CE Courses

Reading a Corporate Financial Statement


The ability to read a corporate financial statement is an important skill for an investment advisor. Corporate financial statements should be understood by more than the accountants who prepare them and the auditors who review them.

This course provides useful information to investment advisors on some of the details of the financial statements that form such an essential role in their business. There is an overview of Sarbanes-Oxley and its impact on financial reporting, sample financial statements of a fictional company with detailed explanations of the balance sheet, income statement, statement of retained earnings, and statement of cash flows, how to interpret rations and trends, and how to apply the knowledge learned.

Format: Online

No. of Pages: 80 pages

AB CE Credits: 4 hours Life, 4 hours Adjusters, 4 hours A&S, 4 hours General

SK CE Credits: 4 hours

MB CE Credits: 0 hours ***

ON CE Credits: 4 hours

CFP®: 4

*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.