FIN103 Financial Analysis and Valuation Course

Financial Analysis and Valuation

Financial Analysis and Valuation focuses on the fundamentals of financial analysis including techniques to analyse company financial statements. It reviews the accounting and reporting regulatory framework, examines the components of company financial reports and the information they provide to investors, and discusses how corporations are financed and returns provided to shareholders.

Need help?

1300 135 798

Subject overview

STUDY MODE

100% online

AQF LEVEL

NEXT INTAKE

19 Oct 2026

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,850.00

FIN103 develops your ability to analyse company financial statements and apply valuation techniques used by financial professionals. The subject examines the accounting and regulatory frameworks that underpin financial reporting, guides students through the components of company annual reports, and explores how corporations manage their financing and shareholder returns.

Students apply a range of financial ratios to assess a company’s performance, capital structure, and profitability, building towards an overall investment recommendation. Practical learning is reinforced through both fictitious and real company financial statements, providing hands-on experience in financial analysis and valuation.

This subject is a core subject.

Master of Applied Finance >

Graduate Diploma of Applied Finance >

Graduate Certificate in Applied Finance >

If you are intending to complete this subject as part of the Graduate Certificate in Corporate Finance, please note that this course is no longer open for new enrolments. However, this subject is available for enrolment in all postgraduate applied finance and financial services courses. If you require assistance, please contact Kaplan Professional on 1300 135 798 or via contact us.

Subject information

Learning Outcomes

On successful completion of this subject, individuals should be able to:

Apply the financial reporting framework and key accounting concepts that underpin the preparation of financial statements.
Analyse a company’s high-level strategies and competitive position in the industry.
Calculate and analyse company and market ratios.
Discuss the different financing options and identify the associated risks.
Explain how different shareholder tax positions impact on dividend yield.
Determine an overall investment recommendation regarding a company’s shares based on a quantitative and qualitative analysis.

Topics covered

Introduction to financial statement analysis, valuation concepts, and the financial reporting framework
The statement of financial position, including assets, liabilities, and equity
Profit or loss statements, cash flows, and changes in equity
Financing structures for corporations, including debt and equity options and gearing analysis
Liquidity, working capital, capital structure, and debt protection ratios
Profitability ratios, including EBIT margin, NPAT margin, return on assets, and return on equity
Dividend imputation and the impact of taxation on shareholder returns
Market performance ratios, including earnings per share, dividend yield, and price/earnings ratios
Business valuation concepts and investment recommendation analysis

Reading list

There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.

Assessments

Assessment Type	Assessed	Weighting
Task	Week 4	25%
Assignment	Week 7	35%
Presentation and Written Assignment	Week 12	40%

Click here for an assessment timetable.

Previous study requirements

Assumed knowledge

Kaplan Professional assumes that individuals are able to use basic financial maths in a variety of financial contexts.

Course transition subject equivalence

Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects: