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Programme

Introduction to Financial Reporting

Lecture Programme 2024/2025

Note: Links only work if the material has been published.

Week 1

INTRODUCTIONS

Introduction to the course: syllabus, delivery, study methods, assessment, etc.

Introduction to independent learning.

FINANCIAL TRANSACTIONS

A look at how financial transactions change the financial position of the entity. Also an introduction to the three primary financial statements and how they interact.

Supplementary study material

Business structures in the UK

An introduction to the accounting in the UK


Week 2

Recording transations – double entry and the accounting system
Financial reporting and decision making
The Accounting Equation
The Elements of Accounting

Week 3 – Liquidity

Interpretation of financial statements: Liquidity

The cash flow statement and traditional liquidity ratios.

INDEPENDENT STUDY MATERIALS

An introduction to published financial statements
The Corporate Report

Week 4 – Profitability

Interpretation of financial statements: Profitability

Overall efficiency as a function of profitability on revenue and assets utilisation.


Week 5 – Working capital

The management of working capital. Inventory control, credit control and treasury management. Risks of over- and under-investment in operating working capital components


Week 6 – Financial structure

Financial Structure. Sources of finance, long term and short term. Gearing and financial leverage including income gearing/interest cover. Financial risk and gearing.


Week 7 – Investor ratios

Investor ratios and online finance sites


Week 8 – Consolidated financial statements

Group accounts

Introduction. Holding companies and subsidiaries. The importance of control. Types of control and group structures. Associates and Joint ventures. Acquisition accounting. Goodwill – it’s calculation and reporting including impairment and the treatment of negative goodwill.

The preparation of consolidated income statements


Week 9 – Consolidated financial statements 2

Group accounts continued

The preparation of consolidated statements of financial position.

The Statement of Changes in Equity


Week 10 – Equity accounting & Fair value

Equity accounting: associates and joint ventures

Fair value


Week 11 – Segmental reporting

Segmental reporting

Review and  exam guidance