This interactive financial statement analysis course will introduce participants to key financial statement analysis terminology and the uses of financial ratios by different stakeholders. The course will be comprised of a lecture, case studies, and an exercise analyzing credit and equity reports.
Financial Statement Analysis Course Objectives:
By the end of the course, participants will be able to:
- Explain who uses financial statements and why
- Compare financial statements of different companies and the same company across different time periods
- Appreciate the qualitative and quantitative approaches to analyzing financial statements
- Discuss the role of the auditor and the various opinions available
- Describe the purpose and framework for analyzing financial statements:
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Recognize the importance and pitfalls of ratio analysis:
- Explain the importance of the Management Discussion & Analysis (MD&A) and the footnotes
Prerequisites: None
Program Level: Foundation
Advance Preparation: Equity and credit reports on select companies
Recommended CPE Credits: 14
Duration: Two days
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