Financial Statement Analysis: Informing Decisions and Adding Value

2 Credits: Accounting


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Financial Statement Analysis: Informing Decisions and Adding Value

Course Level
CPE Credits

2 Credits: Accounting

Course Description

Identifying various users of financial information and what their needs are is an essential step of financial statement analysis. Instructor Jennifer Elder discusses nine different approaches to financial statement analysis, from break-even to Altman z-scores. You’ll learn to see trends in the numbers by using ‘sparklines,’ and how to present your analysis so that people will not only listen but will act on the information you present.

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Learning Objectives

Upon completing this course, participants should be able to:

  • Define seven different types of users of financial information.
  • Identify nine types of financial statement analysis techniques.
  • Recognize the use of ‘sparklines’ in Excel.
  • Cite different ways of presenting financial information in a compelling manner and how to tell the story behind the numbers.
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Course Specifics

Course ID
Revision Date
March 20, 2020

Thorough understanding of corporate financial statements. Basic foreknowledge of common financial analytical ratios

Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

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

Jennifer Elder Headshot

Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program. Jennifer Elder has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »