - Lesson-24.Introduction-to-Cash-Flow-Statement.pdf

28 - How does the Cash Flow.mp4

04:41

28 - Lesson-25.How-deas-the-cash-flow.pdf

29 - Lesson-26.Significance-of-Cash-Flow-statement.pdf

29 - Significance of Cash Flow Statement.mp4

06:30

30 - Lesson-27.Parameters-of-Cash-Flow-statement.pdf

30 - Parameters of a Cash Flow Statement.mp4

04:48

31 - Lesson-28.Understanding-Cash-Flow-from-various-activities.pdf

31 - Understanding Cash Flow from various activities.mp4

07:16

32 - Analysis of Cash Flow Statement Part 1.mp4

09:02

32 - Lesson-29.Analysis-of-Cash-Flow-statement.Part-1.pdf

33 - Analysis of Cash Flow Statement part 2.mp4

11:07

33 - Lesson-30.Analysis-of-Cash-Flow-statement.Part-2.pdf

34 - Key takeaways from Cash Flow statement.mp4

03:31

34 - Lesson-31.Key-takeaways-from-Cash-Flow-statement.pdf

4 - Ratio Analysis

4 - Quiz on Ratio Analysis.html

35 - Lesson-32.Significance-of-Ratio-Analysis.pdf

35 - Significance of Ratio Analysis.mp4

06:30

36 - Lesson-33.Understanding-the-Face-value-and-Book-value-of-a-share.pdf

36 - Understanding Face Value and Book Value.mp4

10:40

37 - Lesson-34.Understanding-the-Market-Price-of-a-share.pdf

37 - Understanding Market Price of a Share.mp4

07:11

38 - Lesson-35.Understanding-EPS.pdf

38 - Understanding EPS.mp4

07:41

39 - Lesson-36.Understanding-PE-ratio.pdf

39 - Understanding PE Ratio.mp4

08:33

40 - Analysis of Debt Equity Ratio.mp4

10:07

40 - Lesson-37.Analysis-of-Debt-Equity-ratio.pdf

41 - Lesson-38.Undersatnding-ROE-or-RONW.pdf

41 - Understanding ROE or RONW.mp4

05:10

42 - Lesson-39.Undersatnding-the-PB-ratio.pdf

42 - Understanding the PB Ratio.mp4

05:26

43 - Lesson-40.Undersatnding-the-Current-ratio.pdf

43 - Understanding the Current Ratio.mp4

07:47

44 - Lesson-41.Summary-and-way-forward.pdf

44 - Summary and way forward.mp4

07:01

45 - Lesson-42.When-Not-to-Buy-a-Share.pdf

45 - When not to buy and thank you note.mp4

07:15

5 - Add On Lessons

46 - Q and A Introduction.mp4

02:30

47 - Queries on PE ratio answered.mp4

10:54

48 - What is betterDividend Buy Back or Bonus SharesPart 1.mp4

06:43

49 - What is betterDividend Buy Back or Bonus SharesPart 2.mp4

09:41

50 - What is betterDividend Buy Back or Bonus SharesPart 3.mp4

11:20

51 - GURUDAKSHINA.mp4

03:39

52 - For your information.mp4

00:15

53 - 1.Fin-Investment-mgt-courses-for-Global-Students.Discount-ends-02-Mar-24.pdf

53 - BONUS and Thankyou Note.mp4

01:51

53 - Consolidated-presentation-on-Understanding-Financial-Statements.pdf

Description

Best Financial Analyst course for a career in Capital Markets. A Conceptual course for Global students of stock market.

What You'll Learn?

Importance of Fundamental Analysis in Capital Markets
How to read, understand and Analyse Financial Statements?
What to look for in Financial Statements and what to make out of it?
How to identify value stocks for long term investment by analyzing the Financial Statements?
How to evaluate the worth of a business or an investment in shares?
The concept of Assets Liabilities and their balance
Significance of Retained Earnings, Reserves and Surplus
Significance of Debt Equity Ratio
Working Capital and its Significance
How to look at and what to look for in a Balance Sheet
The Golden Rule of a Good Balance Sheet
How to read and analyse a Balance Sheet
How to read and analyse a Profit and Loss Statement
Significance of Top Line and Bottom Line and the associated psychological aspect
What is Cash Flow
Significance of Cash Flow statement
How to read and analyse a Cash Flow statement
Significance of Ratio Analysis
Understanding Face Value of a Share
Understanding Book Value of a Share
Understanding Market Price of a Share
Understanding EPS
Understanding PE Ratio
Analysis of Debt Equity Ratio
Understanding ROE
Understanding PB ratio

Who is this for?

Finance Professionals and Accountants at the beginning of their career

Students of Finance and Financial Management and those who are looking forward to a successful career in the field of finance and investment

Those who invest or are interested in investing in stock market

Students of commerce and business courses and who look forward to become CFA, CFO or Finance managers or Financial Analysts

University and College students who would like to enhance their finance and investment knowledge

Business owners and Entrepreneurs who would like to analyse the financial strength of their own business

Students aspiring to become financial analyst, Financial consultants or Finance managers

Anyone who is keen to learn Finance and Investment or Financial Analysis

Stock market investors who would like to enhance their ability to evaluate stocks for long term investment

Students undergoing professional courses in Finance like CFA, CA, MBA etc for better understanding of the subject

What You Need to Know?

There are no prerequisites as we discuss from basics.

More details

Description
The Genesis
Fundamental Analysis and Technical Analysis are two divergent aspects ofÂ Capital Markets. If you are looking at investing in Stock Market or Shares for a long term, then it is essential for you to conduct a Fundamental Analysis of the Stocks you intend to invest in. Fundamental analysis involves Industry Analysis, Company Analysis and Analysis of the Financial Statements. While Industry and Company Analysis are subjective and based on general reading material and business news, Analysis of Financial Statements is an Objective thing based on Facts and Figures ultimately culminating in Ratio Analysis based on which you make long term decisions.

