When will I have access to the lectures and assignments?

Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). If you choose to explore the course without purchasing, you may not be able to access certain assignments.

What is the refund policy?

You will be eligible for a full refund until 2 weeks after your payment date. You cannot receive a refund once you’ve earned a Course Certificate, even if you complete the course within the 2-week refund period. View our full refund policy.

Is financial aid available?

Yes! Coursera provides financial aid to learners who would like to complete a course but cannot afford the course fee. To apply for aid, select "Learn more and apply" in the Financial Aid section below the "Enroll" button. You'll be prompted to complete a simple application; no other paperwork is required.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Financial Statement and Ratio Analysis for Accountants

Ends today! Save on skills that make you shine with 40% off 3 months of Coursera Plus. Save now

Financial Statement and Ratio Analysis for Accountants

Instructors: Brian Hamm

10,097 already enrolled

Included with

Learn more

8 modules

Gain insight into a topic and learn the fundamentals.

110 reviews

Intermediate level

Some related experience required

Flexible schedule

2 weeks at 10 hours a week

Learn at your own pace

Build toward a degree

Learn more

8 modules

Gain insight into a topic and learn the fundamentals.

110 reviews

Intermediate level

Some related experience required

Flexible schedule

2 weeks at 10 hours a week

Learn at your own pace

Build toward a degree

Learn more

What you'll learn

Highlight the unique information found in each of the five financial statements.
Navigate common SEC filings and search for information.
Calculate and understand the drivers of common return ratios.
Identify ways to detect accounting quality issues.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

17 assignments

Taught in English

91%

of learners achieved a positive career outcome

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

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

There are 8 modules in this course

The objective of Financial Statement and Ratio Analysis for MBAs is to provide you with the knowledge and skills necessary to analyze, interpret, understand, and use financial information to make informed decisions. We will discuss financial reporting from a user’s perspective, use a variety of tools to break apart financial reports into meaningful units for analysis, forecast financial statements, and value a firm. This course is intended to give you exposure to the issues facing users of financial statements. You will better understand your role in the financial reporting process if you know how the financial statements will ultimately be used.

Module details

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Next, you will review financial statement and accounting basic principles.

What's included

13 videos5 readings3 assignments1 discussion prompt1 plugin

13 videosTotal 43 minutes

The Impact of the Gies Community2 minutes
Instructor Introduction- Brian Hamm3 minutes
Instructor Introduction- Nerissa Brown4 minutes
Course Overview- Financial Statements, SEC Filings and Ratio Analysis & Beyond the Financials: Insights, Analysis and Valuations 6 minutes
Learning Objectives and Investing Basics4 minutes
Financial Statements Overview3 minutes
Income Statement4 minutes
Statement of Cash Flows4 minutes
Statement of Comprehensive Income1 minute
Balance Sheet5 minutes
Statement of Shareholders' Equity1 minute
Financial Statements Working Together3 minutes
Why a Statement of Cash Flows?4 minutes

5 readingsTotal 130 minutes

Syllabus30 minutes
About the Discussion Forums30 minutes
Online Education at Gies College of Business10 minutes
Updating Your Profile30 minutes
Module 1 Overview and Resources30 minutes

3 assignmentsTotal 90 minutes

Orientation Quiz30 minutes
Introduction to Financial Statements Practice Quiz30 minutes
Module 1 Graded Quiz30 minutes

1 discussion promptTotal 30 minutes

Getting to Know Your Classmates30 minutes

1 pluginTotal 15 minutes

Demographics Survey15 minutes

In this module, you will learn the differences between the book value, intrinsic value, and market value of equity.

What's included

6 videos1 reading2 assignments

6 videosTotal 17 minutes

Difference Between Book Value and Market Value of Equity (Introduction)4 minutes
Historical Cost vs Fair Value2 minutes
Matching / Timing4 minutes
Some Items Not Measured2 minutes
Mispricing2 minutes
Difference Between Book Value and Market Value of Equity (Recap)3 minutes

1 readingTotal 10 minutes

Module 2 Overview and Resources10 minutes

2 assignmentsTotal 60 minutes

Differences Between Book, Intrinsic, and Market Value of Equity Practice Quiz30 minutes
Module 2 Graded Quiz30 minutes

In this module, you will obtain an understanding of the most common SEC filings and the information included within them.

What's included

9 videos1 reading2 assignments

9 videosTotal 44 minutes

Introduction to SEC Filings5 minutes
Annual Filings4 minutes
Current Filings3 minutes
Navigating a Company's Investor Relations Page4 minutes
Navigating EDGAR5 minutes
Navigating the 10K7 minutes
Navigating the Proxy5 minutes
SEC Comment Letters4 minutes
Searching for SEC Comment Letters7 minutes

1 readingTotal 30 minutes

Module 3 Overview and Resources30 minutes

2 assignmentsTotal 60 minutes

Introduction to SEC Filings Practice Quiz30 minutes
Module 3 Graded Quiz30 minutes

In this module, you will gain an understanding of common financial ratios and learn how to calculate various balance sheet ratios.

What's included

10 videos1 reading2 assignments

10 videosTotal 50 minutes

Introduction to Ratio Analysis10 minutes
Productivity Ratios5 minutes
Productivity Ratios Calculation Examples4 minutes
Cash Conversion Cycle6 minutes
Cash Conversion Cycle Calculation Examples5 minutes
Liquidity and Solvency Ratios5 minutes
Liquidity Calculation Examples2 minutes
Solvency Ratios Calculation Examples4 minutes
Coverage Ratios5 minutes
Coverage Ratios Calculation Examples5 minutes

1 readingTotal 30 minutes

Module 4 Overview and Resources30 minutes

2 assignmentsTotal 60 minutes

Balance Sheet and Coverage Ratios Practice Quiz30 minutes
Module 4 Graded Quiz30 minutes

In this module, you will learn how to calculate various income statement ratios and how to conduct vertical and horizontal income statement analysis.

What's included

5 videos1 reading2 assignments

5 videosTotal 39 minutes

Introduction to Vertical Financial Statement Analysis6 minutes
Management's Application of Vertical Financial Statement Analysis11 minutes
Introduction to Horizontal Financial Statement Analysis6 minutes
Management's Application of Horizontal Financial Statement Analysis9 minutes
Combining Vertical and Horizontal Financial Statement Analysis (Benchmarking)8 minutes

1 readingTotal 10 minutes

Module 5 Overview and Resources10 minutes

2 assignmentsTotal 60 minutes

Income Statement Practice Quiz30 minutes
Module 5 Graded Quiz30 minutes

In this module, you will learn how to compute return ratios and understand their performance drivers.

What's included

6 videos1 reading2 assignments

6 videosTotal 37 minutes

Introduction to Return Ratios4 minutes
Return on Assets7 minutes
Return on Assets Disaggregated7 minutes
Return on Common Equity8 minutes
Disaggregating Return on Common Equity8 minutes
Return on Invested Capital5 minutes

1 readingTotal 10 minutes

Module 6 Overview and Resources10 minutes

2 assignmentsTotal 60 minutes

Return Calculations Practice Quiz30 minutes
Module 6 Graded Quiz30 minutes

In this module, you will gain an understanding of dividend yield and its calculation, and the valuation role and implications of share buybacks,

What's included

3 videos1 reading2 assignments

In this module, you will learn what is meant by accounting quality, understand why "accounting quality" matters and how to detect issues.

What's included

6 videos3 readings2 assignments1 plugin

6 videosTotal 25 minutes

Accounting Quality Introduction2 minutes
What Is "Earnings Quality?"4 minutes
How Does Accounting Quality Affect Our Ability to Forecast Future Earnings?4 minutes
What Is An Accounting Quality Analysis?6 minutes
How Are Manipulations of Earnings Detected?7 minutes
Learn on Your Terms1 minute

3 readingsTotal 50 minutes

Module 8 Overview and Resources30 minutes
Congratulations on completing the course!10 minutes
Get Your Course Certificate10 minutes

2 assignmentsTotal 60 minutes

Accounting Quality Practice Quiz30 minutes
Module 8 Graded Quiz30 minutes

1 pluginTotal 15 minutes

Course-End Survey15 minutes

Build toward a degree

This course is part of the following degree program(s) offered by University of Illinois Urbana-Champaign. If you are admitted and enroll, your completed coursework may count toward your degree learning and your progress can transfer with you.¹