Course ID: CSIFA

Controller Series: Insightful Financial Analysis

Anyone can “crunch numbers” but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.

Learning Objectives
  • Determine how to set the context for a financial analysis with a corporate overview 
  • Recognize the reasons why financial statement analysis can be difficult
  • Identify the steps to complete a business strategy analysis
  • Identify the six steps of a financial analysis
  • Choose between various ratios for greatest insights

Major Topics
  • Reasons why it’s so difficult to provide an “insightful” financial analysis
  • What is the definition of a financial analysis
  • The six steps of a financial analysis
  • Key takeaways

Advanced Preparations


Who Should Attend

Aspiring leaders and leaders of teams and organizations

Fields of Study
Accounting, Auditing



Business Learning Institute

CPE Credits


This course is currently available for registration

Date Host Org CPE Format
-- Business Learning Institute 1.0 On-Demand Register Now

This course is available for your group as:


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