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Reporting Investments, Pensions, and Financial Statement Analysis

4.6 Filled star Filled star Filled star Filled star Half star
Based on 12 ratings
see reviews
Jack Farmer

This course begins with an overview of corporate investments, short term and long-term investments, and helps you to prepare consolidated financial statements.

Next, we’ll cover Pension Accounting and understand Accounting for stock options by reviewing the various pension plan types, cost components of a pension plan and plan assets.

We’ll wrap up this course with a look at Financial Statement Analysis where we cover sources of financial information, performance analysis, financial ratios, and also learn how to evaluate corporate performance.

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This course begins with an overview of corporate investments, short term and long-term investments, and helps you to prepare consolidated financial statements.

Next, we’ll cover Pension Accounting and understand Accounting for stock options by reviewing the various pension plan types, cost components of a pension plan and plan assets.

We’ll wrap up this course with a look at Financial Statement Analysis where we cover sources of financial information, performance analysis, financial ratios, and also learn how to evaluate corporate performance.

This course is part 5 of the New York Institute of Finance’s Financial Accounting Professional Certificate.

Enroll now

What's inside

Learning objectives

  • Accounting for investments
  • Financial statement analysis
  • Pension accounting, accounting for stock options

Syllabus

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Develops foundational expertise in pension accounting, accounting for stock options, and financial statement analysis
May appeal to professionals involved in accounting or finance, particularly those who want to strengthen their understanding of investments and financial analysis
Contributes to a professional certificate, indicating its potential value for career advancement
Includes practical application through the analysis of financial statements, making it relevant to professionals in the field
Covers pension accounting, which is a specialized area of accounting that is essential for professionals working with retirement plans
Taught by instructors from the New York Institute of Finance, potentially indicating industry expertise

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Reviews summary

Advanced financial reporting and analysis

According to students, this course offers a comprehensive deep dive into crucial financial topics like corporate investments, pension accounting, and financial statement analysis. It is highly valued for its practical applicability, providing tools and insights directly useful for finance professionals. Many find the content well-structured and clear, though some note its rigorous nature. The course is considered excellent for those seeking to enhance their skills in complex financial reporting and interpretation.
Assumes foundational understanding of accounting and finance.
"This course is not for beginners; I found it helpful having a strong accounting background."
"While comprehensive, it moves quickly, so a solid understanding of basic finance is essential."
"I had to review some fundamental accounting principles before diving deep into the material."
Complex topics are broken down into understandable segments.
"Even with the complexity, the instructor's explanations of pension accounting made sense."
"I thought the modules on financial statement analysis were very well-explained and logical."
"The clarity of the material helped me grasp challenging concepts quickly."
Offers tools and strategies immediately applicable in professional roles.
"I appreciate how I could immediately apply the financial statement analysis techniques to my work."
"The concepts on investment reporting are directly relevant to real-world corporate finance."
"I found the course highly valuable for its practical insights into complex financial instruments."
Provides extensive detail on complex financial reporting standards.
"I found the course covered investments, pensions, and financial analysis in incredible detail."
"This course really deepened my understanding of consolidated financial statements and pension plans."
"For me, the coverage of accounting for stock options was particularly thorough and insightful."
The volume and pace of information can be challenging.
"I found the course quite dense; I needed to re-watch lectures multiple times to fully grasp it."
