Key Ratio Analysis

Course Details

Date

Self-Study

Location

Online

Field of Study

Accounting & Audit

CPE Credit

8 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA

Description

CPAs, bankers, CFOs, controllers, financial analysts, credit underwriters and other financial professionals use financial ratios, but do not leverage them for maximum effectiveness. Understand a five-step key financial ratio analysis model-liquidity, activity, leverage, operating performance and cash flow analysis-that will help clarify and unify this often confusing subject. Additionally, consider the lendable real estate equity model, including case studies that illustrate key concepts and apply the models outlined in this course. The webcast was originally broadcast on July 17, 2017. Note: There is a minimum passing rate of 70% for this course.

Highlights

• The five-step key financial ratio analysis model and illustrative case studies. • Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. • Lendable real estate equity model. • Key ratio software applications. • Z-score (bankruptcy prediction) and sustainable growth models.

Objectives

• Determine the five-step key ratio analysis model. • Identify in-depth cash flow analysis applications. • Recognize how to calculate the lendable real estate equity model. • Choose industry comparisons and software applications. • Identify the Z-score bankruptcy prediction and sustainable growth models.

Designed For

CPAs, CFOs, controllers, financial managers, auditors, financial analysts and practitioners who provide accounting, tax or consulting services to businesses.

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