Financial Statement Analysis

MGMT X 432.3

Review the mechanics of financial statement analysis, including balance sheet and income statement analysis, ratio analysis, and cash flow analysis, with an emphasis on quality of earnings analysis.

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Fall
Winter
Spring
Summer
Hybrid (In-Person)
Starting at $855.00
As few as 11 weeks
4.0
View Course Options

What you can learn.

  • Receive a balanced view of financial analysis, including both equity and credit analysis, as well as cash-based and earnings-based valuation models
  • Understand how to analyze free cash flow generation, profitability, and operating efficiency
  • Learn methods of evaluating the impact of leverage on business risk and return on equity
  • Recognize how to interpret actual excerpts from financial reports and footnotes

About this course:

Designed for financial and credit analysts; CPA or CFA candidates; investors; business managers; or individuals who are involved in equipment or real estate financing, leasing, or trade credit analysis, this course focuses on the mechanics of financial statement analysis, with an emphasis on quality of earnings analysis. Topics covered include balance sheet and income statement analysis, ratio analysis, cash flow analysis, common size analysis, and trend analysis. Students are expected to analyze and evaluate free cash flow generation, profitability, operating efficiency, and the impact of leverage on business risk and return on equity.
Prerequisites
MGMT X 1A and MGMT X 1B Principles of Financial Accounting or equivalent, or consent of instructor. We also recommend students have some finance work experience, an undergraduate degree in finance or a related field of study or have completed our Accounting Fundamentals Certificate program.

Fall 2023 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 8:30PM PT
Available
See Details
394127
Fee:
$855.00
Hybrid (In-Person)format icon
Location: UCLA
Updating...
Still accepting enrollments
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after October 09, 2023
Course Requirements
Course syllabus not yet available.
FINANCIAL REPORTING, FINANCIAL STATEMENT ANALYSIS AND VALUATION(10th) by WAHLEN, JAMES M., BAGINSKI, STEPHEN P., AND BRADSHAW, MARK
Cengage
ISBN 9780357722091
Schedule
Type
Date
Time
Location
Lecture
Tue Sep 26, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Oct 3, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Oct 10, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Oct 17, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Oct 24, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Oct 31, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Nov 7, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Nov 14, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Nov 21, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Nov 28, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147
Lecture
Tue Dec 5, 2023
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 147

Winter 2024 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Future Offering (Opens November 06, 2023 12:00:00 AM)
See Details
395410
Fee:
$855.00
Hybrid (In-Person)format icon
Location: UCLA
Updating...
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after January 24, 2024
Course Requirements
Course syllabus not yet available.
FINANCIAL REPORTING, FINANCIAL STATEMENT ANALYSIS AND VALUATION(10th) by WAHLEN, JAMES M., BAGINSKI, STEPHEN P., AND BRADSHAW, MARK
Cengage
ISBN 9780357722091
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 11, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 18, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 25, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 1, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 8, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 15, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 22, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 29, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 7, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 14, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 21, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
phone-icon 310-206-7247
phone-icon fmpcertificate@uclaextension.edu

This course applies towards the following certificates & specializations…

Finance
finance-ce0443
Accounting: Business Analysis and Reporting
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