Understanding Financial Statements

Program Overview

Join our “Understanding Financial Statements” masterclass, designed to empower not only you but also your entire team! This comprehensive program equips business owners, managers, supervisors, and team leaders with the essential skills to interpret financial statements effectively. Enhance your organization’s financial literacy and decision-making capabilities, driving success and growth across all levels of your business.

Financial statements tell the critical story of a company, providing insights that are vital for assessing financial health. Participants will explore the elements of financial statements, their classification, measurement, and presentation, and learn how to analyze financial data for actionable insights.

Course Objective

By the end of the masterclass, participants will be able to:

• • Explain the attributes and processes of an accounting information system.
  • Describe the regulatory standards guiding financial statement preparation.
  • Illustrate the structure and contents of key financial statements and their interrelationships.
  • Analyze the financial health of a business organization based on its statements.
  • Apply financial analysis techniques to assess performance and make informed decisions.
  • Master financial analytical tools, including liquidity and profitability analysis.

 

 

Outline of Topics

Module 1: Key Business Activities

• Financing activities: financing sources, types of financing instruments
• Investing activities: investment decisions, investment instruments
• Operating activities: operating expenses, operating assets
• Role of managers in business activities: decision-making, risk management

Module 2: The Financial Reporting Environment

• Current developments in financial statement preparation: trends, regulations
• Regulatory requirements: accounting standards, financial reporting frameworks

Module 3: The Structure and Contents of the Financial Statements

• Classification of accounts: asset accounts, liability accounts, equity accounts
• Balance sheet: assets, liabilities, equity
• Income statement: revenues, expenses, net income
• Statement of cash flows: operating activities, investing activities, financing activities
• Notes to financial statements: supplementary information

Module 4: Financial Analytical Tools and Techniques

• Liquidity analysis
• Asset management or activity analysis
• Leverage analysis
• Profitability analysis
• Marketability analysis

Module 5: Integrated Tools in Analyzing Business Performance

• Du Pont Method of Financial Analysis
• Financial Leverage

Module 6: Advanced Topics in Financial Analysis

• Ratio analysis
• Trend analysis
• Comparative analysis

Module 7: Applying Financial Analysis in Business Decision-Making

• Using financial analysis in strategic planning
• Using financial analysis in investment decisions
• Using financial analysis in risk management

 

 

Resource Speaker

Dr. Rufo R. Mendoza, CPA
Former Vice-Chair of Regulatory Board of Accountancy

Click here for his profile.

 

 

Training Investment

REGULAR RATE
Php 1,899.00 + VAT

EARLY BIRD RATE
Php 1,499.00 + VAT until April 22, 2025

GROUP RATE
Php 1,399.00 + VAT per pax for 5 – 14 pax

SUPER GROUP RATE
Php 1,199.00 + VAT per pax for 15 or more pax

BIRTHDAY MONTH PROMO – FREE SEAT
Register within Your Birthday Month with at least 2 Paid Pax @Php1,899.00+ VAT per pax (Must present proof of date of birth)

JOIN NOW PAY LATER PROMO
Pay After 30 Days from the date of the Masterclass @ Php2,099.00+ VAT per pax

Presentation Materials and the Digital Certificate will be provided

 

 

In-House Training

Looking for customized in-house training in HR, Labor Law, Taxation, Accounting, Supply Chain Management, Soft Skills, or similar areas?

Click here for more information.

 

 

IMPORTANT REMINDERS

REGISTRATION.
You must register or be registered by someone else to be able to join our webinars.  Webinar access links are strictly sent through email therefore make sure you indicate the right email addresses for the participants. Please indicate how many participants you wish to include before hitting the REGISTER NOW button.

CHECK OUT.
When you go to the Checkout Page, double-check the number of participants you have to register, if you change your mind or wish to make last-minute adjustments, do not forget to update your cart by clicking the UPDATE CART button.  Once everything is final, you may now click the PROCEED TO CHECK OUT button.

BILLING DETAILS AND THE NAMES OF THE PARTICIPANTS.
On the upper portion, you have to enter your details (esp. your email address) as the one paying for the registration. Underneath, you have to enter the details (esp. the email addresses) of the participants you wish to join the webinar.

 

PAYMENT
POWERMAX provides three (3) payment options:
(1) Bank Deposit/Online Bank Transfer
(2) G-Cash
(3) PayPal/Credit or Debit Card Through PayPal 

Bank Deposit or Online Bank Transfer / G-Cash
If you choose Bank Deposit/Online Bank Transfer or G-Cash, you have to send the proof of payment to info@powermax.ph.

IMPORTANT:
Proof of payment must be sent to info@powermax.ph.  Failure to send the proof of payment to info@powermax.ph means the participants will not receive the webinar links even if the proof of payment is sent to other contact details of Powermax or its representatives (e.g., Facebook, Messenger, Viber, other email addresses, etc.).

Payment Through PayPal
If you choose to pay for your registration using PayPal you may do so.  Please take note that PayPal also accepts Debit Cards and Credit Cards bearing the VISA and Mastercard logo. Unlike the Bank Deposit/Online Bank Transfer, the PayPal process automatically updates our system to issue the participants their access to our webinars.

Masterclass access links.
Once payment is made and verified, we can activate the spot on the webinar then we can send the webinar access links to the email addresses of the participants – this only goes with Bank Deposit/Online Bank Transfer / G-Cash.  However, for payments made using PayPal, the activation process is automatic. Note that your webinar access link cannot be shared with anyone else.  If you cannot attend on the date and time of the webinar kindly advise us at the latest one day ahead. 

Terms and Conditions.
By registering you agree to our Terms and Conditions and acknowledge our Privacy Policy.

 

Thank you and enjoy!

Keep safe and God Bless!