Executive Financial Analysis Module (UCAM University)

15 hours

UCAM

Globally Recognized Accounting Expertise: Achieve international accreditation from CMI, that sets you apart in the field of corporate finance and strategic financial management.
Advanced Financial Management Skills: Learn to apply strategic management accounting techniques to optimize financial performance, improve resource allocation, and strengthen organizational decision-making.
Integrated MBA Advantage: Complete 10% of an accredited MBA program, strengthening your academic foundation and preparing you for strategic decisions and career growth.
Comprehensive Digital Resources: Receive one year of free access to ManagementDirect, offering extensive resources on strategic financial management, cost analysis, budgeting, and financial controls to support the strategic management process.
Flexible Learning Experience: Study on your terms with expert-guided sessions, ideal for finance professionals and members of your finance team aiming to support both short- and long-term goals.

Course Content

Interactive lectures

Session 1
01:37:45
Session 2
00:00
Session 3
00:00
Session 4
00:00

Unit 1: Financial Data and Strategic Analysis
This module covers the foundations of strategic financial data analysis. Students will learn to interpret quantitative information, assess business risk, and utilize financial controls for informed decision-making.

Module Intro
Unit Intro
Unit Objectives
Lesson 1: Understanding financial information, needs and sources – Index
Lesson 1: Overview – Strategy and strategic management
Lesson 1: Overview – Finance
Lesson 1: Overview – Accounting
Lesson 1: Overview – Accounting information
Lesson 1: Overview – Financial Information
Lesson 1: What is the difference between Financial Information and Accounting Information?
Lesson 1: Difference between Financial Information and Accounting Information
Lesson 1: What is the need for financial information
Lesson 1: Accounting Types – Video
Lesson 1: Example
Lesson 1: Users of Financial Information | Explained with Examples – Video
Lesson 1: Need for financial information
Lesson 1: Management information sources
Lesson 1: Quiz
Lesson 2: Understanding Business Risk – Index
Lesson 2: What is Risk?
Lesson 2: Risk – Example
Lesson 2: Risk management strategies
Lesson 2: Systematic Vs. Unsystematic risk
Lesson 2: Systematic risk
Lesson 2: Systematic vs. Unsystematic Risk – Risk Management – Video
Lesson 2: Types of market risks
Lesson 2: What is Market Risk? – Video
Lesson 2: Measuring risk and return – Video
Lesson 2: Measuring Market Risk
Lesson 2: 4 alternative strategies
Lesson 2 :What are Business Risk | Different types of Business Risks – Video
Lesson 2: What is unsystematic risk?
Lesson 2: Causes of Business Risks
Lesson 2: Types of Risks in Business
Lesson 2: How to identify business risks
Lesson 2: 26 Ways to Identify Risks in Your Organisation – Video
Lesson 2: Ways to minimize business risks
Lesson 2: What is Risk modeling?
Lesson 2: Quantitative Risk Analysis Tools & Techniques PMP – Video
Lesson 2: Perform Quantitative Risk Analysis Risk Process – Video
Lesson 2: Sensitivity Analysis using Tornado Diagrams – Video
Lesson 2: The Quantitative Risk Analysis
Lesson 2: Probability Distribution
Lesson 2: Sensitivity analysis
Lesson 2: EMV
Lesson 2: Decision tree analysis
Lesson 2: Tornado diagrams
Lesson 2: Expert judgment
Lesson 2: Monte Carlo analysis
Lesson 2: Quiz
Lesson 3: Introduction to Capital Budgeting – Index
Lesson 3: Strategic capital expenditure
Lesson 3: Capital budgeting steps
Lesson 3: Capital budgeting analysis methods
Lesson 3: Comparison of 6 captial budgeting Methods
Lesson 3: Conclusion
Lesson 3: Quiz
Final Exam Unit 1
Unit Outro
00:00

Unit 2: Fundamentals of Financial Accounting
Build a strong foundation in financial accounting to understand financial statements, offer strategic recommendations, and conduct cost analysis to support strategic planning.

