John Wiley & Sons

Reading Financial Reports for Dummies

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John Wiley & Sons

Reading Financial Reports for Dummies

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初级 等级

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2 周 完成
在 10 小时 一周
灵活的计划
自行安排学习进度

您将学到什么

  • Analyze the components of financial statements to assess business performance

  • Interpret balance sheets, income statements, and cash flow statements

  • Evaluate company health using key financial ratios and trends

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March 2026

作业

24 项作业

授课语言:英语(English)

了解顶级公司的员工如何掌握热门技能

Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

该课程共有24个模块

In this section, we analyze financial statements using GAAP, prepare quarterly and annual reports, and interpret balance sheets, income statements, and cash flow statements to support informed decision-making and regulatory compliance.

涵盖的内容

2个视频4篇阅读材料1个作业

In this section, we examine how business structures like sole proprietorships, partnerships, LLCs, and S/C corporations affect tax obligations and financial reporting requirements, emphasizing compliance with federal, state, and local regulations through accurate form application and reporting practices.

涵盖的内容

1个视频1篇阅读材料1个作业

In this section, we examine how private and public company structures influence financial reporting, focusing on Sarbanes-Oxley Act compliance, PCAOB oversight, and the regulatory demands of public disclosure.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we learn cash-basis and accrual accounting, debits and credits, the Chart of Accounts, and how to assess gross, operating, and net profit.

涵盖的内容

1个视频5篇阅读材料1个作业

In this section, we examine the core components of an annual report, focusing on financial statements, notes, MD&A, and the auditors' report, enabling accurate financial analysis and informed decision-making.

涵盖的内容

1个视频5篇阅读材料1个作业

In this section, we explore the balance sheet's structure using the equation A = L + E, classify assets and liabilities, and analyze equity components to assess a company's financial health and stability in practical business contexts.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we analyze income statement components using EBITDA, calculate earnings per share from net profit, and determine gross profit using revenue and cost of goods sold (COGS) to assess business performance and support informed financial decisions.

涵盖的内容

1个视频5篇阅读材料1个作业

In this section, we analyze the statement of cash flows to understand cash movements from operating, investing, and financing activities, using accrual adjustments to reveal true liquidity and support informed financial decision-making.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we analyze financial statement notes to interpret accounting policies, identify financial commitments, and detect red flags in pension and lease obligations, enhancing accurate financial assessment and informed decision-making.

涵盖的内容

1个视频5篇阅读材料1个作业

In this section, we analyze consolidated financial statements under IFRS, identify intercompany transactions, apply elimination rules, and evaluate goodwill's impact on post-acquisition financial reporting and performance assessment.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we analyze a company's profitability and market value using key financial ratios such as P/E ratio, dividend payout ratio, ROA, ROE, and profit margins. These metrics enable informed investment decisions based on earnings, dividends, and efficient resource utilization.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we analyze a company's financial health by calculating liquidity ratios like the current and quick ratios, and evaluating leverage through debt-to-equity and debt-to-capital ratios using real balance sheet data.

涵盖的内容

1个视频1篇阅读材料1个作业

In this section, we analyze cash flow from operations, calculate free cash flow, compute the cash return on sales ratio, and assess debt coverage to evaluate a company's solvency and long-term financial viability using real-world metrics.

涵盖的内容

1个视频2篇阅读材料1个作业

In this section, we analyze asset management efficiency using turnover ratios: inventory turnover (COGS average inventory), fixed assets turnover (net sales fixed assets), and total asset turnover to assess operational performance and resource utilization.

涵盖的内容

1个视频2篇阅读材料1个作业

In this section, we analyze cash flow health using key ratios such as accounts receivable turnover and accounts payable turnover. We evaluate discount offers by calculating annual interest rates to make informed payment decisions.

涵盖的内容

1个视频1篇阅读材料1个作业

In this section, we explore practical cash flow strategies including accelerating receivables, delaying payables, reducing inventory, and using receivables securitization to maintain liquidity and support operational stability.

涵盖的内容

1个视频2篇阅读材料1个作业

In this section, we examine the auditing process, auditor roles, and the application of GAAP and FASB standards to ensure financial statement accuracy. We explore audit stages, including fieldwork and reporting, to enhance stakeholder trust in financial data.

涵盖的内容

1个视频2篇阅读材料1个作业

In this section, we analyze SEC 10-Q and 10-K filings to assess financial accuracy, evaluate internal controls, and review board governance and insider ownership for informed investment decisions.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we examine how IFRS enables consistent global financial reporting, enhancing transparency and comparability. We compare GAAP and IFRS, highlighting key differences in revenue recognition, asset valuation, and disclosures for multinational operations.

涵盖的内容

1个视频3篇阅读材料1个作业

In this section, we explore the roles of buy-side, sell-side, and independent analysts, and examine how bond and stock ratings influence market perceptions. We learn to interpret these ratings and assess analyst reports for actionable financial insights.

涵盖的内容

1个视频4篇阅读材料1个作业

In this section, we examine how companies communicate with shareholders through SEC filings, financial reports, analyst calls, and governance structures. Learners gain practical skills to interpret disclosures, assess board oversight, and make informed investment decisions based on corporate transparency.

涵盖的内容

1个视频5篇阅读材料1个作业

In this section, we examine deceptive accounting practices such as manipulated revenue recognition, inflated assets, and concealed liabilities. You'll learn to detect red flags like bill-and-hold transactions and abnormal receivables to ensure accurate financial analysis.

涵盖的内容

1个视频8篇阅读材料1个作业

In this section, we examine major financial scandals to analyze fraudulent reporting, identify red flags, and evaluate the impact of SOX and Dodd-Frank reforms on enhancing transparency, accountability, and investor protection in financial markets.

涵盖的内容

1个视频3篇阅读材料1个作业

In this section, we analyze liquidity ratios, cash flow trends, and asset valuation to identify early warning signs in financial statements, enabling informed investment decisions through critical assessment of key financial metrics.

涵盖的内容

1个视频1篇阅读材料1个作业

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Wiley-Expert Edge Course Instructors
John Wiley & Sons
39 门课程1,763 名学生

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John Wiley & Sons

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