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Financial Analysis Fundamentals
Learn to perform professional level financial analysis of a company.
This course teaching how to analyze the:
- income statement
- balance sheet
- cash flow statement
It also teaches important ratios and metrics to evaluate the health of a business.
This course is designed for beginner to intermediate accounting and finance professionals.
Click on the activity to learn more!
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Excel Crash Course - Spreadsheet Formulas Tutoria
Course Description
Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user. This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels - from beginner to advanced users.
Build a strong foundation in Excel for careers in:
Investment banking
Private equity
Corporate development
Equity research
Financial Planning & Analysis (FP&A)
Learn industry leading... |
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Real Estate Financial Modeling
Build a dynamic Real Estate Financial Model to evaluate the investment return profile of a development project in Excel.
This course is designed for real estate development professionals, lending / banking analysts, surveyors, and anyone interested in mastering the art of building a real estate development models from scratch. |
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Wills, Estate Administration, and Trusts
Learning
Objectives
After completing this course, you will be able to:
Answer technical questions on wills
Answer technical questions on intestate succession
Answer technical questions on estate administration
Answer technical questions on trusts
Allocate receipts and disbursements of a trust or estate between principal and income
Course Topics
Wills
Intestate Succession
Estate Administration
Trusts
Allocation between Principal and Income
This self-study course consists of an A... |
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Mortgages
Learning
Objectives
After completing this course, you will be able to
Answer technical questions on the types of mortgages
Answer technical questions on the purpose and effect of recording a mortgage
Answer technical questions on default and foreclosure procedures
Answer technical questions on the transfer of mortgaged real property
Course Topics
The Mortgage Device
Forms and Elements of a Mortgage
Types of Mortgages
Recording a Mortgage
Default and Foreclosure
Transfer of Mortg... |
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Leases
Learning
Objectives
After completing this course, you will be able to
Explain the basic concepts of the landlord and tenant relationship
Identify the landlord’s and the tenant’s rights and duties
Explain assignments and subleases
Course Topics
Landlord and Tenant: Basic Concepts
Landlord’s Rights and Duties
Tenant’s Rights and Duties
Assignments and Subleases
This self-study course consists of an Audiovisual presentation, a 10-question True/False Introductory quiz, a Knowl... |
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Contracts: Elements
Learning
Objectives
After completing this course, you will be able to
Identify the requirements of an offer
Identify the requirements of acceptance
Recognize the basic elements of, and substitutes for, consideration
Identify the capacity to contract
Recognize the legality element of a contract
Answer technical questions on contract interpretation and the parol evidence rule
Course Topics
Nature and Classification of Contracts
Mutual Assent (Offer and Acceptance)
Consideration
Ca... |
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Bankruptcy
Learning
Objectives
After completing this course, you will be able to
Answer questions about bankruptcy and its key provisions
Identify the key features of Chapter 7 liquidations
Identify the key features of Chapter 11 reorganizations
Course Topics
Overview
Administration
Creditors, Debtors, and the Estate
Liquidations
Reorganizations
Adjustment of an Individual’s Debts
Alternatives to Bankruptcy
This self-study course consists of an Audiovisual presentation, a 20-question Tr... |
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Accountants’ Legal Responsibilities and Quality Control
Learning
Objectives
After completing this course, you will be able to
Identify a CPA’s responsibilities under state law
Recognize a CPA’s responsibilities under federal law
Apply Statements on Quality Control Standards
Explain a tax preparer’s responsibilities
Apply Statements on Standards for Tax Services
Course Topics
Responsibilities under State Law
Responsibilities under Federal Law
Quality Control
Tax Preparer’s Responsibilities
Standards for Tax Services
This self... |
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IFRS How to Account for & Present Interests in Other Entities other than Subsidiaries (IFRS 11, 12 & IAS 28), Pt 2
In this second part you will review how the continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and reporting for Interest in Other Entities Other Than Subsidiaries. Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to:
Recognize the objective and scope of IFRS 11 Joint Arrangements, IFRS 12 Disclosure of Inte... |
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IFRS How to Account for & Present Interests in OE other than Subsidiaries (IFRS 11, 12 and IAS 28), Pt 1
The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and reporting for Interest in Other Entities other than Subsidiaries. Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to:
Recognize the types interests in entities other than subsidiaries and the methods used to account for such interests.
