This all-day seminar will cover these topics:
This seminar by Graham Neary, CFA will enable you to read and analyse financial statements, so that you can be a better investor.
It starts from basic accounting principles and works through each of the financial statements in turn before developing metrics and ratios which you can apply straight away to your own portfolio and to future investment opportunities.
The course includes:
Participants will additionally receive One Year of Gold Membership at Cube Investments.
“Graham’s easy-going teaching style coupled with his detailed understanding of company accounts and analysis is a great combination – I learned a lot. A thoroughly enjoyable and enlightening day – recommended!” (S)
“Graham delivered an excellent programme of tools needed to evaluate financial statements, with particular emphasis around the cashflow movements and the underlying factors driving them. Would thoroughly recommend it.” (CH)
“Before attending Graham’s seminar I had read many investment books but they always left me with questions that the author did not answer. Having an expert like Graham in the room to answer any question and explain things was invaluable. When I reflected on the seminar a few days later, I realised how I had found it much more useful than I’d expected. I felt better equipped to make more informed investment choices.
As well as being knowledgeable and experienced, Graham is also very approachable. A great teacher.” (Jon, Manchester)
“Many thanks to Graham Neary for his superb Financial Statements Seminar. He’s very patient and caring with the less experienced like me, but there was also masses there for the more seasoned majority to get their teeth into. The material we covered was so big in scope and so in-depth that I’ll be revisiting it in the weeks and months to come as part of my ongoing learning. Highly recommended!” (JA, Cambridge)
“I have no formal financial background, but Graham broke down this daunting subject into manageable pieces and explained it clearly through illustrative examples, backed up with hands on exercises and follow on discussions.
I was pleased at how much was packed into one day, and the format of numerous short breaks (excellent for networking) between topics worked well. It was definitely time and money well spent.” (John F, Belfast)
“As a market professional I had become aware over recent years that my company analysis skills had become somewhat rusty. As a result, I had been looking around for some way of improving them.
The course has been informative, challenging and ultimately extremely worthwhile. Graham’s measured and considered approach will ensure, whatever level of knowledge, that almost everyone would benefit from his teaching.” (Paul in London who took an online version of the course.)
“Graham was a generous host and excellent teacher. He kindly put up with my inability to follow simple instructions all day, and never once laughed at my (often incorrect) answers! I would certainly recommend a day with Graham to anyone interested in improving as an investor.” (@InvestedGeordie, Whitley Bay)
“I thought Graham’s seminar was excellent and think anyone who invests on a fundamental basis would benefit. I learned how to see how cash moves through the business and this will be increasingly useful to me as my portfolio grows.” (M)
“I found the course on Saturday very enlightening. It filled a gap for me, as I’ve never had the knowledge or the inclination to really analyse a company’s accounts from an investment perspective. I think I now have the tools to help me go a bit deeper into the accounts and understand more about what the numbers say about the business.” (Mark, London)
“I found Graham’s course an ideal way to refresh and strengthen my knowledge of financial statements and valuation metrics. While the course only takes a day, the course material provides a well-structured framework for subsequent study, and Graham is happy to answer questions by email in the weeks after the course ends. Recommended.” (AW, London)
“I just wanted to write and say thank you for an extremely informative and enjoyable day. It was fantastic value for money and I learnt a lot of new skills which will help me become a smarter investor.” (Jonathan, Sheffield)
“I believe that Graham’s course on financial statement analysis will not only benefit people new to investing but also those who already have investing experience. Graham is thorough and knowledgeable and helps make balance sheets, P&L accounts and cashflow statements (and the interaction between them) understandable.” (Terry in London who took an online version of the course.)
“If you think you might benefit from attending one of Graham’s seminars you are almost certainly right and should do so!” (Michael C)