Financial Performance Analysis and Measurement

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Overview

1.5 Credits
ONLINE

This CPE course explores the process of financial reporting, and the interpretation and analysis of financial statements. It first identifies the type of user for whom an analysis is being prepared. It then compiles an understanding of the nature of the business, industry and organization. It identifies relevant sources of data for analysis, details the process of numerical analysis, and provides categories of ratios used when assessing financial statements. The course further addresses limitations of a financial statement's scope, and provides examples of additional information to develop a better understanding of the entity's business and its industry.

Objectives

  • Calculate ratios relevant for the assessment of an entity's profitability, financial performance, financial position and financial adaptability.
  • Evaluate the financial performance, financial position and financial adaptability of an entity based on the information contained in the financial statements provided.
  • Select the appropriate action that could be taken to improve an entity's financial performance and financial position.
  • Recognize the limitations of ratio analysis.

Major Topics

  • Identification of the user of the financial statement analysis
  • Understanding the entity
  • Relevant sources of data for analysis
  • Ratios to assess the profitability, performance, efficiency, activity, liquidity and capital structure of an entity
  • Limitations of financial statement analysis
  • Investor ratios
  • Statement of cash flows analysis
  • Segmental analysis of an entity

Designed For

CGMA exam candidates Management accountants wanting to develop skills in corporate financial strategy
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