Recognize th... |
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IFRS Accounting and Reporting Insurance Contracts (IFRS 4)
The continued globalization of financial accounting standards has significantly altered the landscape surrounding the accounting and presentation of Insurance Contracts (IFRS 4). Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to:
Recognize the objective, scope, and definitions of Insurance Contracts under IFRS 4
Recognize and apply the principles utilized to recognize and measu... |
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IFRS Accounting & Reporting Financial Instruments (IFRS 9)
The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and presentation of Financial Instruments (IFRS 9). Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to:
Define the objective and scope of Financial Instruments under IFRS 9
Identify the definitions utilized in IFRS 9
Name and recognize the Financial I... |
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Foundations of Business Combinations and Noncontrolling Interests
With practical examples, a clear presentation of facts, and review of relevant definitions, participants will familiarize themselves with the critical background, context, and tools to understand the issues and changes related to business combinations and noncontrolling interests in consolidated financial statements. After completing this session, you will be able to:
List the scope and exceptions under business combinations (ASC 805)
Define, compare, contrast, and apply the following conc... |
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Foreign Currency Accounting (ASC 830)
Through practical exercises and examples that lay the foundation for real-world familiarity and success, participants will learn how to determine functional currency while gaining a thorough understanding of Foreign Currency Accounting (ASC 830), including its objectives, purpose, disclosure requirements and critical definitions. After completing this session you will be able to:
Recognize the measurement methods and current cost determination, and the classification of the balance sheet in... |
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First-time Adoption of International Financial Reporting Standards (IFRS 1)
The adoption of IFRS for the first time can be cumbersome and complex for an organization. Participants will gain an understanding of the definition and scope of IFRS 1 and receive practical guidance on its implementation within their organization. At the conclusion of this session, you will be able to:
Recognize the scope and objective of the First-time Adoption of IFRSs (IFRS 1).
Recognize the recognition and measurement principles utilized under IFRS 1, including the transactions includ... |
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Financial Statement Disclosures under IFRSs: What You Need to Know
This session will focus on the financial statement disclosures required under the International Accounting Standards. You will specifically learn about the disclosure requirements for Accounting Policies, Changes in Accounting Estimates and Errors, Events after the Reporting Period, Related Party Disclosures, Earning Per Share, Interim Financial Reporting and Operating Segments. At the conclusion of this session you will be able to:
Recognize the treatment (e.g., Prior Period Adjustment) of... |
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Disclosure & Sustainability Reporting: An SEC Overview
By exploring definitions, applications, and real-life case studies and examples - including Trump Hotels and Casinos, Nike, McDonald's, and Starbucks - participants will learn how to navigate through two important SEC regulations and gain practical insight into sustainability reporting. At the conclusion of this session you will be able to:
Recognize the regulations concerned with Fair Disclosure
Regulation G:
Recognize the general rules regarding the Disclosure of Non-GAAP Financial Meas... |
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Cracking the Codification: U.S. GAAP Research Made Easy
The FASB Accounting Standards Codification is not only a first step in organizing U.S. accounting standards for possible convergence with IFRS, but it also has simplified the ability to research related issues. This course will provide a practical overview of the Codification. At the conclusion of this session, you will be able to:
Define the purpose for the Codification Project
Identify how the Codification content is structured
Apply knowledge of the Codification to research accounting ... |
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Consolidation/Business Combinations & Noncontrolling Interests in Consolidated Financial Statements (ASC 805 & ASC 810/SFAS 141-R & 160)
With practical examples, a clear presentation of facts and review of relevant definitions, participants will familiarize themselves with the critical background, context and tools to understand the issues and changes related to business combinations and non-controlling interests in consolidated financial statements. After completing this session you will be able to:
Identify the scope, exceptions and effective date of Business Combinations (ASC 805/SFAS 141-R)
Apply the accounting requirem... |
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Bankruptcy How to Effectively Addr. Fin. Rptg. Iss. & Bankruptcy Code Provisions Pt 2
The second of a two-part series exploring Chapter 11 bankruptcy will help participants obtain a more fully formed understanding of this complex yet increasingly common business phenomenon. At the conclusion of this session you will be able to:
