How to Prepare, Read and Analyse a Company Balance Sheet
4.4 (60 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2,068 students enrolled
Wishlisted Wishlist

Please confirm that you want to add How to Prepare, Read and Analyse a Company Balance Sheet to your Wishlist.

Add to Wishlist

How to Prepare, Read and Analyse a Company Balance Sheet

A practical first step in company analysis
4.4 (60 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2,068 students enrolled
Last updated 9/2017
English
Price: Free
Includes:
  • 1.5 hours on-demand video
  • 19 Articles
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand the individual components of a company balance sheet.
  • Understand the practical use of a balance sheet.
  • Diagnose the health status of a company.
  • Use financial ratios to analyse the context of a company's operations.
  • Build a balance sheet from scratch using any company's financial information.
View Curriculum
Requirements
  • Must be able to use Excel at a basic level
Description

The Duomo Initiative presents: "How to Prepare, Read and Analyse a Company Balance Sheet".

A practical, step-by-step course that will accelerate your understanding of how to perform this critical aspect of company analysis.

The course is presented in the distinctive Duomo style; engaging and interactive, as seen on the popular YouTube Channel.

If you're an investor looking to improve the depth of your equity analysis...

Or an entrepreneur wanting to calculate your company's solvency...

Or simply someone that wants to expand their horizons by learning more about the financial world around them...

Then this is the course for you!

Featured in this package are nearly 2 hours of practical and theoretical lessons, detailed text modules and a quiz at the end of every section to test your understanding.

You will also receive a supporting spreadsheet, to aid you in completing all the practical activities.

The content of the course has been put together following proven principles for accelerated learning. This means it will challenge you to stay focused and work hard, but is still suitable for complete beginners with no previous accounting or financial experience.

This course will be presented by Nicholas Puri and has been written by Dr. Alexander Cassar, a director at PuriCassar AG and a qualified accountant since 1990.

Who is the target audience?
  • Anyone who wants to understand a balance sheet.
  • Investors and traders who are investing in listed companies.
  • Business owners who want to understand how solvent their company is.
  • Business students who want a view of the balance sheet principles from a practical angle.
Students Who Viewed This Course Also Viewed
Curriculum For This Course
35 Lectures
01:56:28
+
Introduction
6 Lectures 15:47
Introduction to the course
05:48

Interview with your course subject expert
03:30

Introduction to the course (text module)
01:02

Main components of financial statements
02:57

Main components of financial statements (text module)
02:08


Supporting Financial Statements (Excel spreadsheets)
00:22
+
The Balance Sheet Equation
8 Lectures 18:48
Introduction to the balance sheet equation
01:42

The Balance Sheet follows an equation. In this section we are going to share with you this equation and we will be building this up together, one step at a time.

Introduction to the balance sheet equation (text module)
00:07

Introduction to assets
04:32

This module introduces the basic definition of assets and breaks down the assets in the various types.

Introduction to assets (text module)
02:17

Introduction to liabilities
05:08

This module introduces a common definition of liabilities.

Introduction to liabilities (text module)
00:09

Introduction to owner's equity
03:31

This module introduces a common definition of what constitutes owner's equity, or as it is also known, shareholder's equity.

Introduction to owner's equity (text module)
01:21

Balance sheet equation quiz
13 questions
+
How to Build a Balance Sheet
8 Lectures 24:17
Introduction to building a balance sheet
05:33

The Balance Sheet is an important tool to gain insight into a company and its operations. The Balance Sheet is like a photo at a single point in time of a company's assets, liabilities and owner's equity.

Introduction to building a balance sheet (text module)
01:46

Building the net assets section
04:12

In this module you will practice what you have learned in Section 2 on how to build the net assets side of the Balance Sheet.

Building the net assets section (text module)
03:04

Building the liability section
03:45

In this module you will practice what you have learned in Section 2 on how to build the liabilities side of the Balance Sheet.

Building the liability section (text module)
00:56

Building the owner's equity section
04:11

In this module you will practice what you have learned in Section 2 on how to build the owner's (shareholder's) equity side of the Balance Sheet.

Building the owner's equity section (text module)
00:49

How to build a balance sheet quiz
14 questions
+
Diagnosing the company health with ratios
10 Lectures 52:32
Introduction to financial ratios
01:24

In this section we will learn how the Balance Sheet can enable us to find out how much a company is worth, how healthy it is and in case of a public listed company whether the price of the shares reflect these factors.

Introduction to financial ratios (text module)
00:42

Solvency ratios
09:56

We calculate solvency ratios to see whether a company has enough cash, assets and low debt to continue operations without running into financial trouble.

Solvency ratios (text module)
04:15

Activity ratios
12:26

We use activity ratios to measure how well the management team are able to convert the business assets into cash or sales. By doing so we will see how efficient and well run a company really is.

Activity ratios (text module)
06:48

Capital structure ratios
07:53

We use capital structure ratios to analyse a company’s capital structure, mainly its debt and equity. The following ratios will show you how much a company is using debt to run the business.

Capital structure ratios (text module)
05:02

Valuation ratios
02:54

We use valuation structure ratios to assess the overall value of a company, including the net asset value per shares in circulation.

Valuation ratios (text module)
01:11

Ratios quiz
35 questions
+
The rest of the financial statement
3 Lectures 06:06
Introduction to the P&L and cash flow statements
04:33

This lecture introduces the other two documents, the Profit & Loss Account and the Cashflow Statement, that together with the Balance Sheet, make up the financial statements of a company.

Introduction to the P&L and Cash Flow statements (text module)
01:29

Case study - Tesco (Excel spreadsheet)
00:04
About the Instructor
The Duomo Initiative
4.4 Average rating
58 Reviews
2,068 Students
1 Course
Financial Education (as seen on YouTube)

The Duomo Initiative is the educational division of PuriCassar AG, a financial company.

Our lessons and courses cover areas such as: the financial markets, trading, investing, financial management, economics and accounting.

Our courses follow the same distinctive teaching style as seen on our popular YouTube channel, making our lessons engaging, interactive and effective.