Fundamental Analysis. Understanding Financial Statements (6.5 Hours)
Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD
17 modules
English
Lifetime access
An essential course if you are in Capital Market. A Conceptual course for students across the Globe.
Overview
The Genesis
Fundamental Analysis and Technical Analysis are two divergent aspects of Stock Market. 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.
What you will learn
Introduction to Fundamental Analysis
Learn the basic concepts and principles of fundamental analysis in financial markets.
Understanding Financial Statements
Develop the skills to interpret and analyze financial statements including balance sheets, income statements, and cash flow statements.
Assessing Company Performance
Learn how to evaluate a company's financial health and performance using key financial ratios and metrics.
Identifying Strengths and Weaknesses
Gain insights into identifying a company's strengths and weaknesses through the analysis of its financial statements.
Making Investment Decisions
Understand how fundamental analysis can be used to make informed investment decisions and assess the value of a company's stock.
Modules
Understanding the Balance Sheet
18 attachments • 3 hrs
B1. Introduction to Fin Statement NEW
B2. Fundamental Analysis and the importance of Financial Statements
B3. Preview
B4. The Assets Liabilities and their Balance
B5. Why is Owners money a liability for the company
B6. What is contained in a balance sheet
B7. Significance of Retained Earnings or Reserves and Surplus
B8. Debt Equity ratio and its significance
B9. Snapshot of a balance sheet
B10. Understanding Share capital, R&S and its significance
B11. Understanding Current Assets, current Liabilities etc
B12. Understanding the Operating cycle or Working Capital cycle
B13. Significance of Working Capital
B14. How to look at and what to look for in a bal sheet
B15. Understanding the Golden Rule
B16. Analysis of the Balance Sheet Part 1
B17. Analysis of the balance sheet Part 2
B18. Key Takeaways from the balance sheet
Understanding the Profit and Loss Statement
5 attachments • 31.95 mins
B19. Inrtoduction to PnL or Income Statement
B20. Understanding the PnL or Income Statement
B21. Top Line and Bottom Line-Psychological Aspects
B22. Analysis of PnL or Income Statement
B23. Key takeaways from a PnL statement
Understanding the Cash Flow Statement
8 attachments • 50.44 mins
B24. Introduction to Cash Flow Statement
B25. How does Cash Flow
B26. Significance of Cash Flow statement
B27. Parameters of a Cash Flow statement
B28. Understanding Cash Flow from Various Activities
B29. Analysis of Cash Flow Statement Part 1
B30. Analysis of Cash Flow Statement Part 2
B31. Key Takeaways from Cash Flow statement
Ratio Analysis
11 attachments • 1 hrs
B32. Significance of Ratio Analysis
B33. Understanding the Face Value and Book Value
B34. Understanding the Market Price of a Share
B35. Understanding EPS
B36. Understanding the PE Ratio
B37. Analysis of Debt Equity Ratio
B38. Understanding ROE
B39. Understanding the PB Ratio
B40. Understanding Current Ratio
B41a. Summary and way Forward. Part 1
B41b. Summary and way Forward. Part 2
Add On Lessons
1 attachment • 10.91 mins
Query on PE answered
0. Add On introduction
1. Query on PE answered
2. What is better...Part 1
3. What is better...Part 2
3. What is better...Part 3
4. What is PEG Ratio Whom to believe if Recommendations are Conflicting Q
5. What is PEG Ratio Whom to believe if Recommendations are Conflicting Ans
1 attachment
10. Q6. Golden Rule being flouted. How do I Analyze.
6. Case Study when parameters contradict. Q
7. Case Study when parameters contradict. A
8. When Global Rating Agencies Contradict...Can I be right. Q
9. When Global Rating Agencies Contradict...Can I be right. A
10. Q6. Golden Rule being flouted. How do I Analyze.
FAQs
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How can I access the course materials?
Once you enrol in a course, you will gain access to a dedicated online learning platform. All course materials, including video lessons, lecture notes, and supplementary resources, can be accessed conveniently through the platform at any time.
Can I interact with the instructor during the course?
Absolutely! we are committed to providing an engaging and interactive learning experience. You can connect with the instructor Col (Dr) Shabbar Shahid on his mobile number, whatsapp, linkedin or email. He will personally resolve all your queries and questions regarding the course and provide support at every stage of learning
Can I have a FREE preview to some lessons before I decide to purchase a course?
Yes, of course. Every course has a few lessons which are enabled for FREE preview. Students can watch these lessons absolutely FREE and enrol if they find the content good for them. The Free lessons are marked as "preview"
About the creator
Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD
Col (Dr) Shabbar Shahid is an Army veteran and a mechanical engineer with over 40 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. 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.
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