Financial Statement Analysis - Online

Management can be summarized as the process of making informed decisions in three key areas: investment, financing and operations. Banking professionals responsible for evaluating management success in these areas can turn to this course for a set of crucial financial statement analysis techniques, culminating in business valuation principles. Participants learn how to compare companies financially, understand cash flow, and grasp basic profitability and risk analysis concepts.

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$349
Instructional Method:
Self-Study
Level: Basic
CPE Credits: 7

Analysts, investment advisors, credit analysts, compliance staff, auditors and others making investment and lending decisions.
Students will be able to:
  • Define the areas in which management makes decisions
  • Identify the information contained in the three main financial statements
  • Describe the use of financial statements in ratio analysis
  • Define how profitability and rate of return on assets are calculated
  • Calculate the ratios used in long and short term risk analysis
  • Determine the debt and profit risk in a company using ratio analysis
  • Adjust for differences in reporting to put companies on a comparable basis
  • Describe the impact accounting valuation of acquired companies has on the profitability of the acquirer
  • Describe the process of cash flow based approach to valuing companies
  • Define Porter Analysis
  • Describe the guidelines based approach to valuing companies
  • Identify the process of developing pro-forma financial statements.
None
  • Financial Accounting - Online
  • Budgeting - Online
  • Financial Mathematics - Online
    • Overview of financial statement analysis
    • Understanding business as a financial system where management makes decisions in three key areas: investment, financing and operations
    • Description of profit & loss, balance sheet, and cash flow statements
    • Using profitability and risk ratios to compare companies across different sizes and industries

    Profitability and risk ratio analysis

    • Risk ratio analysis
    • Two different perspectives on analyzing companies using financial statements
    • Selecting the ratios to use in your analysis

    Impact of accounting principles on profitability and risk analysis

    • Adjusting for differences in reporting to put companies on a comparable basis
    • Accounting principles governing income recognition and valuation of assets
    • Accounting principles governing liability recognition
    • Valuation of corporate acquisitions

    Valuation basics

    • Tools and techniques for valuing companies for acquisition, legal or investing purposes
    • Developing pro forma financial statements
    • Cash-flow based approach to valuation
    • Guideline companies approach to valuation