Financial Analysis and Analytics (online)
Course status:
Course ended
Location:
Online
Dates:
16/03/2026 - 26/03/2026
Study format:
Short intensive
Fees:
£535.00
A practical introduction to financial analysis for professionals who want to make smarter, more data-informed decisions, with no technical background required.
Use data to uncover insights and make more informed decisions through financial analysis, helping you drive better outcomes for your business. You’ll be introduced to classical financial tools, including ratio analysis and performance measures, before progressing to forecasting techniques and new analytics methods.
Through real-world case studies, you’ll explore how financial analysis and data can be applied to drive results across various industries, and how financial insights can build ground for:
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data-centric management decisions
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more efficient product value chains
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smarter, more responsive products
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personalised customer engagement
Designed for professionals from any background, this course builds the skills to apply strategic financial thinking to your organisation.
Dates, Times and Delivery
The Financial Analysis and Analytics (online) course runs over two weeks, from 16 – 26 March 2026, with online sessions delivered via Microsoft Teams.
The course primarily focuses on live online lectures, complemented by additional reading materials, practice questions, and short assignments for each session. Participation in these assignments is optional and typically requires only 30 minutes to 1 hour of extra work per session.
Sessions will be held on Mondays and Thursdays from 7.00pm – 8.30pm (UK time) on:
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Monday 16 March
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Thursday 19 March
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Monday 23 March
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Thursday 26 March
A world clock, and time zone converter can be found here: https://bit.ly/3bSPu6D
This is a ‘virtual classroom’ course.
To replicate the experience of a classroom, the sessions are ‘live’ and are not recorded.
No in-person attendance at Oxford is required and you do not need to purchase any software.
Accessing Your Online Course
Details about accessing the private MS Teams course site will be emailed to you during the week prior to the course commencing.
If you have not received your joining instructions three working days before the course start date, please get in touch.
Apply for this course
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Programme details
Session 1: Introduction to financial statements and associated terminology
- Financial statements and associated terminology
- Definitions, background information for a first general understanding
- The financial analysis process
- Analysis of a company’s modus operandi (via qualitative analysis approaches)
Session 2: Introduction to financial statement analysis
- Common size horizontal and vertical financial analysis
- Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
- Introduction to ratios for valuation and the Du-Pont formula / model
- Typical value creation drivers of a firm
Session 3: Introduction to forecasting and data
- Pro forma analysis and typical value (creation) drivers (financial & non-financial)
- Introduction to financial forecasting techniques
- Big data revolution: turning data into business (advantages)
- Different sources of data, data mining techniques & data visualization
- Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
- How to leverage data and analytics to drive strategy and innovation across firms
Session 4: From Business Intelligence to Analytics
- Introduction to analytics and its different forms
- Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
- Pros, Cons and Limits of data-driven decision making
- Course wrap-up, further readings & sources
Level and demands
This course is designed for those in middle management and/or those who have recently moved into a managerial role, who need a refresh or introduction to financial statement analysis, data and analytics.
It will also be beneficial to entrepreneurs, individuals and start-ups that want to gain a good overview of the wider subject area.
IT requirements
This course is delivered online using Microsoft Teams. You will be required to follow and implement the instructions we send you to fully access Microsoft Teams on the University of Oxford’s secure IT network.
To participate you must be familiar with using a computer for purposes such as sending email and searching the Internet. You will also need regular access to the Internet and a computer meeting our recommended minimum computer specification.
It is advised to use headphones with working speakers and microphone.
