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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Typically Available

Fall

Winter

Spring

Summer

Duration

As few as 11 weeks

Units

4.0

Current Formats

In Person

Cost

Starting at $905.00

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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.

Winter 2026 Schedule

Date

Details

Format

January 8 - March 19

Thursday 6:30PM - 9:30PM PT

REG#

406249

Fee:

$905.00

In Person

UCLA

Updating...

Notes

Visitors not permitted. Internet access required. Materials required.

Elective course in the Finance Certificate. Internet access required.

Deadline

Refunds only available from November 03, 2025 to January 18, 2026

Course Requirements

Course Syllabus

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 8, 2026

6:30PM PT - 9:30PM PT