- Level Foundation
- Duration 18 hours
- Course by University of Illinois Urbana-Champaign
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Offered by
About
The objective of Financial Statement and Ratio Analysis for MBAs 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. Financial Statement and Ratio Analysis for MBAs 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
1
Videos
- Learn on Your Terms
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
Instructor and Course Introduction
4
Videos
- Instructor Introduction- Brian Hamm
- Instructor Introduction- Nerissa Brown
- Course Overview- Financial Statements, SEC Filings and Ratio Analysis & Beyond the Financials: Insights, Analysis and Valuations
- Learning Objectives and Investing Basics
Module 1 Information
1
Readings
- Module 1 Overview and Resources
Introduction to Financial Statements
8
Videos
- Financial Statements Overview
- Income Statement
- Statement of Cash Flows
- Statement of Comprehensive Income
- Balance Sheet
- Statement of Shareholders' Equity
- Financial Statements Working Together
- Why a Statement of Cash Flows?
Module 1 Conclusion
2
Quiz
- Introduction to Financial Statements Practice Quiz
- Module 1 Graded Quiz
Module 2 Information
1
Readings
- Module 2 Overview and Resources
Basic Accounting Principles and the Differences Between Book, Intrinsic, and Market Value of Equity
6
Videos
- Difference Between Book Value and Market Value of Equity (Introduction)
- Historical Cost vs Fair Value
- Matching / Timing
- Some Items Not Measured
- Mispricing
- Difference Between Book Value and Market Value of Equity (Recap)
Module 2 Conclusion
2
Quiz
- Differences Between Book, Intrinsic, and Market Value of Equity Practice Quiz
- Module 2 Graded Quiz
Module 3 Information
1
Readings
- Module 3 Overview and Resources
Introduction to SEC Filings
9
Videos
- Introduction to SEC Filings
- Annual Filings
- Current Filings
- Navigating a Company's Investor Relations Page
- Navigating EDGAR
- Navigating the 10K
- Navigating the Proxy
- SEC Comment Letters
- Searching for SEC Comment Letters
Module 3 Conclusion
2
Quiz
- Introduction to SEC Filings Practice Quiz
- Module 3 Graded Quiz
Module 4 Information
1
Readings
- Module 4 Overview and Resources
Financial Ratios - Balance Sheet and Coverage Ratios
10
Videos
- Introduction to Ratio Analysis
- Productivity Ratios
- Productivity Ratios Calculation Examples
- Cash Conversion Cycle
- Cash Conversion Cycle Calculation Examples
- Liquidity and Solvency Ratios
- Liquidity Calculation Examples
- Solvency Ratios Calculation Examples
- Coverage Ratios
- Coverage Ratios Calculation Examples
Module 4 Conclusion
2
Quiz
- Balance Sheet and Coverage Ratios Practice Quiz
- Module 4 Graded Quiz
Module 5 Information
1
Readings
- Module 5 Overview and Resources
Financial Ratios - Income Statement
5
Videos
- Introduction to Vertical Financial Statement Analysis
- Management's Application of Vertical Financial Statement Analysis
- Introduction to Horizontal Financial Statement Analysis
- Management's Application of Horizontal Financial Statement Analysis
- Combining Vertical and Horizontal Financial Statement Analysis (Benchmarking)
Module 5 Conclusion
2
Quiz
- Income Statement Practice Quiz
- Module 5 Graded Quiz
Module 6 Information
1
Readings
- Module 6 Overview and Resources
Financial Ratios - Return Calculations
6
Videos
- Introduction to Return Ratios
- Return on Assets
- Return on Assets Disaggregated
- Return on Common Equity
- Disaggregating Return on Common Equity
- Return on Invested Capital
Module 6 Conclusion
2
Quiz
- Return Calculations Practice Quiz
- Module 6 Graded Quiz
Module 7 Information
1
Readings
- Module 7 Overview and Resources
Dividend Yield and Share Buybacks
3
Videos
- Total Shareholder Return
- Dividend Yield
- Share Buybacks
Module 7 Conclusion
2
Quiz
- Dividend Yield and Share Buybacks Practice Quiz
- Module 7 Graded Quiz
Module 8 Information
1
Readings
- Module 8 Overview and Resources
Accounting Quality
5
Videos
- Accounting Quality Introduction
- What Is "Earnings Quality?"
- How Does Accounting Quality Affect Our Ability to Forecast Future Earnings?
- What Is An Accounting Quality Analysis?
- How Are Manipulations of Earnings Detected?
Module 8 Conclusion
2
Readings
- Congratulations on completing the course!
- Get Your Course Certificate
2
Quiz
- Accounting Quality Practice Quiz
- Module 8 Graded Quiz
Auto Summary
Dive into "Financial Statement and Ratio Analysis for Accountants," a foundational course designed for business and management enthusiasts. Led by Coursera, this 1080-minute course empowers learners to analyze, interpret, and use financial data for informed decision-making. Ideal for MBAs and professionals, it emphasizes critical thinking and practical application of financial analysis tools. Available with a Starter subscription, this course is perfect for those seeking to deepen their understanding of financial reporting and its implications.

Brian Hamm

Nerissa C. Brown, PhD, CFE