Creating Business and Industry Analysis for Financial Analysts

38mBeginner2025-01-30

Authors

Hailey Margetta

Course details

Elevate your business and industry analysis skills in this course that goes beyond basic financials to give you the ability to paint a vivid picture of a business' health, competitive landscape, and strategic opportunities. Unlock career advancement opportunities and gain a competitive advantage over your peers by not just analyzing data but understanding all the facets of a business. Instructor Hailey Margetta delves into the intricacies of a company's business background, products, customer base, and supplier network. She explores the broader industry landscape, examining economic, technological, social, and cultural factors that influence industry dynamics and drive change. By understanding these interconnected elements, you’ll be able to develop insightful and actionable analyses that inform strategic decision-making.

Skills covered

Personal FinanceAccounting SkillsCorporate FinanceFinance and AccountingData AnalysisLearningData ScienceProfessional DevelopmentBusiness Analysis and StrategyBusiness Software and Tools

Concepts

0. Introduction

01 - Uncover hidden patterns and emerging trends
02 - The importance of business analysis

1. Business Analysis

03 - How to prepare a strong business background
04 - Defining important product and service characteristics
05 - Defining the competitive advantage of products or services
06 - Evaluating production in business analysis
07 - How to prepare a strong customer analysis
08 - Critical information to include in a supplier analysis
09 - Economic factors to consider in a business analysis
10 - Management factors in business analysis

2. Industry Analysis

11 - How to complete a robust industry analysis
12 - How to prepare a thorough market overview
13 - Facets of competition within an industry analysis
14 - Critical technology factors in an industry analysis
15 - Economic characteristics to capture in an industry analysis
16 - Trends to capture in an industry analysis
17 - Pinpointing the lifecycle of an industry

Conclusion

18 - Excelling as a financial analyst