Identify the provisions of ASC 852-10 that govern the preparation of financial statements by entities in reorganization under the Bankruptcy Code
Identify the provisions of ASC 852-10 that related to the "fresh-start" approach that may be used by ent... |
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Bankruptcy How to Effectively Addr. Fin. Rptg. Iss. & Bankruptcy Code Provisions Pt 1
In the first of a two-part course, participants will receive a foundational understanding of the bankruptcy process and the critical issues facing corporations entering Chapter 11 bankruptcy. At the conclusion of this session you will be able to:
List the chapters of the Bankruptcy code
Recognize the most common types of bankruptcy filings
Identify the types of bankruptcy filings most relevant to corporations
Recognize the top 10 U.S. bankruptcy cases
Identify the following concepts:
P... |
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Accounting for Liabilities under IFRS: What You Need to Know about Leases (IAS 17)
From theory to field application, this course provides the relevant background, context and tools to apply IAS 17 Leases under International Financial Reporting Standards. Understand key issues and the most recent amendments to the standard, and gain the practical experience that will help you to accurately and efficiently apply these standards within your organization. At the conclusion of this session you will be able to:
Recognize the scope and objectives of Leases under International Ac... |
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Accounting for Liabilities under IFRS What You Need to Know about Share-based Payment (IFRS 2)
Enhance your theoretical knowledge and acquire the hands-on experience that will allow you to navigate the complexities surrounding International Financial Reporting Standards IFRS 2 (Share-based Payment). At the conclusion of this session you will be able to:
Recognize the objective and scope of Share-based Payment under IFRS 2
Define and recognize the terms utilized in IFRS 2
Identify the recognition principles for Share-based Payment
Recognize the principles used to recognize and meas... |
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Accounting for Liab. under IFRS: What You Need to Know about Provisions, Cont. Liab. & Assets IAS 37
From theory to field application, this course provides the relevant background, context and tools to apply IAS 37 - Provisions, Contingent Liabilities and Contingent Assets under International Financial Reporting Standards. Understand key issues and the most recent amendments to the standard, and gain the practical experience that will help to you accurately and efficiently apply these standards within your organization. At the conclusion of this session, you will be able to:
Recognize the ... |
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Accounting for Liab. under IFRS: What You Need to Know about Income Taxes (IAS 12)
The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and presentation of Income Taxes (IAS 12). This is a standard that has seen amendments in recent years, ushering in new levels of complexity that demand theoretical knowledge along with practical hands-on experience. At the conclusion of this session you will be able to:
Define the scope of Income Taxes under International Accounting Standards (IAS 12).
List the ... |
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Accounting for Liab. under IFRS: What You Need to Know about Employee Benefits (IAS 19)
Enhance your theoretical knowledge and acquire the hands-on experience that will allow you to navigate the complexities surrounding International Financial Reporting Standards IAS 19 (Employee Benefits). At the conclusion of this session you will be able to:
Define the objectives and scope of Employee Benefits under IAS 19
Recognize the specified meanings of terms given and used in IAS 19 for each particular definition category
Identify the different forms of Short-Term Employee Benefits ... |
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Accounting for Leases & Asset Retirement Obligations ASC 840 (SFAS 13)/ASC 410 (SFAS 143)
Participants will study critical definitions and work through relevant examples to obtain the experience and skills required to meet the ever-changing and complex requirements of Accounting for Leases (ASC 840/SFAS 13) and Asset Retirement Obligations (ASC 410/SFAS 143) as they relate both to lessors and lessees. After completing this session you will be able to:
Recognize, define, and apply the principles utilized to account for operating and capital leases
Define the accounting principle... |
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Accounting for Derivative Financial Instruments & Hedging Activities (ASC 815/SFAS 133 & SFAS149)
Using relevant examples and illustrations, participants will explore the specifics of ASC 815 and how the revised standards differ from previous guidance. Review the hedging activities and derivative instruments available today, and separate myth from reality as you gain the knowledge and hands-on experience that can ensure compliance. After completing this session you will be able to:
Identify the risks that corporations face
Apply the key accounting principles followed under ASC 815
App... |
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Accounting for Deferred Income Taxes & Uncertain Tax Positions (ASC 740/SFAS 109 & FIN 48)
