Financial Statement Analysis

MGMT X 432.3

This course covers the mechanics of financial statement analysis including balance sheet and income statement analysis, ratio analysis, and cash flow analysis. Particular emphasis is placed on quality of earnings analysis.

READ MORE ABOUT THIS COURSE
Online
Classroom
Starting at $765.00
As few as 11 weeks
4.0 Credits

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:

This course is intended for financial and credit analysts, CPA or CFA candidates, investors, business managers, or individuals who are involved in equipment or real estate financing or leasing, or trade credit analysis. The course focuses on the mechanics of financial statement analysis including balance sheet and income statement analysis, ratio analysis, cash flow analysis, common size analysis, and trend analysis. Particular emphasis is placed on quality of earnings 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.
Suggested Prerequisites

It is advisable that you complete the following (or equivalent) since they are prerequisites for Financial Statement Analysis.

X 1A and X 1B Principles of Accounting or consent of instructor.

Fall 2018 Schedule

These courses are fully online, and there are no in-person classroom meetings.

Enrollment Closed
-
Instructor: Ralph Zwetow
363595
Fee:
$765.00
See Details
Notes

Required course in the Finance Certificate. Materials required.

Refund Deadline
No refunds after October 2, 2018
Course Requirements
Book: Financial Statement Analysis (11th Edition) by Wild, Subramanyam

These courses meet in person and make use of an online presence to varying degrees.

Enrollment Closed
-
Thursday 6:30PM - 9:30PM
Location: UCLA
Instructor: Chee-Sum Tan
363719
Fee:
$765.00
See Details
Notes

No meeting November 22, 2018. One meeting to be arranged.

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after October 11, 2018
Schedule
Type
Date
Time
Location
Lecture
Thu Sep 27, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Oct 4, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Oct 11, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Oct 18, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Oct 25, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Nov 1, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Nov 8, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Nov 15, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Nov 22, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Nov 29, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337
Lecture
Thu Dec 6, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 1337

These courses are fully online, and there are no in-person classroom meetings.

Future Offering (Opens 31 Oct 2018 12:00:00 AM)
-
Instructor: Ralph Zwetow
365294
Fee:
$765.00
See Details
Notes

Required course in the Finance Certificate. Materials required.

Refund Deadline
No refunds after January 15, 2019
Course Requirements
Book: Financial Statement Analysis (11th Edition) by Wild, Subramanyam

These courses meet in person and make use of an online presence to varying degrees.

Future Offering (Opens 31 Oct 2018 12:00:00 AM)
-
Wednesday 6:30PM - 9:30PM
Location: UCLA
Instructor: Chee-Sum Tan
365408
Fee:
$765.00
See Details
Notes

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after January 24, 2019
Schedule
Type
Date
Time
Location
Lecture
Wed Jan 9, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Jan 16, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Jan 23, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Jan 30, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Feb 6, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Feb 13, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Feb 20, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Feb 27, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Mar 6, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Mar 13, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Wed Mar 20, 2019
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238

Contact Us

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