Module 4: Financial Analysis (CE-Eligible)

This module is eligible for CE credit for those who have insurance licenses. If you don’t have a license or don’t need CE credit, please purchase the non-CE eligible module instead. Both CE- and non-CE eligible modules count equally towards PLUS designations and/or certificate programs.

If you select this CE-eligible module, you’ll be required to do all of the following to receive credit:

• Purchase both the CE-eligible module ($325) and the separate CE-eligible exam registration ($75)
• Complete the CE-eligible module online in our LMS
• Complete the cumulative CE-eligible exam in a proctored setting with Prometric within 365 days of purchase
• Submit your CE Request Form within 5 days of completing the CE-eligible exam

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.

Module and exam copyright date: 2024

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