Course Table of Contents

Chapter 1: Course Introduction

• Module 1: Welcome (📽️1:27 )
• Module 2: Financial Statements: Overview (📽️ 19:02)
• Module 2a: Financial Statements Overview: Solution (📽️ 3:13)
• Module 3: The Supporting Documents (📽️ 13:43)
• Module 3a: Supporting Documents: Solution (📽️ 4:19)
• Module 4: Governing Relationships (📽️ 7:14)
• Module 5: Accounting Choices (📽️ 11:12)
• Module 5a: Accounting Choices: Solution (📽️ 1:25)
• Module 6: Financial Statement Sudoku (📽️ 9:39)
• Chapter 1 Quiz (10 questions)

Chapter 2: The Balance Sheet

• Module 1: Welcome (📽️1:19 )
• Module 2: Balance Sheet Overview (📽️ 4:16)
• Module 3: Current Assets (📽️ 12:42)
• Module 3a: Current Assets: Solution (📽️ 3:19)
• Module 4: Inventory (📽️ 41:54)
• Module 5: Long-Term Assets (📽️ 17:33)
• Module 5a: Long-Term Assets: Solution (📽️ 2:43)
• Module 6: Current Liabilities (📽️ 9:48)
• Module 6a: Current Liabilities: Solution (📽️ 3:03)
• Module 7: Long-Term Liabilities (📽️ 16:03)
• Module 7a: Long-Term Liabilities: Solution (📽️ 4:08)
• Module 8: Other Long-Term Liabilities (📽️ 9:48)
• Module 8a: Other Long-Term Liabilities: Solution (📽️ 4:08)
• Module 9: Stockholders Equity (📽️ 17:21)
• Module 9a: Stockholders Equity: Solution (📽️ 8:50)
• Chapter 2 Quiz (10 questions)

Chapter 3: The Income Statement

• Module 1: Welcome (📽️1:30 )
• Module 2: Income Statement Overview (📽️ 12:36)
• Module 2a: Overview: Solution (📽️ 3:31)
• Module 3: Operating Income (📽️ 15:17)
• Module 3a: Operating Income: Solution (📽️ 3:05)
• Module 4: Non-Operating Items (📽️ 3:49)
• Module 4a: Non-Operating Items: Solution (📽️ 7:16)
• Module 5: Special Topics (📽️ 11:52)
• Module 5a: Special Topics: Solution (📽️ 2:54)
• Module 6: Other Comprehensive Income “OCI” (📽️ 7:55)
• Module 6a: Other Comprehensive Income “OCI”: Solution (📽️ 3:17)
• Chapter 3 Quiz (10 questions)

Chapter 4: The Statement of Cash Flow

• Module 1: Welcome (📽️1:30 )
• Module 2: Statements of Cash Flow Overview (📽️ 23:24)
• Module 3: Math and Formats (📽️ 22:27)
• Module 4: Operating Activities (📽️ 11:29)
• Module 5: Investing Activities (📽️ 6:45)
• Module 6: Financing Activities (📽️ 7:31)
• Module 7: Cash Flow Exercise (📽️ 19:04)
• Module 8: Analyzing This Statement (📽️ 7:16)
• Module 8a: Analyzing Solutions (📽️ 4:23)
• Chapter 4 Quiz (10 questions)

Chapter 5: Financial Ratios

• Module 1: Welcome (📽️1:30 )
• Module 2: Financial Ratios Overview (📽️ 8:50)
• Module 3: Profitability Ratios (📽️ 7:57)
• Module 3a: Profitability Ratios: Solution (📽️ 3:31)
• Module 4: Liquidity Ratios (📽️ 22:48)
• Module 4a: Liquidity Ratios: Solution (📽️ 7:58)
• Module 5: Efficiency Ratios (📽️ 4:17)
• Module 5a: Efficiency Ratios: Solution (📽️ )
• Module 6: Leverage Ratios (📽️ 20:43)
• Module 6a: Leverage Ratios: Solution (📽️ 5:46)
• Module 7: Return Ratios (📽️ 7:45)
• Module 7a: Return Ratios: Solution (📽️ )
• Module 8: Market Ratios (📽️ 8:53)
• Module 8a: Market Ratios: Solution (📽️ 2:04)
• Quiz (10 questions)

Chapter 6: Special Topics for Commercial Bankers

• Module 1: EBITDA Calculation and Adjustments (📽️ )
• Module 2: 4 Other Cash Flow Measures (📽️ )
• Module 3: Funded Debt and Capital (📽️ )
• Module 4: Debt Service (📽️ )
• Module 5: Accounts Receivable and Inventory (📽️ )
• Module 6: Leases (📽️ )
• Chapter 6 Quiz (10 questions)

Step-by-Step Guidance

Class Structure:

This online class is coordinated with videos and exercises. At the end of each learning module, attendees complete exercises and later review the solutions to cement understanding. Quizzes and a final exam are options for attendees to demonstrate mastery.

Target Audience:

This class is aimed at the entry-level professional responsible for analyzing and understanding financial statements.  Frequent participants include:

• Analysts/Associates
• Professionals seeking accounting refreshers
• Product Specialists
• Internal and external auditors
• Examiners