Financial Statement Analysis – Ratio Analysis

Master the Art of Financial Statement Analysis: Unlocking Insights through Vertical, Horizontal, and Ratio Analysis

4.38 (1262 reviews)
Udemy
platform
English
language
Money Management Tools
category
Financial Statement Analysis – Ratio Analysis
82,186
students
24.5 hours
content
Aug 2020
last update
$79.99
regular price

What you will learn

Analyze financial statements using vertical, horizontal, and ratio analysis, gaining deep insights for informed decision-making.

Apply vertical analysis to compare financial data as percentages of a common base figure, facilitating meaningful comparisons across companies.

Utilize horizontal analysis to assess trends, changes, and progress in financial performance over time.

Evaluate liquidity ratios (e.g., current ratio, quick ratio) to assess a company's short-term solvency and ability to meet obligations.

Analyze efficiency ratios (e.g., inventory turnover, accounts receivable turnover) to evaluate operational effectiveness and resource utilization.

Calculate and interpret profitability ratios (e.g., gross margin, return on assets) to assess a company's financial performance and profitability.

Assess solvency ratios (e.g., debt-to-equity ratio, times interest earned) to evaluate a company's long-term financial stability and ability to repay debt.

Interpret market prospects ratios (e.g., price-earnings ratio, dividend yield) to assess investor sentiment and market perception.

Apply ratio analysis to evaluate a company's financial health, strengths, weaknesses, and potential risks.

Understand the components of a comprehensive financial statement analysis report and effectively communicate findings.

Why take this course?

🌟 **Course Title:** Financial Statement Analysis – Ratio Analysis --- 🚀 **Master the Art of Financial Statement Analysis: Unlocking Insights through Vertical, Horizontal, and Ratio Analysis** with Robert (Bob) Steele! --- 🎉 **Course Description:** Dive into the world of financial statement analysis with our expert-led online course. Tailored for aspiring accountants, finance professionals, and business owners alike, this course is your key to unlocking the secrets of financial health through analytical methods such as vertical, horizontal, and ratio analysis. 📊 **What You Will Learn:** - **Vertical Analysis:** Discover how to analyze financial statements by expressing data as a percentage of another figure, allowing for easy comparison among companies of different sizes. - **Horizontal Analysis:** Understand the powerful technique used to compare a company's financial data across various periods to track performance trends over time. - **Ratio Analysis:** Delve into the core of financial statement analysis with liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios to evaluate a business's financial health comprehensively. **Practical Learning Experience:** - **Resource-Rich Lessons:** Access downloadable PDF files and preformatted Excel spreadsheets to complement your learning journey. - **Real-World Application:** Apply the concepts of vertical, horizontal, and ratio analysis using practical examples and hands-on activities. **Detailed Course Content:** - **Liquidity and Efficiency Ratios:** Calculate and analyze critical ratios like current ratios, acid-test ratios, and accounts receivable ratios to assess a company's short-term financial health. - **Solvency Ratios:** Explore solvency ratios such as debt ratios, equity ratios, and times interest earned to understand a company's long-term debt position and financial stability. - **Profitability Ratios:** Learn to interpret profit margin ratios, gross margin ratios, return on total assets, return on equity, book value per common share, and earnings per share to gauge a company's profitability and shareholder value creation. - **Market Prospects Ratios:** Assess the growth potential and dividend distribution of a company by analyzing price-earnings ratio and dividend yield from an investor's perspective. **Communication Skills:** - **Report Writing:** Learn how to structure and write compelling financial statement analysis reports that effectively communicate your findings. - **Software Capabilities and Human Judgment:** Understand the role of software in financial statement analysis and the critical importance of human insight and critical thinking skills in interpreting results. **Why Enroll?** This course is designed to provide you with the tools, techniques, and confidence needed to make informed financial decisions. By mastering financial statement analysis, you'll gain a competitive edge in your career and become a more strategic thinker. 🎓 --- Don't miss out on this opportunity to excel in financial analysis. Enroll now and start your journey towards becoming a financial guru with Robert (Bob) Steele's Financial Statement Analysis – Ratio Analysis course! 🚀💼✨

Screenshots

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Our review

--- **Overview of the Course and Reviews** The course on Financial Statement Analysis through Ratios has garnered a global rating of 4.38, with recent reviews providing a mix of praise and suggestions for improvement. The course is designed to cater to learners from beginner to advanced levels, offering an in-depth exploration of financial ratios and their significance in business analysis. --- **Pros of the Course:** - **Comprehensive Content:** The course covers a wide range of topics from basics to more complex concepts related to financial statement analysis, ensuring that students gain a solid understanding of the material. - **Quality of Instruction:** Instructors are noted for their detailed orientation and thorough coverage of topics, which is highly beneficial for those new to the field of finance and accounting. - **Practical Application:** The course provides practical examples and downloadable resources that facilitate understanding and application of the concepts discussed. - **Useful Insights:** Many reviewers reported gaining valuable insights into financial analysis, with some expressing how these lessons have helped them in their current job roles. - **Clear Explanations:** The detailed explanation on all important information, coupled with illustrative examples, is praised for making complex topics easier to grasp. - **Value for Money:** The course material and overall learning experience are considered to be a complete value for money, with many learners appreciating the thoroughness of the content provided. - **Educational Resources:** Learners appreciate the downloadable files that complement the lessons and enhance the learning experience. --- **Cons of the Course:** - **Pacing:** Some reviewers found the instructor's pace to be too fast, making it difficult to follow and understand the material, particularly when it comes to explaining ratios and their reasoning. - **Repetition:** A few learners pointed out that there could be less time spent on repeating Excel functionalities and more focus on core content, as some found this aspect of the course tedious and somewhat redundant. - **Errors in Materials:** At least one reviewer noted errors within the provided PDF documents and formulas mentioned both in the course and the document, suggesting a need for revisiting the materials for accuracy. - **Presentation Style:** Some learners expressed that the presentation style was somewhat boring due to repetition of information, which also contributed to an extended course length. - **Language Barrier:** One reviewer mentioned a language issue, but overall found the course informative and the instructor very clear in their teachings. --- **Additional Notes:** - **Instructor's Performance:** Instructors like Robert (Bob) Steele are commended for their depth of knowledge and detail-oriented approach to teaching, despite it sometimes being tedious due to the thoroughness. - **Course Structure:** The course is structured well with appropriate examples and module sizes that maintain learner attention, though there are suggestions to refine certain sections for efficiency. - **Learning Outcomes:** The course is particularly beneficial for those starting their career in finance and accounting, as it offers guiding principles and practical learning opportunities. - **Overall Experience:** The majority of learners expressed an enjoyable experience with the course, with some attributing it to the instructor's teaching style and the wealth of knowledge imparted. --- **Summary:** This financial statement analysis course offers a comprehensive learning experience with a focus on ratios, supported by practical examples and resources. While the content is rich and the instruction is clear and detailed, there are areas where the pacing and accuracy of materials can be improved. The overall sentiment from learners is positive, with many finding the course valuable for their personal and professional development in finance and accounting.

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2390840
udemy ID
5/30/2019
course created date
6/3/2019
course indexed date
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