Preparing Financial Statements and Analysis

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

This course is designed for accountants seeking an overview of financial accounting concepts. Topics include: The Sarbanes-Oxley Act, uses and analysis of financial statements, financial performance and financial forecasting and cash budgeting. The goals of this 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 guidelines, rules of thumb, diagrams, graphs, and tables to aid your comprehension of the subjects discussed.

Important: This course, "Accountant's Guide to Accounting & Financial Management v3.0" has been republished in our new course platform. There has been a slight change to the course id; however, the content is the same, with only minor updates. If you have already received credit for this course title in our old platform, you cannot receive credit again.

Learning Objectives:

After completing this course, participants should be able 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:

    None.


    Speaker / Author:

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

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    Price (USD)

    Standard: $99.80

    Details

    Course Code : 99DEL19-v2A

    Release Date : 04/08/2022
    Expire Date : 04/30/2023
    Credits :
    CPE 4.00
    QAS 4.00

    Length : 3hr 20min
    Course Level : Overview
    Course Type : QAS Self-Study
    Passing Grade : 70%
    Format Type : eLearning
    Mobile Compatible
    Field Of Study : Accounting

    Theme : Preparing Financial Statements and Analysis

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