Financial Analysis

Description:

The course was designed to cover critical business and professional development topics in the shortest time possible. With a wealth of hands-on exercises, the course keeps you engaged and help you retain critical skills.

Written by the author of Understanding Financial Statements, this course provides more advanced, useful information on topics such as forecasting, budgeting techniques, corporate statements, and the use of common stock and debts for capitalization. Ideal for middle managers, small business owners, and entrepreneurs.

Duration: One day

Table of Contents:

Part 1: Reviewing the Basics
A Quick Refresher
The Balance Sheet Equation
Glossary of Balance Sheet Terms
The Income Statement
Glossary of Income Statement Terms
Ratios and Percentages
Review

Part 2: Corporate Financial Statements
The Consolidated Statement
Your Company’s Consolidated Statement
Analysis
Glossary of Additional Terms
The Income Statement
Your Company’s Income Statement
Changes in Financial Position
Your Company’s Changes in Balance Sheet Accounts
Analysis
The Cash Flow Statement
Your Company’s Cash Flow Statement
The Statement of Retained Earnings
Checklist

Part 3: Asset Management
Management of Current Assets
Managing Receivables Policy
JOG Corporation Notes
Projected Analysis for Your Company
Calculations
Inventory Valuation Methods
Valuing Your Company’s Inventory
Depreciation
Review

Part 4: New Ratios
Ratios Help Make Decisions
Capital Stock/Market Ratios
Limitations of Ratio Use
Review

Part 5: The Interaction of Ratios
How Ratios Affect Each Other
The Makeup of Ratios
Checklist

Part 6: Financial Planning
Financial Planning
Break-Even Analysis
Margin of Safety
Leverage
Financial Leverage
Drawbacks to Using Break-Even Analysis
Decision-Tree Analysis
Example of Decision-Tree Analysis
Cost-Benefit Analysis
Review

Part 7: Reading an Annual Report
How to Read an Annual Report
Checklist