Fundamentals of Financial Analysis

Build your financial fluency and learn how to interpret statements, evaluate investments, and make sound business decisions.

Price

$690.00 CAD $640.00 CAD

Fundamentals Of Financial Analysis

date icon January 7, 2026
clock icon 10 hours
locationicon Online Self-Paced

January 7, 2026

Learning Method

Self-Paced

Duration

10 hours

Price

$690.00 CAD
$640.00 CAD

Financial literacy is essential for navigating today’s business landscape. In this self-paced course, you'll explore the core tools and concepts of financial analysis, helping you build confidence in interpreting data, evaluating opportunities, and communicating insights. 

This course blends academic rigour with practical relevance. You’ll explore how finance connects to strategy, operations, and value creation, and learn to apply key tools like financial ratios, capital budgeting, and valuation frameworks. 

Whether you’re a manager, entrepreneur, or analyst, this course will help you make better financial decisions and communicate them with clarity. 

Learning Outcomes 

By the end of this course, you will be able to: 

  • Interpret and analyze financial statements to assess business performance. 
  • Calculate and apply key financial ratios related to profitability, liquidity, efficiency, and leverage. 
  • Evaluate investment decisions using Net Present Value (NPV), Internal Rate of Return (IRR), and Payback Period. 
  • Understand the cost of capital and its role in valuation and decision-making. 
  • Use financial analysis to support strategy and communicate insights to stakeholders. 

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This self-paced course includes approximately 10 hours of content, designed to be completed within a 90-day window. You’ll progress through interactive modules, complete knowledge checks, and receive instant feedback through our AI-first Learning Management System. 

 

Start January 7, 2026

Duration: ~10 hours (self-paced)

Access: 90 days from start date

Certificate: Digital credential upon completion

No prerequisites required. Enroll and learn at your own pace.

This course is designed for professionals who want to strengthen their financial literacy and apply it to real-world business decisions. No prior accounting or finance experience is required.

Ideal participants include:

  • Managers and analysts seeking to understand financial performance.
  • Entrepreneurs and product leaders managing budgets and investments.
  • Professionals preparing for an MBA or executive program.
  • Learners looking to sharpen their financial and strategic thinking.

Stephen Foerster

Professor, Finance

Stephen Foerster has taught Finance at the Ivey Business School since 1987 and previously taught at the Wharton School (University of Pennsylvania), where he received an MA and Ph.D. He obtained the Chartered Financial Analysts (CFA) designation in 1997 and is a recipient of Ivey’s Teaching Innovation Award and the Dean Carol Stephenson Excellence in EMBA Teaching Award.

Steve’s main teaching and research interests are in the Corporate Finance and Capital Markets areas. He has written the books Financial Management: A Primer, Financial Management: Concepts and Applications, and has written over 100 case studies and notes. He been a consultant and executive training course designer and facilitator in portfolio management, finance for non-financial executives, value based management, risk management and other investment areas to such companies as Alcan Inc., Bank of Montreal, BMO Nesbitt-Burns, Canadian Investor Relations Institute, Canadian Securities Institute, Falconbridge, Harris Bank, Institute of Canadian Bankers, J.D. Irving, Noranda, Royal Bank, RBC Asset Management, RBC Dexia, Scotia Capital Markets, Siemens, Syngenta, the Toronto Stock Exchange, and Torstar.

Steve is a member of the Advisory Board of Canadian Investment Review and Financial Economics Network (FEN) Courses, Cases and Teaching Abstracts Journal and a member of the Editorial Board of Financial Analysts Journal and Pacific-Basin Finance Journal. Steve is currently a member of Western's joint pension board and was formerly a director and chair of the Investment Committee of Foundation Western (Western’s alumni endowment fund) and was on the Advisory Board of Tremont Capital Opportunity Trust.

