Financial Analysis

You’ll develop the cultural awareness and critical thinking skills you need to analyze and produce a broad range of discourse in a full spectrum of careers — and to make a difference in whatever you do.

Overview

Financial Analysis at Auckland Royal Academy develops the quantitative and analytical capabilities needed to evaluate financial performance, assess investment opportunities, and support strategic financial decision-making in organisations across New Zealand's economy. The programme covers financial statement analysis, valuation, credit analysis, performance measurement, and forecasting, producing graduates who can extract insight from financial data and communicate it clearly to decision-makers.

Practical training uses real financial statements from New Zealand-listed companies and international benchmarks, developing your ability to decode accounting information, identify performance drivers, and assess financial health with professional precision. Financial modelling workshops, case competitions, and mentorship from Auckland-based financial analysts and fund managers supplement the academic programme with industry perspective and career development support.

Career Opportunities

Financial Analysis graduates work as equity analysts, credit analysts, fund managers, corporate finance associates, management consultants, and financial controllers. The programme's strong technical foundation is valued by employers in investment management, banking, corporate treasury, and the public sector, where the ability to produce clear, rigorous financial analysis directly supports organisational decisions.

Program Learning Outcomes

Conduct comprehensive financial statement analysis — including ratio analysis, cash flow assessment, and quality of earnings evaluation — to assess the financial performance, position, and prospects of New Zealand and international companies.

Build financial forecast models and valuation analyses using discounted cash flow and market-based methodologies, producing professional investment research and credit assessment reports to industry standards.

Apply financial analysis skills within an ethical and regulatory framework, demonstrating understanding of securities law, analyst independence requirements, and the professional standards of the CFA Institute applicable to financial analysis practice in New Zealand.

Programme

Semester 1	Credits	Number
Introduction to Financial Analysis	4	FINC 101
Foundations & Theory	4	FINC 110
Research Methods	3	FINC 120

Semester 2	Credits	Number
Applied Financial Analysis I	4	FINC 201
Professional Practice	3	FINC 210
Industry Context NZ	4	FINC 220

Semester 3	Credits	Number
Applied Financial Analysis II	4	FINC 301
Critical Perspectives	3	FINC 310
Ethics & Standards	3	FINC 320

Semester 4	Credits	Number
Advanced Financial Analysis	4	FINC 401
Specialisation Elective	3	FINC 410
Financial Analysis Capstone Project	4	FINC 490
Total for the entire period of study	11