Financial Analysis – Business Decision Guide

Price: $166.25

CPE Credits: 19.0

Category:

Course Number: FIFALYSB

financial analysis

Description:
Financial Analysis describes how to extract meaningful information from the financial statements of a business. The course also delves into a number of analyses that can be used to improve business decisions, such as price optimization, constraint management, and credit granting. Another area addressed is financing, where the course covers financial leverage, capital structure, foreign exchange risk, and more. Other topics include financial forecasting, discounted cash flow analysis, and the valuation of acquisitions. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Steven Bragg, CPA

Publication: May 2013
Updated: October 2017

Format: PDF
Pages: 358

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Note the situations in which different types of financial analysis could be used.
  • Note the issues to consider when making recommendations as the result of financial analysis.
  • Identify the financial statements, their contents, and how they are formatted.
  • Cite the key accounting concepts that can alter the information presented in the financial statements.
  • State the methods used to interpret the information in the financial statements.
  • Identify the components of the cost-volume-profit relationship, and how they are used.
  • Identify the advantages of the various pricing methodologies.
  • Cite the issues that can impact the cost of a cost object, and whether that cost is recognized.
  • Identify the key constraint concepts and how they can be used to improve profitability.
  • Note the concepts under which credit is granted to customers, as well as indicators of possible future delinquency.
  • Identify the financing choices available to a company.
  • Cite the impact and risks of financial leverage on a business, as well as when leverage is more likely to be used.
  • State the issues impacting the capital structure of a business, as well as situations in which the capital structure should be reviewed.
  • Identify the measurements used by investors to track the adequacy of dividend payments.
  • Identify the risks and mitigating actions associated with foreign exchange.
  • Cite the risks and mitigating actions associated with interest rates, as well as the terms of the various interest rate hedging instruments.
  • State the elements of a system of forecasting and budgeting.
  • Identify the issues impacting the rate of growth of a company.
  • Identify the elements of the cost of capital, and note how the cost of capital is calculated.
  • Cite the basis for the use of discounted cash flows, the types of annuities, and how discounted cash flows can be used.
  • State the methods available for analyzing requests for capital projects, and the issues to be reviewed when examining such requests.
  • Note the concepts involved in the lease or buy decision process, the information to include in or exclude from the decision, and the circumstances under which different lease types would be used.
  • Identify the techniques used to place a value on a target company.
  • Cite the methods used to measure and improve shareholder value, and the situations in which certain methods are more applicable.

Description:
Financial Analysis describes how to extract meaningful information from the financial statements of a business. The course also delves into a number of analyses that can be used to improve business decisions, such as price optimization, constraint management, and credit granting. Another area addressed is financing, where the course covers financial leverage, capital structure, foreign exchange risk, and more. Other topics include financial forecasting, discounted cash flow analysis, and the valuation of acquisitions. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Steven Bragg, CPA

Publication: May 2013
Updated: October 2017

Format: PDF
Pages: 358

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Note the situations in which different types of financial analysis could be used.
  • Note the issues to consider when making recommendations as the result of financial analysis.
  • Identify the financial statements, their contents, and how they are formatted.
  • Cite the key accounting concepts that can alter the information presented in the financial statements.
  • State the methods used to interpret the information in the financial statements.
  • Identify the components of the cost-volume-profit relationship, and how they are used.
  • Identify the advantages of the various pricing methodologies.
  • Cite the issues that can impact the cost of a cost object, and whether that cost is recognized.
  • Identify the key constraint concepts and how they can be used to improve profitability.
  • Note the concepts under which credit is granted to customers, as well as indicators of possible future delinquency.
  • Identify the financing choices available to a company.
  • Cite the impact and risks of financial leverage on a business, as well as when leverage is more likely to be used.
  • State the issues impacting the capital structure of a business, as well as situations in which the capital structure should be reviewed.
  • Identify the measurements used by investors to track the adequacy of dividend payments.
  • Identify the risks and mitigating actions associated with foreign exchange.
  • Cite the risks and mitigating actions associated with interest rates, as well as the terms of the various interest rate hedging instruments.
  • State the elements of a system of forecasting and budgeting.
  • Identify the issues impacting the rate of growth of a company.
  • Identify the elements of the cost of capital, and note how the cost of capital is calculated.
  • Cite the basis for the use of discounted cash flows, the types of annuities, and how discounted cash flows can be used.
  • State the methods available for analyzing requests for capital projects, and the issues to be reviewed when examining such requests.
  • Note the concepts involved in the lease or buy decision process, the information to include in or exclude from the decision, and the circumstances under which different lease types would be used.
  • Identify the techniques used to place a value on a target company.
  • Cite the methods used to measure and improve shareholder value, and the situations in which certain methods are more applicable.
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