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  2. Understanding Financial Needs Analysis - AOL

    www.aol.com/news/understanding-financial-needs...

    A financial needs analysis (FNA) is an overview of your current and future financial situation. It takes into account assets, such as wealth and income, set off against liabilities, such as debt ...

  3. Financial analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_analysis

    Financial analysis (also known as financial statement analysis, accounting analysis, or analysis of finance) refers to an assessment of the viability, stability, and profitability of a business, sub-business, project or investment.

  4. Needs assessment - Wikipedia

    en.wikipedia.org/wiki/Needs_assessment

    A needs assessment is a systematic process for determining and addressing needs, or "gaps", between current conditions, and desired conditions, or "wants". [ 1 ] Needs assessments can help improve policy or program decisions, individuals, education, training, organizations, communities, or products.

  5. Financial statement analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_statement_analysis

    Financial statement analysis is a method or process involving specific techniques for evaluating risks, performance, valuation, financial health, and future prospects of an organization. [ 1 ] It is used by a variety of stakeholders, such as credit and equity investors, the government, the public, and decision-makers within the organization.

  6. Financial analyst - Wikipedia

    en.wikipedia.org/wiki/Financial_analyst

    In corporate roles, financial analysts perform budget, revenue and cost modelling and analytics as part of their responsibilities; [10] [12] [13] credit analysis is likewise a distinct area. [14] Financial analysts invariably use spreadsheets (and statistical software packages) to analyze financial data, spot trends, and develop forecasts. The ...

  7. Warren Buffett: 10 Rules for Young People Who Want To Get Rich

    www.aol.com/finance/warren-buffett-10-rules...

    Rather than succumbing to market fluctuations or short-term trends, Buffett advises investors to focus on sound, long-term investment account principles rooted in fundamental analysis and value ...

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