- Level Foundation
- Duration 12 hours
- Course by University of Illinois Urbana-Champaign
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Offered by
About
The objective of this course is to provide you with the knowledge and skills necessary to analyze, interpret, understand and use financial information to make informed decisions. We will discuss financial reporting from a user’s perspective, use a variety of tools to break apart financial reports into meaningful units for analysis, forecast financial statements, and value a firm. This course is intended to give you exposure to the issues facing users of financial statements. You will better understand your role in the financial reporting process if you know how the financial statements will ultimately be used. Beyond the Financials: Insights, Analysis and Valuations will require you to think critically about issues for which there can be more than one “correct” answer. Hence, your analysis and conclusions must be based on sound assumptions and well-constructed analysis and arguments.Modules
About the Course
5
Videos
- Introduction to Beyond the Financials: Insights, Analysis and Valuations
- Meet Your Instructor - Brian Hamm
- Meet Your Instructor - Nerissa Brown
- Meet Your Instructor - Brooke Elliot
- The Impact of the Gies Community
3
Readings
- Syllabus
- About the Discussion Forums
- Online Education at Gies College of Business
1
Quiz
- Orientation Quiz
About Your Classmates
1
Discussions
- Getting to Know Your Classmates
1
Readings
- Updating Your Profile
Module 1 Information
1
Readings
- Module 1 Overview and Resources
Lesson 1-1 Beyond the Financials - External
12
Videos
- Beyond the Financials- External Factors
- Beyond the Financials (GDP)
- Beyond the Financials (Government)
- Beyond the Financials (Interest Rate)
- Beyond the Financials (Foreign Exchange)
- Beyond the Financials (Commodities)
- Beyond the Financials (Competitive Position)
- Beyond the Financials (Industry Competition)
- Beyond the Financials (Bargaining Power of Customers)
- Beyond the Financials (Bargaining Power of Suppliers)
- Beyond the Financials (Threat of Substitutes)
- Beyond the Financials (Threat of New Entrants)
Lesson 1-2 Beyond the Financials - Internal
5
Videos
- Beyond the Financials - Internal Factors
- Investor Conference Presentations
- Earnings Call Transcripts
- Risk Factors in the 10K
- Other Internal Factors
1
Quiz
- Beyond the Financials - Practice Quiz
Module 1 Graded Activities
1
Quiz
- Beyond the Financials - External and Internal Graded Quiz
Module 2 Information
1
Readings
- Module 2 Overview and Resources
Lesson 2-1 Non-GAAP Adjustments
5
Videos
- Introduction to Non-GAAP Measures
- History and trends in Non-GAAP Reporting
- To GAAP or Non-GAAP
- Good examples of Non-GAAP adjustments
- Bad examples of Non-GAAP adjustments
1
Quiz
- Non-GAAP Adjustments Practice Quiz
Module 2 Graded Activities
1
Quiz
- Non-GAAP Adjustments Graded Quiz
Module 3 Information
1
Readings
- Module 3 Overview and Resources
Lesson 3-1 Simplified Forecasting
4
Videos
- Introduction to Forecasting
- Forecasting process
- Two approaches to forecasting
- Example exercises: determining forecast drivers
1
Quiz
- Forecasting Practice Quiz
Module 3 Graded Activities
1
Quiz
- Forecasting Graded Quiz
Module 4 Information
1
Readings
- Module 4 Overview and Resources
Lesson 4-1 Valuations - Simple
8
Videos
- Introduction to Valuations
- Valuation Model Framework
- Simple/Basic Valuation Models
- Price to Earnings
- Price to Book
- Price to Sales
- Enterprise Value to EBITDA Multiple
- Introduction to Detailed/Advanced Valuation Models
1
Quiz
- Valuations - Simple Practice Quiz
Module 4 Graded Activities
1
Quiz
- Valuations Graded Quiz
Course Conclusion
1
Videos
- Learn on Your Terms
2
Readings
- Congratulations on completing the course!
- Get Your Course Certificate
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Brian Hamm

Nerissa C. Brown, PhD, CFE

W. Brooke Elliott