Forecasting Financial Statements & Valuation for Accountants
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.
Monthly Subscription Starting at AED 99 + VAT
- Level Foundation
- Duration 17 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
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1
Videos
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3
Readings
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1
Quiz
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
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1
Readings
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1
Discussion
1
Discussions
- Getting to Know Your Classmates
1
Readings
- Updating Your Profile
Instructor and Course Information
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4
Videos
4
Videos
- Instructor Introduction- Brian Hamm
- Instructor Introduction- Nerissa Brown
- Instructor Introduction- Brooke Elliot
- Course Overview- Financial Statements, SEC Filings and Ratio Analysis & Beyond the Financials: Insights, Analysis and Valuations
Module 1 Information
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1
Readings
1
Readings
- Module 1 Overview and Resources
Beyond the Financials - External
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12
Videos
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)
Module 1 Conclusion
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2
Quiz
2
Quiz
- Beyond the Financials- External - Practice Quiz
- Module 1 Graded Quiz
Module 2 Information
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1
Readings
1
Readings
- Module 2 Overview and Resources
Beyond the Financials - Internal
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5
Videos
5
Videos
- Beyond the Financials - Internal Factors
- Investor Conference Presentations
- Earnings Call Transcripts
- Risk Factors in the 10K
- Other Internal Factors
Module 2 Conclusion
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2
Quiz
2
Quiz
- Beyond the Financials-Internal - Practice Quiz
- Module 2 Graded Quiz
Module 3 Information
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1
Readings
1
Readings
- Module 3 Overview and Resources
Non-GAAP Adjustments
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5
Videos
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
Module 3 Conclusion
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2
Quiz
2
Quiz
- Non-GAAP Adjustments Practice Quiz
- Module 3 Graded Quiz
Module 4 Information
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1
Readings
1
Readings
- Module 4 Overview and Resources
Simplified Forecasting
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4
Videos
4
Videos
- Introduction to Forecasting
- Forecasting process
- Two approaches to forecasting
- Example exercises: determining forecast drivers
Module 4 Conclusion
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2
Quiz
2
Quiz
- Forecasting Practice Quiz
- Module 4 Graded Quiz
Module 5 Information
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1
Readings
1
Readings
- Module 5 Overview and Resources
Advanced Forecasting
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6
Videos
6
Videos
- Introduction to Detailed Forecasting
- Detailed Forecasting Process
- Building a Forecast Model
- Income Statement Forecasting
- Balance Sheet Forecasting
- Cash Flow Forecasting
Module 5 Conclusion
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1
Quiz
1
Quiz
- Module 5 Graded Quiz
Module 6 Information
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1
Readings
1
Readings
- Module 6 Overview and Resources
Valuations - Simple
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8
Videos
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
Module 6 Conclusion
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2
Quiz
2
Quiz
- Valuations - Simple Practice Quiz
- Module 6 Graded Quiz
Module 7 Information
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1
Readings
1
Readings
- Module 7 Overview and Information
Valuation- Advanced Part 1
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6
Videos
6
Videos
- Basic Valuation Principles: Role of a Valuation Model & Time Value of Money
- Basic Valuation Principles: Estimating Intrinsic Value
- Practical Guidelines for Using Valuation Models
- Discount Rates: Cost of Equity and CAPM
- Discount Rates: Weighted Average Cost of Capital WACC
- Valuating a Perpetuity
Valuation- Advanced Part 1 Conclusion
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2
Quiz
2
Quiz
- Valuation- Advanced Part 1 Practice Quiz
- Module 7 Graded Quiz
Module 8 Information
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1
Readings
1
Readings
- Module 8 Overview and Resources
Valuation- Advanced Part 2
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3
Videos
3
Videos
- Advanced Valuation Models- Dividend Discount Model
- Advanced Valuation Models- Discounted Free Cash Flow Model
- Advanced Valuation Models- Residual Income Model
Valuation- Advanced Part 2 Conclusion
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2
Quiz
2
Quiz
- Valuation- Advanced Part 2 Practice Quiz
- Module 8 Graded Quiz
Congratulations!
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2
Readings
2
Readings
- Congratulations on completing the course!
- Get Your Course Certificate
Auto Summary
Unlock the power of financial insights with the course "Forecasting Financial Statements & Valuation for Accountants." This comprehensive course, offered by Coursera, immerses you in the essential skills needed to analyze, interpret, and leverage financial information for informed decision-making. Perfect for those in the Business & Management domain, the course delves into financial reporting from a user’s perspective, equipping you with tools to dissect financial reports, forecast financial statements, and value firms accurately. Guided by expert instruction, you will confront real-world financial reporting challenges, ensuring your analysis and conclusions are grounded in robust assumptions and well-thought-out arguments. This foundational-level course spans a duration of 1020 minutes and is available under both Starter and Professional subscription options, making it accessible whether you're just beginning your financial journey or looking to deepen your expertise. Ideal for accountants and finance professionals, this course promises to enhance your understanding of the financial reporting process and sharpen your analytical capabilities, ultimately empowering you to make more strategic financial decisions.
W. Brooke Elliott
Nerissa C. Brown, PhD, CFE
Brian Hamm