Big Picture Thinking For Financial Risk Analysis
41mBeginner2024-08-12
Authors
Hailey Margetta
Course details
Analyzing a company’s financial information can be almost meaningless without first ensuring you have a proper sense of context. This course is designed to help you develop a holistic perspective on how to conduct effective risk analysis by drawing smarter conclusions and making better business decisions quickly with ease.
Assess big picture risks that can lead to misdiagnosis as instructor Hailey Margetta introduces the five P framework for risk analysis. Learn how to evaluate people as a source of risk, assess purpose in transactions, understand payment risk, provide protection as a risk manager, and develop perspective for more accurate risk analysis. Hailey provides an overview of commonly used risk analysis methodologies such as SWOT analysis and business lifecycle analysis, before showing you how to identify different types of risk unique to specific industries, management, seasonality, cyclicality, and more.
Assess big picture risks that can lead to misdiagnosis as instructor Hailey Margetta introduces the five P framework for risk analysis. Learn how to evaluate people as a source of risk, assess purpose in transactions, understand payment risk, provide protection as a risk manager, and develop perspective for more accurate risk analysis. Hailey provides an overview of commonly used risk analysis methodologies such as SWOT analysis and business lifecycle analysis, before showing you how to identify different types of risk unique to specific industries, management, seasonality, cyclicality, and more.
Skills covered
Personal FinanceAccounting SkillsCorporate FinanceFinance and AccountingLearningProfessional Development
Concepts
0. Introduction
- 01 - Big picture thinking for better results
- 02 - Why big picture thinking is critical for risk analysis
1. Risk Methodologies - The Five Ps
- 03 - The five P framework for risk analysis
- 04 - How to evaluate people as a source of risk
- 05 - Assessing purpose in transactions
- 06 - Understanding payment risk
- 07 - The importance of protection in risk management
- 08 - Building perspective for better risk analysis
2. Risk Methodologies - SWOT Analysis
- 09 - Completing a SWOT assessment
- 10 - Strengths and weaknesses in SWOT analysis
- 11 - Opportunities and threats in analysis
3. Risk Methodologies - Business Life Cycle
- 12 - Basics of the business life cycle
- 13 - The intro and growth phases of the life cycle
- 14 - The maturity and decline phase of the life cycle
4. Identifying Specific Risks
- 15 - Understanding industry risk
- 16 - Understanding critical success factors
- 17 - Understanding management risk
- 18 - Making sense of seasonality
- 19 - Making sense of cyclicality
- 20 - Limitations of ratio analysis
Conclusion
- 21 - The power of big picture thinking
Related courses
- Finance Foundations
- Accounting Foundations
- Strategic Financial Management in Corporations
- Discounted Cashflow Models for Business Leaders
- International Business and Finance
- Mastering Key Financial Ratios for Career Growth
- Creating Business and Industry Analysis for Financial Analysts
- The Future of AI for Finance and Accounting