Financial Statement Analysis
Master the complete analyst toolkit—from financial statement and ratio analysis to advanced forecasting—to accurately determine a firm's value.
Upcoming Start Date
Spring 2026 Enrollment Coming Soon
Length
2 courses, 5 weeks each
Effort
3-5 hours of self-paced learning per week
Tuition
$950.00 per course*
*Bundle both courses for a 20% discount at checkout
Who Should Attend
- Financial Professionals and Analysts: Individuals currently working in finance, accounting, or corporate roles (e.g., investment banking, corporate development, equity research, portfolio management) who need to master or refresh their skills in financial statement analysis, forecasting, and company valuation.
- Aspiring Investors and Analysts: Those looking to enter the finance industry or improve their personal investment acumen by learning to extract, interpret, and use corporate financial data to make informed decisions and determine a company's intrinsic value.
- Executive/Management Professionals: Decision-makers, business owners, or managers who need to confidently analyze a firm's financial health, performance, and position to guide strategic business decisions.
- Individuals with Foundational Accounting Knowledge: Learners who have a basic understanding of financial accounting concepts and are seeking a practical, hands-on application of that knowledge to real-world financial statement analysis and equity valuation scenarios.
Course Overviews
Course 1 - Financial Statement Analysis: Fundamental Ratio Analysis
Welcome to Financial Statement Analysis: Fundamental Ratio Analysis, a practical online course designed to increase your ability to extract, interpret, and use information from financial statements. We will emphasize the understanding, organizing, and summarizing of financial data for decision-making purposes.
Rice University’s online business courses provide a convenient, yet interactive and hands-on, way to learn or brush up on the practical skills needed to analyze corporate financial statements.
Taught by an industry professional from Rice Business, learners will explore the financial analysis journey, from extracting firm specific financial information to conducting an advanced DuPont analysis. Through a combination of engaging lectures, practical case studies, and hands-on exercises, students will gain invaluable insights into the principles and best practices that will allow them to confidently examine firm financial information and use it to analyze the firm’s position and performance.
Recommendation: To gain the foundations of your building your financial statement analysis skills, we recommend completing the first course in this series, Financial Statement Analysis – Fundamental Ratio Analysis.
Objectives
- Apply your knowledge of financial accounting to real-world scenarios, reinforcing your understanding of key concepts and practices.
- Analyze and effectively evaluate financial information by identifying reliable sources and applying appropriate analytical techniques.
- Interpret segment disclosures and utilize the provided information to inform decision-making and financial analysis.
- Perform both basic and advanced ratio analysis to assess a company’s financial health, drawing conclusions based on quantitative data.
Course 2 - Financial Statement Analysis: Company Forecasts and Valuations
Welcome to Financial Statement Analysis: Company Forecasts and Valuations, a practical online course that culminates in using financial statement information for equity valuation. Specifically, you will learn how to create and forecast a full set of pro forma financial statements to determine the intrinsic value of a firm using cash flow and income models. The course will enhance your understanding of valuation by focusing on leveraging information in the financial statements to guide the valuation process.
Rice University’s online business courses offer a convenient, yet interactive and hands-on way to learn or refresh the practical skills needed to analyze corporate financial statements.
Taught by an industry professional from Rice Business, learners will explore the financial valuation process—from assessing the quality of key accounting inputs to forecasting and performing valuations. Through a blend of engaging lectures, practical case studies, and hands-on exercises, students will gain valuable insights into the principles and best practices that enable them to confidently value firm equity and determine intrinsic stock prices.
Recommendation: To gain the foundations of your building your financial statement analysis skills, we recommend completing the first course in this series, Financial Statement Analysis – Fundamental Ratio Analysis.
Objectives
- Analyze and effectively interpret financial information to enhance your sophistication in financial analysis.
- Construct projected financial statements from scratch by applying forecasting techniques.
- Apply multiple valuation methodologies to determine a firm's value using a complete set of financial statements, including:
- Calculate firm value using dividend-based valuation models.
- Utilize discounted cash flow (DCF) analysis to estimate the firm's intrinsic value.
- Assess firm value through the residual income model.
- Analyze market multiples to compare and evaluate firm valuation against industry peers.
Meet Your Professor
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