Analysing Financial Statements

The ability to analyse and interpret financial statements is a vital skill for many finance industry professionals. Financial statements contain information essential for assessing business performance and identifying issues relating to the management of an organisation.

Applying common performance ratios to financial statements unlocks many of the secrets of a company’s financial condition. It also provides greater insight into a company’s true position for creditors, investors and shareholders.

Who should attend?

This course is ideal for those who want to gain in-depth analysis skills in relation to financial statements by using common performance ratios, as well as finance industry participants such as junior investment analysts, credit analysts and relationship banking staff. Finance managers, lending staff and non-finance professionals will also find the course useful.

What will I learn?

• You will be able to:
  • apply ratio analysis to financial statements
  • interpret the results and understand the different reasons users analyse financial statements
  • will be able to identify issues and items not reported in the statements.
• You will also gain an insight into the ways in which financial statements can be wrongfully manipulated and how accounting standards can be wrongfully used to mislead readers.

What topics will be covered?

• ratios — purpose and rationale
• liquidity ratios
• management efficiency ratios
• capital structure ratios
• profitability ratios
• market performance ratios.

Recommended prerequisites

• Understanding Financial Statements

How to register

In-house workshops:

Our workshops can be customised and delivered at your premises giving you access to the training you need, when you need it. For more information or to discuss your training needs, please call 1300 728 505 or via email corporatesolutions@kaplan.edu.au.

Kaplan Professional:

How to register? Please check our Calendar of Short Courses to see if the course you wish to attend is scheduled in your region. If it is scheduled in your region, click the relevant course name and follow the prompts.

Expressions of Interest: We can schedule workshops for small groups at mutually suitable times at Kaplan Professional. If you are interested in attending a workshop, please complete an Expression of Interest form to enable us assess the level of interest for that course. We will then place your name on our waiting list for that particular course and will contact you as soon as we have received sufficient interest to run the course. (A minimum of 8 participants is required to run a course.) Scheduled courses may then be open to the public.

For more information, please call 1300 527 526 or email pdmail@kaplan.edu.au.

* The PD points quoted here are intended to be used as a guide only. Your Compliance Manager or Professional Body may assess this program according to their own guidelines. To receive PD points please take this course outline to your Compliance Manager or Professional Body for accreditation.

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