"The amount of information covered in each module felt extensive, requiring focused effort."
"While thorough, the pace was sometimes challenging, especially for the more intricate topics."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Reporting Investments, Pensions, and Financial Statement Analysis with these activities:
Review concepts of accounting, finance and investments
Refresh your knowledge of accounting fundamentals like balance sheets, income statements, and cash flow statements to prepare for this course.
Browse courses on Accounting
Show steps
  • Review your notes or textbooks from previous accounting courses.
  • Attend a refresher course or workshop on accounting basics.
Join a study group with other students in the course
Join a study group with other students enrolled in the course to discuss the material, work on assignments together, and quiz each other.
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Show steps
  • Find or create a study group with students who are interested in collaborating.
  • Meet regularly to discuss the course material and complete assignments.
  • Take turns leading the discussion and presenting concepts to the group.
  • Provide feedback and support to each other throughout the course.
Solve practice problems on accounting for investments and pension accounting
Practice solving problems related to accounting for investments and pension accounting to reinforce your understanding of these concepts.
Browse courses on Accounting
Show steps
  • Find practice problems in your textbook or online resources.
  • Solve the problems and check your answers against the solutions provided.
  • Identify areas where you need more practice and focus on those topics.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Analyze financial statements using financial ratios
Practice calculating and interpreting financial ratios to analyze the financial performance of companies. This will help you develop your analytical skills and understand how to evaluate corporate performance.
Browse courses on Accounting
Show steps
  • Find financial statements for public companies online or in your textbook.
  • Calculate key financial ratios such as liquidity ratios, profitability ratios, and solvency ratios.
  • Interpret the ratios to assess the company's financial health and performance.
  • Compare the ratios to industry averages or to the company's historical ratios.
Attend a workshop on stock options accounting
Attend a workshop led by an expert in stock options accounting to learn about the complex accounting rules and regulations surrounding stock options.
Browse courses on Accounting
Show steps
  • Find a workshop on stock options accounting that aligns with your learning goals.
  • Register for the workshop and attend all sessions.
  • Take notes and ask questions during the workshop.
  • Follow up with the workshop leader or other participants to clarify any concepts.
Volunteer as a mentor to help other students understand course concepts
Volunteer as a mentor to help other students in the course who may be struggling with certain concepts. This will reinforce your understanding of the material and allow you to help others.
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Show steps
  • Contact the instructor or your classmates to offer your help as a mentor.
  • Identify students who may benefit from your support and reach out to them.
  • Schedule regular meetings to discuss the course material and provide guidance.
  • Be patient and supportive, and encourage students to ask questions.
Create a visual representation of the accounting for investments process
Create a visual diagram or infographic that illustrates the accounting for investments process. This will help you visualize and understand the steps involved.
Browse courses on Accounting
Show steps
  • Identify the key steps in the accounting for investments process.
  • Use a visual tool such as a flowchart or mind map to represent the process.
  • Label and describe each step in the process.
  • Share your visual representation with others for feedback and discussion.
Organize your notes and materials from the course
Organize your notes, assignments, quizzes, and exams from the course to create a comprehensive study guide that you can use for review and preparation.
Browse courses on Study Skills
Show steps
  • Gather all of your materials from the course in one place.
  • Review your notes and identify key concepts and topics.
  • Summarize and condense your notes into a concise study guide.
  • Organize your study guide by topic or module.

