Self-Study
Overview
CPE Credits
5 Credits: Accounting
Course Description
Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends and determine operational efficiency. For the CPA in the attest function, financial ratios are an important tool for audit planning to identify operational issues as well as any potential going concern questions that should be addressed.
Through the use of example financial statements, this course demonstrates the practical uses of:
- Common sized financial statements
- Commonly used financial ratios
- The DuPont Model for evaluating return on equity
- Ratios to forecast working capital
- Cash flow ratios to identify potential liquidity issues
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize the elements and disadvantages of common-sized financial statements and how accounts are reflected
- Compute commonly used financial ratios and cash flow ratios
- Recognize what ratios measure, the differences between each ratio, the driving forces behind computed financial ratios, and their impact on the company being measured
- Recognize the elements and computations of the DuPont model
- Recognize the use of ratios to forecast certain working capital account balances
Course Specifics
|
Course ID 1123359 |
Revision Date March 18, 2020 |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …
Financial Ratio Analysis—Practical Uses for the CPA
$145.00 – $175.00
Self-Study
Overview
CPE Credits
5 Credits: Accounting
Course Description
Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends and determine operational efficiency. For the CPA in the attest function, financial ratios are an important tool for audit planning to identify operational issues as well as any potential going concern questions that should be addressed.
Through the use of example financial statements, this course demonstrates the practical uses of:
- Common sized financial statements
- Commonly used financial ratios
- The DuPont Model for evaluating return on equity
- Ratios to forecast working capital
- Cash flow ratios to identify potential liquidity issues
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize the elements and disadvantages of common-sized financial statements and how accounts are reflected
- Compute commonly used financial ratios and cash flow ratios
- Recognize what ratios measure, the differences between each ratio, the driving forces behind computed financial ratios, and their impact on the company being measured
- Recognize the elements and computations of the DuPont model
- Recognize the use of ratios to forecast certain working capital account balances
Course Specifics
|
Course ID 1123359 |
Revision Date March 18, 2020 |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …
Financial Ratio Analysis—Practical Uses for the CPA
Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends and determine operational efficiency. For the CPA in the attest function, financial ratios are an important tool for audit planning to identify operational issues as well as any potential going concern questions that should be addressed.
Through the use of example financial statements, this course demonstrates the practical uses of:
- Common sized financial statements
- Commonly used financial ratios
- The DuPont Model for evaluating return on equity
- Ratios to forecast working capital
- Cash flow ratios to identify potential liquidity issues
$145.00 – $175.00