On-Demand

1 Total CPE Credits

*Controller Series: Insightful Financial Analysis

On-Demand
Total CPE: 1

*Controller Series: Insightful Financial Analysis

  • Instructor

    Jennifer Elder

Anyone can “crunch numbers” but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.

Learning Objectives

  • Determine how to set the context for a financial analysis with a corporate overview
  • Distinguish the reasons why financial statement analysis can be difficult
  • Identify the steps to complete a business strategy analysis
  • Identify the six steps of a financial analysis
  • Choose between various ratios for greatest insights

Major Topics

  • Reasons why it’s so difficult to provide an “insightful” financial analysis
  • What is the definition of a financial analysis
  • The six steps of a financial analysis
  • Key takeaways

CPE Credits Available

1
Total CPE
0.5
Accounting
0.5
Auditing

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • BLI Leadership
  • Future Ready

Prerequisites

Experience in financial management of a company.

Advanced Preparation

None

Intended Audience

Aspiring leaders and leaders of teams and organizations

Provider

Maryland Association of CPAs

Purchase This Course

  • MACPA Member

    $ 35 35
    Join

  • MACPA Non-Member

    $ 45 45
    Your Price

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