Career center

Learners who complete Reporting Investments, Pensions, and Financial Statement Analysis will develop knowledge and skills that may be useful to these careers:
Financial Analyst
Financial Analysts help companies make sound investment decisions. They may also be responsible for advising clients about investments and managing investment portfolios. This course on Reporting Investments, Pensions, and Financial Statement Analysis can help you prepare for a career as a Financial Analyst by providing you with a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. You will also learn how to use financial ratios to evaluate corporate performance.
See salaries and explore the career path for Financial Analyst
Investment Banker
Investment Bankers help companies raise capital by issuing debt or equity. They also advise companies on mergers and acquisitions. A course on Reporting Investments, Pensions, and Financial Statement Analysis can be helpful for Investment Bankers because it provides a strong foundation in the principles of investment accounting and financial statement analysis. This knowledge is essential for understanding the financial health of companies and making sound investment decisions.
See salaries and explore the career path for Investment Banker
Portfolio Manager
Portfolio Managers are responsible for managing investment portfolios for individuals and institutions. They make investment decisions based on their clients' financial goals and risk tolerance. A course on Reporting Investments, Pensions, and Financial Statement Analysis can be helpful for Portfolio Managers because it provides a strong foundation in the principles of investment accounting and financial statement analysis. This knowledge is essential for understanding the financial health of companies and making sound investment decisions.
See salaries and explore the career path for Portfolio Manager
Actuary
Actuaries use mathematical and statistical techniques to assess risk. They work in a variety of industries, including insurance, finance, and healthcare. A course on Pension Accounting, Accounting for Stock Options can be helpful for Actuaries because it provides a strong foundation in the principles of pension accounting and stock option accounting. This knowledge is essential for understanding the financial risks associated with pensions and stock options.
See salaries and explore the career path for Actuary
Auditor
Auditors examine financial records to ensure that they are accurate and compliant with accounting standards. They may also provide consulting services to help companies improve their financial reporting practices. A course on Reporting Investments, Pensions, and Financial Statement Analysis can be helpful for Auditors because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge is essential for understanding the financial health of companies and ensuring that their financial statements are accurate.
See salaries and explore the career path for Auditor
Financial Planner
Financial Planners help individuals and families plan for their financial future. They provide advice on a variety of topics, including investment planning, retirement planning, and estate planning. A course on Reporting Investments, Pensions, and Financial Statement Analysis can be helpful for Financial Planners because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge is essential for understanding the financial needs of clients and developing sound financial plans.
See salaries and explore the career path for Financial Planner
Forensic Accountant
Forensic Accountants investigate financial crimes, such as fraud and embezzlement. They also provide expert testimony in court cases. A course on Reporting Investments, Pensions, and Financial Statement Analysis may be helpful for Forensic Accountants because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge can be helpful for understanding the financial aspects of crimes and developing forensic accounting reports.
See salaries and explore the career path for Forensic Accountant
Investment Research Analyst
Investment Research Analysts evaluate the financial health of companies and make recommendations on whether to buy, sell, or hold their stocks. A course on Reporting Investments, Pensions, and Financial Statement Analysis can be helpful for Investment Research Analysts because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge is essential for understanding the financial health of companies and making sound investment decisions.
See salaries and explore the career path for Investment Research Analyst
Private Equity Analyst
Private Equity Analysts evaluate the financial health of companies and make recommendations on whether to invest in them. They may also work with portfolio companies to improve their operations. A course on Reporting Investments, Pensions, and Financial Statement Analysis can be helpful for Private Equity Analysts because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge is essential for understanding the financial health of companies and making sound investment decisions.
See salaries and explore the career path for Private Equity Analyst
Risk Manager
Risk Managers identify and assess risks to organizations. They develop and implement strategies to mitigate these risks. A course on Reporting Investments, Pensions, and Financial Statement Analysis may be helpful for Risk Managers because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge can be helpful for understanding the financial risks faced by organizations and developing risk management strategies.
See salaries and explore the career path for Risk Manager
Compliance Officer
Compliance Officers ensure that organizations comply with laws and regulations. They may also develop and implement compliance programs. A course on Reporting Investments, Pensions, and Financial Statement Analysis may be helpful for Compliance Officers because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge can be helpful for understanding the financial aspects of compliance and developing compliance programs.
See salaries and explore the career path for Compliance Officer
Hedge Fund Manager
Hedge Fund Managers manage investment portfolios for high-net-worth individuals and institutions. They use a variety of investment strategies to generate profits. A course on Reporting Investments, Pensions, and Financial Statement Analysis may be helpful for Hedge Fund Managers because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge is essential for understanding the financial health of companies and making sound investment decisions.
See salaries and explore the career path for Hedge Fund Manager
Quant Analyst
Quant Analysts use mathematical and statistical techniques to develop trading strategies. They may also work with portfolio managers to develop investment portfolios. A course on Reporting Investments, Pensions, and Financial Statement Analysis may be helpful for Quant Analysts because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge can be helpful for understanding the financial aspects of trading and developing trading strategies.
See salaries and explore the career path for Quant Analyst
Venture Capitalist
Venture Capitalists invest in early-stage companies with high growth potential. They provide funding and support to help these companies grow and succeed. A course on Reporting Investments, Pensions, and Financial Statement Analysis may be helpful for Venture Capitalists because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge can be helpful for understanding the financial health of early-stage companies and making sound investment decisions.
See salaries and explore the career path for Venture Capitalist
Credit Analyst
Credit Analysts assess the creditworthiness of individuals and organizations. They use this information to make lending decisions and set interest rates. A course on Reporting Investments, Pensions, and Financial Statement Analysis may be helpful for Credit Analysts because it provides a strong foundation in the principles of investment accounting, pension accounting, and financial statement analysis. This knowledge is essential for understanding the financial health of individuals and organizations and making sound lending decisions.
See salaries and explore the career path for Credit Analyst

