In this course you will learn how to gain an understanding of the dynamics of a business prior to performing financial analysis as a means of improving your skills in problem identification. We cover learning how fraud might impact the financial statements which could be identified during analysis in order to solve a fraud case.
 
You will apply these concepts through two real-world cases to test your skills in analysis. During the process we cover how to calculate return on invested capital by using the ROIC tree concept, and how to apply the ROIC tree in making day-to-day decisions to improve the return on invested capital as well as understanding the financial condition and profitability of a company.
 
Finally, we analyze future possibilities for improvements based upon past realities and learn methods used by management to increase the value of the company in the market place.
Learning Objectives
  • You will learn how to gain an understanding of the dynamics of a business prior to performing financial analysis as a means of improving your skills in problem identification.
  • You will learn how fraud might impact the financial statements which could be identified during analysis in order to solve a fraud case.
  • You will apply these concepts through two real-world cases to test your skills in analysis.
  • You will learn how to calculate return on invested capital by using the ROIC tree concept.
  • You will learn how to apply the ROIC tree in making day-to-day decisions to improve the return on invested capital.
  • Understand the financial condition and profitability of a company.
  • Analyze future possibilities for improvements based upon past realities.
  • Learn methods used by management to increase the value of the company in the market place.
Last updated/reviewed: August 26, 2023
6 Reviews (31 ratings)

Reviews

5
Member's Profile
This course really brings the use of key indicators to life. I found some very strategic tools in this class that I will be putting to use as our company moves into maturity. Thanks for helping re-think how I use these indicators! This instructor's classes don't come with some of the newer bells and whistles from a presentation standpoint but he can sure keep you interested with the value of the knowledge shared. Don't miss out.
5
Anonymous Author
Great overview for anyone starting their journey into a financial analyst role. I liked that the material included some business examples/cases for review.
4
Anonymous Author
Good refresher for managers wanting to gain a better understanding of their organization's financial health.
5
Anonymous Author
This course is very similar to parts 1-4, but covers more topics. It's a good review course.
5
Anonymous Author
Good deep dive into the story behind the financial statements.
3
Anonymous Author
Material was not that goof, but Instructor was good
Prerequisites
Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Financial Statement Aerobics – Toning Your Fiscal Physique Parts 3 and 4 ...10:12
  Lesson 2 - Backlog Manufacturing Company - Business Understanding and Impact Factors - Part 118:58
  Lesson 3 - Backlog Manufacturing Company - Business Understanding and Impact Factors - Part 218:28
  Lesson 4 - Fraud Detection through Analytical Procedures10:35
  Lesson 5 - Fraud Case for U.S. Surgical Corporation8:09
  Lesson 6 - Introduction to Part 4 - Improving the Operations of the Company - Part 117:36
  Lesson 7 - Improving the Operations of the Company - Part 225:01
  Lesson 8 - Introduction to Part 4 - Improving the Operations of the Company - Part 3 and Conclusion27:07
SUPPORTING MATERIALS
  Study Guide: Financial Statement Aerobics – Toning Your Fiscal Physique Parts 3 and 4 PDF
  Financial Statement Aerobics – Toning Your Fiscal Physique Parts 3 and 4 Glossary/IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONS quiz
 FINAL EXAMexam