Fundamentals of financial statement analysis
Presenters : Constance Kawelenga CA(SA)
Overview
Financial statements tell the story of a business. As accountants, our role extends beyond just reading numbers—we must interpret them to understand our clients' financial health, strengths, and weaknesses. This webinar will equip participants with the skills to analyse financial statements effectively, translate key insights, and empower clients to make informed business decisions.
Join Constance Kawelenga CA(SA) for an insightful session on unlocking the story behind financial statements. Gain practical techniques to analyse financial data, identify key business drivers, and translate insights into strategic advice for your clients.
Learning objectives
By attending this webinar, you will gain the following competencies:
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Understanding the big picture from each financial statement and how they connect.
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Understand the Purpose of Financial Statements.
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Understanding Key Financial Ratios and Metrics associated with each financial statement.
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Identifying financial red flags and business risks.
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Practical application of financial analysis in real-world decision-making.
Content
The webinar will cover the following topics:
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Understanding the big picture from each financial statement and how they connect
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What each financial statement reveals about a business
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How the statements connect (Income → Balance Sheet → Cash Flow) to give a full financial picture.
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Understand the Purpose of Financial Statements
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The role of the Income Statement, Balance Sheet, and Cash Flow Statement in evaluating a business’s financial health
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Understanding Key Financial Ratios and Metrics associated with each financial statement
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Essential ratios for profitability, liquidity, solvency, and efficiency
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How to use these ratios to assess financial performance.
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Identify Financial Red Flags and Business Risks
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Warning signs in financial statements (e.g., declining cash flow, rising debt, revenue manipulation).
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Understand common accounting tricks and how to spot them
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Practical application of Financial Analysis in Real-World Decision-Making
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Essential ratios that provide quick insights into financial health.
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How to track trends over time instead of analyzing numbers in isolation.
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