Welcome to the College for Financial Planning’s monthly audio series, Financial Planning Perspectives 2009. This month’s recording, June 2009, will focus on “Business Financial Statements Analysis” by Jesse Arman, Ph.D.

The learning objectives for this course are as follows:

LO 1 Describe three business financial statements: income statements, balance sheets, and cash flow statements.

LO 2 Describe six types of company financial ratios with figures derived from business financial statements.

LO 3 Analyze liquidity ratios with figures derived from business financial statements.

LO 4 Analyze asset management ratios with figures derived from business financial statements.

LO 5 Analyze leverage ratios with figures derived from business financial statements.

LO 6 Analyze profitability ratios with figures derived from business financial statements.

LO 7 Analyze market-based and dividend policy ratios with figures derived from business financial statements.

Author: Jesse Arman, Ph.D.

Dr. Jesse Arman is the Vice President of Academic Affairs at the College for Financial Planning, where he is responsible for the College’s certification and master’s degree programs. He has been in higher education administration for over 30 years; for the last 25 years, Dr. Arman has also taught accounting, finance, and investments to adults both on ground and online. He has taught or continues to teach for the College for Financial Planning, Columbia College of Missouri, and Touro University International.

Dr. Arman is a chartered financial consultant as well as a peer consultant evaluator for the Higher Learning Commission of the North Central Association of Colleges and Schools. He routinely provides interviews and articles for financial planning and education industry publications. Dr. Arman has presented to financial planning and education groups throughout the United States and in the Far East.

Let us begin this informative audiotape presentation by Jesse Arman, Ph.D.

Complexity Level: Advanced