Analysis of the Corporate Annual Report (RTDP)

Pre-requistes:

Knowledge Level:

Major Topics:

• Annual Report: The Financial Statements
• Annual Report: Other Sections of the Report
• Analysis of Financial Statements for Liquidity, Asset Utilization and Solvency
• Analysis of Financial Statements for Profitability and Market Value

Learning Objectives:

• Identify the basic financial statements of the annual report and their purpose: the balance sheet, income statement, and statement of cash flows.
• Recognize the elements of the balance sheet.
• Recognize how the income statement reveals the entity’s operating performance.
• Identify a company’s cash inflows and cash outflows.
• Identify the types of accounts that may exist in the financial statements.
• Identify the other sections and items of the annual report.
• Recognize auditing standards for internal control over financial reporting, including the Sarbanes-Oxley Act.
• Identify important factors for financial statement analysis.
• Recognize techniques of horizontal analysis and vertical analysis.
• Calculate different types of ratio analysis.
• Identify types of ratio analysis.
• Recognize some of the limitations of different ratio analysis.
• Apply financial ratios calculations.

Designed For: