FINANCIAL STATEMENT ANALYSIS: MEASURING & INTERPRETING BUSINESS PERFORMANCE

ONLINE CERTIFICATE COURSE

OBJECTIVE

The purpose of this course is to help a business professional understand the financial accounting process and to develop skills necessary to evaluate an enterprise’s financial position and it’s operating, investing, and financing activities. The first part of the course emphasizes the measurement concepts and the mechanics of moving from business transactions to the principal financial statements: Balance Sheet, Income Statement and Statement of Cash Flows. The second part introduces tools for analyzing financial statements, with an emphasis on integrating industry economic and business strategic
factors into the analysis and interpretations.

Key Frameworks include:

– Measuring Financial Position: Balance Sheet

– Measuring Operating Performance: Income Statement

– Measuring Cash Flows

– Financial Statement Analysis

– Pro-Forma Financial Statements (Budgeting, Sensitivity)

Financial Statement Analysis: Measuring & Interpreting Business Performance

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COURSE HIGHLIGHTS

  • Interactive Lecture
    38Interactive Lectures
  • Case Studies
    2Case Studies
  • Real World Applications
    3Real World Applications
  • 1Final Exam
  • Peer Learning
    7Discussions

SYLLABUS

Pre-Work

a) Pre – reads : Overview & Balance Sheet


Framework

a) Balance Sheet Basics

b) Measurement & Recognition of Assets and Liabilities

c) Recognition Principles

d) Shareholder Equity – Types

e) Double Entry Book Keeping – Overview


Application

a) Problem Set: Balance Sheet for Small Beginnings Corporation

Pre-Work:

a) Pre – reads on Income Statement


Frameworks:

a) Income Statement Basics

b) Cash versus Accrual Basis in Accounting

c) Revenue Recognition and Expense Measurement

d) Relation between Income Statement & Balance Sheet

e) Accounting Process

f) Comprehensive Example with Closing Entries: General Enterprises


Application:

a) Problem Set: Balance Sheet for Up-and-Running Corporation

Pre-Work:

a) Pre-reads on Statement of Cash Flows


Frameworks:

a) Statement of Cash Flow Basics

b) Informational Value of the Statement of Cash Flow

c) Relationship Between the Three Financial Statements

d) Preparing a Statement of Cash Flow

e) Comprehensive Example: Preparation of Statement of Cash Flow

– First Step Company

– Salene

f) Analysis of Statement of Cash Flow


Application:

a) Problem Set: Statement of Cash Flow for Aston Corporation

Pre-Work:

a) Pre-reads on Financial Statement Analysis


Frameworks:

a) Financial Statement Analysis Basics

b) Return on Assets, Return on Equity

c) Role of Financial Leverage

d) Key Risk Ratios

e) Working Capital Management


Application:

a) Prepare Case: Wal-Mart Profitability & Risk

b) Discussion: Wal-Mart Profitability & Risk

Pre-Work:

a) Pre-reads on Pro Forma Financial Statements

Frameworks:

a) Projection: Revenues & Expenses

b) Projection: Asset Structure & Capital Structure

c) Projection: Expenses, Cash Balance, and Cash Flow

d) Pro Forma Analysis

e) Budgets and Performance Targets


Application:

a) Prepare Case: Wal-Mart Pro Forma Financial Statements

a) Final Examination

FACULTY

  • Phillip C. Stocken
    Phillip C. Stocken
    Professor of Accounting
    Tuck School of Business At Dartmouth

LEARNING EXPERIENCE

EMERITUS follows a unique online model. This model has ensured that nearly 90 percent of our learners complete their course.

  • OrientationOrientation Week
    The first week is orientation week. During this week you will be introduced to the other participants in the class from across the world. You will also learn how to use the learning platform and other learning tools provided.
  • Goal SettingWeekly Goals
    On other weeks, you have learning goals set for the week. The goals would include watching the video lectures and completing the assignments. All assignments have weekly deadlines.
  • Video LecturesRecorded Video Lectures
    The recorded video lectures are by faculty from the collaborating university.
  • Live WebinarsLive Webinars
    Every few weeks, there are live webinars conducted by EMERITUS course leaders. Course leaders are highly-experienced industry practitioners who contextualize the video lectures and assist with questions you may have regarding your assignments. Live webinars are usually conducted between 1 pm and 3 pm UTC on Tuesdays and Wednesdays.
  • Clarifying DoubtsClarifying Doubts
    In addition to the live webinars, for some courses, the course leaders conduct Office Hours, which are webinar sessions that are open to all learners. During Office Hours, learners ask questions and course leaders respond. These are usually conducted every alternate week to help participants clarify their doubts pertaining to the content.
  • Follow-UpFollow-Up
    The EMERITUS Program Support team members will follow up and assist over email and via phone calls with learners who are unable to submit their assignments on time.
  • Continuous Course AccessContinued Course Access
    You will continue to have access to the course videos and learning material for up to 12 months from the course start date.

EMERITUS Program Support Team

If at any point in the course you need tech, content or academic support, you can email program support and you will typically receive a response within 24 working hours or less.

 

Device Support

You can access EMERITUS courses on tablets, phones and laptops. You will require a high-speed internet connection.

 

EMERITUS Network

On completing the course you join a global community of 5000+ learners on the EMERITUS Network. The Network allows you to connect with EMERITUS past participants across the world.

ADMISSION & FEES

DURATION AND COURSE FEE

  • 2 Months
  • 2 – 4 hours per week
  • Course Fees USD 1200

PAYMENT

  • You can pay for the course either with an international debit or credit card (unfortunately we are unable to accept Diners credit cards), or through a bank wire transfer. On clicking the apply now button below, you will be directed to the application form and the payment page.
  • We provide deferrals and refunds in specific cases. The deferrals and refund policy is available here.
  • You will be provided a course login within 48 hours of making a payment.

APPLICATION PROCESS

  • Please provide your work experience and your current employer via the application.
  • You can apply by clicking the Apply Now button

FAQs

For any questions regarding Emeritus, the learning experience, admission & fees,  grading & evaluation please visit ONLINE CERTIFICATE COURSE FAQs

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