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Financial Analysis & Tax Accounting: Apply & Evaluate

This course is part of Financial Accounting: Master Core Concepts & Analysis Specialization

Instructor: EDUCBA

Included with

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3 modules

Gain insight into a topic and learn the fundamentals.

17 reviews

8 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

17 reviews

8 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Apply horizontal, vertical, and ratio analysis to evaluate financial performance.
Analyze deferred tax assets/liabilities and interpret tax reporting standards.
Assess efficiency, profitability, and shareholder returns through ratios.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments

Taught in English

91%

of learners achieved a positive career outcome

See how employees at top companies are mastering in-demand skills

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Build your subject-matter expertise

This course is part of the Financial Accounting: Master Core Concepts & Analysis Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 3 modules in this course

By the end of this course, learners will be able to analyze financial statements using horizontal, vertical, and ratio-based techniques, apply activity ratios to assess efficiency, and evaluate shareholder returns through profitability and payout measures. Additionally, learners will be able to explain the fundamentals of income taxes, analyze deferred tax liabilities and assets, and apply accounting standards to interpret tax implications in financial reporting.

Learners will benefit from a carefully designed structure that begins with financial analysis fundamentals before progressing into advanced income tax accounting. This logical sequence ensures that participants develop both the analytical mindset to interpret business performance and the technical knowledge to handle complex tax scenarios. What makes this course unique is its integration of financial performance evaluation with taxation, two areas often taught separately. Through case studies, practical exercises, and real-world examples, learners gain not only conceptual clarity but also hands-on application. Whether you’re preparing for professional exams or aiming to strengthen career readiness, this course equips you with practical skills to apply, interpret, and evaluate financial data effectively.

Module details

This module introduces the fundamental tools of financial analysis, focusing on horizontal and vertical methods as well as ratio techniques. Learners will explore how to interpret income statements and balance sheets, evaluate efficiency through activity ratios, and analyze key financial metrics. By the end of this module, participants will be able to apply comparative approaches and ratio-driven insights to assess a company’s performance and operational effectiveness.

What's included

9 videos4 assignments

9 videosTotal 53 minutes

Horizontal and Vertical Analysis7 minutes
Income Statement Horizontal and Vertical Analysis Example8 minutes
Balance Sheet Vertical Analysis Example7 minutes
Introduction to Ratio Analysis2 minutes
Activity Ratios6 minutes
Activity Ratios Receivables Turnover5 minutes
Activity Ratios Inventory and Payables Turnover7 minutes
Activity Ratios Cash Conversion Cycle Discussion5 minutes
Activity Ratios Working Capital and Fixed Asset Turnover6 minutes

4 assignmentsTotal 60 minutes

Graded - Foundations of Financial Analysis30 minutes
Comparative and Vertical Analysis10 minutes
Understanding Ratios10 minutes
Deep Dive into Activity Ratios10 minutes

This module advances financial analysis by applying ratio techniques to real-world business cases and shareholder-focused metrics. Learners will explore liquidity, solvency, and profitability measures, work through comprehensive case studies of activity ratios, and evaluate shareholder value using ROE and dividend payout analysis. By completing this module, participants will gain practical expertise in interpreting ratios for decision-making and financial performance assessment.

What's included

11 videos4 assignments

11 videosTotal 83 minutes

Liquidity Ratios9 minutes
Solvency Ratios6 minutes
Profitability Ratios9 minutes
Comprehensive Example Activity Ratio Cash Conversion Part 110 minutes
Comprehensive Example Activity Ratio Cash Conversion Part 25 minutes
Comprehensive Example - Liquidity Ratios6 minutes
Comprehensive Example Solvency Ratios9 minutes
Comprehensive Example Profitability Ratios8 minutes
ROE9 minutes
ROE Example9 minutes
Dividends Payout Ratio4 minutes

4 assignmentsTotal 60 minutes

Graded - Applying Ratios for Insights30 minutes
Core Ratio Categories10 minutes
Comprehensive Case Studies10 minutes
Shareholder Value Metrics10 minutes

This module provides a comprehensive exploration of income tax accounting, covering the fundamentals, recognition of deferred tax assets and liabilities, and advanced insights into temporary and permanent differences. Learners will develop the ability to analyze the income statement for tax implications, interpret timing differences between accounting and tax treatments, and evaluate the effect of valuation allowances and tax rate changes on deferred taxes. By completing this module, participants will gain practical skills to apply income tax accounting concepts in real-world financial reporting and decision-making.