Monthly Subscription Starting at AED 99 + VAT

Financial Statements, SEC Filings and Ratio Analysis
  • Level Foundation
  • Duration 16 hours
  • Course by University of Illinois Urbana-Champaign
  • 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

    • 4 Videos
    • 3 Readings
    • 1 Quiz
    • 1 Plugin
Show info about module content

4 Videos

  • Introduction to Financial Statements, SEC Filings and Ratio Analysis
  • Meet Your Instructor- Brian Hamm
  • Meet Your Instructor- Nerissa Brown
  • 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 Readings
    • 1 Discussion
Show info about module content

1 Discussions

  • Getting to Know Your Classmates

1 Readings

  • Updating Your Profile

Module 1 Information

    • 1 Videos
    • 1 Readings
Show info about module content

1 Videos

  • Financial Statements & Basic Accounting Introduction

1 Readings

  • Module 1 Overview and Resources

Lesson 1-1 Introduction to Financial Statements

    • 8 Videos
    • 1 Assignment
Show info about module content

1 Assignment

  • Introduction to Financial Statements Practice Quiz

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?

Lesson 1-2 Basic Accounting Principles and the Differences Between Book, Intrinsic, and Market Value of Equity

    • 6 Videos
    • 1 Quiz
Show info about module content

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)

1 Quiz

  • Differences Between Book, Intrinsic, and Market Value of Equity Practice Quiz

Module 1 Graded Activities

    • 1 Quiz
Show info about module content

1 Quiz

  • Introduction to Financial Statements & Basic Accounting Principles Graded Quiz

Module 2 Information

    • 1 Readings
Show info about module content

1 Readings

  • Module 2 Overview and Resources

Lesson 2-1 Introduction to SEC Filings

    • 9 Videos
    • 1 Assignment
Show info about module content

1 Assignment

  • Introduction to SEC Filings Practice Quiz

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 2 Graded Activities

    • 1 Quiz
Show info about module content

1 Quiz

  • Introduction to SEC Filings Graded Quiz

Module 3 Information

    • 1 Readings
Show info about module content

1 Readings

  • Module 3 Overview and Resources

Lesson 3-1 Financial Ratios - Balance Sheet and Coverage Ratios

    • 10 Videos
    • 1 Quiz
Show info about module content

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

1 Quiz

  • Balance Sheet and Coverage Ratios Practice Quiz

Lesson 3-2 Financial Ratios - Income Statement

    • 5 Videos
    • 1 Quiz
Show info about module content

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)

1 Quiz

  • Income Statement Practice Quiz

Lesson 3-3 Financial Ratios - Return Calculations

    • 6 Videos
    • 1 Assignment
Show info about module content

1 Assignment

  • Return Calculations Practice Quiz

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

Lesson 3-4 Dividend Yield and Share Buybacks

    • 3 Videos
    • 1 Quiz
Show info about module content

3 Videos

  • Total Shareholder Return
  • Dividend Yield
  • Share Buybacks

1 Quiz

  • Dividend Yield and Share Buybacks Practice Quiz

Module 3 Graded Activities

    • 1 Quiz
Show info about module content

1 Quiz

  • Financial Ratios and Share Buybacks Graded Quiz

Module 4 Information

    • 1 Readings
Show info about module content

1 Readings

  • Module 4 Overview and Resources

Lesson 4-1 Accounting Quality

    • 5 Videos
    • 1 Quiz
Show info about module content

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?

1 Quiz

  • Accounting Quality Practice Quiz

Module 4 Graded Activities

    • 1 Quiz
Show info about module content

1 Quiz

  • Accounting Quality Graded Quiz

Course Conclusion

    • 1 Videos
    • 2 Readings
    • 1 Plugin
Show info about module content

1 Videos

  • Learn on Your Terms

2 Readings

  • Congratulations on completing the course!
  • Get Your Course Certificate

Auto Summary

Unlock the intricacies of financial data with the "Financial Statements, SEC Filings and Ratio Analysis" course, designed to equip you with essential skills for making informed business decisions. This comprehensive course is tailored for those in the Business & Management domain, offering a foundational level understanding ideal for MBA students and professionals seeking to enhance their financial acumen. Guided by expert instructors from Coursera, you will delve into financial reporting from a user's perspective, learning to dissect financial reports into meaningful components for thorough analysis. The course covers forecasting financial statements and firm valuation, providing a robust framework for understanding the financial reporting process and the issues faced by users of financial statements. Over the span of 960 minutes, you will engage in critical thinking and develop analytical skills to address complex financial issues, formulating sound assumptions and well-crafted arguments. With subscription options including Starter and Professional plans, you can choose the level of commitment that best suits your needs. This course is perfect for individuals aiming to strengthen their financial statement analysis capabilities, making it an invaluable resource for aspiring financial professionals and business managers alike. Join now to gain the knowledge and confidence needed to excel in financial analysis and decision-making.

Brian Hamm
Instructors

Brian Hamm

Nerissa C. Brown, PhD, CFE
Instructors

Nerissa C. Brown, PhD, CFE