Gain the foundational knowledge and critical strategies that will allow you to successfully address intraperiod and interperiod tax allocation and the other relevant issues surrounding Accounting for Deferred Income Taxes & Uncertain Tax Positions. After completing this session you will be able to:
Define Interperiod Tax Allocation
Define Permanent and Temporary differences and apply the proper tax determination procedures
Apply the proper accounting for Operating Losses
Apply the rules ... |
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Accounting for Consolidations: What You Need to Know about Cost, Equity & Acquisition Methods, Pt. 2
In the second of a two-part course, we focus on the preparation of consolidated financial statements. With a thorough rundown of the rules, case studies and detailed worksheets, you'll be prepared to account for a range of consolidation scenarios. At the conclusion of this session you will be able to:
Recognize the characteristics of acquisition method business combinations
Recognize the accounts that are eliminated and recognized when applying the acquisition method and how to prepare the... |
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Accounting for Consolidations What You Need to Know about Cost, Equity and Acquisition Methods, Part 1
In this first of a two-part course, we provide the rules and best practices for consolidating financial statements. In this session you will explore Marketable Securities and the Cost and Equity Methods of accounting for investments and consolidations. At the conclusion of this session you will be able to:
Recognize the types of marketable securities, their classification and the impact they have on an entitys financial statements
Recognize the purpose and characteristics of consolidated f... |
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Accounting for Assets under IFRS: What You Need to Know about PP&E & Investment Property IAS 16 & 40
Preparing Financial Statements in accordance with International Financial Reporting Standards requires accurate and up-to-date theoretical knowledge along with practical and thorough hands-on experience. At the conclusion of this session you will be able to:
Recognize the scope and objectives of International Accounting Standard 16 (IAS 16)
Define the terms used in IAS 16
Identify the rules followed to determine how and when to recognize Property, Plant and Equipment under IAS 16
Recogni... |
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Accounting for Assets under IFRS: What You Need to Know about NC Assets Held for Sale/DO (IFRS 5)
Rapid and important changes are underway in the accounting world. Obtain critical working knowledge on the treatment of Non-current Assets Held for Sale and Discontinued Operations under International Financial Reporting Standards. This course will blend theory and practical hands-on experience to enable the effective application of IFRS 5. At the conclusion of this session you will be able to:
Recognize the scope of Non-current Assets Held for Sale and Discontinued Operations under Interna... |
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Accounting for Assets under IFRS: What You Need to Know about Inventories & Borrowing Costs IAS 2 & 23
Obtain a relevant historical perspective, deepen your understanding of current standards, and acquire the critical hands-on experience that will allow you to effectively interpret and properly apply International Financial Reporting Standards for Inventory and Borrowing Costs (IAS 2 and 23). At the conclusion of this session you will be able to:
Recognize the scope and objectives of International Accounting Standard 2 (IAS 2)
Define the terms used in IAS 2
Recognize the methodologies util... |
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Accounting for Assets under IFRS: What You Need to Know about Intangible Assets (IAS 38)
Obtain not only just theoretical knowledge, but also relevant background experience and practical working knowledge of Intangible Assets within International Accounting Standards (IAS 38). Enhance your ability to properly, effectively and easily apply IAS 38 to financial statements in accordance with International Financial Reporting Standards (IFRSs). At the conclusion of this session, you will be able to:
Identify the scope and objectives of Intangible Assets under IAS 38.
Define the ter... |
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Accounting for Assets under IFRS: What You Need to Know about Impairment of Assets (IAS 36)
The effective application of IAS 36 Impairment of Assets is critical to the appropriate preparation and presentation of financial statements under International Financial Reporting Standards. A blend of theory and practical hands-on experience will equip you for real-world applications of IAS 36. At the conclusion of this session you will be able to:
Recognize the scope of Impairment of Assets under International Accounting Standard 36 (IAS 36)
Define the terminology used in IAS 36
Recogn... |
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Accounting & Reporting Changes in FE Rates & HE under IFRS IAS 21 & 29
Fluctuating foreign exchange rates in hyperinflationary economies pose difficult challenges and complexities when applying International Reporting Standards. Gain the knowledge and experience that will allow you to apply IAS 21 (The Effects of Changes in Foreign Exchange Rates) and IAS 29 (Financial Reporting in Hyperinflationary Economies) within your organization. At the conclusion of this session you will be able to:
Define the terms utilized in IAS 21.
