Fundamentals of Financial Statement Analysis
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.
CPE Credits: 7 - The complete list of CPE courses can be found here.
| Program Level | Basic |
| Prerequisites | This course has no prerequisites |
| Advance Preparation | No advance preparation required |
| Recent Revision Date | May 29, 2014 |
| Instructional Delivery Method | QAS Self Study |
| Field of Study | Accounting |
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Duration : 1 hour
- 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 : 2 hours
- Risk ratio analysis
- Two different perspectives on analyzing companies using financial statements
- Selecting the ratios to use in your analysis
Duration : 2 hours
- 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
- 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