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Subject overview


STUDY MODE

100% online

AQF LEVEL

8

NEXT INTAKE

13 Jan 2025

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,600.00


This subject focuses on the fundamentals of financial analysis including techniques to analyse company financial statements. It reviews the accounting and reporting regulatory framework, examines the components of company financial reports and the information they provide to investors, and discusses how corporations are financed and returns provided to shareholders. It introduces fundamental valuation concepts and demonstrates financial statement analysis and the application of financial ratios in valuing a company for an investment recommendation. The use of both fictitious and real company financial statements provide opportunity for practical application of this learning.

This subject is a core subject.

Master of Applied Finance >

Graduate Diploma of Applied Finance >

Graduate Certificate in Applied Finance>

Subject information

Learning Outcomes

On successful completion of this subject, individuals should be able to:

  1. Apply the financial reporting framework and key accounting concepts that underpin the preparation of financial statements.
  2. Analyse a company’s high-level strategies and competitive position in the industry.
  3. Calculate and analyse company and market ratios.
  4. Discuss the different financing options and identify the associated risks.
  5. Explain how different shareholder tax positions impact on dividend yield.
  6. Determine an overall investment recommendation regarding a company’s shares based on a quantitative and qualitative analysis.

 

Topics covered

  1. Introducing financial analysis and valuation
  2. Understanding the annual report I
  3. Understanding the annual report II
  4. Financing of corporations
  5. Corporate accounts – working capital ratios
  6. Corporate accounts – profitability ratios
  7. Dividend imputation
  8. Corporate accounts – market performance ratios
  9. An introduction to valuation

Reading list

There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.

Reading list

Assessments

Assessment TypeAssessedWeighting
Assignment 1Week 425%
Assignment 2Week 735%
Assignment 3Week 1240%

Previous study requirements

Assumed knowledge

Kaplan Professional assumes that individuals are able to use basic financial maths in a variety of financial contexts.

Course transition subject equivalence

Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects:

  • FIN113 Techniques in Financial Analysis
  • C2 Financial Analysis and Valuation

Key dates

Study Period 6 2024

30 Sep 2024 - 17 Jan 2025

❌ Enrolments now closed

Early access opens 30 September 2024

Early access to assessments 14 October 2024

Study period commences 28 October 2024

Enrolments close/census 13 November 2024

Study period ends 17 January 2025

Assessment dates See assessment information

Study Period 1 2025

16 Dec 2024 - 4 Apr 2025

✓ Enrolments open now

Early access opens 16 December 2024

Early access to assessments 30 December 2024

Study period commences 13 January 2025

Enrolments close/census 29 January 2025

Study period ends 4 April 2025

Assessment dates See assessment information

Study Period 2 2025

10 Feb 2025 - 30 May 2025

✓ Enrolments open now

Early access opens 10 February 2025

Early access to assessments 24 February 2025

Study period commences 10 March 2025

Enrolments close/census 26 March 2025

Study period ends 30 May 2025

Assessment dates See assessment information

Study Period 3 2025

7 Apr 2025 - 25 Jul 2025

✓ Enrolments open now

Early access opens 7 April 2025

Early access to assessments 21 April 2025

Study period commences 5 May 2025

Enrolments close/census 21 May 2025

Study period ends 25 July 2025

Assessment dates See assessment information

Study Period 4 2025

2 Jun 2025 - 19 Sep 2025

✓ Enrolments open now

Early access opens 2 June 2025

Early access to assessments 16 June 2025

Study period commences 30 June 2025

Enrolments close/census 16 July 2025

Study period ends 19 September 2025

Assessment dates See assessment information

Study Period 5 2025

25 Aug 2025 - 14 Nov 2025

✓ Enrolments open now

Early access opens 28 July 2025

Early access to assessments 11 August 2025

Study period commences 25 August 2025

Enrolments close/census 10 September 2025

Study period ends 14 November 2025

Assessment dates See assessment information

Study Period 6 2025

27 Oct 2025 - 16 Jan 2026

❌ Enrolments now closed

Early access opens 29 September 2025

Early access to assessments 13 October 2025

Study period commences 27 October 2025

Enrolments close/census 12 November 2025

Study period ends 16 January 2026

Assessment dates See assessment information

Subject enhancements

We are pleased to announce that the following enhancements have been made to this subject:
This subject has transitioned to a new fully digital format. The topic modules now have new features, including:
– interactivity, including knowledge checks

– multimedia elements

– motion graphics

– easy-to-read digital format.

 

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