Module 4: Financial Analysis
The key to Financial Analysis is an understanding of financial reporting for public companies. This module begins with a discussion of characteristics of public companies and their classification according to market capitalization. It discusses regulatory bodies and various financial reporting requirements, such as the Securities & Exchange Commission, Financial Accounting Standards Board and Generally Accepted Accounting Principles. Preparation and interpretation of financial statements and auditors’ notes are addressed. The material discusses the structure, purpose, and components of the financial statements, including Balance Sheet, Income & Expense Statements, Cash Flow, and Stockholders’ Equity, and how to best analyze the information contained in those documents. The material addresses how to analyze public company financials, value and profitability, effectiveness/efficiency, and financial strength and solvency. The module concludes with analysis of financials for Initial Public Offering, other start-ups and private companies.
This format includes both the content to be studied and the exam. You will not need to purchase or take a separate exam.
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