CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Analysis of the Corporate Annual Report

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
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

Course ID
1203505
Revision Date
March 4, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

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.

Analysis of the Corporate Annual Report

Expert Instructors
Format
CPE CREDITS
3 Credits: Accounting

$87.00$107.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
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

Course ID
1203505
Revision Date
March 4, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

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.

Analysis of the Corporate Annual Report

Expert Instructors
Format
CPE CREDITS
3 Credits: Accounting

$87.00$107.00

Clear