Financial Investment Analysis

Evaluate organisations’ profitability and financial health through analysing its financial reports to determine its performance and investment suitability

Type

Functional

Competency Area

Investment and Financial Management

Levels

Analyse financial report data using key financial health indicators

Calculate organisations’ cash flow

Identify and explain sources of risk from financial reports

Calculate organisations’ revenue using financial reports

Evaluate organisations’ financial performance and position

Evaluate organisations’ cash flow quality

Explain how organisations can create a competitive advantage over their competitors

Evaluate organisations’ financial performance

Review financial analyses conducted and endorse methodologies

Outline the process of financial statement analysis

Review financial analysis conducted and determine state of organisations’ financial health

Ensure accurate financial picture