Financial Statement Analysis (4101249B)

As financial professionals, we sometimes get so wrapped up in the preparation that we forget how to step back and see what it all means. This course is designed to help you play detective and dissect the clues to what a business is experiencing by using financial statement analysis.

You will review financial data from real organizations and practice calculating ratios, developing relationships and understanding how it all comes together to tell us the story of a business.

• Develop a better understanding of what the balance sheet actually tells you about a company.
• Relate a statement of cash flows to the other statements and understand its relationship to the big picture.
• Learn how to pull out the major issues from an income statement.
• Be able to better evaluate budget to actual reports.
• Understand what other information is key to understanding an organization's financial position.

• The balance sheet and why its categories are so important in financial statement analysis
• What the income statement brings to the table
• How to read and understand what a statement of cash flows tells us about the management of an organization
• Understanding the interrelationships of the numbers
• Reading and understanding budget to actual reports
• Understanding what other information is necessary to tell the story of what an organization is doing
• Practical tips and ideas to use in tracking the story of your organization

CPAs and financial professionals.

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To ensure that all credit is properly recorded, please review your personal profile and update your CPA, CFP, CTEC and/or Bar license number(s).