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Financial Statements, SEC Filings and Ratio Analysis

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Financial Statements, SEC Filings and Ratio Analysis

Instructors: Brian Hamm

4,750 already enrolled

Included with

Learn more

4 modules

Gain insight into a topic and learn the fundamentals.

24 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

4 modules

Gain insight into a topic and learn the fundamentals.

24 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.
Learn how to navigate the common SEC filings and search for information.
Calculate and understand the drivers of common return ratios.
Identify ways to detect accounting quality issues

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

13 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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There are 4 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

In this module, 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. You will also review financial statements and basic accounting principles and learn the differences between the book value, intrinsic value, and market value of equity.

What's included

19 videos5 readings4 assignments1 discussion prompt1 plugin

19 videosTotal 61 minutes

Introduction to Financial Statements, SEC Filings and Ratio Analysis6 minutes
Meet Your Instructor- Brian Hamm3 minutes
Meet Your Instructor- Nerissa Brown4 minutes
The Impact of the Gies Community2 minutes
Financial Statements & Basic Accounting Introduction4 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
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

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

4 assignmentsTotal 120 minutes

Introduction to Financial Statements & Basic Accounting Principles Graded Quiz30 minutes
Orientation Quiz30 minutes
Introduction to Financial Statements Practice Quiz30 minutes
Differences Between Book, Intrinsic, and Market Value of Equity Practice Quiz30 minutes

1 discussion promptTotal 30 minutes

Getting to Know Your Classmates30 minutes

1 pluginTotal 15 minutes

Welcome! Please Tell Us About Yourself15 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 2 Overview and Resources30 minutes

2 assignmentsTotal 60 minutes

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

In this module, you will obtain an understanding of common financial ratios, learn how to calculate various ratios, and understand the performance drivers of the applicable ratios.

What's included

24 videos1 reading5 assignments

24 videosTotal 142 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
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
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
Total Shareholder Return5 minutes
Dividend Yield6 minutes
Share Buybacks5 minutes

1 readingTotal 30 minutes

Module 3 Overview and Resources30 minutes

5 assignmentsTotal 150 minutes

Financial Ratios and Share Buybacks Graded Quiz30 minutes
Balance Sheet and Coverage Ratios Practice Quiz30 minutes
Income Statement Practice Quiz30 minutes
Return Calculations Practice Quiz30 minutes
Dividend Yield and Share Buybacks Practice Quiz30 minutes

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

2 assignmentsTotal 60 minutes

Accounting Quality Graded Quiz30 minutes
Accounting Quality Practice Quiz30 minutes

1 pluginTotal 15 minutes

How Was the Course?15 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