AI-Powered Course

Fundamental Analysis Course - FAFS

Financial Statement Analysis for Investment Decisions

By Trần Thanh Vũ

Category:

Fundamental Analysis

Duration:

8-10 sessions

Format:

Offline

Powered by:

Ori AI

Course Introduction

Key Differences Between FAFS
and Other Courses

A Course Built on Core Analysis Methods

Most people approach financial analysis using checklists—quick, easy to apply, but lacking depth. When the market fluctuates, this rigid approach leads to dependency and errors.

Without a true understanding of analytical principles, it's impossible to assess data, identify risks, or adapt effectively. Investing isn’t just about following pre-set guidelines; it requires comprehension, adaptability, and strategic application.

Unlike conventional courses that follow a formulaic approach, FAFS prioritizes core analytical techniques combined with continuous hands-on practice. This ensures you develop independent thinking and make precise investment decisions—even in volatile market conditions.

Leveraging Ori AI for Financial Statement Analysis

Financial statement analysis goes beyond profits, revenues, or assets. In fact, 70% of critical data is often overlooked due to limitations in accessibility and processing methods.

FAFS is the first course to integrate Ori AI—Finedu’s proprietary Generative AI. Ori AI automates the collection, extraction, and deep analysis of financial data, enabling students to fully leverage financial reports throughout the learning process.

By combining Ori AI with core analytical techniques, FAFS empowers students to apply AI in financial analysis—not just reading numbers, but truly understanding a company's fundamentals, identifying risks, and seizing investment opportunities—capabilities that were previously almost unattainable.

Target Audience

Who Should Join This Course?

Individuals looking to build a solid foundation in financial analysis.

Those who want to master the use of Ori AI for investment analysis.

Investors who seek independence in identifying investment opportunities.

Investors aiming to maximize insights and data extraction from financial statements.

Prerequisites: Learners should have at least a basic understanding of securities and stock trading concepts before enrolling.

Course Objectives

What Can You Achieve
After This Course?

Apply fundamental analysis and financial statement analysis effectively in real-world scenarios.

Utilize financial statements as a basis for validating and identifying investment opportunities.

Independently search for and filter potential investment opportunities.

Become proficient in using Ori AI for financial analysis.

FAFS empowers you to make data-driven investment decisions, rather than relying on external opinions.

Course Information

Course Schedule: FAFS-01.

Start Date

Class Schedule

Duration

Location

3-Mar-25

19:00, Mon-Wed-Fri

10 sessions

37 Hoa Cúc, Ward 7, Phu Nhuan, HCMC

8-Mar-25

9:00, Sat-Sun

8 sessions

37 Hoa Cúc, Ward 7, Phu Nhuan, HCMC

Course Summary

Key Knowledge You Will Gain
from This Course

Master 7 Core Analysis Methods

Materiality Analysis

In-depth Analysis

Horizontal Analysis

Vertical Analysis

Benchmarking

Cross-statement Analysis

Financial Ratios

Strong Theoretical Foundation

Understanding each component in the three financial statements.

Identifying key financial metrics and their significance.

Recognizing interconnections between financial statement items.

Interpreting income statement disclosures effectively.

Ori AI Proficiency

Utilizing built-in financial knowledge within Ori AI.

Mastering data extraction techniques for financial analysis.

Applying Ori AI to various financial analysis methods.

Leveraging advanced Ori AI features for deeper insights.

Screening stocks effectively using Ori AI’s capabilities.

