How to Prepare, Read and Analyse a Company Balance Sheet

A practical first step in company analysis
Rating: 4.3 out of 5 (1,193 ratings)
23,325 students
How to Prepare, Read and Analyse a Company Balance Sheet
Rating: 4.3 out of 5 (1,196 ratings)
23,325 students
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.

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 this course is for:
  • 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.
Curriculum
5 sections • 35 lectures • 1h 56m total length
  • Introduction to the course
  • Interview with your course subject expert
  • Introduction to the course (text module)
  • Main components of financial statements
  • Main components of financial statements (text module)
  • Supporting Financial Statements (Excel spreadsheets)
  • Introduction to the balance sheet equation
  • Introduction to the balance sheet equation (text module)
  • Introduction to assets
  • Introduction to assets (text module)
  • Introduction to liabilities
  • Introduction to liabilities (text module)
  • Introduction to owner's equity
  • Introduction to owner's equity (text module)
  • Balance sheet equation quiz
  • Introduction to building a balance sheet
  • Introduction to building a balance sheet (text module)
  • Building the net assets section
  • Building the net assets section (text module)
  • Building the liability section
  • Building the liability section (text module)
  • Building the owner's equity section
  • Building the owner's equity section (text module)
  • How to build a balance sheet quiz
  • Introduction to financial ratios
  • Introduction to financial ratios (text module)
  • Solvency ratios
  • Solvency ratios (text module)
  • Activity ratios
  • Activity ratios (text module)
  • Capital structure ratios
  • Capital structure ratios (text module)
  • Valuation ratios
  • Valuation ratios (text module)
  • Ratios quiz
  • Introduction to the P&L and cash flow statements
  • Introduction to the P&L and Cash Flow statements (text module)
  • Case study - Tesco (Excel spreadsheet)

Instructor
Financial Education (as seen on YouTube)
The Duomo Initiative
  • 4.3 Instructor Rating
  • 1,326 Reviews
  • 25,337 Students
  • 2 Courses

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.