Financial Statement Analysis

Register here! Get an early bird 10% discount if you pay on or before February 20, 2021. If you enroll in groups of 3, get an additional 5% group discount.


This training program will provide a roadmap on financial statement analysis. It will cover different types of financial analysis tools such as financial ratios, break-even analysis, common-size analysis and trend analysis for investment and credit decision and monitoring performance. To better appreciate the financial position and operating performance of a company, the seminar will start with an understanding of basic financial statements. The financial reporting issues applicable to certain balance sheet accounts such as accounts receivable, inventories, investment in financial instruments, investment properties, and property, plant and equipment will be discussed. This seminar will also discuss how to evaluate the company’s quality of earnings.


At the end of the seminar, the participants are expected to:

  1. Analyze basic financial statements.
  2. Explain the effects of a transaction on financial statements.
  3. Identify the financial reporting issues that may be applicable to specific financial statement accounts that will be discussed.
  4. Evaluate the quality of earnings of a company.
  5. Apply the financial analysis tools in making credit and investment decisions and monitoring financial performance.

Who Should Attend?

  • Credit and equity analyst;
  • Investors;
  • Entrepreneurs;
  • Business unit and department heads;
  • Teachers of accounting and finance; and
  • Regulators

Schedule of Activities (4 days)

March 6 (Sat) 9AM-4PM

Roadmap on Financial Analysis

Understanding the Statement of Financial Position or Balance Sheet (Session 1)

  • Assets
  • Liabilities

Financial Reporting Issues on Some Balance Sheet Accounts

March 13 (Sat) 9AM-4PM

Understanding Balance Sheet Accounts (Session 2)

  • Equity

Understanding Statement of Profit or Loss or Income Statement

Evaluating the Quality of Earnings of a Company

Understanding the Statement of Cash Flows

March 20 (Sat) 9AM-4PM

Financial Statement Analysis

  • Break-Even Analysis
  • Financial Ratios
  • Common Size Analysis
  • Trend Analysis
  • Limitations of Financial Statement Analysis

March 27 (Sat) 9AM-4PM

Cases on Financial Statement Analysis


This training program will be conducted using the following approaches: lecture, exercises and case discussion.

Resource Persons 

The seminar will be conducted by professors from the Cesar E.A. Virata School of Business, UP Diliman and industry practitioners.


Via Zoom

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