Key Ratio Analysis

Course Details

Date

Friday, November 1, 2019

5:30am – 1:00pm
(Registration: 5:00am)

Field of Study

Accounting

Course Number

4191416D

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

A background in financial statement analysis.

Description

CPAs, CFOs, controllers, bankers, financial analysts, credit underwriters and other financial professionals use financial ratios, but do not leverage them for maximum effectiveness. Learn how in this course.

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, industry comparisons, software applications, and the Z-score bankruptcy and sustainable growth models. Review case studies that illustrate key concepts and apply the models outlined in this course.

eBook Paperless Materials

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 professionals, auditors and tax practitioners.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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