Introduction to Analyzing Financial Statements


SKU: a760880003e7 Category:


Reviews terms and steps associated with analyzing financial statements. Explains how tax returns report income and expenses from another perspective. Examines the computation and meaning of four categories of financial ratios and how ratios are used to spot significant trends.  A perfect way to get a starter for beginning the advanced three credit course – Analyzing Financial Statements.

Updated: June 2017
Re-versioned: July 2016

What You’ll Learn

After successfully completing this course, you will be able to:

  • Define financial statement analysis and explain its importance in the small business lending process
  • List the basic steps of financial statement analysis and the purpose of each step
  • Analyze an income statement and balance sheet
  • Explain how tax returns are used in the lending process
  • Calculate and interpret key ratios
  • Perform a simple cash flow analysis


Bank personnel who are responsible for reviewing financial statements for the purpose of assisting in making lending decisions, monitoring the ongoing health of the business, or conducting the initial financial analysis.


Award Application and Career Pathing 

Introduction to Analyzing Financial Statements applies toward the completion of the following certificates and diplomas:


Code: A1076SP
Signup for our newsletter and be the first to know about new courses and discounts:
  • This field is for validation purposes and should be left unchanged.