Financial Statement Analysis

New York Institute of Finance

How long?

  • 2 days
  • in person, online

New York Institute of Finance

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Who should attend

  • Analysts
  • investment advisors
  • credit analysts
  • compliance staff and auditors

About the course

Assess business performance through analysis of financial statements, as well as valuation of off-balance sheet obligations and commitments.

Prerequisite knowledge:

  • Introduction to Financial Accounting or knowledge of financial accounting principles

CURRICULUM

Day 1

MODULE 1: COMPREHEND THE INVESTMENT ENVIRONMENT

  • Gain an appreciation of the trade-off between risk and reward
  • Understand industry and product life cycles
  • Recognize pricing strategies

MODULE 2: APPLICATION OF FINANCIAL STATEMENT RATIOS

  • Observe historical trends
  • Identify determinants of earnings growth
  • Measure financial strength
  • Analyze profitability ratios

MODULE 3: FINDING REALITY IN REPORTED EARNINGS

  • Identifying non-operating activities that alter reported earnings
  • Recognize off-balance sheet liabilities
  • Examine areas for accounting manipulation

MODULE 4: DETERMINANTS OF RETURN ON EQUITY

  • Examine the Dupont System for determining ROE
  • Understand the components of a business
  • Observe the link between ROE and implied growth

Day 2

MODULE 1: UNDERSTANDING FINANCIAL REPORTS

  • Balance sheet
  • Income statement
  • Statement of cash flows

MODULE 2: RECOGNIZE ACCOUNTING METHODS

  • Inventory valuation - LIFO vs. FIFO
  • Depreciation - Straight Line, Sum of the year's digits, etc.
  • Examine capitalization versus expensing

MODULE 3: FORECAST FINANCIAL STATEMENTS

  • Construct common form statements
  • Utilize segment data
  • Compose one-year and multi-year projections

WHAT YOU'LL LEARN

REAL WORLD EXAMPLES AND FINANCIAL REPORTS FOR COMMON AND COMPLEX FINANCIAL ANALYSIS

  • Comprehend the investment environment
  • Understand financial reports
  • Apply financial statement ratios
  • Recognize accounting methods
  • Find reality in reported earnings
  • Forecast financial statements
  • Understands determinants of return on equity

Financial Statement Analysis at New York Institute of Finance

From  $1,790
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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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