 

Stephen Foerster

Courses

Felipe Restrepo

Associate Professor of Finance

Felipe Restrepo is an Associate Professor of Finance and the Paul Desmarais/London Life Faculty Fellow in Finance at the Ivey Business School. Professor Restrepo holds a PhD and a Master of Science in Finance from Boston College, along with a BS in Economics from EAFIT University in Medellin, Colombia.

At Ivey, Dr. Restrepo has taught in the HBA and MSc programs, and he has been the recipient of the David G. Burgoyne Teaching Award (2019 and 2024) and of Ivey’s Early Career Research Impact Award (2021). Before transitioning to academia, Dr. Restrepo spent five years working in the financial industry in Colombia. His roles included serving as a Project Manager in the Derivatives and Risk Management division at Bancolombia (NYSE: CIB), and as a Quantitative Analyst in the Economic Research Department at Valores Bancolombia.

Dr. Restrepo’s research expertise lies in the intersection of corporate finance and financial intermediation. His research focuses on the financial and real effects of bank transaction taxes, on the impact of credit rating policies on firms’ investment and financing decisions, and on the process that leads to the pricing of Initial Public Offerings (IPOs). Professor Restrepo’s scholarly work has been published in leading finance journals, including the Journal of Finance, Journal of Financial Economics, and Journal of Financial and Quantitative Analysis.

Restrepo, a Fulbright Scholar, combines his industry experience with academic rigour, contributing to the field of finance both as a researcher and educator at the Ivey Business School.

Felipe Restrepo

Courses

January 7, 2026

Complete at your own pace.

Length Learning Method Tuition Fees
10 hours Online Self-Paced $690.00 CAD
$640.00 CAD

Enrollment and Payment FAQs

How do I enroll in the course? plus small icon minus small icon

Click “Enroll Now” on the course page and follow the prompts to complete your registration.

What payment methods do you accept? plus small icon minus small icon

We accept major credit cards. You’ll be prompted to select your preferred method during checkout.

What is your refund or cancellation policy? plus small icon minus small icon
  1. For Cohort programs - 30 Days Before Program Start
    • Cancellation: You will receive a full refund of the program fee.
    • Transfer to a Later Date: No fees apply.
  2. Less than 30 Days Before Program Start
    • Cancellation: Incurs a 25% cancellation fee.
    • Transfer to a Later Date: Incurs a 15% transfer fee.
  3. Compassionate exceptions: Fees may be waived on compassionate grounds, please contract (Operations email).
  4. Unredeemed transfers: If not used within 12 months, the full program fee is forfeited.
Can I purchase for another person? plus small icon minus small icon

No, the purchaser and the person taking the course must match to ensure the digital credential is given to the correct person.

Can I purchase for a group? plus small icon minus small icon

Yes, please contact online@ivey.ca and we will set up a group invoice.

Certification and Credentials

Do I receive a certificate upon course completion? plus small icon minus small icon

Yes. You’ll receive a digital certificate from Ivey Business School upon successful completion of the course.

Are the certificates recognized by employers? plus small icon minus small icon

Ivey’s certificates are widely respected and can be added to your LinkedIn profile or resume.

How do I verify my certificate? plus small icon minus small icon

Upon completion, you’ll receive a secure digital credential directly to your email, that can be shared and verified online.

Self-Paced Course Structure and Experience

How is the course structured? plus small icon minus small icon

This is a self-paced, asynchronous course with interactive modules, quizzes, and AI-powered feedback.

How long do I have access to the course materials? plus small icon minus small icon

You’ll have access for 90 days from the start date.

What is the expected time commitment? plus small icon minus small icon

Approximately 10 hours in total. You can complete it at your own pace over the course of 90 days.

Do I need to complete assignments or exams? plus small icon minus small icon

There are no formal exams. You’ll complete quizzes and knowledge checks with unlimited attempts.

Can I interact with instructors or other students? plus small icon minus small icon

This course is self-directed and does not include instructor-led live sessions. You may interact with other students through online activities.