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Reading Financial Reports for Dummies · LearnSpace
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Reading Financial Reports for Dummies

Курс от John Wiley & Sons
Начальный≈ 19 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Based on the best-selling book, Reading Financial Reports for Dummies, by Lita Epstein. Understanding financial reports is an essential skill for anyone involved in business, investing, or corporate decision-making. This course teaches you how to read and interpret balance sheets, income statements, cash flow statements, and annual reports so you can confidently assess a company’s financial health and performance. Throughout the course, you will build practical skills in analyzing assets, liabilities, equity, profitability, liquidity, and cash flow. You will learn how to evaluate financial ratios, detect warning signs of trouble, understand auditing processes, and interpret disclosures in the notes to financial statements. By the end, you’ll be equipped to make informed business or investment decisions based on real financial data. What sets this course apart is its clear, structured approach to financial reporting combined with real-world insights into corporate practices, regulations, and even financial scandals. You won’t just learn accounting theory, you’ll understand how companies present numbers and how to critically assess them. This course is ideal for aspiring investors, business professionals, entrepreneurs, and students who want a practical understanding of financial statements. No advanced accounting background is required, though a basic familiarity with business concepts is helpful. Copyright © 2022 by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada. Used by arrangement with John Wiley & Sons, Inc.

Навыки, которые вы освоите

Financial Statement AnalysisFinancial StatementsFinancial ReportingFinancial AnalysisGenerally Accepted Accounting Principles (GAAP)TaxInvestment ManagementSarbanes Oxley Act (SOX) ComplianceAccountingFinancial AccountingCash FlowsBalance SheetAccrual AccountingBusiness ReportingAnnual ReportsIncome StatementMarket LiquidityFraud detectionTax Compliance

Программа курса

24 модулей · 132 учебных материалов

01Opening the Cornucopia of Reports7 материалов

Lesson 1

Course OverviewВидеоOpening the Cornucopia of Reports - Overview VideoВидеоIntroductionЧтениеSeeing Why Financial Reporting Counts (and Who's Counting)Чтение

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Преподаватель курса

Reading Financial Reports for Dummies
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Обучение на Coursera

≈ 19 ч

24 модулей

Язык: Английский

Часть программы вашего университета
Annual ReportsЧтение
The Roots of Financial ReportingЧтение
Foundations of Financial Reporting and AccountabilityЗадание
02Recognizing Business Types and Their Tax Rules3 материалов

Lesson 1

Recognizing Business Types and Their Tax Rules - Overview VideoВидеоRecognizing Business Types and Their Tax Rules - The ReadingЧтениеBusiness Entity Tax Structures and Legal ProtectionsЗадание
03Public or Private: How Company Structure Affects The Books6 материалов

Lesson 1

Public or Private: How Company Structure Affects The Books - Overview VideoВидеоIntroductionЧтениеDefining DisadvantagesЧтениеUnderstanding Public CompaniesЧтениеImpact of the Establishment of the PCAOBЧтениеPublic vs Private Company Structures: Implications for Governance and TransparencyЗадание
04Digging into Accounting Basics7 материалов

Lesson 1

Digging into Accounting Basics - Overview VideoВидеоIntroductionЧтениеIncentives and the Bottom LineЧтениеDepreciation and AmortizationЧтениеCash AccountsЧтениеEquity AccountsЧтениеAccounting Fundamentals: From Equations to Financial ReportingЗадание
05Exploring the Anatomy of an Annual Report7 материалов

Lesson 1

Exploring the Anatomy of an Annual Report - Overview VideoВидеоIntroductionЧтениеGetting the Skinny from ManagementЧтениеCompany OperationsЧтениеBringing the Auditors' Answers to LightЧтениеSpecific DisclosuresЧтениеDecoding the Anatomy of an Annual ReportЗадание
06Balancing Assets against Liabilities and Equity6 материалов

Lesson 1

Balancing Assets against Liabilities and Equity - Overview VideoВидеоIntroductionЧтениеOgling AssetsЧтениеInventory Costing MethodsЧтениеTools, Dies, and MoldsЧтениеAnalyzing Asset, Liability, and Equity DynamicsЗадание
07Using the Income Statement7 материалов

Lesson 1

Using the Income Statement - Overview VideoВидеоIntroductionЧтениеMultistep FormatЧтениеVolume DiscountsЧтениеAcknowledging ExpensesЧтениеEBITDAЧтениеAnalyzing Core Financial Performance Using the Income StatementЗадание
08Statement of Cash Flows6 материалов

Lesson 1

Statement of Cash Flows - Overview VideoВидеоIntroductionЧтениеThe FormatsЧтениеAccounts ReceivableЧтениеBuying Back StockЧтениеCash Flow Statement Analysis and ApplicationЗадание
09Scouring the Notes to the Financial Statements7 материалов

Lesson 1

Scouring the Notes to the Financial Statements - Overview VideoВидеоIntroductionЧтениеRevenueЧтениеShort-term DebtЧтениеPondering Pension and Retirement BenefitsЧтениеTrade SanctionsЧтениеDecoding Financial Statement Notes: Key Insights for InvestorsЗадание
10Considering Consolidated Financial Statements6 материалов

