Financial Statement Analysis

Online

Focus on the effective analysis of financial statements and how to integrate accounting concepts and principles into your statements. Examine the analytical tools for assessing a company's performance, the concept of quality of earnings and the approaches to valuation. Topics also include balance sheet analysis, asset and business evaluation issues, income statement analysis, profit margins, return on assets and equity and cash flow analysis.

Academic Units
4
Section Number
244ACC513
Instruction Method
Online class

Association Credits

American Institute of CPAs (CPE)
40.00 CPE hours

Section Notes

This course is a paced-asynchronous course, which means that all students will be proceeding through the course at the same time. The course consists of online materials, reading assignments, written assignments and discussion forums. The lessons open on a weekly basis throughout the duration of the class. The time it takes you to complete each lesson depends on your individual approach and learning style, but in a given week, students can generally expect to spend approximately:

  • 5-6 hours in online lectures and discussion forums
  • 5-6 hours of work outside of class on readings and assignments

Students can enroll through the first week of the course. The course begins on March 31, 2025 and must be completed by June 22, 2025. Refund deadline: April 14, 2025. Refunds and/or enrollment transfers will not be approved after this date. 

Access to your course in Canvas will be available one business day before the course’s start date.

If you anticipate needing any Disability Accommodations, please contact our Student Services representative PRIOR to enrolling in this course. The accommodations must be organized before starting the program. Please contact Tina Ehrke at (530) 757-8727 if you would like to register for a course and you have disability-related needs or concerns. https://cpe.ucdavis.edu/student-services/disabilities

Enrollment Policies

Drop requests (withdraw with a refund) will be approved, less a $30 processing fee, if the request is received by April 14, 2025. Refunds and/or enrollment transfers will not be approved after this date.  Click here (https://cpe.ucdavis.edu/student-services/withdrawals-refunds-transfers ) to view complete enrollment policy information including details on withdrawals and transfers.  

Students have the first week of class to enroll with the understanding that students who enroll after the first day of class are expected to reach out to their instructors to make sure they receive all content and are on track with the course. 

Prerequisites

Principles of Financial Accounting.

Technical Requirements

To ensure your success in this course, please review our technical requirements page.

Section Course Materials

Understanding Financial Statements

ISBN
978-0133874037
Mandatory
Edition
11th
Author
Ormiston & Fraser
Publisher
Pearson
Copyright
2015

Interpreting and Analyzing Financial Statements: A Project-Based Approach

ISBN
978-0132746243
Mandatory
Edition
6th
Author
Schoenebeck and Holtzman
Publisher
Pearson
Copyright
2013

Discounts

Early Enroll Discount

Enroll 14 days before the course start date to save $50 on the course fee.

Info Session Discount

Attendees of UC Davis Continuing and Professional Education Information Sessions may be eligible for $100 discount on a class by entering the Coupon Code provided at the Information Session.  Contact UC Davis Continuing and Professional Education Student Services office, at (800) 752-0881, if you have questions about this discount.