Course ID: IFA-PT1

Insightful Financial Analysis – Part 1

We spend time discussing why it is essential to have a good understanding of the organization’s senior management team, it’s business strategy, and the industry it operates in. Also, we discuss a variety of ratios associated with the following areas: liquidity, leverage, profitability, activity and cash sufficiency.

Learning Objectives
  • Explain the six-step financial analysis process
  • Understand the four major ratio categories
  • Explain the importance of understanding the senior management team, the current economy, and the company’s industry

Major Topics
  • Discussion of liquidity, leverage, profitability and cash sufficiency
  • Using Apple, Delta, and other major corporations in the explanation of what is needed in a financial analysis

Who Should Attend

CPAs, Accountants, and other financial professionals

Fields of Study



Business Learning Institute

CPE Credits


This course is available for your group as:


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