The Void
While investors appreciate the necessity of reading, understanding and analysing the financial statements, most small time investors are not able to do so because they do not find a suitable instructor or a course which gives a logical and structured explanation in a simple understandable format. Financial statements at the face of it appear something complicated, which actually they are not. Explaining such financial jargons to non-finance people itself is an art and there is a clear void in this area.

Intent of this Course.
In this course hosted by PRUDENCE Engineering and Financial Consultants, Col (Dr) Shabbar Shahid, an Army Veteran and a post graduate in Engineering and Finance with a Doctorate in management explains how an investor or any person can read, understand and analyse the financial statements and do ratio analysis of any business to determine the financial health of that business. This would help not only in financial analysis of a business but also helps to identify good stocks for long term investment. The intent is to impart conceptual knowledge combined with practical applications.

Layout and Content
The course is spread over five sections containing over 45 lessons over a period of almost six and a half hours. Section 1 explains the Balance Sheet in detail. Section 2 explains the Income Statement also known as PnL statement. Section 3 explains the Cash Flow statement. Section 4 explains some Ratio Analysis and Section 5 is a space for add on lessons where the instructor tries to answer the questions from students through add on video lessons.

Prospective learners
This course is ideal forÂ people who are already in the Capital markets or intend making a career in the Capital markets. People who indulge in Value Investing and those who intend to invest in Stock market or are already investing but with limited knowledge inputs will find this course of immense value.
This course will helpÂ finance professionals, accountants and also the students of finance, commerce and those pursuing or intending to pursue management courses in any subject to build their professional career on sound knowledge.
Students of other disciplines like science, engineering and humanities who are interested in managing their personal investments will also find this course very useful.
If you own a business or are an employee responsible for growth of your company or if you are planning to invest in any company and if you are not familiar with reading the financial statements, then this course shall be of great help to you. You must at least have a look at the preview.

This course in Not specific to IndianÂ Capital Markets or US stock market or indices like Nifty, Sensex, NASDAQ or Dow Jones but a conceptual course applicable to all Capital Markets / Stock Markets across the globe.

End Result and Key Takeaways
On completion of this course, the students will be able to read, understand and analyse the financial statements and do ratio analysis of any business from investment point of view.
Students will have a clear understanding of concepts like Assets, Liabilities, Retained earnings, Debt Equity, Current Assets, Current Liabilities, Working Capital, Top line-Bottom line, Revenue, Expenses, EBIT, Net profit, Cash flows from operating activities, Investment activities and Financing activities.
Difference between Face value- Book value and market value and various ratios like EPS, PE, Debt Equity and Current ratio have been explained from the basics in a simple manner which one does not find in books.
The contents of the 3 financial statements viz. the Balance sheet, the PnL or income statement and the Cash flow statement and their relevance have been explained threadbare in detail for any non finance person to understand easily. Figures for the past 5 years have been analysed to explain how one can determine the growth of a company or otherwise.
The real-life financial statements of a company have been used to explain the contents, refraining from any hypothetical examples.
It is an educational course to enhance your knowledge. The instructor knows the subject well and speaks to the point without any glamour, frills or divergence thus, respecting the value of time.
Legal Disclaimer:
This course is purely for educational purposes. Investment and trading in stock market involves financial risk. Students taking this course are advised to exercise due diligence before making any investment or trade in stock market. The instructor or any party related to this course or it's content will not be responsible for any kind of loss to anyone in anyway, due to this course.
Who this course is for:
Finance Professionals and Accountants at the beginning of their career
Students of Finance and Financial Management and those who are looking forward to a successful career in the field of finance and investment
Those who invest or are interested in investing in stock market
Students of commerce and business courses and who look forward to become CFA, CFO or Finance managers or Financial Analysts
University and College students who would like to enhance their finance and investment knowledge
Business owners and Entrepreneurs who would like to analyse the financial strength of their own business
Students aspiring to become financial analyst, Financial consultants or Finance managers
Anyone who is keen to learn Finance and Investment or Financial Analysis
Stock market investors who would like to enhance their ability to evaluate stocks for long term investment
Students undergoing professional courses in Finance like CFA, CA, MBA etc for better understanding of the subject

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About You:You being a keen learner in quest of knowledge, our courses are designed and structured specially for you.About our courses:Our courses are designed to give you an in-depth knowledge in a manner which is easy to understand and difficult to forget. Emphasis is given to the fundamentals rather than bookish literature so as to make your foundation strong.About the Instructor: Col (Dr) Shabbar Shahid is an Army veteran and a mechanical engineer with over 38 years of experience. Qualified as a post graduate engineer coupled with a masters degree in financial management, a PhD and a passion for teaching he continues to be a learner. He is also a fellow of the Institution of Engineers (India) and a Chartered Engineer. Apart from academic qualifications and several specialized Army courses, his versatile experience in understanding people across a wide spectrum will add to the value of his lectures. Retired from the Army in 2020, he now pursues his passion for teaching and manages a small consultancy firm called PRUDENCE Engineering and Financial Consultants of which he is the founder. Instructor's belief:Knowledge is the only instrument of production which is not subject to diminishing returns.An investment in knowledge gives consistent returns throughout life, and then to the next generation.

Sofia S

Instructor's Courses

Lt Col (Dr) Sofia Shahid is an officer ex Indian Army with over 20 years of experience. She has served across the length and breadth of the country in field as well as peace areas.Lt Col Sofia is currently managing her own Dental clinic with a mission of preventing dental caries in children.

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