Recognize and apply the principal... |
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Compilation and Review Risk Alert
Upon successful completion of this program, the user should be able to:
Discuss the compilation and review hierarchy
Explain the current guidance related to engagement letters and where recurring issues arise
Distinguish between an attest and an assurance engagement
Explain review evidence and risk awareness. |
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Compilation and Review Alert Practice Issues
Upon successful completion of this program, the user should be able to:
Discuss the authoritative guidance for accounting bases other than GAAP
Discuss the appropriate note disclosures that need to be present when financial statements are prepared using an OCBOA
Discuss the advantages to using an OCBOA
Discuss the authoritative source of accounting guidance in the United States for nonissuers
Discuss the consolidation requirements for variable interest entities |
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Compilation & Review Guide
Upon successful completion of this program, the user should be able to:
Discuss the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services
Explain the guidance regarding a change in the of level of service
Explain the objective and requirements of a compilation of financial statements
Discuss changes in the report resulting from departures from GAAP
Discuss the professional standards for a review engagement
Explain th... |
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Commonly Controlled Entity Transactions & Combinations
Upon successful completion of this program, the user should be able to:
Identify where the authoritative literature for these transactions and combinations are located
Discuss the definition of control
Discuss the accounting for two entities rolling together without a change in control occurring
Explain the effect of accounting for combinations of commonly controlled entities at fair value |
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Coaching and Supervising Staff
Upon successful completion of this program, the user should be able to:
Identify motivational factors for individuals
List the steps to providing constructive feedback
Discuss SMART goals
Discuss goal setting
Explain the impact of different personality types on effective coaching |
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Clarity Standards' Scalability
Upon successful completion of this program, the user should be able to:
Discuss the changes made under the clarified auditing standards to confirmations
Explain changes made to the audit report under the clarified auditing standards
Discuss the area of biggest change due to the clarified auditing standards
Discuss the different types of risk present in an audit
Explain the process of inherent risk assessment in an audit |
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Cash Flow Statements
Upon successful completion of this program, the user should be able to:
Define a complete set of financial statements
Identify how the statement of cash flows is different from other financial statements
Identify the categories of a statement of cash flows and what falls into each category
Explain the two methods of preparation of the statement of cash flows and the differences between them |
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Bisk GAAS Guide
Upon successful completion of this program, the user should be able to:
Explain the rationale for recently issued audit standards
List the basic responsibilities and nature of the audit function
Identify the overall objectives of the independent auditor and the conduct of an audit in accordance with GAAS as stated in SAS No. 122
Discuss the existence of Public Company Accounting Oversight Board (PCAOB) auditing standards and when they apply
Discuss the existence of government auditing sta... |
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BISK ACCOUNTING AND AUDITING REPORT
The Bisk Accounting & Auditing Report is a monthly newsletter that is delivered each and every month either via the Internet with audio streaming or in a traditional paper-based product with accompanying audio CD. Each monthly issue is worth 1 CPE credit hour; the annual subscription will provide you 12 CPE credit hours.
The Bisk Accounting & Auditing Report provides late-breaking accounting and auditing news most vital to a CPA's practice or business. Featuring guidance from industry leade... |
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AVOIDING IDENTITY THEFT BY PUBLIC EMPLOYEES
Upon completion of this program, the user should:
Be aware of situations in which a social security number can be obtained
Understand how to minimize the risk of identity fraud
Be aware of the procedures for removing data from a computer |
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Audits of State and Local Governments
Upon successful completion of this program, the user should be able to:
Discuss the significant changes to the AICPA Codification of Auditing Standards
Discuss the 2011 revision of Government Auditing Standards
Explain the purposes and types of risk assessment and other planning procedures
Discuss the entity and its environment, including its internal control
Discuss audit planning decisions and judgments, including materiality and risk levels
Discuss substantive procedures required in e... |
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Auditing for Contingencies
Upon successful completion of this program, the user should be able to:
Identify where the primary accounting guidance for contingencies is found
Identify the steps in evaluating a contingency for possible accrual and/or disclosure
Discuss accrual and disclosure of both loss and gain contingencies
Discuss the important audit considerations related to contingencies |
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