In this course you will learn the primary purpose of financial statement analysis, including examinig financial statements through the lens of an analyst who does not prepare the statements. You will also learn the premise upon which analysis can occur.
 
You will be introduced to the basic tools of analysis from a conceptual standpoint, including how to identify anomalies that appear during analysis, how to calculate and interpret ratios related to financial statements accounts, and how to combine certain related ratios in order to better understand the financial issues facing any company.
 
Then we will apply these tools in a practice, problem-solving case.
Learning Objectives
  • You will learn the primary purpose of financial statement analysis.
  • You will examine financial statements through the lens of an analyst who does not prepare the statements.
  • You will learn the premise upon which analysis can occur.
  • You will be introduced to the basic tools of analysis from a conceptual standpoint.
  • You will learn how to identify anomalies that appear during analysis.
  • You will learn the how to calculate and interpret ratios related to financial statements accounts.
  • You will learn how to combine certain related ratios in order to better understand the financial issues facing any company.
  • You will learn how to apply these tools in a practice problem-solving case.
Last updated/reviewed: March 21, 2024
12 Reviews (37 ratings)

Reviews

5
Anonymous Author
This was an enjoyable refresher course to listen to. I appreciated the teacher brought real life examples to the lecture as it made it easier for some of the topics to resonate with me.

5
Member's Profile
The instructor did a good job of teaching the importance of financial statement analysis as well as its practicality use in day to day business.

5
Member's Profile
As always I’ve learned a new way to use analysis from this instructor. It’s delivered in a way that is both useful & easy to listen to.

5
Anonymous Author
Great info told in a way that makes sense in how you would use it in a day to day situation. I wish more classes did that.

5
Anonymous Author
Thanks for giving me a full review of the ratio calculations. The course is very helpful for my routine work!

4
Anonymous Author
it was a good course but I would have liked a lot more documentation in the course material.

5
Anonymous Author
Great course. used a lot of stories to relate the information and keep things interesting.

5
Anonymous Author
Enjoyed taking this course. Looking forward to taking others from this instructor.

5
Member's Profile
Excellent Course - well worth the time. Very knowledgeable instructor.

5
Member's Profile
Great course!Love this country professor! Will look for more.

5
Anonymous Author
Great refresher on analytical tools for financial analysis.

5
Anonymous Author
Fantastic presenter. This course makes you think.

Prerequisites
Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Financial Statement Aerobics – Toning Your Fiscal Physique Part 1 and 2 ...27:27
  Lesson 2 - Tools and Techniques for Financial Statement Analysis29:10
  Lesson 3 - Utilizing and Interpreting Ratios19:36
  Lesson 4 - Introduction to Part 2 - Calculating and Understanding Ratios and Ratio Analysis5:31
  Lesson 5 - List of Key Financial Statement Analysis Measurements - Part 1 - Liquidity24:06
  Lesson 6 - List of Key Financial Statement Analysis Measurements - Part 222:33
  Lesson 7- Ratio Evaluation Questions and Conclusion17:17
SUPPORTING MATERIALS
  Study Guide: Introduction to Financial Statement Aerobics – Toning Your Fiscal Physique Part 1 and 2 PDF
  Introduction to Financial Statement Aerobics – Toning Your Fiscal Physique Part 1 and 2 Glossary/IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONS quiz
 FINAL EXAMexam