Location: Online
Programme details
Session 1: Introduction to financial statements and associated terminology
- Financial statements and associated terminology
- Definitions, background information for a first general understanding
- The financial analysis process
- Analysis of a company’s modus operandi (via qualitative analysis approaches)
Session 2: Introduction to financial statement analysis
- Common size horizontal and vertical financial analysis
- Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
- Introduction to ratios for valuation and the Du-Pont formula / model
- Typical value creation drivers of a firm
Session 3: Introduction to forecasting and data
- Pro forma analysis and typical value (creation) drivers (financial & non-financial)
- Introduction to financial forecasting techniques
- Big data revolution: turning data into business (advantages)
- Different sources of data, data mining techniques & data visualization
- Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
- How to leverage data and analytics to drive strategy and innovation across firms
Session 4: From Business Intelligence to Analytics
- Introduction to analytics and its different forms
- Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
- Pros, Cons and Limits of data-driven decision making
- Course wrap-up, further readings & sources
Programme details
Session 1: Introduction to financial statements and associated terminology
- Financial statements and associated terminology
- Definitions, background information for a first general understanding
- The financial analysis process
- Analysis of a company’s modus operandi (via qualitative analysis approaches)
Session 2: Introduction to financial statement analysis
- Common size horizontal and vertical financial analysis
- Financial ratio analysis (activity, liquidity, solvency, profitability) and Credit risk
- Introduction to ratios for valuation and the Du-Pont formula / model
- Typical value creation drivers of a firm
Session 3: Introduction to forecasting and data
- Pro forma analysis and typical value (creation) drivers (financial & non-financial)
- Introduction to financial forecasting techniques
- Big data revolution: turning data into business (advantages)
- Different sources of data, data mining techniques & data visualization
- Introduction to data analysis (learning from data, measuring it, controlling it and communicating results)
- How to leverage data and analytics to drive strategy and innovation across firms
Session 4: From Business Intelligence to Analytics
- Introduction to analytics and its different forms
- Real-life cases and applications from different industries and business functions such as sales, marketing, customer / client services, inventory management
- Pros, Cons and Limits of data-driven decision making
- Course wrap-up, further readings & sources
Konrad Kleinfeld
Konrad is a senior investment professional and part-time lecturer at the University of Oxford, with over 20 years of experience across banking, capital markets, and global asset management. His career spans leadership roles at leading international institutions, including BlackRock, Nomura, and State Street Investment Management, where he has specialised in fixed income markets, ETF distribution, and institutional client coverage across EMEA. His experience also includes managing corporate bond and credit derivatives strategies, as well as contributing to the electronification of bond markets and the evolution of modern investment infrastructure.
Alongside his industry career, Konrad is an active educator. At Oxford, he teaches at the intersection of finance, investment, and artificial intelligence, with a particular focus on the structural transformation of financial services. He has also taught economics at leading German business schools and previously served as a summer school lecturer at King’s College London, where he delivered courses on global finance and AI. His teaching emphasises the integration of academic rigour with real-world application.
Konrad holds a BA in Banking (Hannover), an Advanced Diploma in International Development from the University of Cambridge, and an MBA from London. He has also completed multiple professional certifications in finance, trading and investment management.
His market insights are regularly featured in leading German and international media, including ARD Tagesschau, n-tv, FAZ, Süddeutsche Zeitung, WirtschaftsWoche, and Handelsblatt. He also contributes to widely followed economic indicators, including the ZEW Financial Market Survey.
Certification
In order to be eligible for a certificate of attendance, you will need to attend the whole course. Participants who meet this criterion will be emailed after the end of the course with a link, and instructions on how to access their University of Oxford digital certificate.
The certificate will show your name, the course title and the dates of the course you attended. You will be able to download your certificate, as well as share it on social media if you choose to do so.
IT requirements
This course is delivered online using Microsoft Teams. You will be required to follow and implement the instructions we send you to fully access Microsoft Teams on the University of Oxford’s secure IT network.
To participate you must be familiar with using a computer for purposes such as sending email and searching the Internet. You will also need regular access to the Internet and a computer meeting our recommended minimum computer specification.
It is advised to use headphones with working speakers and microphone.
Level and demands
This course is designed for those in middle management and/or those who have recently moved into a managerial role, who need a refresh or introduction to financial statement analysis, data and analytics.
It will also be beneficial to entrepreneurs, individuals and start-ups that want to gain a good overview of the wider subject area.
Fees
| Description | Costs |
|---|---|
| Course fee | £535.00 |
Payment
Fees include electronic copies of course materials.
All courses are VAT exempt.
If you would like to discuss your application or any part of the application process before applying, please click the ‘Ask a question’ button at the top of this page.
The next course dates are not yet confirmed. Add your name to the waiting list for a priority update on this course.
This course is also available in person in Oxford.
Sign up for course news for updates on future courses.