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New York Institute of Finance

Financial Statement Analysis

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Description

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

Who should attend

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