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
In Person
Starting at $855.00
As few as 11 weeks
4.0
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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 2025 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Available
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400790
Fee:
$855.00
In Personformat icon
Location: UCLA
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Notes

 

Visitors not permitted. Internet access required. Materials required.

Refund Deadline
No refunds after January 22, 2025
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 9, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Jan 16, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Jan 23, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Jan 30, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Feb 6, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Feb 13, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Feb 20, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Feb 27, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Mar 6, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Mar 13, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170
Lecture
Thu Mar 20, 2025
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 170

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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