Online financial statement analysis
From balance sheet to income statement, from asset valuation to free cash flow projection; financial reporting is performed to provide insights on every financially related activity of a company. More than just numbers on pages, these reports integrate to tell a story. They can serve as a warning, as validation and as a measure of risk. Their stories are what business decisions are based on. Without the ability to understand and properly analyze these financial statements, costly mistakes can be made. Where does this course fall in your Flex curriculum?
Financial Statement Analysis: The Ultimate Guide
A lot of courses simply teach you how to perform a few financial ratios. I will teach you the tricks of the trade that many successful investors use on a daily basis. An introduction to the financial statements. We will learn what information is contained in the Balance Sheet, how it is prepared, and how accounts are classified.
We will also take a look at Costco's Balance Sheet as a case study. We will learn how information is classified and presented on the Income Statement. We will also review Costco's Income Statement as a case study. We will learn how the Statement of Cash Flows is presented and why cash transactions are categorized into certain groups.
Evaluating a Company's share count is key in financial analysis. We will learn the difference between basic and diluted shares. After that, we will understand how to calculate a Company's earnings on a per-share basis EPS. We will go over the key profitability metrics used to analyze a business. We will understand how to compare and analyze changes in profitability.
An excel case study on the return on assets ROA metric. We will understand how to evaluate the returns a Company's assets generate. An excel case study on return on equity ROE. We will understand how to evaluate the returns a Company generates with its equity. We will learn how to evaluate a Company's liquidity to determine the risk of a cash shortfall or bankruptcy. Learn the most popular metrics used to value Companies. A comprehensive overview of the key filings public U. We will discuss why the K is important reading material and what information to look out for.
Finally, the lecture will include various case study walk-throughs. We will go over several tips and tricks to extract key information that many do not know from the 8-K filings. The lecture will include plenty of real life examples from Costco. A continuation of our last Proxy Statement lecture video. We will take a look at Costco's Proxy Statement and discuss the key components. This is a continuation of our Form 4 series.
We will learn the importance of quarterly results, including what key information to watch out for. Learn about key performance indicators for various industries. These are important metrics to know for any investor and financial analyst. Search for anything. Udemy for Business. Try Udemy for Business. Teach on Udemy Turn what you know into an opportunity and reach millions around the world. Learn more. Shopping cart. Log In. Sign Up. Finance Fundamentals.
The Complete Financial Statement Analysis Course Financial ratio and financial statement analysis tools for value investors! Created by Andrew P. English [Auto-generated]. Add to cart. Buy now. This course includes. Certificate of Completion. Training 5 or more people? What you'll learn. We will start from the basics towards more advanced topics. Manage your own investments: Achieve long-term wealth by managing your own stock portfolio.
What makes this the best financial statement analysis course out there? I have years of equity research experience where I have provided detailed financial statement analysis services to many blue chip hedge funds. Complete training: This course contains the main topics you will need to be a successful financial analyst and analyze financials.
Unlike most courses, our training will include a walk-through of how to read SEC filings and what information to look out for. Real world examples: The course contains many real world case studies. Some of these strategies are not well known to even veterans. You will find strategies to get an informational edge over other investors. Who this course is for:.
Course content. Expand all 37 lectures An introduction to the course. We will discuss the important topics the course will cover. Preview The Importance of the Balance Sheet. Reading Income Statements. Analyzing The Statement of Cash Flows. Calculating Profitability Metrics Part 1. Return on Assets. Return on Equity. Further, we will go over the most popular leverage ratios to assess bankruptcy risk. Liquidity and Leverage Analysis.
Valuation Ratios and Metrics Part 1. Valuation Ratios and Metrics Part 2. Reading and Analyzing the K Part 1. Reading and Analyzing the K Part 2. Reading and Analyzing the K Part 3. Reading and Analyzing the K Part 4. Reading and Analyzing the K Part 5. Reading and Analyzing the K Part 6. Reading and Analyzing the K Part 7. Reading and Analyzing the K Part 8.
Reading and Analyzing the Q. Learn how and why Companies disclose key information through the current report Form 8-K. Analysis of Costco's Proxy Statement.
We will learn about the importance of Form 4 filings and how to read them. How to Read and Interpret Form 4s. Form 4 Case Studies. How to Analyze Quarterly Results Part 1. A look at several quarterly results filings by different companies. How to Analyze Quarterly Results Part 2. Learn how Earnings Conference Calls are structured and how to extract key information from them. Overview of Conference Calls.
online tables. 2 — 15 minutes. You input into ReadyRatios tables financial statement of your company, prepared according to IFRS or US GAAP rules. Develop a more efficient and effective approach to researching, interpreting, and analyzing financial statements.
A lot of courses simply teach you how to perform a few financial ratios. I will teach you the tricks of the trade that many successful investors use on a daily basis. An introduction to the financial statements.
Financial statements are essential tools used to analyze a company's performance.
This course is designed to prepare students to interpret and analyze financial statements for tasks such as credit and security analyses, lending and investment decisions, and other decisions that rely on financial data. This course explores in greater depth financial reporting from the perspective of financial statement users. Students develop a sufficient understanding of the concepts and recording procedures and therefore are able to interpret various disclosures in an informed manner.
Harvard Online Courses
This course covers the mechanics of financial statement analysis including balance sheet and income statement analysis, ratio analysis, and cash flow analysis. Particular emphasis is placed on quality of earnings analysis. These courses have both regular online meeting times and self-paced online instruction. Learn how we can help your organization meet its professional development goals and corporate training needs. Innovation Programs.
Financial Statement Analysis
By Sathish AR. A study was conducted on Linde Group to analyze the financial position of the company. Thus, financial data for the period ranging between and was used to carry out the analysis. Linde Group is a global leader in gases and engineering solutions. It has a rich legacy of innovation with a strong focus on technology. The group sells products from a wide range of industries including chemicals, petrochemicals and steel. So, various tools and techniques were used to undertake such an analysis. These included common size analysis , cash flow analysis and ratio analysis.
What is one thing that creditors, investors, management, and regulatory authorities all have in common?
Checkout and pay for the course s. You will then receive an email with joining instructions. You will have 12 months access from date of purchase. This course is open to all.
Financial Statement Analysis: The Basics for Non-Accountants
JavaScript seems to be disabled in your browser. You must have JavaScript enabled in your browser to utilize the functionality of this website. It's impossible to beat the classroom experience! It's our number one recommend learning style. You will attend our renowned in-person classes at your chosen location. Work from laptops at our class desks, with expert faculty and fellow professionals learning alongside you. Build your skills and network in the shortest time possible. Breakfast and lunch are provided. If an On Demand version of the class is available, you will receive that for your learning records post-class at no additional cost. Learn on your own schedule, where and when you can, on your computer or tablet. Knowing our faculty are just a simple message away in our online support forums. You will have access to a structured course of modules involving quizzes, tests and real world case studies with a final test to achieve your Certificate. Our support forum allows you to ask questions and receive feedback to specific problems.
Financial Statement Analysis Software
This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upload from Excel. Automatic reporting The application generates an automatic financial report with charts, graphs, ratios, and comments. Downloadable and editable The report can be downloaded on your own device and edited according to your needs. Download formats The report can be downloaded in: Word file, Excel spreadsheet and Pdf.
