GFIA™ | Global Financial & Investment Analyst Certification
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Foundation Curriculum

This curriculum is designed to help you develop a complete logical understanding of financial and investment analysis without going too deep into the granularities. You’ll gain knowledge of the critical concepts and essential analytical skills that serve as the foundation for a career in finance.

1

Stock Basics

This course goes over important stock basics and establishes the context for the investment analysis we’ll learn in the subsequent courses.

2

Investor Resources

This course goes over the investor resources that we’ll utilize to analyze companies and stocks and where to find them.

3

Corporate Valuation

Corporate Valuation is the cornerstone of financial analysis. It’s the framework that quantifies what a company is worth.

4

Revenue Model

Revenue Model relates to how businesses generate revenue. We’ll learn how companies recognize revenue and how to analyze it.

5

Cost Structure

Cost Structure refers to the composition of the different types and characteristics of the expenses incurred by a company.

6

Earnings Power

Earnings Power refers to the business’s ability to generate profits. We’ll learn the different measures of profits and what they represent.

7

Cash Flow

Cash Flow is the movement of cash into and out of the company. A company’s value is based on how much cash flow it can generate.

8

Intrinsic Valuation

Intrinsic Valuation is the process of determining the intrinsic value of a company by analyzing how much cash it will generate.

9

Risk Reward

Risk Reward relates to the evaluation of the potential for gains and losses of an investment opportunity.

Advanced Curriculum

This curriculum is designed to build on top of the foundational skillset that you already developed from the first nine courses and teach you the more advanced topics in finance. You will develop a more versatile analytical toolset and dive deep into various intricacies of financial analysis.

10

Balance Sheet

Balance Sheet is one of the 3 major financial statements. It shows what the company owns and what it owes.

11

Working Capital

Working Capital is an important element of every business and it appears on both the Balance Sheet and the Cash Flow Statement.

12

Integrated Financial Statements

This course explores how the Income Statement, Cash Flow Statement, and the Balance Sheet are interlinked.

13

Valuation Multiples

Valuation Multiples are ratios that measure how many times or “turns” investors are willing to pay for every dollar the company earns.

14

Buyout

A Buyout is the purchase of all or substantially all of a company and obtaining control over it through the process.

15

Capital Structure

Capital Structure refers to the composition of debt and equity in a company. Debt and equity are capital that finance every company.

16

Leveraged Buyouts (Standard)

Leveraged Buyout (LBO) is the purchase of all or substantially all of a company using a large amount of debt.

17

Mergers & Acquisitions (Standard)

Mergers & Acquisitions (M&A) plays a critical role in finance. It’s the subject of companies buying and selling other companies.

18

3-Statement Modeling

This is a financial modeling course where we will learn how to build a full-blown 3-statement operating model.