Financial Management & Digital Accounting · Intermediate level

Intermediate level · Module 6 of 6 · 15 guided hours

Financial Analysis and Capstone

Analyse financial health with ratios, advise on decisions and complete the level project.

Learning objectives

  • Calculate and interpret key financial ratios
  • Advise management on financial decisions
  • Complete and present the Financial System and Monthly Reporting Pack

Topics

  • liquidity ratios
  • profitability ratios
  • efficiency ratios
  • interpreting trends
  • financial advice
  • capstone presentation

Lessons

  1. Lesson 1 Key Financial Ratios

    Calculate ratios that summarise liquidity, profitability and efficiency.

    current ratiogross and net margindebtor daysstock days

  2. Lesson 2 Interpreting Financial Health

    Turn ratios into a clear judgement and advice.

    trendsbenchmarkswarning signsadvice

  3. Lesson 3 Capstone Financial System

    Bring the level together in a complete financial system and reporting pack.

    financial systemmonthly packcontrolspresentation

Practical activity

Analyse two years of a business's statements with ratios, then complete and present the level project.

Expected outcomes

  • Ability to judge financial health
  • A complete financial system and reporting pack

Assessment

Ratio analysis and level project assessed against the project criteria, with a presentation.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.