Lesson 1

Considering Consolidated Financial Statements - Overview VideoВидеоIntroductionЧтениеTypes of Corporate Mergers and AcquisitionsЧтениеElimination of Intercompany TransactionsЧтениеMergers and AcquisitionsЧтениеConsolidated Financial Statements: Key Concepts and ApplicationsЗадание
11Testing the Profits and Market Value6 материалов

Lesson 1

Testing the Profits and Market Value - Overview VideoВидеоIntroductionЧтениеPracticing the P/E Ratio CalculationЧтениеUnderstanding Variation Among RatiosЧтениеThe Dividend Payout RatioЧтениеEvaluating Company Performance and Market ValueЗадание
12Looking at Liquidity3 материалов

Lesson 1

Looking at Liquidity - Overview VideoВидеоLooking at Liquidity - The ReadingЧтениеEvaluating Financial Health Through Liquidity and Leverage MetricsЗадание
13Making Sure the Company Has Cash to Carry On4 материалов

Lesson 1

Making Sure the Company Has Cash to Carry On - Overview VideoВидеоIntroductionЧтениеFiguring Out Cash Return on Sales RatioЧтениеEvaluating Company Liquidity and Financial Health Through Cash Flow MetricsЗадание
14Turning Up Clues in Turnover and Assets4 материалов

Lesson 1

Turning Up Clues in Turnover and Assets - Overview VideoВидеоIntroductionЧтениеTracking InventoryЧтениеAnalyzing Asset Efficiency and Inventory MetricsЗадание
15Examining Cash Inflow and Outflow3 материалов

Lesson 1

Examining Cash Inflow and Outflow - Overview VideoВидеоExamining Cash Inflow and Outflow - The ReadingЧтениеEvaluating Payment Terms and Cash Flow ImplicationsЗадание
16How Companies Keep the Cash Flowing4 материалов

Lesson 1

How Companies Keep the Cash Flowing - Overview VideoВидеоIntroductionЧтениеBorrowing on ReceivablesЧтениеOptimizing Working Capital and LiquidityЗадание
17How Companies Find Errors: The Auditing Process4 материалов

Lesson 1

How Companies Find Errors: The Auditing Process - Overview VideoВидеоIntroductionЧтениеAudit ReportЧтениеThe Role and Integrity of the Auditing ProcessЗадание
18Government Regulations and Reporting Requirements6 материалов

Lesson 1

Government Regulations and Reporting Requirements - Overview VideoВидеоIntroductionЧтениеFinancial DataЧтениеInvestigating Internal ControlsЧтениеTemporary Suspension of Trading in the Company's Employee Benefit PlansЧтениеGovernment Regulations and Financial Reporting ComplianceЗадание
19Creating a Global Financial Reporting Standard5 материалов

Lesson 1

Creating a Global Financial Reporting Standard - Overview VideoВидеоIntroductionЧтениеWho Benefits from a Global Standard and How?ЧтениеStatement of Recognised Income and Expense (SoRIE)ЧтениеComparative Analysis of IFRS and GAAPЗадание
20Understanding the Analyst-Corporation Connection6 материалов

Lesson 1

Understanding the Analyst-Corporation Connection - Overview VideoВидеоIntroductionЧтениеAnalyzing the AnalystsЧтениеRegarding Bond-Rating AgenciesЧтениеDelving into Stock RatingЧтениеThe Analyst-Corporation Relationship in Financial MarketsЗадание
21How Companies Communicate with Shareholders7 материалов

Lesson 1

How Companies Communicate with Shareholders - Overview VideoВидеоIntroductionЧтениеTakeover Defenses and ProtectionsЧтениеSorting through ReportsЧтениеCulling Information from Analyst CallsЧтениеRevenue GrowthЧтениеCorporate Transparency and Shareholder EngagementЗадание
22Keeping Score When Companies Play Games with Numbers10 материалов

Lesson 1

Keeping Score When Companies Play Games with Numbers - Overview VideoВидеоIntroductionЧтениеMiscellaneous Cookie Jar ReservesЧтениеExtended Reporting PeriodЧтениеDetecting Creative Revenue AccountingЧтениеExploring Exploitations of ExpensesЧтениеAsset ImpairmentЧтениеInventoryЧтениеContingent LiabilitiesЧтениеFinancial Reporting Integrity and Earnings ManagementЗадание
23Ten Financial Scandals That Rocked the World5 материалов

Lesson 1

Ten Financial Scandals That Rocked the World - Overview VideoВидеоIntroductionЧтениеAdelphiaЧтениеBristol-Myers SquibbЧтениеTen Financial Scandals That Rocked the WorldЗадание
24Ten Signs That a Company's in Trouble3 материалов

Lesson 1

Ten Signs That a Company's in Trouble - Overview VideoВидеоTen Signs That a Company's in Trouble - The ReadingЧтениеRecognizing Early Warning Signs of Corporate DistressЗадание