Mô tả

In this comprehensive course, you will gain essential skills to analyze financial statements using powerful tools such as vertical analysis, horizontal analysis, and ratio analysis. Whether you are an aspiring accountant, finance professional, or business owner, this course equips you with the knowledge and practical techniques to make informed financial decisions.

Throughout the course, we provide resources to facilitate your learning experience. You will have access to downloadable PDF files and preformatted Excel spreadsheets that aid in understanding and applying the concepts effectively.

We begin by listing and describing the fundamental tools for financial statement analysis. You will explore vertical analysis, which presents financial data as percentages of a common base figure, enabling you to compare companies of different sizes. Additionally, we dive into horizontal analysis, a method used to compare financial data and performance of a company across time, providing valuable insights into its progress and trends.

The course continues with an in-depth exploration of ratio analysis, a common practice in financial statement analysis. You will learn about liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios. Through comprehensive explanations, calculations, and analysis, you will gain a deep understanding of each ratio category and its relevance in evaluating a business's financial performance.

We examine liquidity and efficiency ratios, enabling you to calculate and analyze current ratios, acid-test ratios, and accounts receivable ratios. Furthermore, we explore solvency ratios, covering debt ratios, equity ratios, debt-to-equity ratios, and times interest earned, providing insights into a company's long-term financial stability.

Profitability ratios are another critical aspect covered in the course. You will learn to calculate and analyze profitability ratios, including profit margin ratio, gross margin ratio, return on total assets, return on equity, book value per common share, and earnings per share. These ratios provide valuable information about a company's ability to generate profits and shareholder value.

Market prospects ratios are also discussed, highlighting their significance in evaluating a company's market performance. We explore price-earnings ratio and dividend yield, providing insights into investors' perception of a company's growth potential and dividend distribution.

Finally, we delve into the components of a financial statement analysis report, guiding you on how to effectively communicate your findings. We discuss the capabilities and limitations of software in financial statement analysis, emphasizing the importance of human judgment and critical thinking in the interpretation of results.

Join us on this exciting journey to master the art of financial statement analysis. Enroll today and unlock the tools and techniques that will empower you to make informed decisions based on insightful financial analysis.

Bạn sẽ học được gì

Analyze financial statements using vertical, horizontal, and ratio analysis, gaining deep insights for informed decision-making.

Apply vertical analysis to compare financial data as percentages of a common base figure, facilitating meaningful comparisons across companies.

Utilize horizontal analysis to assess trends, changes, and progress in financial performance over time.

Evaluate liquidity ratios (e.g., current ratio, quick ratio) to assess a company's short-term solvency and ability to meet obligations.

Analyze efficiency ratios (e.g., inventory turnover, accounts receivable turnover) to evaluate operational effectiveness and resource utilization.

Calculate and interpret profitability ratios (e.g., gross margin, return on assets) to assess a company's financial performance and profitability.

Assess solvency ratios (e.g., debt-to-equity ratio, times interest earned) to evaluate a company's long-term financial stability and ability to repay debt.

Interpret market prospects ratios (e.g., price-earnings ratio, dividend yield) to assess investor sentiment and market perception.

Apply ratio analysis to evaluate a company's financial health, strengths, weaknesses, and potential risks.

Understand the components of a comprehensive financial statement analysis report and effectively communicate findings.

Yêu cầu

  • Basic understanding of accounting principles and financial statements, including familiarity with concepts such as balance sheets, income statements, and cash flow statements.
  • Proficiency in basic mathematical calculations and the ability to work with numbers and formulas.
  • Knowledge of basic spreadsheet software (e.g., Microsoft Excel, Google Sheets) for data organization and calculations.
  • An eagerness to learn and apply financial analysis techniques in a business context.
  • Access to a computer or laptop with internet connectivity to access course materials and complete assignments.

Nội dung khoá học

12 sections

Introduction

7 lectures
Introduction
08:36
PDF - 110 Purpose of Financial Analysis
00:08
110 Purpose of Financial Analysis
13:25
PDF - 120 Types of Analysis
00:08
120 Types of Analysis
09:18
Multiple Choice Question 1 - Financial Statement Analysis
04:44
Accounting Comic Break
00:15

Horizontal Analysis

11 lectures
2 Horizontal Analysis
00:57
PDF - 305 Horizontal Analysis
00:08
305 Horizontal Analysis
15:02
Excel Worksheet Download
00:05
Worksheet- 305 Horizontal Analysis
15:23
PDF - 310 Trend Analysis
00:08
310 Trend Analysis
15:23
Excel Worksheet Download
00:05
Worksheet - 310 Trend Percents
22:03
Multiple Choice Question 2 - Financial Statement Analysis
03:52
Accounting Comic Break
00:16

Vertical Analysis – Common-Size Statements

11 lectures
3 Vertical Analysis Common-Size Statements
01:14
PDF - 355 Vertical Analysis Common-Size Statements
00:08
355 Vertical Analysis Common-Size Statements
19:10
Excel Worksheet Download
00:05
Worksheet - 355 Vertical Analysis
27:33
Excel Worksheet Download
00:05
Worksheet - 357 Common Size Financial Statements
17:59
Multiple Choice Question 3 - Financial Statement Analysis
02:51
Multiple Choice Question 4 - Financial Statement Analysis
04:36
Discussion Question 1 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15

Liquidity & Efficiency Ratios

18 lectures
4 Liquidity Ratios
02:05
List of Ratios
00:06
PDF - 410 Liquidity Ratios Part 1
00:08
410 Liquidity Ratios Part 1
23:15
PDF - 415 Liquidity Ratios Part 2
00:08
415 Liquidity Ratios Part 2
18:25
Excel Worksheet Download
00:05
Worksheet - 410 Liquidity and Efficiency Ratios
21:58
PDF - 420 Current ratio, quick or acid ration, and working capital-Accounting
00:08
420 Current ratio, quick or acid ration, and working capital-Accounting
33:32
Excel Worksheet Download
00:05
Worksheet - 420.10 Current ratio, quick ratio, acid-test ratio, working capital
15:06
Worksheet - 420.20 Current ratio, quick ratio, acid-test ratio, working capital
15:11
Worksheet - 420.30 Current ratio, quick ratio, acid-test ratio, working capital
17:47
Multiple Choice Question 5 - Financial Statement Analysis
05:50
Multiple Choice Question 6 - Financial Statement Analysis
04:51
Discussion Question 2 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15

Solvency Ratios

10 lectures
5 Solvency Ratios
02:19
List of Ratios
00:06
PDF - 505 Solvency Ratios
00:08
505 Solvency Ratios
13:45
Excel Worksheet Download
00:05
Worksheet - 505 Solvency Ratios
13:18
Multiple Choice Question 7 - Financial Statement Analysis
04:20
Multiple Choice Question 8 - Financial Statement Analysis
05:29
Discussion Question 3 - Financial Statement Analysis
1 question
Accounting Comic Break
00:16

Profitability Ratios

10 lectures
6 Profitability Ratios
02:14
List of Ratios
00:06
PDF - 605 Profitability Ratios
00:08
605 Profitability Ratios
13:34
Excel Worksheet Download
00:05
Worksheet - 605 Profitability Ratios
13:31
Multiple Choice Question 9 - Financial Statement Analysis
09:22
Multiple Choice Question 10 - Financial Statement Analysis
05:10
Discussion Question 4 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15

Market Prospects Ratios

10 lectures
7 Market Prospects Ratios
02:38
List of Ratios
00:06
PDF - 705 Market Prospects Ratios
00:08
705 Market Prospects Ratios
11:20
Excel Worksheet Download
00:05
Worksheet - 705 Market Prospects
08:11
Multiple Choice Question 11 - Financial Statement Analysis
05:24
Multiple Choice Question 12 - Financial Statement Analysis
05:00
Discussion Question 5 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15

Ratio Analysis Practice Problem

8 lectures
8 Ratio Analysis Practice Problem
00:51
List of Ratios
00:06
Excel Worksheet Download
00:05
Worksheet = Ration Analysis Practice Problem
29:50
Multiple Choice Question 13 - Financial Statement Analysis
05:17
Multiple Choice Question 14 - Financial Statement Analysis
09:13
Discussion Question 6 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15

