Balance sheet analysis compact

Methods of analyzing financial statements in practice

This training is held in German.
Extensive practical examples are used to explain the terms and tools used to analyze annual financial statements based on current accounting practice under commercial law. You will learn to recognize the economic correlations in annual financial statements on the basis of reporting and with the inclusion of selected key figures and to interpret them in a practice-oriented manner in order to be able to determine concrete success components, but also risks of the economic situation and performance of companies.

Contents

Basics of financial statement analysis

  • Content and functions of the annual financial statement analysis.
  • Qualitative and quantitative analysis methods.
  • Analysis criteria and focus of analysis.
  • Special features of credit scoring.

Current developments in the analysis of annual financial statements

  • Top key figures of the company analysis.
  • Working capital management as an instrument of financial controlling.
  • Optimization of the financial supply chain.

Organization and structure of annual financial statements

  • Components and structure of financial statements.
  • Influence of accounting practice and legal changes in recent years (BilMoG, BilRUG) as well as current developments in commercial accounting.
  • Core contents and statements of the notes and management report.

Scope and limits of accounting policy

  • Summary of accounting policy instruments in accounting practice.
  • Measures shaping the facts, use of accounting and valuation options and utilization of discretionary powers.

Preparatory measures for analyzing the annual financial statements using a case study

  • Methodology and preparation of structural balance sheet and structural income statement.
  • Evaluation of the notes and management report.
  • Definition of balance sheet parameters and their meaning and interpretation.
  • Reporting options.

Key figure analysis of the annual financial statements using a case study

  • Central significance, informative value and limits of ratio analysis.
  • Detailed calculation and interpretation of selected key figures from the most important areas of analysis.
  • Pro-forma key figures (earnings-before-key figures).

Cash flow analysis and cash flow statement

  • Structure and informative value of the cash flow analysis.
  • Preparation and evaluation of a cash flow statement as part of a practical analysis of annual financial statements.

Excursus: Performance and inventory analysis during the year

  • The informative value of business evaluations and short-term income statements.
  • Controlling report on the VFE situation.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

Based on practical case studies, you will be presented with proven analysis methods as well as current trends in the analysis of annual financial statements. The mere summarization of key figures is no longer sufficient. It is crucial that, in addition to the analysis using key figures, additional information, "off balance", from verbal reporting in particular, flows into the informative value and interpretation of annual financial statements.

  • Using concrete case studies, you will work out how to prepare and summarize the core statements of the annual financial statements in a practical way on the basis of key figures and including verbal reporting.
  • They learn to assess which information is important for third parties (suppliers, customers , etc.) and how it is interpreted.
  • You will be informed in a practical way which information is of particular interest for the creditworthiness check and how you can influence the rating in advance.
  • They are shown what specific information can be derived from the cash flow statement and how important this element of analysis has become in recent years.
  • You will also learn how to assess the informative value and significance of an income statement during the year as a supplement to the balance sheet analysis.

trainer

Methods

Interactive lecture, current practical examples, discussion.

Recommended for

Specialists and managers in finance and accounting as well as from other business areas, managing directors, authorized signatories, commercial managers and Employees from banks, insurance companies and management consultancies who want to acquire basic and advanced knowledge in the field of balance sheet analysis.

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Further recommendations for "Balance sheet analysis compact"

Attendees comments

"The speaker's preparation and his flexibility as well as the practice-oriented work were very good."

Stoycho Gigov
Festo Production EOOD, Sofia/Bulgaria

Seminar evaluation for "Balance sheet analysis compact"

4.3 from 5
with 425 reviews
training content:
4.1
Content comprehensibility:
4.4
Practical relevance:
4.2
Trainer expertise:
4.9
Participant orientation:
4.5
Method variety:
4.3
On-site training together
Booking number
9601
€ 1.490,- plus VAT
2 days
in Munich/Feldkirchen
on 24.11.2025
German
In-person trainings
Joint online training
Booking number
32272
€ 1.490,- plus VAT
2 days
Online
3 Events
German
Live online events
Train several employees internally
Pricing upon request
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  • Cost advantage from 5 participants
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2 days
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14.07.2025
Live-Online
Booking number: 32272
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Monday, 14.07.2025

09:00 am - 5:00 pm

Tuesday, 15.07.2025

09:00 am - 4:30 pm

06.10.2025
Live-Online
Booking number: 32272
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Monday, 06.10.2025

09:00 am - 5:00 pm

Tuesday, 07.10.2025

09:00 am - 4:30 pm

24.11.2025
Munich/Feldkirchen
Booking number: 9601
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Hotel Bauer Feldkirchen
Hotel Bauer Feldkirchen
Münchner Str. 6, 85622 Munich/Feldkirchen
Room rate: € 120,27 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Monday, 24.11.2025

09:00 am - 5:00 pm

Tuesday, 25.11.2025

09:00 am - 4:30 pm

Fee includes

The participation fee includes

  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

26.02.2026
Live-Online
Booking number: 32272
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Thursday, 26.02.2026

09:00 am - 5:00 pm

Friday, 27.02.2026

09:00 am - 4:30 pm

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 9601
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Fee includes

The participation fee includes

  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

Booking number: 32272
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
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