Preparing Financial Statements and Analysis

Accountant's Guide to Accounting and Financial Management v3.0

Course Overview:
This course is designed for accountants who must have financial knowledge but has not had formal training in finance. Topics include: The Sarbanes-Oxley Act financial reporting requirements, uses and analysis of financial statements, financial forecasting and cash budgeting, risk and return, valuation of stocks and bonds, time value of money, investing and financing, leverage, optimal capital structure, portfolio selection, management of financial resources, and international finance. The goals of the course are fourfold:

1. It provides an understanding and working knowledge of the fundamentals of financial decision making and strategy that can be put to practical application in day-to-day jobs of accountants and managers.
2. It also concentrates on providing a working vocabulary for communication.
3. It uses examples and illustrations, with emphasis on the practical application of financial concepts, tools, and methodology.
4. It also includes checklists, guidelines, rules of thumb, diagrams, graphs, and tables to aid your comprehension of the subjects discussed.

"Important: This course was previously titled as "Accountants Guide to Accounting and Financial Management (Updated - 2)" Please be aware that the content or course code has not changed."

Learning Objectives:

Once you've completing this course, you should have the ability to:
  • Identify the objectives of managerial finance.
  • Distinguish between profit maximization and stockholder wealth maximization.
  • Recognize factors that affect the value of a firm.
  • Recognize the role of financial managers.
  • Recognize the various legal forms of business organization.
  • Identify the basic financial statements used by a firm.
  • Recognize how the balance sheet portrays a company's financial position.
  • Identify the components of a statement of cash flows.
  • Recognize how footnote disclosures are used, and requirements for segment reporting.
  • Recognize reporting requirements of the Sarbanes-Oxley 404.
  • Identify which factors are used in evaluating a firm’s stock.
  • Recognize a comprehensive set of financial ratios and how to interpret them.
  • Recognize how ROI can be enhanced by management.
  • Identify the basic components of the Du Pont formula and how it can be used for profit improvement.
  • Recognize steps in projecting financial needs by using the percent-of-sales method.
  • Identify major steps in preparing the master budget.
  • Recognize how the cash budget can be used to more effectively conduct financial management.

  • Prerequisites/Advanced Preparation:


    Speaker / Author:

    Steve Spafford is a CPA with DeltaCPE LLC, a national CPE provider.


    Price (USD)

    Standard: $99.80


    Course Code : 99DEL19-v2

    Release Date : 08/16/2018
    Expire Date : 03/31/2022
    Credits :
    CPE 4.00
    QAS 4.00

    Course Level : Overview
    Course Type : QAS Self-Study
    Length : 3hr 20min
    Passing Grade : 70%
    Field Of Study : Accounting
    Theme : Preparing Financial Statements and Analysis

    Format Type : eLearning
    Mobile Compatible

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