Preparing Financial Statements and Analysis

Financial Statements and Analysis v2.0

Finance involves obtaining, using, and managing funds to achieve the company's financial objectives (e.g., maximization of shareholder value). This course emphasizes and develops an understanding of financial concepts, tools, strategies, and major decision areas related to the financial management of a business, as well as addressing issues associated with financial information analysis. The course is directed toward the business person who must have financial knowledge but has not recently had training in finance. Topics include a broad overview of analysis techniques, ratio analysis, break-even analysis, leverage and capital structure. Many subjects are discussed with the intention of providing the business person with a quick introduction to commonly used analysis techniques.

"Important: This course was previously titled as "Financial Statements and Analysis (Updated)" Please be aware that the content or course code has not changed."

Learning Objectives:

  • Identify the influence and concerns of financial managers.
  • Differentiate between selected financial analysis ratios.
  • Calculate return on investment.
  • Identify the relative costs associated with using different types of capital.

Prerequisites/Advanced Preparation:


Speaker / Author:

Steve Spafford, MBA, CPA, has over 20 years’ experience as a CPA working with large public accounting firms, and in numerous executive roles at multinational public corporations. He is a member of DeltaCPE LLC, a leading publisher of continuing professional education courses for CPAs, and has edited CPA ethics courses provided to over 35 states.


Price (USD)

Standard: $24.95


Course Code : 99DEL04-v2

Release Date : 10/07/2020
Expire Date : 10/31/2022
Credits :
CPE 1.00
QAS 1.00

Length : 50min
Course Level : Overview
Course Type : QAS Self-Study
Format Type : eLearning
Mobile Compatible
Field Of Study : Accounting

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