Management can be summarized as the process of making informed decisions in three key areas: investment, financing and operations. Banking professionals responsible for evaluating management success in these areas can turn to this series for a set of crucial financial statement analysis techniques, culminating in business valuation principles. Participants learn how to compare companies financially, understand cash flow, and grasp basic profitability and risk analysis concepts.
Who should take this course:
Financial managers, investors, research analysts, credit and financial analysts. Those looking at a career in accounting.
Prerequisites:
None
Training Hours/CPE Credits:
7
Modules
Introduction to Financial Statements
Module Code
:
crcn_1063
Level
:
Basic
Training Hours/ CPE Credits
:
1
Module Description:
This module covers: different types of financial decisions that managers of companies can make, the basics of the three most common financial statements, and relationships between these statements and how analysts interpret them.
Learning Objectives:
After completing this module, you'll be able to:
Define the areas in which management makes decisions
Identify the information contained in the three main financial statements
Describe the use of financial statements in ratio analysis
Calculate profitability ratios, including return on assets (ROA)
Risk Analysis Using Ratios
Module Code
:
crcn_1064
Level
:
Basic
Training Hours/ CPE Credits
:
2
Module Description:
In this module you will learn how to perform risk analysis regarding short-term liquidity and long-term solvency.
Learning Objectives:
After completing this module, you'll be able to:
Calculate the ratios used in long and short term risk analysis
Determine the debt and profit risk in a company using ratio analysis
The Impact of Accounting Principles
Module Code
:
crcn_1065
Level
:
Basic
Training Hours/ CPE Credits
:
2
Module Description:
This module covers: income recognition and assets valuation, liability recognition, and valuation of corporate acquisitions.
Learning Objectives:
After completing this module, you'll be able to:
Adjust for differences in reporting to put companies on a comparable basis
Describe the impact accounting valuation of acquired companies has on the profitability of the acquirer
Valuation Basics
Module Code
:
crcn_1066
Level
:
Basic
Training Hours/ CPE Credits
:
2
Module Description:
This module covers valuation basics - why it is used, what is valued; financial analysis of historical performance; the cash flow based approach to valuation and the guidelines based approach to valuing companies.
Learning Objectives:
After completing this module, you'll be able to:
Describe the process of cash flow based approach to valuing companies
Define Porter Analysis
Describe the guidelines based approach to valuing companies
Identify the process of developing pro-forma financial statements.