Unit Intro
Unit Objectives
Lesson 1: Essential Accounting and Financial Reports – Index
Lesson 1: Definition of Accounting
Lesson 1: Difference between Financial & Managerial Accounting
Lesson 1: Financial Accounting
Lesson 1: Management Accounting
Lesson 1: Components of Published Accounts
Lesson 1: Ikea FY22′ Annual report – Furter Readings
Lesson 1: Audit Report
Lesson 1: Director report
Lesson 1: Director report (copy)
Lesson 1: How to effectively read annual reports – Further Readings
Lesson 1: Quiz
Lesson 2 : Introduction to Financial Accounting – Index
Lesson 2 : Financial Intro – Video
Lesson 2: Definition of Accounting
Lesson 2: Internal and external Users
Lesson 2: Measurement Principles
Lesson 2: Relevance & faithful representation
Lesson 2: Main Types of Business
Lesson 2: What is the accounting equation?
Lesson 2: Types of accounts
Lesson 2: Definition of a Transaction
Lesson 2: How Transactions Impact the Accounting Equation – Video
Lesson 2: Four financial statements
Lesson 2: Note to Financial Statements
Lesson 2: Introduction to Financial Statements – Video
Lesson 2: Understanding Financial Statements | Reading Financial Statements – Video
Lesson 2: Example
Lesson 2: Merchandising vs. Service Companies Income Statements: An Overview
Lesson 2: Quiz
Lesson 3: Financial Accounting Recording Process – Index
Lesson 3: What is an account?
Lesson 3: The Normal Balance of an account
Lesson 3: Application of Dr/Cr rule
Lesson 3: The Recording Process
Lesson 3: Chart of Accounts
Lesson 3: Numbering system
Lesson 3: The Recording Process
Lesson 3: Prepare a trial balance
Lesson 3: Quiz
Lesson 4: Accounting For Merchandize Operation – Index
Lesson 4: Merchandising companies
Lesson 4: Accounting Fundamentals | Merchandising Operations: Perpetual Inventory – Video
Lesson 4: Two expenses of merchandising company
Lesson 4: The difference between a merchandise company and a service company operating cycle
Lesson 4: Inventory account systems
Lesson 4: Perpetual inventory system
Lesson 4: periodic inventory system
Lesson 4: Purchases of merchandising inventory
Lesson 4: Transportation Costs
Lesson 4: Purchases of Merchandise- Perpetual System – Further readings
Lesson 4: Sales of Merchandise inventory
Lesson 4: Record Sales Under a Perpetual Inventory System – Video
Lesson 4: Adjusting and closing entries for a merchandiser
Lesson 4: Record purchases under a perpetual inventory system
Lesson 4: Purchase Returns and Allowances
Lesson 4: Record sales under a perpetual inventory system
Lesson 4: Closing entries in accounting – Video
Lesson 4: Sales Discounts
Lesson 4: Summary of Merchandising Entries
Lesson 4: Journal entries in a periodic inventory system
Lesson 4: Quiz
Lesson 5: Accounting for Merchandise inventory – Index
Lesson 5: Accounting for Merchandise – Video
Lesson 5: Accounting principles and controls
Lesson 5: Merchandise Inventory
Lesson 5: Inventory categories In a manufacturing company
Lesson 5: Basic Concepts of Inventory Costing Methods – Video
Lesson 5: FIFO, LIFO, and Weighted Average Cost Method Under the Periodic Inventory System – Video
Lesson 5: Perpetual Inventory using FIFO, LIFO, and Weighted Avg. – Video
Lesson 5: Inventory methods
Lesson 5: Consistency concept
Lesson 5: LAST-IN, FIRST-OUT (LIFO)
Lesson 5: BALANCE SHEET EFFECTS
Lesson 5: INCOME STATEMENT EFFECTS
Lesson 5: TAX EFFECTS
Lesson 5: Quiz
Lesson 6: Understanding Account receivables – Index
Lesson 6: Account Receivable – Video
Lesson 6: Receivables definition
Lesson 6: What Is Receivables Finance? – Video
Lesson 6: the difference between Receivables and Payables – Video
Lesson 6: Recognizing Accounts Receivable
Lesson 6: Example
Lesson 6: How Companies value accounts receivable and record their disposition.
Lesson 6: Accounts Receivable Part 7 – A/R write offs, collecting A/R previously written off – Video
Lesson 6: Write off a specific account
Lesson 6: Accounts Receivable Part 4 – determining the ending balance in the allowance for doubtful accounts – Video
Lesson 6: Recovery of an uncollectible account Occasionally
Lesson 6: Accounts Receivable Part 6 – Video
Lesson 6: Estimating the allowance
Lesson 6: Disposing of Accounts Receivable
Lesson 6: Credit card sales
Lesson 6: How companies recognize notes receivable
Lesson 6: Computing Interest
Lesson 6: Recognizing Notes Receivable
Lesson 6: How companies value notes receivable
Lesson 6: Accrual of interest receivable
Lesson 6: Dishonor of notes receivable
Lesson 6: Sale of Notes Receivable
Lesson 6: Quiz
Lesson 7: Accounting For Fixed Assets – Index
Lesson 7: Fixed Assets – Video
Lesson 7: Plant assets
Lesson 7: Plant Assets Definition – What are Plant Assets? – Video
Lesson 7: Plant Assets & Intangibles- Financial Accounting- C9- Professor Chiu – Video
Lesson 7: Determining the Cost of Plant Asset
Lesson 7: Capitalize vs Expense: Basic Accounting – Video
Lesson 7: Application of the historical cost principle
Lesson 7: Land improvements
Lesson 7: Buildings
Lesson 7: Equipment
Lesson 7: Expenditures During Useful Life
Lesson 7: Depreciation
Lesson 7: Obsolescence
Lesson 7: Depreciation Methods
Lesson 7: Factors in Computing Depreciation
Lesson 7: Depreciation Methods – Overview
Lesson 7: Comparison of methods
Lesson 7: Disposal of Plant Assets – Video
Lesson 7: Companies make plant asset disposal.
Lesson 7: Retirement of Plant Assets
Lesson 7: Sale of Plant Assets
Lesson 7: Natural Resources
Lesson 7: Natural Resources and Intangible Assets | Principles of Accounting – Video
Lesson 7: Depletion
Lesson 7: Intangible Assets
Lesson 7: Patents
Lesson 7: Copyrights
Lesson 7: Trademarks and Trade Names
Lesson 7: Franchises
Lesson 7: Goodwill
Lesson 7: Research and development costs
Lesson 7: Quiz
Lesson 8: Understanding Cash Flow Statement
Lesson 8: Understanding Cash Flow Statement – Index
Lesson 8: Cash Flow Statement – Video
Lesson 8: What is the statement of cash flow?
Lesson 8: Classification of Cash Flows
Lesson 8: Significant Noncash Activities
Lesson 8: statement of cash flows formats
Lesson 8: Build the cash flow statement
Lesson 8: Prepare the statement of cash flow
Lesson 8: Investing and Financing Activities
Lesson 8: Net Change in Cash
Lesson 8: Prepare A Cash Flow Statement | Direct Method – Video
Lesson 8: Prepare Statement of Cash Flows-Direct Method
Lesson 8: Operating Activities
Lesson 8: Step 1
Lesson 8: Step 2
Lesson 8: Step 3
Lesson 8: Quiz
Lesson 9: Financial Statement Analysis – Index
Lesson 9: Financial Statements Analysis – Video
Lesson 9: Financial analysis
Lesson 9: Financial statement analysis – Video
Lesson 9: Analysis of Financial Statements – Video
Lesson 9: Need for Comparative Analysis
Lesson 9: tools to evaluate the significance of financial statement data.
Lesson 9: Horizontal analysis
Lesson 9: Vertical Analysis
Lesson 9: Ratio analysis
Lesson 9: Single ratio
Lesson 9: Liquidity Ratios
Lesson 9: CURRENT RATIO
Lesson 9: ACID-TEST (quick) RATIO
Lesson 9: ACCOUNTS RECEIVABLE TURNOVER
Lesson 9: INVENTORY TURNOVER
Lesson 9: INVENTORY TURNOVER Profitability Ratios
Lesson 9: INCOME STATEMENT
Lesson 9: PROFIT MARGIN
Lesson 9: ASSET TURNOVER
Lesson 9: RETURN ON COMMON STOCKHOLDERS’ EQUITY (ROE)
Lesson 9: EARNINGS PER SHARE (EPS)
Lesson 9: PRICE-EARNINGS RATIO
Lesson 9: PAYOUT RATIO
Lesson 9: Solvency Ratios
Lesson 9: DEBT TO ASSETS RATIO
Lesson 9: TIMES INTEREST EARNED
Lesson 9: LIMITATIONS OF FINANCIAL STATEMENT ANALYSIS – Video
Lesson 9: Limitations of Ratio Analysis – Video
Lesson 9: Limitation of financial ratio analysis
Lesson 9: Quiz
Final Exam Unit 2
Unit Outro
00:00

Unit 3: Business Opportunity Formulation | Internal Analysis.
This module focuses on strategic financial management techniques, exploring ways to apply financial information in strategic decision-making, manage short- and long-term goals, and drive sustainable growth.

Unit Intro
Unit Objectives
Lesson 1: Creative Accounting and Investment Decision – Index
Lesson 1: Creative Accounting – Video
Lesson 1: Creative Accounting definition
Lesson 1: Creative Accounting and why it matters – Video
Lesson 1: Creative Accounting | What is Creative Accounting | Creative Accounting Definition and Examples – Video
Lesson 1: Accounting laws and regulation
Lesson 1: Examples of Creative Accounting
Lesson 1: Creative accounting Techniques
Lesson 1: Advantage & Disadvantage of Creative Accounting
Lesson 1: Creative Accounting and Investment Decision
Lesson 1: Quiz
Lesson 2: Cash Flow Management and Expenditure Proposals – Index
Lesson 2: Cash Flow Management – Video
Lesson 2: What Is Cash Flow
Lesson 2: Cash Flow Management – Video
Lesson 2: How to Improve Cash Flow – Video
Lesson 2: What Are Capital Expenditures (CapEx)
Lesson 2: What is Capital Expenditure? – Video
Lesson 2: The treatment for Capital & Revenue Expenditure
Lesson 2: Capital and Revenue Expenditure – Video
Lesson 2: Capital Budgeting
Lesson 2: Capital Budgeting in 10 min., Capital Budgeting Techniques Decisions NPV Net Present Value – Video
00:00
Lesson 2: The use of cash flow to evaluate investment projects.
Lesson 2: Net Present Value (NPV) – Investment Decision – Financial Management – Video
Lesson 2: Advantages of using the cash flow to evaluate investment projects
Lesson 2: Quiz
Lesson 3: Sources Of Finance Identification and Suitability – Index
Lesson 3: Source of Finance – Video
Lesson 3: What Is Financing
Lesson 3: A level Business Revision – Sources of Finance – Video
Lesson 3: Business Studies – Sources of Finance: Business Exam Tips – Video
Lesson 3: Sources of finance
Lesson 3: Classification of sources of funds l sources of finance l Sources of business finance l overview – Video
Lesson 3: Classification of Sources of Finance | Class 11 Business Sources of Business Finance – Video
Lesson 3: Classification According to Time Period.
Lesson 3: Classification according to Ownership and Control
Lesson 3: Classification According to source of Generation- The internal source of capital
Lesson 3: Classification According to source of Generation- External Sources of finance
Lesson 3: Suitability of the different sources of finance – start-up businesses.
Lesson 3: Suitability of the different sources of finance – Cash flow issues.
Lesson 3: Suitability of the different sources of finance – expanding businesses.
Lesson 3: Quiz
Final Exam Unit 4
Unit Outro

Unit 4: Financial Value of Timing.
Understanding the time value of money is crucial for financial planning, as it reflects the potential growth of funds over time. This module covers single-amount calculations, annuities, and compound interest, empowering learners to make informed decisions that optimize financial resources and return on investment.

Unit Intro
Unit Objectives
Lesson 1: Time Value of Finance – Index
Lesson 1: The Role of time value in Finance
Lesson 1: Future value VS Present value
Lesson 1: Value of Money – Video
Lesson 2: Future value of a single amount
Lesson 2: Basic patterns of cashflows
Lesson 2: The Equation for Future Value
Lesson 2: Future value of a single amount on financial calculator – Video
Lesson 2: Future value of a single amount on excel – Video
Lesson 2: Quiz
Lesson 3: Present Value of a single amount – Index
Lesson 3: Present value
Lesson 3: The Equation for Present Value
Lesson 3: Example
Lesson 3: Calculate the present value on financial calculator – Video
Lesson 3: Calculate the present value of a single amount in excel. – Video
Lesson 3: Quiz
Lesson 4: Ordinary annuities time valuet – Index
Lesson 4: What is an annuity?
Lesson 4: Example
Lesson 4: Calculate the future value of ordinary annuity on financial calculator – Video
Lesson 4: Calculate the future value of ordinary annuity on excel – Video
Lesson 4: Example
Lesson 4: Calculate the present value of ordinary annuity on financial calculator. – Video
Lesson 4: Calculate the present value of ordinary annuity on Excel – Video
Lesson 4 :Quiz
Lesson 5: Due annuities time value – Index
Lesson 5: Annuity due
Lesson 5: Calculate the present value of the annuity due on Financial calculator. – Video
Lesson 5: Calculate the present value of the annuity due on Excel. – Video
Lesson 5: PV of Annuity due
Lesson 5: Example
Lesson 5: Calculate the future value of due annuity on excel – Video
Lesson 5: Calculate the Future value of due annuity on financial calculator – Video
Lesson 5: Comparison between annuity due & ordinary annuity
Lesson 6: Mixed Stream’s Time Value – Index
Lesson 6: Future value of a mixed streams
Lesson 6: Quiz
Lesson 7 Mixed Stream’s Time Value – Index
Lesson 7: Compounding Interest More Frequently Than Annually
Lesson 7: Semi-annually Compounding example
Lesson 7: Quarterly Compounding example
Lesson 7: Calculate the future value of compounding interest on Excel (semiannual and quarterly) – Video
Lesson 7: A general equation for compounding more frequently than annually.
Lesson 7: Continuous compounding
Lesson 7: Nominal and effective annual rates of interest
Lesson 7: Quiz
Lesson 8: Special Applications of the time value – Index
Lesson 8: Determining deposits needed to accumulate a future sum
Lesson 8: Determine deposits needed to accumulate a future sum – Video Part 1
Lesson 8: Determine deposits needed to accumulate a future sum – Video Part 2
Lesson 8: Loan Amortization
Lesson 8: Calculate loan amortization schedule in excel. – Video
Lesson 8: Finding interest OR growth rates
Lesson 8: Calculate the interest rate of cash flow on financial calculator – Video
Lesson 8: Calculate the interest or growth rate of cash flow.- Video
Lesson 8: Finding an unknown number of periods
Lesson 8: Calculate years for a present value to grow to a specific future value on Financial calculator – Video
Lesson 8: Calculate years for a present value to grow to a specific future value on Excel – Video
Lesson 8: Example
Youtube – Video
Lesson 8: Quiz
Final Exam Unit 1

Unit 5: Capital Budgeting Techniques
Strategic decisions often rely on effective capital budgeting to assess and prioritize investments. This module covers methods like payback periods, net present value (NPV), and internal rate of return (IRR), equipping finance professionals with tools to make long-term investment choices that align with corporate goals.

