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Financial Reporting & Analysis

You’ll move from basic financial statement reading to mastering the tools that reveal a company’s real financial health. You’ll gain practical analysis skills to interpret data, assess performance, and make informed business or investment decisions.

4.5

(10)

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What to Expect From This Financial Reporting & Analysis Course?

By the end of the course, you will be able to:

Explain the purpose and interrelationship of the primary financial statements — Income Statement, Balance Sheet, and Cash Flow Statement.
Apply fundamental accounting principles to understand how transactions impact a company’s financial position and performance.
Analyze profitability, liquidity, efficiency, and solvency using key financial ratios and metrics.
Interpret financial trends through horizontal and vertical analysis to evaluate company performance over time.
Assess the financial health of an organization to support strategic, managerial, or investment decisions.
Integrate financial data and insights to communicate meaningful conclusions in a business context.

Who Should Enroll in this Financial Reporting & Analysis Course?

Aspiring finance professionals preparing for certification exams (CMA, CFA, CPA, ACCA).
Accountants and analysts who need to strengthen their financial analysis skills.
Managers, entrepreneurs, and business owners who make decisions based on financial information.
Students and graduates looking to build a career in accounting, auditing, or financial management.

What are the acquired skills from this Financial Reporting & Analysis?

Financial literacy: Understanding how transactions flow through the financial statements.
Analytical capability: Using ratio analysis to assess performance and risk.
Interpretation skills: Drawing insights from financial trends and variances.
Decision-making skills: Linking financial data to strategic and operational decisions.
Communication skills: Presenting financial insights clearly to non-financial stakeholders.

Financial Reporting & Analysis Self-Study Course

Pre-reading file
Reading Learning Materials.
Pre and Post Course Questions. 
Modules Exercises.
The material language will be English.

Module 1: Introduction to Financial Reporting
Module 2: The Financial Statements
Module 3: Accounting Policies and Adjustments
Module 4: Financial Analysis Techniques
Module 5: Cash Flow and Working Capital Management
Module 6: Financial Reporting in Practice

Course Inclusions

Introduction to Financial Reporting

Definition and objectives of financial reporting
Users of financial statements and their information needs
Overview of the four main financial statements
Accounting standards and principles (GAAP and IFRS)
Accrual accounting, consistency, materiality, and prudence
The accounting equation (Assets = Liabilities + Equity)
Double-entry bookkeeping system
Qualitative characteristics of financial information
How financial reports support transparency, accountability, and decision-making

The Financial Statements

Overview of the four financial statements and their roles
Structure and components of the income statement
Calculation and interpretation of gross profit, operating income, and net income
Structure and classification of assets, liabilities, and equity in the balance sheet
The relationship between profit, retained earnings, and equity
Cash flow statement and its three sections: operating, investing, and financing activities
Direct and indirect methods of cash flow reporting
Statement of changes in equity and its components
How the four statements are linked and reconciled
Using financial statements to assess profitability, liquidity, and solvency

Accounting Policies & Adjustments

Definition and purpose of accounting policies and accounting estimates
Differences between policies, estimates, and accounting adjustments
Accruals and prepayments under accrual accounting
Depreciation concepts and commonly used depreciation methods
Inventory valuation methods (FIFO, LIFO, and weighted average) and their financial impact
Provisions and contingent liabilities
Revenue recognition principles under IFRS and GAAP
Treatment of changes in accounting policies and estimates
Disclosure and consistency in financial reporting
How accounting choices affect profitability, financial position, and financial analysis

Financial Analysis Techniques

Purpose and importance of financial analysis
Horizontal (trend) analysis and vertical (common-size) analysis
Ratio analysis and its role in financial evaluation
Liquidity ratios and short-term solvency assessment
Profitability ratios and earnings performance
Efficiency (activity) ratios and asset utilization
Solvency and leverage ratios for long-term financial stability
Market ratios and investor-focused measures
DuPont analysis for integrated performance evaluation
Trend, peer, and benchmark comparisons
Identification of financial red flags and risk indicators
Using financial analysis to support investment and management decisions

Cash Flow & Working Capital Management

Purpose and structure of the cash flow statement
Cash flows from operating, investing, and financing activities
Interpretation of cash flow patterns and financial health
Differences between profit and cash flow
Key cash flow and liquidity ratios
Free Cash Flow and its importance for investors and creditors
Concept and components of working capital
Receivables, inventory, and payables management
The cash conversion cycle and its impact on liquidity
Strategies for improving cash flow and working capital efficiency
Evaluating cash performance using real company examples

Financial Reporting in Practice

Structure and purpose of corporate annual reports
Financial statements, notes, and management discussion & analysis (MD&A)
Interpretation of management commentary and disclosures
Role of auditors and external assurance
Integrated reporting and ESG (Environmental, Social, Governance) disclosures
Earnings management and financial manipulation techniques
Identification of financial reporting red flags
Importance of ethics, integrity, and transparency in reporting
Corporate scandals and regulatory responses
Practical analysis of real company financial reports
Using financial reporting to support investment and business decisions

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