Reading Financial Statements

A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and understand financial statements. We use real company annual reports and financial statements to better understand and analyze the financial strength of a company and help us make more informed decisions.

 
 

 Course Access:
90-day course access from date of purchase

Time:
Self-study, self-paced

Instructor:
Scott Powell, CFI


 Length/Duration:
2 hours

 


About This Course
 

A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and understand financial statements. We use real company annual reports and financial statements to better understand and analyze the financial strength of a company and help us make more informed decisions.

     
Outline

Learning Objectives:

  • Learn the contents of an annual report
  • Understand a company’s operations and business strategy
  • Realize the many risk factors a company must navigate
  • Analyze company financial statements, as well as its different business segments
  • Read and comprehend the Management Discussion & Analysis (MD&A) section
  • Review the notes to the financial statements for additional detail

Who Should Attend

This course is designed for anyone who wants to review accounting fundamentals and master the ability to read and interpret financial statements and reports. It will also be useful for current finance professionals who want to review concepts necessary for financial modeling and valuation in some of CFI’s core courses.



About Our Expert

  
  Scott Powell 
Scott is a CFI founder and the company’s Chief Content Officer. Now based in Vancouver, Scott spent a significant portion of his career in London, New York, and Hong Kong. Scott has a passion for teaching with over 25 years of experience designing and delivering learning solutions for firms in the financial services sector — particularly in the areas of commercial banking, investment banking, capital markets, and asset management.

Some of the companies he has worked with over his career include Bank of America Merrill Lynch, BCI, Credit Suisse, Deutsche Bank, HSBC, ING, JP Morgan, Royal Bank of Scotland, and TD Bank, to name but a few.



Continued Risk Learning Credits:  2

PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].

Registration
 Membership Type Price
   
 Members $ 60.00
 Non Members $ 66.00

Access

Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.

If this is your first time accessing the PRMIA website you will need to create a short user profile to register. Save on registration by becoming a member.

 

Register Now

 

Support

For technical issues regarding course access, contact [email protected]

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