A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and understand financial statements. We use real company annual reports and financial statements to better understand and analyze the financial strength of a company and help us make more informed decisions.
Learning Objectives:
• Learn the contents of an annual report.
• Understand a company’s operations and business strategy.
• Realize the many risk factors a company must navigate.
• Analyze company financial statements, as well as its different business segments.
• Read and comprehend the Management Discussion & Analysis (MD&A) section.
• Review the notes to the financial statements for additional detail.
This course is designed for anyone who wants to review accounting fundamentals and master the ability to read and interpret financial statements and reports. It will also be useful for current finance professionals who want to review concepts necessary for financial modeling and valuation in some of CFI’s core courses.
The prerequisites are optional, but we recommend you complete these courses or possess the equivalent knowledge prior to enrolling in this course: Accounting Fundamentals
Overview
Syllabus
- Getting Started
- In this course, we will learn how to read and use annual reports and financial statements. Successfully navigate through an annual report and recognize its various components. Understand complex financial statement concepts like deferred taxes and goodwill. Read and interpret the notes to the financial statements.
- Understanding the Annual Report
- Understanding Financial Statements
- Income Statement and Cashflow Statement
- Course Summary
- Qualified Assessment
Taught by
CFI (Corporate Finance Institute)