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)
Language
English
Why Bakkah?
Money Guaranteed
Global Accreditation
Flexible Learning
About this Course
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.
- 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
Learn your way, at your pace.
Get the skills you need with a flexible learning experience designed to fit your lifestyle.
Financial Reporting & Analysis - Self Study
Best for busy learners who need flexibility.
Course Inclusions
- 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
- 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
- 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
- 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
- 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
- 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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