Analyzing Financial Statements to Make Investment Decisions

Name: Analyzing Financial Statements to Make Investment Decisions
Rating: 4.7 (72 reviews)

Master 2026 Financial Statement Analysis for Stock Investments: Your Proven Guide to Increasing Trading Profits

Created byIndy Jeed | Dynamic Accounting Educator | Empowering the Next Generation

Last updated 1/2026

English

What you'll learn

Real-world Application: Step-by-Step Guide in Analyzing Microsoft's and Apple's 2023 Audited Financial Statements
Assets, Liabilities, Shareholders Equity, Revenues and Expenses
Decode Financial Statements: Income Statement, Statement of Changes in Equity, Balance Sheet & Statement of Cash Flows
Master Financial Ratios: Liquidity, Solvency and Profitability
Horizontal and Vertical Financial Analysis
Smarter Stock Investments
Identify Red Flags and Opportunities
Strategic Decision-Making
Build Confidence in Investment Decisions
Navigate Market Volatility
Continuous Learning

Course content

6 sections • 49 lectures • 4h 52m total length

Course Breakdown - Table of Contents1:44
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Lesson 1 - The Five Main Accounts3:24
Lesson 2 - Assets Explained in More Detail2:25
Lesson 3 - Liabilities Explained in More Detail2:55
Define liability as a future obligation from past transactions, representing a creditor's claim on assets to be settled by payments or delivered goods, such as accounts payable and unearned revenue.
Lesson 4 - Shareholders Equity Explained in More Detail2:39
Lesson 5 - Further Dive Into Common and Preferred Shares (Shareholders Equity)7:16
Compare debt financing and equity financing, including common and preferred shares, with emphasis on dividends, voting rights, ownership, and retained earnings, illustrated by a water bottles business.
Lesson 6 - Further Dive Into Retained Earnings (Shareholders Equity)4:30
Lesson 7 - Revenues Explained in More Details2:01
Lesson 8 - Expenses Explained in More Detail2:40
Test Your Knowledge!

Lesson 1 - Introduction to the Four Financial Statements2:55
Lesson 2 - Further Dive into the Income Statement6:13
Lesson 3 - Further Dive into the Statement of Changes in Equity7:07
Lesson 4 - Exploring the Statement of Retained Earnings2:11
Explore the statement of retained earnings as part of the statement of changes in equity, detailing the beginning balance, net income, dividends declared, and ending retained earnings.
Lesson 5 - Further Dive into the Balance Sheet5:00
Master the balance sheet, or statement of financial position, by identifying assets, liabilities, and shareholders equity. Apply the assets equals liabilities plus shareholders equity equation and note the order of liquidity.
Lesson 6 - Exploring the Accounting Equation1:32
Lesson 7 - Further Dive into the Statement of Cash Flows9:53
Lesson 8 - Relationships Among the Four Financial Statements0:35
Practice: Income Statement, Statement of Changes in Equity and Balance Sheet15:49
Walks through preparing the income statement, statement of changes in equity, and balance sheet for a month, illustrating net income, dividends, and the assets equal liabilities plus equity.
Lesson 9 - Multiple-Step Income Statement6:03
Practice: Multiple-Step Income Statement Question and Step-by-Step Solution9:02
Lesson 10 - Classified Balance Sheet3:27
Lesson 11 - Further Dive Into Current Assets2:44
Lesson 12 - Non-Current Assets Explained0:40
Lesson 13 - Further Dive Into Long-Term Investments0:53
Lesson 14 - Further Dive Into Property, Plant & Equipment4:15
Lesson 15 - Further Dive Into Intangible Assets1:42
Lesson 16 - Further Dive Into Current Liabilities2:10
Lesson 17 - Further Dive Into Non-Current Liabilities1:40
Explore non-current liabilities like long-term debts, lease obligations, pension and benefit obligations, and deferred income tax liabilities, and understand how notes to the financial statements detail these future obligations.
Lesson 18 - Further Dive Into Shareholders Equity0:58
Explore shareholder's equity by examining share capital and retained earnings, defining share capital as preferred or common shares, and applying the retained earnings formula to track net income minus dividends.
Lesson 19 - Bringing the Classified Balance Sheet Together4:32
Practice: Classified Balance Sheet Question and Step-by-Step Solution10:14