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Executive Financial Analysis Module (UCAM University)

What Will You Learn?

Course Content

Interactive lectures

Session 1

Session 2

Session 3

Session 4

Unit 1: Financial Data and Strategic Analysis This module covers the foundations of strategic financial data analysis. Students will learn to interpret quantitative information, assess business risk, and utilize financial controls for informed decision-making.

Module Intro

Unit Intro

Unit Objectives

Lesson 1: Understanding financial information, needs and sources – Index

Lesson 1: Overview – Strategy and strategic management

Lesson 1: Overview – Finance

Lesson 1: Overview – Accounting

Lesson 1: Overview – Accounting information

Lesson 1: Overview – Financial Information

Lesson 1: What is the difference between Financial Information and Accounting Information?

Lesson 1: Difference between Financial Information and Accounting Information

Lesson 1: What is the need for financial information

Lesson 1: Accounting Types – Video

Lesson 1: Example

Lesson 1: Users of Financial Information | Explained with Examples – Video

Lesson 1: Need for financial information

Lesson 1: Management information sources

Lesson 1: Quiz

Lesson 2: Understanding Business Risk – Index

Lesson 2: What is Risk?

Lesson 2: Risk – Example

Lesson 2: Risk management strategies

Lesson 2: Systematic Vs. Unsystematic risk

Lesson 2: Systematic risk

Lesson 2: Systematic vs. Unsystematic Risk – Risk Management – Video

Lesson 2: Types of market risks

Lesson 2: What is Market Risk? – Video

Lesson 2: Measuring risk and return – Video

Lesson 2: Measuring Market Risk

Lesson 2: 4 alternative strategies

Lesson 2 :What are Business Risk | Different types of Business Risks – Video

Lesson 2: What is unsystematic risk?

Lesson 2: Causes of Business Risks

Lesson 2: Types of Risks in Business

Lesson 2: How to identify business risks

Lesson 2: 26 Ways to Identify Risks in Your Organisation – Video

Lesson 2: Ways to minimize business risks

Lesson 2: What is Risk modeling?

Lesson 2: Quantitative Risk Analysis Tools & Techniques PMP – Video

Lesson 2: Perform Quantitative Risk Analysis Risk Process – Video

Lesson 2: Sensitivity Analysis using Tornado Diagrams – Video

Lesson 2: The Quantitative Risk Analysis

Lesson 2: Probability Distribution

Lesson 2: Sensitivity analysis

Lesson 2: EMV

Lesson 2: Decision tree analysis

Lesson 2: Tornado diagrams

Lesson 2: Expert judgment

Lesson 2: Monte Carlo analysis

Lesson 2: Quiz

Lesson 3: Introduction to Capital Budgeting – Index

Lesson 3: Strategic capital expenditure

Lesson 3: Capital budgeting steps

Lesson 3: Capital budgeting analysis methods

Lesson 3: Comparison of 6 captial budgeting Methods

Lesson 3: Conclusion

Lesson 3: Quiz

Final Exam Unit 1

Unit Outro

Unit 1: Financial Data and Strategic Analysis
This module covers the foundations of strategic financial data analysis. Students will learn to interpret quantitative information, assess business risk, and utilize financial controls for informed decision-making.

Unit 2: Fundamentals of Financial Accounting
Build a strong foundation in financial accounting to understand financial statements, offer strategic recommendations, and conduct cost analysis to support strategic planning.