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.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Online
In Person
Starting at $855.00
As few as 11 weeks
4.0

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.

Summer 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Available
See Details
Instructor: Tanesha Morgan
398290
Fee:
$855.00
Onlineformat icon
Notes

Required course in the Finance Certificate.

Enrollment limited. Materials required.

Refund Deadline
No refunds after June 28, 2024
Course Requirements
Course syllabus not yet available.

Fall 2024 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Future Offering (Opens July 29, 2024 12:00:00 AM)
See Details
399674
Fee:
$855.00
In Personformat icon
Location: UCLA
Notes

 

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after October 09, 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
Schedule
Type
Date
Time
Location
Lecture
Thu Sep 26, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Oct 3, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Oct 10, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Oct 17, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Oct 24, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Oct 31, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Nov 7, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Nov 14, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Nov 21, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 167
Lecture
Thu Dec 5, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Dec 12, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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