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Practical Financial Statement Analysis

Finance & Accounting

Rating3.8
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Practical Financial Statement Analysis, available at $39.99, has an average rating of 3.75, with 45 lectures, based on 116 reviews, and has 670 subscribers.

You will learn about Analyze financial statements using practical tools and examples from company filings Perform earnings, balance sheet and cash flow quality analyses by answering questions, detecting red flags, using common size analysis and ratio analysis Understand how financial statements can be tweaked to meet operating targets Read and interpret the 10-K This course is ideal for individuals who are This course can help both students who want to get started in financial statement analysis and experienced analysts and investors either seeking to brush up on their accounting analytical skills or learn something new. Students should have at least a basic understanding of the three main financial statements. or Investment professionals or Accounting and financial analysts or Individual investors or Accounting, investment, finance and business students or This course is not intended for those who want to learn the basics of accounting such as debits and credits It is particularly useful for This course can help both students who want to get started in financial statement analysis and experienced analysts and investors either seeking to brush up on their accounting analytical skills or learn something new. Students should have at least a basic understanding of the three main financial statements. or Investment professionals or Accounting and financial analysts or Individual investors or Accounting, investment, finance and business students or This course is not intended for those who want to learn the basics of accounting such as debits and credits.

Enroll now: Practical Financial Statement Analysis

Summary

Title: Practical Financial Statement Analysis

Price: $39.99

Average Rating: 3.75

Number of Lectures: 45

Number of Published Lectures: 45

Number of Curriculum Items: 45

Number of Published Curriculum Objects: 45

Original Price: $64.99

Quality Status: approved

Status: Live

What You Will Learn

  • Analyze financial statements using practical tools and examples from company filings
  • Perform earnings, balance sheet and cash flow quality analyses by answering questions, detecting red flags, using common size analysis and ratio analysis
  • Understand how financial statements can be tweaked to meet operating targets
  • Read and interpret the 10-K

Who Should Attend

  • This course can help both students who want to get started in financial statement analysis and experienced analysts and investors either seeking to brush up on their accounting analytical skills or learn something new. Students should have at least a basic understanding of the three main financial statements.
  • Investment professionals
  • Accounting and financial analysts
  • Individual investors
  • Accounting, investment, finance and business students
  • This course is not intended for those who want to learn the basics of accounting such as debits and credits

Target Audiences

  • This course can help both students who want to get started in financial statement analysis and experienced analysts and investors either seeking to brush up on their accounting analytical skills or learn something new. Students should have at least a basic understanding of the three main financial statements.
  • Investment professionals
  • Accounting and financial analysts
  • Individual investors
  • Accounting, investment, finance and business students
  • This course is not intended for those who want to learn the basics of accounting such as debits and credits

This course covers financial statement analysis using real examples from financial statements. I developed the course from my experience doing financial statement analysis for clients in various accounting and financial consulting roles over the years. 

The course is geared towards anyone interested in improving their financial statement analysis skills. Seasoned investors on Wall Street, individual investors, students, bankers and others looking for a practical way to analyze financial statements can benefit from this course.

The course teaches how to assess earnings, cash flow and balance sheet quality using practical examples. It explains how the types of questions to answer when analyzing financial statements, how to detect red flags, how to use common size size and ratio analysis to uncover hidden risks, and how to read and interpret the 10-K.

Learn what to look for when analyzing financial statement items such as revenue, inventories, income taxes, pensions, stock-based compensation, stock buybacks, reserves, among others. The course includes a list of red flags you can use in your financial statement analysis.

The course is a video format utilizing PowerPoint slides. No material is needed for the course, except writing materials if the student wishes to take notes.

This course is designed to be different from other financial statement analysis courses. While there will be some overlap, the areas I focus on in this course are based on information gleaned from actually working with investors and and other clients, and getting to understand the areas they are most concerned about. The real world experience applied to this course is what differentiates it.

