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Financial Analysis Techniques

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Register at the same time for this course and Strategic Cost Analysis and Decision Making and enjoy a discount—pay just $2,395 for both courses. You save $395! Discount will be shown on your registration confirmation invoice received in the postal mail.

Financial Analysis Techniques

A case study approach

Case studies are a core element of our course and will be used throughout.

Ratio analysis

Review key ratios used to judge operating performance, impact of industry and competitive factors on key ratios, impact of how strategic decisions impact ratios and Du Pont analysis. Effectively use these time-tested tools to summarize, compare and gain insights from financial information.

Comparative data

Identify sources for comparative data for benchmarking.

Forecast and model

Create effective forecasts for financial statements, and model the financial implications of policy changes.

Cost of capital

Develop estimates of the firm’s cost of capital.

Adjustments to the statements

Adjust financial statements to develop better measures of operating earnings and operating assets.

Quality of earnings

Assess the quality of earnings, detect earnings management and make necessary adjustments to the financial statements to improve your analysis.

Equity value

Learn methods used for calculating the equity value of the firm.

Market multiples

Use market multiples as alternatives to estimating equity value.

Value added

Model the impact of operational changes to shareholder value and economic value added (EVA).

Cash flow

Examine the interaction of growth and cash flow needs, use various techniques of cash flow analysis and assess your management of working capital.

Credit analysis

Use financial information to gain insights into credit analysis and how loan decisions are made.

Schedule

Day before course — 5:30 – 7:30 p.m. Optional dinner for those arriving early
Day 1 — 8:30 a.m. – 4:30 p.m. Session
Day 2 — 8:30 a.m. – 4:30 p.m. Session

The University of Wisconsin–Madison, as a member of the University Continuing Education Association (UCEA), authorizes this course for 1.4 Continuing Education Units (CEUs) or 14 hours.