Analysis of financial statements
AAT Masterclass
Immerse yourself in the intricacies of financial reporting analysis and discover how to interpret financial statements effectively.
Course Type
Video on demand
Length
3 - 5 hours
What you’ll achieve
By the end of this masterclass, you will:
- develop financial analysis skills to evaluate the financial statements of partners or organisations
- formulate insightful questions to assess the financial well-being and sustainability of a business
- recognise and interpret trends in financial statements
- identify areas of financial risk that warrant further investigation.
About this course
While accountants traditionally focus on calculating and reporting transactions, the skill of financial analysis is crucial for long-term partnerships with suppliers or customers. Through this session, learn to decipher financial statements, ask insightful questions, assess financial health and potential risks, and enhance communication with stakeholders.
This session is suitable for finance professionals seeking to enhance their financial analysis abilities, regardless of experience level.
Meet the Speaker(s)
Helen Kerrigan
Helen Kerrigan
Helen is a director of Future Finance Training Ltd. She qualified as a Chartered Accountant with KPMG in 2001. During her time at KPMG, she audited clients in the retail sector, worked as a forensic accountant on an international project and enjoyed a secondment to Walmart’s commercial finance team. On secondment to KPMG’s learning and development team Helen discovered a love of training and had the opportunity to develop her expertise in this area.
Helen designs and delivers training materials for AAT, AICPA CIMA, ACCA and ICAEW. She also delivers ‘finance for non-financial manager’ training for clients ranging from manufacturers to charities. Technical updates are essential for accountants and financial reporting and audit are core areas of expertise for Helen. Increasingly she delivers training that blends both technical and behavioural skills recognising the evolving role of the finance professional – with a particular focus on ESG.
Recently she has worked with the NHS, Department for Education, Grant Thornton, Kreston Global, Three and Asahi.
Read moreOverview
Video on demand |
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3 - 5 hours |
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Financial statements |
Syllabus
During this session you will:
- delve into the significance of non-financial analysis
- explore trend analysis, ratio analysis, and cash flow statement analysis
- learn how to conduct industry benchmarking as part of financial analysis.
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.
Meet the sponsor: Xero
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Xero makes invoicing and accounting quick and easy. Join this digital showcase to find out how Xero software can help provide a digital solution to your accounting needs. Xero is a cloud-based accounting software platform for small businesses has 3.5 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data anytime, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment. |
Join over 200,000 accountants and bookkeepers using Xero in their practice