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Secure Transaction Analysis of the Corporate Annual Report
Format
Self-Study
Course Level
Basic
CPE Credits
3 Credits: Accounting
Course Description
This course focuses on an analysis of the corporate annual report. It helps you interpret and understand its components, including the financial statements, footnotes, review of operations, auditor’s report, supplementary schedules, management discussion and analysis (MD&A), and Management’s Report On Internal Control Over Financial Reporting. It touches upon how the Sarbanes-Oxley 404 reporting differs from traditional reporting. The course also teaches you how to perform financial ratios and cash flow analyses.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Chapter 1
- Identify the basic financial statements of the annual report and their purpose: the balance sheet, income statement, and statement of cash flows.
- Recognize the elements of the balance sheet.
- Recognize how the income statement reveals the entity’s operating performance.
- Identify a company’s cash inflows and cash outflows.
- Identify the types of accounts that may exist in the financial statements.
Chapter 2
- Identify the other sections and items of the annual report.
- Recognize auditing standards for internal control over financial reporting, including the Sarbanes-Oxley Act.
Chapter 3
- Identify important factors for financial statement analysis.
- Recognize techniques of horizontal analysis and vertical analysis.
- Calculate different types of ratio analysis.
Chapter 4
- Identify types of ratio analysis.
- Recognize some of the limitations of different ratio analysis.
- Apply financial ratios calculations.
Course Specifics
1203505
September 8, 2022
There are no prerequisites
None
100
Compliance Information
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific and unique contributor to the CPE world. Delta’s well-credentialed authors and contributors have also been published in numerous academic and professional journals and quoted by some of the leading financial media outlets.
QAS Self-Study
