FINANCIAL STATEMENT
ANALYSIS SYLLABI
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WEEKLY NYC FINANCIAL STATEMENT ANALYSIS PROGRAM AT THE
WILLIAMS CLUB THURSDAY NIGHTS FROM 6 TO 8:30 PM
TAUGHT BY RON QUINTERO |
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Dates |
Subject |
Examples of Topics |
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Fall |
Winter |
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9/29/05 |
2/23/06 |
Preparing
for the CFA Exam—bonus section (5:30 to 6PM) |
Exam
overview • how Exam is graded • developing a preparation program •
time management |
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9/29/05 |
2/23/06 |
Accounting
Concepts You Must Know for the CFA Exam |
Financial
statement overview • sources of accounting principles • accrual
accounting |
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10/6/05 |
3/2/06 |
Balance
Sheet: Assets |
Understanding
each asset category • inventory accounting alternatives • capitalizing
vs. expensing costs • reconciling changes in fixed assets • deferred
tax assets |
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10/20/05 |
3/9/06 |
Balance
Sheet: Liabilities |
Understanding
each liability category |
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10/27/05 |
3/16/06 |
Income
Statement |
Special
revenue recognition methods • impact of inventory accounting
alternatives • depreciation methods • nonrecurring items |
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11/3/05 |
3/23/06 |
Cash
Flow Statement |
Direct
and indirect method • impact of balance sheet changes on cash flow
statement • reconciling noncash items • calculating cash flow from
balance sheet, income statement, and statement of changes in
stockholders’ equity • impact of unusual items |
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11/10/05 |
3/30/06 |
Statement
of Changes in Stockholders’ Equity; Earnings per Share |
Understanding
components of stockholders’ equity and effect of changes • basic and
diluted EPS • calculating weighted average shares outstanding •
calculating impact of options, warrants, convertibles, and other items on
diluted EPS |
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11/17/05 |
4/6/06 |
Taking
the CFA Exam—bonus section (5:30 to 6PM) |
Exam-taking
techniques |
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11/17/05 |
4/6/06 |
Financial
Ratio Analysis |
Understanding
key financial ratios • how ratios change when selected items change •
impact of discretionary and unusual items on financial ratios |
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INTENSIVE FINANCIAL STATEMENT ANALYSIS PROGRAM HOLIDAY INN SELECT IN STAMFORD • INSTRUCTOR:
RON QUINTERO FRIDAY, NOVEMBER 18, 2005 AND SATURDAY, MAY 20, 2006 |
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Time |
Subject |
Examples
of Topics |
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8:00 –9:30 |
Assets |
Understanding each asset category •
inventory accounting alternatives • impact of capitalizing vs. expensing
costs • reconciling changes in fixed assets • deferred tax assets •
goodwill and other intangible assets |
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9:40 –11:00 |
Liabilities |
Understanding each liability category •
impact of accruals on financial statements long-term debt • deferred
income taxes |
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11:10 –12:00 |
Other Balance Sheet Items |
Asset retirement obligations •
capital lease obligations • statement of changes in stockholders’
equity |
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12:50 –14:40 |
Income Statement |
Understanding accrual accounting •
special revenue recognition methods • impact of inventory accounting
alternatives • depreciation methods • nonrecurring items • earnings
manipulation • earnings per share |
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14:50 –16:40 |
Cash Flow Statement |
Direct and indirect method •
impact of balance sheet changes on cash flow statement • reconciling
noncash items • calculating cash flow from balance sheet, income
statement, and statement of changes in stockholders’ equity • impact
of unusual items |
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16:50 –18:00 |
Financial Ratio Analysis |
Understanding key financial ratios •
how ratios change when selected items change • impact of discretionary
and unusual items on financial ratios |