Reading list

We've selected eight books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Reporting Investments, Pensions, and Financial Statement Analysis.
Cover image
2025 CFA Program Curriculum Level II Box Set
Save
The official curriculum for the Chartered Financial Analyst (CFA) program, covering a wide range of topics, including investments, financial statement analysis, and pensions.
2025 CFA Program Curriculum Level II Box Set
Paperback
Check
2025 CFA Program Curriculum Level II Box Set
Kindle Edition
Check
Cover image
Financial Statement Analysis Workbook
Save
A graduate-level textbook on financial statement analysis, providing a theoretical and practical framework for understanding and evaluating financial statements.
Financial Statement Analysis Workbook: A...
Paperback
$$
Financial Statement Analysis Workbook: Step-by-Step...
Paperback
$$
Financial Statement Analysis Workbook: A...
Kindle Edition
$$
Cover image
The Little Book of Picking Top Stocks
Save
A practical guide to financial statement analysis, covering the techniques and tools used by professionals to evaluate companies' financial performance.
The Little Book of Picking Top Stocks: How to Spot...
Hardcover
$$
The Little Book of Picking Top Stocks: How to Spot...
Kindle Edition
$$
Cover image
Fundamentals of Financial Management
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A textbook that provides a comprehensive overview of financial markets and institutions, covering the structure, function, and regulation of financial markets and institutions.
Fundamentals of Financial Management
Paperback
Check
Fundamentals of Financial Management
Kindle Edition
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Cover image
Intermediate Accounting
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A widely used introductory accounting textbook that provides a solid foundation in accounting principles and practices, including chapters on investments and pensions.
Intermediate Accounting
Paperback
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Intermediate Accounting
Kindle Edition
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Investment Banking
Save
A textbook that provides a comprehensive overview of investment banking, covering the valuation, leveraged buyouts, and mergers and acquisitions.
Investment Banking: Valuation, LBOs, M&A, and IPOs,...
Paperback
$$$
Investment Banking Workbook: 500+ Problem Solving...
Hardcover
$$
Investment Banking: Valuation, LBOs, M&A, and IPOs...
Hardcover
$$$
Investment Banking: Valuation, Leveraged Buyouts,...
Hardcover
$$$$
Investment Banking: Valuation, Leveraged Buyouts,...
Hardcover
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Investment Banking
Paperback
$$$
Investment Banking Focus Notes
Spiral-bound
$$$
Investment Banking: Focus Notes (Wiley Finance) by...
Unknown Binding
$$$$
Investment Banking Valuation Models CD by Rosenbaum...
Unknown Binding
$$$$
(中文) Investment Banking Practice Manual(Chinese Edition)
Paperback
$$
Investment Banking: Valuation, LBOs, M&A, and IPOs...
Kindle Edition
$$$
Investment Banking: Valuation, LBOs, M&A, and IPOs,...
Kindle Edition
$$$
Investment Banking Workbook: 500+ Problem Solving...
Kindle Edition
$$
Loose-Leaf for Principles of Corporate Finance
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A comprehensive textbook on investment analysis and management, covering the principles, theories, and tools used to make sound investment decisions.
Loose-Leaf for Principles of Corporate Finance
Paperback
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Loose-Leaf for Principles of Corporate Finance
Kindle Edition
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Financial Reporting and Analysis
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A textbook that provides a comprehensive overview of financial reporting and analysis, covering the principles, techniques, and applications of financial statement analysis.
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
By Charles H. Gibson - Financial Reporting and...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$$
By Charles H. Gibson Financial Reporting and...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Paperback
$
Financial Reporting and Analysis: Using Financial...
Hardcover
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Financial Reporting and Analysis: Using Financial...
Hardcover
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Financial Reporting and Analysis
Kindle Edition
$$$

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Course image
Rating
4.6 Filled star Filled star Filled star Filled star Half star
Effort
2 hours per week for 4 weeks
Level
Introductory
Via
edX
Institution
New York Institute of Finance
Instructor
Jack Farmer
Language
English
Transcript
English
This course belongs to a collection called Financial Accounting. It's comprised of six courses:
  1. Accounting System Structure and Information Management
  2. Reporting Firm Resources, Obligations and Performance
  3. Reporting Investments, Pensions, and Financial Statement Analysis (viewing)
  4. Reporting Liabilities and Owners Capital and Cashflow
  5. Reporting Use of Firm Resources and Taxation
  6. Financial Accounting Professional Certificate Examination
Traffic lights
Read about what's good
what should give you pause
and possible dealbreakers
Develops foundational expertise in pension accounting, accounting for stock options, and financial statement analysis
May appeal to professionals involved in accounting or finance, particularly those who want to strengthen their understanding of investments and financial analysis
Contributes to a professional certificate, indicating its potential value for career advancement
Includes practical application through the analysis of financial statements, making it relevant to professionals in the field
Covers pension accounting, which is a specialized area of accounting that is essential for professionals working with retirement plans
Taught by instructors from the New York Institute of Finance, potentially indicating industry expertise
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