Accounting Coaches LLC/2026 - Financial Analysis Techniques (Level 1)

2026 - Financial Analysis Techniques (Level 1)

Unlock a complimentary chapter from our cutting-edge 2024 Level 1 package! Dive into 26 bite sized video lessons on financial analysis techniques. Plus, strengthen your understanding with 7 end-of-chapter questions!

What's inside:

Chapter 6: Financial Analysis Techniques

Chapter six introduces a wide variety of financial analysis techniques including activity, liquidity, solvency, profitability, and valuation ratios. It also discusses the relationships between ratios and how they are used in both equity and credit analyses. Finally, the chapter covers DuPont analysis as well as the use of ratio analysis to model and forecast earnings.
Chapter 6 Outline
Financial Analysis Techniques - Why Does It Matter?
Introduction to Financial Analysis Techniques
Financial Analysis Techniques
Concepts of Ratio Analysis
Ratio Analysis
Common-Size Analysis
Graphs and Regression Analysis
Common Ratios Used in Financial Analysis
Activity Ratios
Activity Ratio Interpretation (Part 1)
Activity Ratio Interpretation (Part 2)
Liquidity Ratios and Calculations
Interpretation of Liquidity Ratios
Solvency Ratios
Calculation of Solvency Ratios
Interpretation of Solvency Ratios
Profitability Ratios
Interpretation of Profitability Ratios
DuPont Ratio Analysis
Equity Analysis (Part 1)
Equity Analysis (Part 2)
Equity Analysis (Part 3)
Credit Analysis
Business and Geographic Segments, Model Building and Forecasting
Chapter 6 Questions
Chapter 6 Answer Key
Chapter 6 Question 5 Solution Video

Your coach for this lesson

Tom Adams, Ph.D., CPA, CGMA

Tom Adams is our lead instructor at Accounting Coaches LLC helping create the curriculum, materials, lectures and questions our customers use to prepare for the FSA topic for the CFA exams. Tom is able to leverage his experience as he is also an Accounting professor at La Salle University’s School of Business where he teaches a variety of accounting topics to both undergrate and graduate students while also publishing finance and accounting research papers. In addition, he has experience training young professionals in their preparation for the Certified Public Accountant (CPA) examination too. Tom holds his Ph.D. in accounting from Temple University.

Testimonials

My first encounter with Accounting coaches was in a CFA level 1 prep class. I was amazed at the way Accounting coaches understood and explained the concepts & relationship between the three financial statements. Not only did Accounting coaches do an excellent job explaining the concepts, but they also provided help visualizing it.

Daniel Hanagan

Accounting coaches was very helpful in putting together a study plan and coaching me through some of the topics. As a CFA Charterholder, Accounting coaches has an excellent grasp of the material and can explain complex topics in layman’s terms. Anyone who needs some guidance on how to tackle the CFA exams should reach out to Accounting coaches.

Sid Dewan

As I struggled to come to terms with the material, I decided to reach out to Accounting coaches via LinkedIn, who were open to helping me with my queries given their experience and knowledge. I can say, my frequent conversations with Accounting coaches over the course of the final weeks leading to the test day, made the difference and I was able to pass the Level 2 exam.

Skanda Sandeep