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What in The Ratio Is Happening? Ratios and Investment Accounting Treatment

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CVA
  • CPA/ABV
  • CPA/CFF
  • CFA
  • CGFM
  • IAP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • QIAL
  • CIPM
  • ME LPA
  • DE LPA
  • Accountant/Bookkeeper/Tax Professionals
What in The Ratio Is Happening? Ratios and Investment Accounting Treatment

Free (Only Today)

4 Credits

Subject Area

Accounting
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Ratio analysis is a quantitative method of gaining insight into a company's liquidity, operational efficiency, and profitability by studying its financial statements such as the balance sheet and income statement. Ratio analysis is a cornerstone of fundamental equity analysis.

Investors and analysts employ ratio analysis to evaluate the financial health of companies by scrutinizing past and current financial statements. Comparative data can demonstrate how a company is performing over time and can be used to estimate likely future performance

In this comprehensive CPE course led by Reid Conrad, you will delve into the world of financial statement analysis, focusing on company evaluation techniques and investment accounting treatment. The course covers various ratios for liquidity and efficiency, solvency, profitability, and market prospects, giving you a solid foundation for understanding a company's financial health. 

Additionally, you'll learn about bond valuation, accounting for debt securities, equity investments, and their impact on financial statements. By the end of this course, participants will have a solid foundation for interpreting financial statements, calculating and analyzing ratios, and understanding the impact of various investment accounting treatments on a company's financial position.

Key topics covered in this course:

  • Financial Statement Analysis
  • Accounting for Securities Investments
  • Accounting for Equity Investments
  • Berkshire Hathaway Financial Statement Example

Enroll now in this CPE Accounting Course to unlock the power of ratio analysis and enhance your ability to make informed financial decisions.

Learning Objectives

  • To know how to perform vertical, horizontal, and ratio analysis to evaluate a company's financial performance effectively.
  • To analyze company ratios and gain a deep understanding of liquidity and efficiency ratios, solvency ratios, profitability ratios, and market prospects ratios
  • To compute DuPont Analysis and learn how to calculate the DuPont Analysis, a powerful tool for assessing a company's return on equity.
  • To explore various accounting classifications for debt securities, such as held-to-maturity, trading, and available-for-sale, as well as sales and impairments of debt investments.
  • To discover the presentation of financial statements, international reporting standards, and the fair value option of debt investments.
  • To discuss the significant influence and its effects on the accounting classification of equity investments. 
  • To explore the recording of investment revenue, receipt of dividends, and additional adjustments under the equity method approach. 
  • To discuss the consolidation method including the concept of no controlling interest and its impact on consolidated financial statements.
  • To analyze the Berkshire Hathaway financial statement example and analyze a real-world example of financial statements to understand how various investment types are presented within them.

Course Qualification

Webinar Qualifies For

  • 4 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 4 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
  • 4 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 4 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
  • 4 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
  • 4 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
  • 4 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
  • 4 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
  • 4 PL Credit of Accounting for Chartered Financial Analyst (CFA)
  • 4 CPE Credit of Accounting for Certified Government Financial Manager (CGFM)
  • 4 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
  • 4 CPE Credit of Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 4 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
  • 4 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
  • 4 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
  • 4 PL Credit of Accounting for CIPM
  • 4 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
  • 4 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

Additional details

  • Course Level :
    Basic
  • Credits :
    4
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Reid Conrad

Owner, CPE Academy

Reid Conrad is a renowned CPA. With contagious enthusiasm, he engages audiences uniquely through text-based presentations. He is a distinguished renowned educator, and esteemed presenter in the realm of Accounting. With a passion that knows no bounds, Reid's presentations are infused with an infectious enthusiasm that captivates his audience.

Reid is a trailblazer in the field, sharing his knowledge exclusively through text-based formats. His mastery of the written word allows him to communicate complex Accounting concepts with exceptional clarity and precision, leaving a lasting impact on his audience's understanding.

About Company

CPE Academy

CPE Academy is an educational firm comprised of CPAs with experience in public accounting, industry, internal audit, and university teaching.  The principals have more than 40 years of experience and their public accounting experience includes audits for both large and small CPA firms with several large publicly traded clients.  Their industry experience includes home building and oil and gas accounting. Their internal audit experience includes process reviews, contract audits, agreed upon procedures, and regulatory engagements.  Their university teaching includes a wide range of accounting, auditing, data analytics, and tax courses.  With the unique combination of extensive corporate experience and university level teaching the firm is able to offer exceptional educational material.  

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4.3

63 Ratings

Excellent

34

Very Good

19

Average

8

Poor

1

Terrible

1

AJ

Aanchal Joshi, CPA (US)

Nov 21st, 2023

Very interesting topic

YJ

Yogesh Joshi, CPA (US)

Apr 21st, 2024

Good. Thanks

SS

Sam Sanford, CPA (US)

Oct 31st, 2023

Great course

GM

Ghazwan Mikeal, CPA (US)

Sep 6th, 2023

Great course

RG

Rongjie Gao, CPA (US)

Nov 28th, 2023

good