Duration:
One day
Description:
This training program is designed to help you acquaint others with the basics of financial analysis. In this course, participants will become familiar with
the contents of corporate financial statements and with special statements such as inventory, depreciation, and retained earnings. This course also
addresses ratios concerning capitalization by common stock and the ways in which the ratios interact when one is changed. By completing this course,
participants will learn how to make quick decisions based on financial analysis.
Table Of Contents:
INTRODUCTION
Welcome and Introductions
Learning Objectives and Agenda
MODULE 1: REVIEWING THE BASICS
Basics Review
Balance Sheets
Income Statements
Ratios and Percentages
MODULE 2: UNDERSTANDING CORPORATE FINANCIAL STATEMENTS
Corporate Financial Statements
The Balance Sheet
The Income Statement
Changes in Financial Position
The Cash Flow Statement
Statement of Retained Earnings
Introduction to Asset Management
Managing Receivables
Inventory Valuation Methods
Depreciation
MODULE 3: RATIOS
Introduction to Ratios
Ratio Activity
How Ratios Affect Each Other
Ratio Relationship Activity
MODULE 4: FINANCIAL PLANNING AND READING
Introduction to Financial Planning
Break-Even Analysis
Decision-Tree Analysis
Cost-Benefit Analysis
Review Quiz
Reading an Annual Report
Learning Objectives Review
Course Evaluation