Preparing Financial Statements and Analysis

Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers v1.1

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

Learning Objectives:

After completing this course, participants should be able to:

  • Indicate how different stakeholders utilize financial statements
  • Recognize how flexible budgeting may be used by CFOs and Controllers
  • Recall how time series analysis and common size financial statements are used in trend analysis
  • Calculate liquidity, leverage, and profitability ratios
  • Identify the uses and limitations of ratio analysis


Prerequisites/Advanced Preparation:

A basic understanding of budgeting techniques


Speaker / Author:

David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC.

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Price (USD)

Standard: $137.23

Details

Course Code : 99PET47-v1.1

Release Date : 05/13/2024
Expire Date : 05/31/2026
Credits :
CPE 5.50
QAS 5.50

Length : 4hr 35min
Course Level : Intermediate
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Finance

Theme : Preparing Financial Statements and Analysis

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