Lesson 1 - Introduction to Financial Statement Analysis1:34
Lesson 2 - What is the Horizontal Analysis?7:11
Practice: Horizontal Analysis Question and Step-by-Step Solution10:57
Lesson 3 - What is the Vertical Analysis?1:19
Practice: Vertical Analysis Question and Step-by-Step Solution6:44
Lesson 4 - Introduction to Ratio Analysis1:08
Lesson 5 - What are the Liquidity Ratios?6:09
Practice: Liquidity Ratios Question and Step-by-Step Solution14:59
Lesson 6 - What are the Solvency Ratios?2:38
Practice: Solvency Ratios Question and Step-by-Step Solution7:04
Lesson 7 - What are the Profitability Ratios?6:33
Analyze profitability ratios, including gross profit margin, profit margin, asset turnover, return on assets, return on common shareholders' equity, earnings per share, and payout ratio, and compare with prior years.
Practice: Profitability Ratios Question and Step-by-Step Solutions10:13
Practice calculating profitability ratios, including gross profit margin, profit margin, asset turnover, return on assets, and return on common shareholders equity, from 2014 and 2015 data with no preferred shares.

Requirements

No prerequisites or specific requirements are needed for this course. It is designed to be accessible to learners of all levels, whether you're a beginner or have some background in finance. All that's required is a basic understanding of computers, an internet connection, and a curiosity about financial statement analysis. Join us for an accessible and engaging exploration of finance and investments.

Description

Ready to dive into the world of stock investment but unsure how to navigate the financial statements of specific companies? Look no further! Our course is your ultimate guide to mastering financial statement analysis for strategic stock investment. Unlock the secrets of analyzing company finances and make informed investment decisions with confidence. Enroll now and take the first step towards financial success!

Immerse Yourself in Finance:
- Embark on a profound journey into finance with our 'Financial Statements: Analyze, Decide, Profit for Investors' course.
Fundamental Decoding:
- Decode the 5 Main Accounts (Assets, Liabilities, Shareholders Equity, Revenues and Expenses), laying the groundwork for a comprehensive understanding of financial statements.
Mastery in Analysis:
- Gain expertise in analyzing Income Statements, exploring Balance Sheets, and interpreting the crucial insights hidden in Cash Flows.
Strategic Decision-Making:
- Unlock the secrets to strategic decision-making, learning how to translate financial data into informed choices for successful investments.
Explore Real-Life Cases:
- Dive into the financial statements of two real-life companies, applying your newfound knowledge to analyze and draw insights from their financial data.
Essential Statements Exploration:
- Delve into the essential financial statements - Income Statements, Balance Sheets, and Cash Flows - understanding their roles in financial analysis.
Analytical Techniques Mastery:
- Master analytical techniques, from Horizontal and Vertical Analysis to critical Financial Ratios, providing a holistic approach to financial statement evaluation.
Confident Investment Navigation:
- Empower yourself to confidently navigate investments, armed with the skills to dissect financial statements and uncover opportunities.
Enroll Now for Transformation:
- Join now to experience a transformative learning journey, complete with real-life analysis, and emerge ready to analyze, decide, and profit in the dynamic realm of finance!

Who this course is for:

This course is designed for anyone interested in gaining a comprehensive understanding of financial statement analysis for investment purposes.
Investors and Traders
Finance and Business Professionals
Entrepreneurs
Students and Aspiring Professionals
Anyone Interested in Personal Finance

Analyzing Financial Statements to Make Investment Decisions

What you'll learn

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Course content

Introduction: Full Course Breakdown + Free Material Available!3 lectures • 3min

Chapter 1 - The Five Main Accounts of Accounting8 lectures • 28min

Chapter 2 - Financial Statements Overview22 lectures • 1hr 40min

Chapter 3 - Financial Statement Analysis - Horizontal, Vertical and Ratio12 lectures • 1hr 16min

Chapter 4 - Financially Analyzing Microsoft and Apple for Investment Purposes3 lectures • 1hr 26min

Congratulations! You've Reached A Milestone1 lecture • 1min

Requirements

Description

Who this course is for: