Learn how to use common-size financial statements to spot trends and compare a company’s financials with competitors by converting financial figures into percentages.

Q. I often perform horizontal, vertical, and trend analysis for clients. Each time revised financial statements arrive, I find myself recreating formulas, rechecking ranges, and confirming that ...

How scenario analysis tools can help investors manage financial risk and evaluate returns. Forecasting is a no-win situation. If you get it right, people go about their business. But if it’s wrong, ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

The full-time program consists of 33 credits of academic courses beginning in July each year. The program will complete the following May in time for interested students to take the Chartered ...