Practical Financial Statement Analysis

Practical Financial Statement Analysis

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.

Learn to analyze financial statements using real examples from company filings

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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

Rating: 3.75

Level: All Levels

Duration: 4.5 hours

Instructor: Jason Williams