Course
|
Finance Fundamentals

Analyzing the Income Statement

Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
8 Lessons
CPE/CPD & NASBA ACREDITED
Learning Outcomes
Understand the main purpose of an Income Statement
Learn about the components of an Income Statement
Learn how to analyze and apply financial ratios to the Income Statement
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Course
|
Finance Fundamentals

Analyzing the Income Statement

Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
8 Lessons
CPE/CPD & NASBA ACREDITED
Learning Outcomes
Understand the main purpose of an Income Statement
Learn about the components of an Income Statement
Learn how to analyze and apply financial ratios to the Income Statement
Leave your number for the fastest response

Get More Info

Looking to understand how Kubicle can better help your organization meet its learning objectives? Book some time with one of our consultants today.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

What’s Included

8 Lessons
Course Overview
4 MINS
LESSON
Course Overview
Exercise

In this first lesson, you will explore financial analysis at a high level, brush up on your knowledge of income statements and prime yourself for any potential pitfalls when reading financial statements.

The Income Statement
5 MINS
LESSON
The Income Statement
Exercise

Reacquaint yourself with the basic building blocks that make up an income statement. In this lesson, we break down these core components, and explore how vertical and horizontal techniques are used to analyze financial data.

Revenue, Gross Profit and Gross Margin
6 MINS
LESSON
Revenue, Gross Profit and Gross Margin
Exercise

The first section of the income statement deals with revenue and profits. In this lesson, we map these to our case study business and explore some of the direct costs of producing and selling goods and services. We will also examine our first ratio: gross margin.

Operating Expenses and Operating Income
5 MINS
LESSON
Operating Expenses and Operating Income
Exercise

Before reaching the bottom line, businesses must factor in gains and losses made from regular operations. In this lesson, we'll continue to work our way down the income statement, defining terms like OPEX, depreciation and amortization and how these are calculated.

Other Income, Taxes and The Bottom Line
5 MINS
LESSON
Other Income, Taxes and The Bottom Line
Exercise

For most businesses, the most important entry on the income statement is the bottom line. In this lesson, we explore the final section of the statement, and the calculations that must be performed to calculate net income.

Vertical and Horizontal Analysis
4 MINS
LESSON
Vertical and Horizontal Analysis
Exercise

With the deep dive completed, it's time to start making sense of the data. In this lesson, we will apply both vertical and horizontal analysis techniques to our income statement, both to give meaning to the figures and also to identify trends and patterns in the data.

Financial Ratios and the Income Statement
5 MINS
LESSON
Financial Ratios and the Income Statement
Exercise

Financial ratios are powerful tools that empower analysts to ask incisive questions of their data. In this lesson, you will learn basic ratios that can be applied to the income statement, such as gross margin, profit margin and operating margin.

Income Statement Interconnectivity
4 MINS
LESSON
Income Statement Interconnectivity
Exercise

Whether you are a business stakeholder or a financial analyst, it's unlikely you will be performing analysis in isolation. In this lesson, we will explore the level of interdependency and interconnectedness of the three main financial statements, and how one feeds into the other.

LESSON
Exercise

LESSON
Exercise

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Exercise

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Exercise

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Certifications
Earn a certificate with every exam you complete. All successful course completions are recognized by CPD, CPE, and NASBA. As your team gains confidence, skill, and speed, your firm becomes more competitive.
Earn cPE / CPD Credits
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Get More Info
Looking to understand how Kubicle can better help your organization meet its learning objectives?  Book some time with one of our consultants today.
Contact Information
Looking to speak to someone directly?
01 700 9000
info@kubicle.com
Dublin, Ireland
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