How to Analyze Financial Statements (Currently Unavailable)

Author: Miles Hutchinson

Have you ever wondered how they do it? How do those accountants see through the numbers so quickly, talking about trends, margins and ratios with the ease of coasting down a cool stream in a canoe with their favorite brew sliding through the water on a short leash? We can help.

Join us for an introduction to financial analysis and we will show you how they do it and how you can quickly become your own analyst.

Publication Date: August 2016

Topics Covered

• Develop a horizontal analysis of a publicly traded company
• Produce the key liquidity, leverage and profitability ratios for the company
• Complete a vertical analysis of the company
• Participate in a demonstration and practice of this analysis using our Microsoft Excel Model to analyze a real life Balance Sheet and Income Statement of a publicly traded company

Learning Objectives

• Recognize how to apply horizontal, vertical and ratio analysis to financial statements
• Identify positive and negative trends and use the MD&A of the annual report to better understand the reasons behind them from management's perspective
• Differentiate components to include in the Form 10-K
• Identify the proper analysis to determine the financial strength of a company
• Describe corporate case studies and formulate reasonable conclusions
• Recognize how to properly perform ratio analysis and which ratios to apply
• Identify the proper steps when using the financial statement analysis demonstration model
• Utilize horizontal analysis to analyze a financial statement
• Describe the percentage change of cost of services sold during a specific time period
• Recognize how to determine days in accounts payable (DAP)
• Identify the proper formulate to determine (CAGRs)
• Differentiate where to start when performing a full and thorough analysis of a company

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Accounting (2 hours)

Program Prerequisites
None

Advance Preparation
None