Course
|
Financial Modeling

Introduction to Financial Statements

Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
15 Lessons
CPE/CPD & NASBA ACREDITED
Learning Outcomes
List the main financial statements used in business
Determine when revenue should be recognized
Calculate cost of goods, expenses, taxes, and profits
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Course
|
Financial Modeling

Introduction to Financial Statements

Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
15 Lessons
CPE/CPD & NASBA ACREDITED
Learning Outcomes
List the main financial statements used in business
Determine when revenue should be recognized
Calculate cost of goods, expenses, taxes, and profits
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

15 Lessons
Introducing Financial Statements
3 MINS
LESSON
Introducing Financial Statements
Exercise

To understand business, you need to understand financial statements. In this lesson, I introduce you to the Income Statement, the Balance Sheet and the Statement of Cashflows.

Revenue and Revenue Recognition
5 MINS
LESSON
Revenue and Revenue Recognition
Exercise

Revenue is at the beginning of every Income Statement. In this lesson, I'll show you how to calculate revenue growth and understand the concept of revenue recognition

Calculating Gross Profit
4 MINS
LESSON
Calculating Gross Profit
Exercise

Gross profit is calculated by subtracting Cost of Goods Sold from Revenue. In this lesson we examine trends in Gross Profit and Gross Margin for MarkerCo

Operating Expenses
5 MINS
LESSON
Operating Expenses
Exercise

Operating expenses such as sales and marketing are those that cannot be directly tied to revenue. In this lesson, I analyse the operating expenses of MarkerCo, line-by-line.

Interest, Taxes and Net Profit
4 MINS
LESSON
Interest, Taxes and Net Profit
Exercise

By subtracting interest and taxes from EBIT, we arrive at net profit - a great indicator of MarkerCo's performance over the past 4 years

Common-Size Income Statement
3 MINS
LESSON
Common-Size Income Statement
Exercise

The common-size income statement can provide some valuable insights, not noticed when looking at absolute numbers. Find out how to create one in this lesson.

Current Assets
5 MINS
LESSON
Current Assets
Exercise

The short-term financial health of the company should start with a look at the balance sheet, particularly current assets - which we will do in this lesson.

Current Liabilities and Liquidity Ratios
4 MINS
LESSON
Current Liabilities and Liquidity Ratios
Exercise

Comparing current liabilities and current assets provides us with valuable liquidity metrics for MarkerCo. I'll show you how to calculate these metrics in this lesson.

Long-Term Assets
5 MINS
LESSON
Long-Term Assets
Exercise

Long-term assets such as Property, Plant and Equipment inform you as to how much capital a business needs to spend. Find out how to analyse long-term assets in this lesson.

Long-Term Liabilities and Shareholders' Equity
3 MINS
LESSON
Long-Term Liabilities and Shareholders' Equity
Exercise

Long-term liabilities and shareholders' equity are the two remaining items in our balance sheet. Find out their role in maintaining the 'balance' against assets.

Common-Size Balance Sheet
4 MINS
LESSON
Common-Size Balance Sheet
Exercise

The common-size balance sheet should always be created to provide an alternate view on MarkerCo's financial health. I'll show you how to build one in this lesson.

Cashflows from Operating Activities
4 MINS
LESSON
Cashflows from Operating Activities
Exercise

In this lesson, we examine cashflows from operating activities, include balance sheet adjustments. MarkerCo's operating cashflows are particularly strong

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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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