Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides an in-depth overview of financial statement analysis techniques used to evaluate company performance beyond the basic information presented in SEC filings. Participants will learn how to apply horizontal, vertical, and ratio analysis to identify trends and assess financial health, as well as how to compare results against industry benchmarks and competitors.
The course explores key financial ratios across liquidity, leverage, profitability, and efficiency, and introduces cash flow analysis to enhance overall insight. Learners will also examine how to interpret management’s discussion and analysis (MD&A) to understand the drivers behind financial results.
Topics Include:
- Defining and Reviewing Financial vs. Technical Analysis
- Identifying Sources of Key Competitive Benchmarks
- Calculating Various Types of Financial Rations
- Cash Flow Analysis
For Part 1 of Inspecting the Annual Report (U.S. Standards), please see here.
Key Takeaways
After completing this course, the learner should be able to:
- Define and review fundamental versus technical analysis.
- Recognize how to apply horizontal, vertical, and ratio analysis to financial statements.
- Identify positive and negative trends and use the MD&A of the annual report to better understand the reasons behind them from management's perspective.
- Identify sources of key competitive benchmarks.
- Describe various types of ratios, with a focus on key liquidity, leverage, profitability, and efficiency ratios.
- Conduct cash flow analysis.
Who Will Benefit
This course is ideal for accounting and finance professionals who need to analyze company performance and make informed decisions based on financial data. It benefits them by building practical skills in evaluating financial statements, identifying trends, and using ratios and benchmarks to assess organizational strength and performance.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Becker has been the partner accountants trust with their professional education for more than 60 years. Our team of expert instructors draws on decades of real-world experience to deliver comprehensive coursework that translate concepts into real-life examples. Becker has prepared people from more than 2,900 accounting firms, alliances, corporations, government agencies and universities.