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Financial Reporting Certificate

Showcase your financial knowledge with the financial reporting certificate

Learn Your Way to Earning the Financial Reporting Certificate

Understanding financial reporting fundamentals is the core for every manager, business owner or analyst. Many professionals will have financial statements sitting right in front of them but few understand how to read or what to do with them. Financial statements can be a confusing and intimidating part of business. This courses included in this certificate program cover the fundamentals of financial statements giving you the tools you need to be successful.

Courses that we have selected for communication skills certificate are presented in OnDemand format. Each course was previously recorded live and is presented in our OnDemand presentation tool that tracks your participation and completion. Every Lorman course is taught by professionals that are experts in the industry.

Earning the Financial Reporting Certificate will give you the knowledge and skills you need to be confident with financial statements. After completing the series of courses, a Financial Reporting Certificate will be mailed to within 7 business days. 

Certificate Requirements: 

1. Complete all five courses required within 90 Days of date of purchase. 
2. Attendance verification validated upon each course completion
3. Certificate Will Be Mailed with 7 - 10 Business Days

Courses Required:

Understand and Interpret Financial Statements

If you are responsible for analyzing your company’s financial statements or just need a better understanding of what they mean, this information is for you.This topic will help anyone who would like to analyze financial statements and learn the ratios and what they mean and how to interpret them. It will help anyone who has financial information and teach them how to maneuver around the financial statements and find what they are looking for. Go over how to analyze the balance sheet, income statement, and statement of cash flows. Discuss ratios and not only how to calculate them but more importantly what they mean and how that will ultimately help you make that sound decision based on what you have in front of you.

Length: 57Minutes
Faculty: Ronald A. Sereika, CooperVision

Key Ratio Analysis of Financial Statements

Don’t overlook the ratio warning signs in your financial statements.Many users of financial statements struggle to grasp the full financial picture of the subject company. It is common for users of financial statements to overlook key warnings signs of unfavorable trends in the financial health of a company. This topic assists in applying techniques to summarize the information in a company’s financial statements to assess its financial health in a concise, useful, and easy to understand manner. This information is critical for individuals looking to understand the basics of financial ratio analysis and how to interpret these important indicators of a company’s financial health.

Length: 58 Minutes
Faculty: Stephen Doneson, CPA, EisnerAmper LLP

Reading and Understanding Cash Flow Analysis

Understanding and managing the cash flow in your business is critical to your success.A balance sheet is often described as a 'snapshot' of your financial situation at a single point in time. (Think of it as the balance in your personal checking account.) An income statement summarizes revenue, expenses and net income for the entire year or other period of time. Both of these financial statements are important tools to measure the success of your business, but do little to tell you where the cash actually went. Learn more about how cash truly moves through your business, how to prepare a cash flow budget and identify ways to put your working capital to work and increase shareholder value.

Length: 62 Minutes
Faculty: Theran J. Welsh, CPA, SVA Certified Public Accountants

Show Me the Money: Determining Return on Investment for People, Projects and Programs

ROI isn’t a simple calculation – Learn how to determine the financial return on investment for your business. "Show me the money" is the mantra of the day. Senior leaders in private sector, public sector, and social sector organizations want to see value for investments made in people, projects and programs. This value, more than ever before, is defined in terms of return on investment. Until you can produce solid, verifiable numbers that prove the worth of investments, you may never gain the respect and leverage necessary to keep your processes moving forward. The ROI Methodology is the most applied and documented approach to addressing this needed accountability. By developing six types of measures, the ROI Methodology not only helps you determine the financial return on investment in your programs, but also provides data that will allow you to improve your programs.

Length: 78 Minutes
Faculty: Patti P. Phillips, Ph.D., ROI Institute, Inc.

Reading and Understanding the Balance Sheet

Learn how to break down and understand the balance sheet section by section. Many people may have financial statements in front of them but they do not know what they should be looking for. The financial statements can be seen as a maze as there is so much information and people do not know where to start looking first. Learn where you can find the balance sheet information they need and then depending on their needs (are they looking to invest in the firm, be employed by the firm, consider giving them a loan or extending them a line of credit) how to break down the balance sheet section by section, do comparisons, calculate ratios, and make a final decision. Gain the tools needed to do everything mentioned above and make sound decisions for your organization.

Length: 82 Minutes
Faculty: Ronald A. Sereika, CooperVision


Earn your Certificate Today

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Looking for Other Financial Reporting Courses? 
Check out all of our other Live and Ondemand Financial Reporting titles.

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