Fundamental Analysis. Understanding Financial Statements

Fundamental Analysis. Understanding Financial Statements udemy course

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

Master Financial Statement Analysis & Ratio Interpretation to Make Informed Investment Decisions

Are you overwhelmed by financial jargon? Do balance sheets, income statements, and cash flow reports feel confusing or intimidating? Whether you're a beginner investor, finance student, accountant, or business owner, this course will demystify the language of finance and help you analyze companies with confidence.

Join Col (Dr) Shabbar Shahid, a seasoned finance instructor and Army veteran, on this comprehensive journey to understanding Fundamental Analysis and Financial Statements—the backbone of smart, long-term investing.

Why Learn Fundamental Analysis?

In the world of stock markets, fundamental analysis is essential for evaluating a company’s long-term value. Unlike technical analysis, which focuses on price charts and trends, fundamental analysis delves deep into:

• Balance Sheets

• Profit & Loss Statements (Income Statements)

• Cash Flow Statements

• Financial Ratios and Metrics

These tools help investors identify financially strong companies, assess their growth potential, and make sound investment decisions.

The Common Problem:

Most beginner investors and even working professionals struggle to understand financial statements due to lack of proper guidance. Financial documents appear complex—but with the right mentor and structured teaching, they can be surprisingly simple and intuitive.

This course fills that gap by breaking down financial concepts in a logical and beginner-friendly way, using real-life company financials instead of hypothetical examples.

What You’ll Learn in This Course:

Understand the 3 Core Financial Statements:

• Balance Sheet: Assets, Liabilities, Equity, Working Capital, and Retained Earnings

• Income Statement (PnL): Revenue, Expenses, Profit Margins, Top Line & Bottom Line

• Cash Flow Statement: Operational, Investing, and Financing Cash Flows

Master Financial Ratios:

• Debt-to-Equity Ratio

• EPS, PE Ratio, ROE

• Book Value vs Face Value

• Current Ratio, PB Ratio

Analyze Real Financial Data:

• Apply ratio analysis using actual published financial statements

• Learn how to read and interpret balance sheets and earnings reports like a pro

• Discover when to invest or avoid a stock based on its financials

Strengthen Conceptual Knowledge:

• Understand key financial concepts and their significance

• Decode financial reports to assess a company’s health

• Learn long-term value investing strategies through financial fundamentals

Course Layout & Curriculum

This course is divided into 5 detailed sections with 45+ lessons spanning over 9 hours of video content:

Section 1: Understanding the Balance Sheet

• What goes into a balance sheet?

• Why is owner's equity a liability?

• Importance of working capital & operating cycle

• Share capital, reserves, surplus, debt-equity ratio, and more

Section 2: Profit and Loss (PnL) Statement

• Introduction and structure of income statements

• Revenue, expenses, net income

• Psychological aspects of top and bottom line

• How to analyze profitability and margins

Section 3: Cash Flow Statement

• Cash flow from operating, investing, and financing activities

• Interpreting inflows and outflows

• How cash movement affects business health

Section 4: Ratio Analysis

• EPS, PE, ROE, PB ratio, Debt-Equity, Current Ratio

• Face value vs market value

• Real-world application of ratio analysis

Section 5: Add-On Lessons

• When a student raises a query or asks a question which is critical, the instructor answers them in a video lesson form for the benefit of all students

  
  

Who Should Take This Course?

This course is ideal for:

• Retail Investors aiming for long-term investments

• Finance Professionals and Accountants improving analytical skills

• Commerce, Finance, and MBA Students preparing for careers in capital markets

• Business Owners & Entrepreneurs evaluating company performance

• Engineers, Scientists, and Professionals managing personal investments

• Anyone Interested in Stock Market Investing

No prior finance experience is required—just a willingness to learn.

Key Takeaways

By the end of this course, you will be able to:

• Confidently read, understand, and analyze financial statements

• Conduct in-depth ratio analysis of any company

• Assess the financial health and growth trajectory of a business

• Make informed long-term investment decisions using financial fundamentals

You’ll gain a deep understanding of assets, liabilities, retained earnings, working capital, profit margins, earnings per share, and much more.

All financial concepts are explained in plain English with real examples, not just theory.

About the Instructor:

Col (Dr) Shabbar Shahid is an Army veteran with 40+ years of experience. He is:

• A Postgraduate Mechanical Engineer

• An MBA in Finance

• A Chartered Engineer

• A Fellow of the Institution of Engineers (India)

• A Doctorate in Management

He holds the “Distinguished Instructor” title from the Military College of Electronics and Mechanical Engineering and is known for his no-fluff, to-the-point teaching style.

Legal Disclaimer:

This course is for educational purposes only. All investment decisions involve risk. The instructor and Udemy will not be responsible for any financial loss resulting from market investments based on this course content.

Enroll Today — Unlock the Power of Financial Analysis. Stop guessing and start analyzing. If you want to invest smarter, grow professionally, or just understand the real language of business, this course is your go-to guide.

Enroll now and take control of your financial future.