Financial Statement Analysis

Sept. 21, 2018 or Feb. 15, 2019 | 8 a.m. - 5 p.m. | (0.8 CEUs)

COURSE DESCRIPTION
Course is designed to allow course participants to understand the key features of an Income Statement, Balance Sheet and Statement of Cash Flows. Whether you’re attempting to conduct due diligence to acquire a company, to assess your company’s financial position, or to maximize your understanding of a company for investment purposes, this course will give the student the insights to better understand the financial health of a company and make more informed financial decisions.

ABOUT THE STUDENTS
Course participants have a mix of backgrounds that include:

Startup-Up and small company owners/executives who want to better understand the financial health of their company
Investors who want to evaluate a company’s performance before making an investment
Individuals who want to buy an existing company
College Students who want the basics of business

PURPOSE OF COURSE
Course participants will be given a set of company financial statements and will be asked to assess the company’s viability and sustainability as an on-going concern, investment, or acquisition.

LEARNING OUTCOMES/COURSE OBJECTIVES
By the end of the course, course participants will learn:

The vocabulary of the key elements of financial statements
How to read financial statements at a high level
The key information necessary to evaluate the viability of companies
The key information necessary to invest in / buy a company

COURSE COST
$1,420

INSTRUCTOR
Eric Marin | Bio
(713) 705-7442
eemarin@att.net

COURSE AGENDA:
This is an 8-hour class.

TOPIC	KEY TAKEAWAYS/ACTIVITIES
Income Statement Overview	What is an Income Statement What are the key elements of an Income Statement How to determine profitability
Balance Sheet Overview	What is a Balance Sheet What are the key elements of a Balance Sheet Managing A/R and A/P Debt vs. Equity
Cash Flow Statement Overview	What is a Cash Flow Statement What are the key elements of a Cash Flow Statement Importance of Cash
Financial Statement Analysis	Evaluate Sample Financials Statements

Executive Education: Knowledge for the Real World

Financial Statement Analysis

Sept. 21, 2018 or Feb. 15, 2019 | 8 a.m. - 5 p.m. | (0.8 CEUs)

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