Financial Management
How to Analyse Financial Statements
Balance Sheet Analysis, Ratio Analysis, Forecasting, and Segment Reporting
3 CPD credits on completion
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Certificate on completion
Downloadable resources
Self-paced learning
About This Course
Course Information
The learning outcomes from this CPD management skills course include: Balance Sheet analysis Undertaking ratio analysis Evaluating past and future performance Guidance on forecasting and segmenting
Certificate on Completion
This course is made up of videos, questions and additional reading materials, and accounts for 3 units of CPD. One unit is the equivalent of one hour of learning.
Course Sections
This course is made up of the following sections:
- Balance sheet analysis (video)
- Balance sheet analysis (quiz)
- Evaluate past and future performance (video)
- Evaluate past and future performance (quiz)
- Ratio analysis (video)
- Ratio analysis (quiz)
- Forecasting and segmenting (video)
- Forecasting and segmenting (quiz)
What You Will Learn
- Explain the structure of a balance sheet, including the treatment of non-controlling interests, preference shares, and retained earnings
- Apply vertical analysis to express balance sheet items as percentages of total assets
- Calculate and interpret profitability ratios including ROCE, gross margin, operating profit margin, and return on sales
- Evaluate past performance using activity ratios such as receivable days, payable days, inventory turnover, and working capital turnover
- Assess a company's financial forecasts by applying historical gross profit margins and identifying non-recurring items
- Describe how segment analysis helps identify which business units contribute most to group performance
Who This Course Is For
- Finance professionals who read or prepare financial statements and need to extract meaningful insights from them
- Accountants performing ratio analysis and forecasting for management reporting
- Analysts evaluating company performance across business segments
Prerequisites
- Working knowledge of the three main financial statements (income statement, balance sheet, cash flow statement)
- Basic comfort with calculating ratios from financial data
Frequently Asked Questions
Course Details
CPD Credits3
CertificateYes
Pricing
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Everything included in your subscription:
CPD certificate on completion
Downloadable resources
Self-paced learning
Expert-led content
24/7 access
Mobile friendly
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