Financial Reporting and Analysis

Course Description

An introductory course with practical applications on financial statements reporting and analysis. The course draws on the CFA Institute curriculum and is designed to provide the students with the necessary concepts and tools to analyse publicly listed companies, from assessing past financial performance to projecting future performance and to undertake comparative analysis. The course will also cover CFA code of ethics and standards of practice relevant for financial analysts.

Course Learning Outcomes

Upon completion of this course, students will be able to:

• Understand the CFA Institute standards of practice for financial analysts;
• Undertake top-down and bottom up company analysis;
• Demonstrate understanding of the various financial standards;
• Evaluate quality of financial reporting;
• Evaluate the historical financial performance of publicly-listed companies;
• Project future financial performance of a company based on financial statements analysis;
• Align and compare financial statements of multiple companies;
• Demonstrate the application of financial ratios calculations;
• Make recommendations based on the analysis output.