Financial Statement Analysis Report

12 lectures
9 Financial Statement Analysis Report
02:26
902 Financial Analysis Data Online
04:00
905 Financial Analysis Sample Reports Overview
16:25
910 Financial Analysis Sample Reports Traditional Performance Evacuation
03:38
915 Financial Analysis Sample Reports Ratio Analysis Profitability
05:53
920 Financial Analysis Sample Reports Ratio Analysis Solvency
02:44
925 Financial Analysis Sample Reports Ratio Analysis Liquidity
05:58
930 Financial Analysis Sample Reports Recommendations
06:58
955 Financial Statement Data Online
05:19
Multiple Choice Question 15 - Financial Statement Analysis
05:44
Multiple Choice Question 16 - Financial Statement Analysis
02:33
Accounting Comic Break
00:16

Finance Perspective – Financial Ratios

2 lectures
305 Ratio Analysis Introduction
23:43
315 DuPont System of Analysis
26:15

Finance Perspective – Practice Probs - Financial Ratios

23 lectures
311 Profit Margin Percent
10:19
312 Return on Investment (ROI)
11:46
313 Return on Assets, Total Asset Turnover, & Profit Margin
13:26
314 Return on Investment, Total Asset Turnover, & Profit Margin
13:55
315 Profit Margin Two Years Comparison & Income Statement
09:21
317 Expense to Sales Ratios
17:58
318 Return on Assets, Return on Equity, & Asset Turnover
11:51
325 Total Asset Turnover & Return on Equity-More Complex Relationships
10:49
326 Total Asset Turnover, Return on Equity, & Profit Margin
14:57
327 Return on Equity & Other Ratios Two Company Comparison
15:32
328 Average AR Collection Period
08:02
331 Turnover Ratios Two Year Comparison
14:54
332 Multiple Ratio Calculations
21:40
333 Times Interest Earned & Fixed Charge Coverage
10:07
337 Asset Turnover & Return on Equity Trend Analysis
15:21
338 Asset Turnover & Debt to Asset Compared to Industry
14:29
339 Net Profit Margin & ROA Division Comparison
13:45
342 Ratios to Create Current Assets Portion of Balance Sheet
14:04
343 Use Ratios to Create a Balance Sheet
24:31
344 Use Ratios to Create Account Balances
15:44
346 Comprehensive Ratio Analysis
35:25
347 P1 Comprehensive Ratio – Two Companies Part 1
29:44
347 P2 Comprehensive Ratio – Two Companies Part 2
28:14

Finance Perspective – Excel Probs - Financial Ratios

23 lectures
311 Profit Margin Percent
06:22
312 Return on Investment (ROI)
13:35
313 Return on Assets, Total Asset Turnover, & Profit Margin
12:03
314 Return on Investment, Total Asset Turnover, & Profit Margin
11:54
315 Profit Margin Two Years Comparison & Income Statement
10:56
317 Expense to Sales Ratios
17:57
318 Return on Assets, Return on Equity, & Asset Turnover
14:56
325 Total Asset Turnover & Return on Equity-More Complex Relationships
11:31
326 Total Asset Turnover, Return on Equity, & Profit Margin
20:58
327 Return on Equity & Other Ratios Two Company Comparison
17:48
328 Average AR Collection Period
12:32
331 Turnover Ratios Two Year Comparison
19:10
332 Multiple Ratio Calculations
25:08
333 Times Interest Earned & Fixed Charge Coverage
11:00
337 Asset Turnover & Return on Equity Trend Analysis
13:52
338 Asset Turnover & Debt to Asset Compared to Industry
16:36
339 Net Profit Margin & ROA Division Comparison
11:03
342 Ratios to Create Current Assets Portion of Balance Sheet
18:37
343 Use Ratios to Create a Balance Sheet
28:01
344 Use Ratios to Create Account Balances
16:07
346 Comprehensive Ratio Analysis # 1
30:19
347 P1 Comprehensive Ratio – Two Companies
28:20
347 P2 Comprehensive Ratio – Two Companies Part 2
28:18

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