Course Curriculum

Chapter 1: Course Introduction and Financial Statement Analysis Overview

Lecture 1: Introduction

Lecture 2: Importance of Financial Statement Analysis

Lecture 3: Financial Statement Analysis Process

Lecture 4: Earnings Quality Analysis Example

Chapter 2: Earnings Quality Analysis

Lecture 1: Introduction to Earnings Quality Analysis

Lecture 2: Earnings Quality Analysis Step 1: Are Earnings from the Core Business?

Lecture 3: Earnings Quality Analysis Step 1: Are Earnings Recurring or Non-Recurring?

Lecture 4: Earnings Quality Analysis Step 1: Are Earnings Subject to Management Judgment?

Lecture 5: Earnings Quality Analysis Step 1: Is the Company Converting Earnings to Cash?

Lecture 6: Earnings Quality Example: Is the Company Converting Earnings to Cash?

Lecture 7: Earnings Quality Analysis Step 2: Common Size Income Statement

Lecture 8: Common Size Income Statement Example

Lecture 9: Earnings Quality Analysis Step 3: Ratio Analysis

Lecture 10: Earnings Quality Analysis Step 4: Putting It All Together

Chapter 3: Balance Sheet Quality Analysis

Lecture 1: Introduction to Balance Sheet Quality Analysis

Lecture 2: Introduction to Balance Sheet Quality Analysis Step 1

Lecture 3: Balance Sheet Quality Analysis Step 1: Questions 1 and 2

Lecture 4: Balance Sheet Quality Analysis Step 1 – Questions 3 and 4

Lecture 5: Balance Sheet Quality Analysis Step 2: Common Size Balance Sheet

Lecture 6: Balance Sheet Quality Analysis Step 3: Ratio Analysis

Lecture 7: Balance Sheet Quality Analysis Step 4: Putting It All Together

Chapter 4: Cash Flow Quality Analysis

Lecture 1: Introduction to Cash Flow Quality Analysis

Lecture 2: Cash Flow Quality Analysis Step 1

Lecture 3: Cash Flow Quality Steps 2 and 3: Ratio Analysis and Putting It All Together

Chapter 5: Section 5 – Financial Statement Analysis Conclusion

Lecture 1: Financial Statement Analysis Conclusion

Chapter 6: Section 6: Reading and Interpreting the 10-K

Lecture 1: Introduction to Reading and Interpreting the 10-K

Lecture 2: 10-K Items 1A Risk Factors and Item 6 Selected Financial Data

Lecture 3: Item 7: Management's Discussion & Analysis – Part 1

Lecture 4: Item 7: Management's Discussion & Analysis – Part 2

Lecture 5: Item 8: Financial Statements and Supplementary Data

Lecture 6: Item 8: Financial Statements – Revenue

Lecture 7: Item 8: Financial Statements – Stock-based Compensation

Lecture 8: Item 8: Financial Statements – Pensions

Lecture 9: Item 8: Financial Statements – Income Taxes

Lecture 10: Item 8: Financial Statements – Income Taxes Part 2

Lecture 11: Item 8: Financial Statements – Mergers & Acquisitions

Lecture 12: Item 8: Financial Statements – Intangible Assets

Lecture 13: Item 8: Financial Statements – Financial Instruments

Lecture 14: Item 8: Financial Statements – Receivables

Lecture 15: Item 8: Financial Statements – Inventories

Lecture 16: Item 8: Financial Statements – Property, Plant & Equipment

Lecture 17: Item 8: Financial Statements – Reserves

Lecture 18: Item 8: Financial Statements – Earnings per Share

Lecture 19: Other 10-K Items

Lecture 20: Conclusion

Instructors

Rating Distribution

  • 1 stars: 2 votes
  • 2 stars: 6 votes
  • 3 stars: 18 votes
  • 4 stars: 39 votes
  • 5 stars: 51 votes

Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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