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Fundamental Analysis. Understanding Financial Statements
Analyze Financial Statements Leveraging ChatGPT for Deeper Clarity. Conceptual Course on Investment for Global Students.

This Course Includes
udemy
4.7 (1.2K reviews )
9h 12m
english
Online - Self Paced
professional certificate
Udemy
About Fundamental Analysis. Understanding Financial Statements
Master Financial Statement Analysis & Ratio Interpretation to Make Informed Investment Decisions
_(REVISED VERSION: Incorporating effective use of ChatGPT)_
In today’s competitive world, everyone earns through their skills, but real growth comes from saving and investing wisely. Do you rely on tips, or do you evaluate a company’s true financial health before investing? That’s where Fundamental Analysis comes in. It’s the art of reading and understanding financial statements like the Balance Sheet, Profit & Loss, and Cash Flow statement. The good news? It’s simple, practical, and doesn’t require you to be a finance expert. Join
Col (Dr) Shabbar Shahid
In this course to learn to analyze financial statements, perform ratio analysis to compare businesses, and even use ChatGPT to simplify complex data and gain deeper insights. Col Shahid is a seasoned finance instructor and Army veteran passionate about teaching Finance and Management.
Why Learn Fundamental Analysis?
In the world of business, Fundamental Analysis is essential for evaluating a company’s long-term value. This skill not only helps business owners and employees assess the health of the organizations they are part of, but also enables financial analysts, investment advisors, and individual investors to identify financially strong companies, evaluate 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
7 detailed sections
with 50+ lessons spanning over
9 hours of video content
:
Section 1 and 2: 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 3: 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 4: Cash Flow Statement
Cash flow from operating, investing, and financing activities
Interpreting inflows and outflows
How cash movement affects business health
Section 5: Ratio Analysis
EPS, PE, ROE, PB ratio, Debt-Equity, Current Ratio
Face value vs market value
Real-world application of ratio analysis
Section 6: The way forward
after you have done the Analysis
Section 7: 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 an open mind and 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
Learn how to leverage
ChatGPT to interpret complex data
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._
What You Will 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 Show moreShow less.