Overview
A firm’s financial statement can tell many stories. The data presents useful information about a firm, and one must analyze the information to make meaningful decisions regarding the firm's position, effectiveness of management, and where the firm might be heading. This course analyzes Tesla’s 10-K, demonstrating analytical frameworks and ratio analysis techniques. It teaches students to interpret financial information by understanding the rules behind financials and applying analytical techniques. The course covers the company’s past, present, and projections to aid stakeholder decision-making, showing practical techniques, standard ratios, and methods for valuing a business. Despite limitations in using historical data for future projections, it emphasizes the importance of standard analytical techniques.
Learning Objectives
- recognize correct application of common analytical frameworks: PEST analysis, Porter's Five forces, and SWOT
- identify the appropriate data to be used in performing ratio analysis
- recall proper use and application of ratios used for analyzing a firm's liquidity, leverage, efficiency, and profitability
- distinguish areas in which financial statement data can inform accounting policy judgment
- recognize correct application of several technique for making projections based on financial statement data
- recall methods for valuing public and private companies
Designed For
CPAs, CFPs, CFEs, CMAs, and other finance and accounting professionals
Prerequisites
General understanding of financial statement presentation
Find this course for your license:
License or Certification
Regulator
Type