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 curriculum 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.

Please note that this is a curriculum of individual course modules. You will need to pass each module exam in order to qualify for a certificate of completion.

This is an asynchronous eLearning program that can be accessed 24/7 from any internet enabled computer.

Available TodayOnlineUSD$375
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
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"Excellent course with well presented information."
  • Financial Accounting - Online
  • Budgeting - Online
  • Financial Mathematics - Online
    • Introduction to Financial Statements
    Topics covered include:
    • 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
    Duration: 1 hour

    Risk Analysis Using Ratios
    Topics covered include:
    • Risk ratio analysis
    • Two different perspectives on analyzing companies using financial statements
    • Selecting the ratios to use in your analysis
    Duration: 2 hours

    The Impact of Accounting Principles
    Topics covered include:
    • 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
    Duration: 2 hours

    Valuation Basics
    Topics covered include:
    • 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
    Duration: 2 hours

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