CPA CPD Financial Analysis Courses & Seminars
We offer 4 courses in the financial analysis category, perfect for the CPA involved in analysis or operations.
CPA professionals earn 8 hours of CPD per day of training and receive a CPD attestation.
Course 2029: Financial Statement Analysis
Show your company or clients that you're a strategic adviser and a driving force in the company's success. Explore proven methods to analyze financial statements using ratios and trends, and learn how to use the data to set on-target financial goals for management. Come away with practical tools for presenting analytical data in a way that clearly communicates the company's financial condition, even to non-accountants.
- Apply Ratio Analysis to Financial Statements
- Gage the Economic Health of a Company Based on its Financial Statements
- Appreciate the Strategic Context Behind Modern Financial Statement Analysis
- Develop an Ability to Look Into the Future Through Financial Statement Forecasting
- Financial Ratio Analysis: Liquidity, Profitability, Long-term Solvency, Operating Efficiency
- Common-sized Financial Statements
- Trend Analysis
- Pro-forma Financial Statements
- Case Study of Financial Statement Analysis at a Business
Course 2030: Financial Analysis: Best Practice Tools
- Best Practice Tools of Financial Analysis
- Understanding the Statement of Cash Flows
- Capital Structure, Credit Risk & Credit Analysis
- Specific Accounting Issues in Financial Analysis
- Foreign Currency & Multinational Operations
- Evaluating Financial Reporting Quality
- Integration of Financial Statement Analysis Case Studies
- Assessing Earnings Quality: What Analysts Look for
Course 2037: Better Decision-Making Using Financial Analysis
Like Warren Buffett says “Accounting is the language of business.” Many CPAs in industry understand how to prepare financial statements. This course delves into how to use financial statements to gain insights about business performance.
The seminar explains how to use accounting information to size up a business; identify how to improve performance and valuation. This course is a GO-to course for those wanting to make better-informed decisions using financial analysis.
As well, internal and external auditors will gain detective information on how to apply financial analysis when performing analytical review procedures in audit and review engagements.
Topics covered:
- Best Practice Tools of Financial Analysis
- Understanding the Statement of Cash Flows
- Capital Structure, Credit Risk & Credit Analysis
- Common-size statements
- Ratio analysis
- Identifying trends
- Analysis techniques
This course is currently offered via live webinar - Register here
Course 2040: Corporate Finance Refresher
- Working Capital Management
- Cash Management
- Marketable Securities
- Inventory Management
- Accounts Receivable Management
- Capital Structure
- Managing Risk on Commodities and Foreign Currency
- Financial and Operating Leverage
- Weighted Average Cost of Capital
- Capital Budgeting Decisions
- Portfolio Management
- Earnings Per Share
- Numerous Cases and Examples are Solved
CPA CPD Financial Analysis Courses - Testimonials
As a preparer of financial statements, the financial analysis course provided insights into looking at my business with a focus on improvement and linking it to our strategic direction. Being a controller, management wants the numbers before you can even look at them. This course showed how to tie the metrics to the ratios as well.
Bill M, CPA, Controller
The financial statement analysis provided best practices on linking financial statements to ratios and how to explain the financial story to our board of directors in a user friendly way.
I appreciated especially the analysis of the numbers and the tie in to the financial statements and our budget.
Tim A, CPA, CFO
Always enjoy Leah's presentations. Great as always. The pace at which Leah speaks makes it be easy to think about your own situation while listening, i.e., she doesn't talk too fast. Great info presented well - thank you!
Melissa C., CPA, Director of Finance
Great information. Leah always does a great job of explaining complex topics. Great update. I especially appreciated the COVID impact discussion.
Ben S. CPA, FP & A manager
More information on finanacial Analysis can be found here
