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Financial Statement Analysis

financial-statement-analysis-mgmtx432-3
MGMT X 432.3

Review the mechanics of financial statement analysis, including balance sheet and income statement analysis, ratio analysis, and cash flow analysis, with an emphasis on quality of earnings analysis.

Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
Online
In Person
Cost
Starting at $905.00

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What you can learn.

Receive a balanced view of financial analysis, including both equity and credit analysis, as well as cash-based and earnings-based valuation models
Understand how to analyze free cash flow generation, profitability, and operating efficiency
Learn methods of evaluating the impact of leverage on business risk and return on equity
Recognize how to interpret actual excerpts from financial reports and footnotes

About This Course

Designed for financial and credit analysts; CPA or CFA candidates; investors; business managers; or individuals who are involved in equipment or real estate financing, leasing or trade credit analysis, this course focuses on the mechanics of financial statement analysis, with an emphasis on quality of earnings analysis. Topics covered include balance sheet and income statement analysis, ratio analysis, cash flow analysis, common size analysis and trend analysis. Students are expected to analyze and evaluate free cash flow generation, profitability, operating efficiency and the impact of leverage on business risk and return on equity.

Prerequisites
MGMT X 1A and MGMT X 1B Principles of Financial Accounting or equivalent, or consent of instructor. We also recommend students have some finance work experience, an undergraduate degree in finance or a related field of study or have completed our Accounting Fundamentals Certificate program.

Fall 2026 Schedule

Date
Details
Format
 
-
This section has no set meeting times.
Instructor:
REG#
409912
Fee:
$905.00
Onlineformat icon
Updating...
Notes

Required course in the Finance Certificate.

Enrollment limited. Materials required.

Deadline
Refunds only available from July 27, 2026 to October 04, 2026
Course Requirements
Financial Reporting and Analysis(8th Edition US) by Revsine
Course syllabus not yet available.

Winter 2027 Schedule

Date
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Instructor:
Jay Wilson
REG#
411049
Fee:
$905.00
In Personformat icon
UCLA
Updating...
Notes

Visitors not permitted. Internet access required. Materials required.

Elective course in the Finance Certificate. Internet access required.

Deadline
No refunds after December 31, 2026
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Thu Jan 7, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 14, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 21, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Jan 28, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 4, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 11, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 18, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Feb 25, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 4, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 11, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall
Lecture
Thu Mar 18, 2027
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall

This course applies toward the following programs

finance-ce0443

Finance

certificate
certificate Learn core aspects of financial theory and practice. This certificate is the foundation needed for students to meet the market demand for qualified financial professionals and a great starting point to advance your finance career.

Learn core aspects of financial theory and practice. This certificate is the foundation needed for students to meet the market demand for qualified financial professionals and a great starting point to advance your finance career.