Modules

Course curriculum
in detail

Sessions

Tag

Session 1

Four Core Single-Statement Analysis Techniques

Analysis Techniques

Details

4 Core Single-Statement Analysis Techniques:

Materiality Analysis
In-Depth Analysis
Horizontal Analysis
Vertical Analysis

Core Financial Statement Concepts:

Revenue
Cost of Goods Sold (COGS)
Gross Profit

Practical Analysis with Ori AI:

Apply the 4 learned techniques to analyze Revenue, COGS and Gross Profit

Session 2

Costs, Profits, and Taxes in the Income Statement

Theoretical Concepts

Details

Core Financial Statement Concepts:

Expense Items
Profit Items
Tax Items

Practical Analysis with Ori AI:

Apply the 4 techniques to analyze Expenses, Profits and Taxes in the Financial Statements

Session 3

Benchmarking Analysis Technique

Analysis Techniques

Details

Benchmarking in Financial Statement Analysis:

Importance of Benchmarking in Financial Analysis
Key Benchmarking Techniques and Applications

Practical Analysis with Ori AI:

Apply Benchmarking techniques to single-statement metrics
Interpret and evaluate real-world Benchmarking results

Session 4

Introduction to the Balance Sheet and Cash Flow Statement

Theoretical Concepts

Details

Core Financial Statement Concepts 1:

Overview of the relationship between the 3 financial statements: Income Statement (IS), Cash Flow Statement (CFS) and Balance Sheet (BS)
Interconnected information accros the 3 financial statements

Core Financial Statement Concepts 2:

The Cash Flow Statement: purpose, structure and the 3 main activities (Operating, Investing, and Financing)

Practical Analysis with Ori AI:

Apply the 4 techniques to analyze cash flows from operating activities (OCF)

Session 5

Cross-Statement Analysis and Financial Ratios Analysis

Analysis Techniques

Details

Cross-Statement Analysis:

Importance of cross-statement analysis in financial analysis
Evaluate the relationship between the Income Statement and cash flows from operating activities (OCF)

Financial Ratio Analysis:

The role of ratio analysis in financial decision-making
Establishing a foundation for cash flow ratios

Practical Analysis with Ori AI:

Identify and analyze 3 key cash flow ratios
Analyze free cash flow (FCF)
Benchmark cash flow ratios

Session 6

Cash Flows from Investing and Financing Activities

Theoretical Concepts

Details

Core Financial Statement Concepts:

Cash flows from investing activities
Cash flows from financing activities
Connecting cash flows across the 3 activities: Operating, Investing and Financing

Practical Analysis with Ori AI:

Use Ori AI for self-learning about less common financial ratios
Apply and analyze these less common financial ratios

Session 7

Balance Sheet and Key Financial Ratios

Theoretical Concepts

Details

Core Financial Statement Concepts:

The Balance Sheet and its role in providing a comprehensive view of a company's financial health

Core Financial Ratios Concepts:

Ratios related to Profitability
Ratios related to Leverage
Ratios related to Growth

Practical Analysis with Ori AI:

Benchmarking Profitability, Leverage and Growth Ratios

Session 8

Total Assets = Current Assets + Non-Current Assets

Theoretical Concepts

Details

Core Financial Statement Concepts:

Clarifying Current Assets and Non-Current Assets
Analyzing the significance of Current and Non-Current Assets

Core Financial Ratios Concepts:

Ratios related to Liquidity
Ratios related to Efficiency
DuPont Analysis

Practical Analysis with Ori AI:

Break down the DuPont formula using Ori AI
Discuss which ratios are suitable for Benchmarking

Session 9

Capital Structure = Liabilities + Equity

Theoretical Concepts

Details

Core Financial Statement Concepts:

Clarifying Liabilities and Equity
Analyzing and comparing the 4 main items on the Balance Sheet

Core Financial Ratios Concepts:

In-Depth of Leverage Ratios
Note: No new financial ratios are introduced in this section

Practical Analysis with Ori AI:

Case study on real-world company analysis

Session 10

Understanding and Applying 3 Common Valuation Methods

Analysis Techniques

Details

Market-Based Valuation Method:

P/E Ratio
P/B Ratio

Asset-Based Valuation Method:

NAV (Net Asset Value)

Course Conclusion

Meet the Teacher

Trần Thanh Vũ

Analyst, Finedu Founder, Ori AI Creator

I designed this course with three core principles:

Learn methodologies, not memorization.
Knowledge gained must be applicable in practice.
I’m passionate, and I want to share that passion with you.

At Finedu, you’ll experience a level of training quality unmatched elsewhere.

Registration Information

Course