self-paced course

Financial Intelligence: Mastering the 4 Financial Statements

Master the four core financial statements—Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Changes in Equity—to sharpen your financial analysis and decision-making. This self-paced course gives you the tools to interpret financial data and understand the story behind the numbers.

Course launches on June 15, 2025

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Your Instructor: Nathan Liao, CMA

3-Hour Course

30-Day Money Back Guarantee

3 NASBA CPE Credits

Language: English

Course Curriculum

What You'll Learn

Course Description:

Strong financial understanding is essential for any accounting or finance professional—and it starts with mastering the foundational financial statements. This self-paced course equips you with the knowledge and skills to confidently interpret and analyze the Balance Sheet, Income Statement, Statement of Cash Flows, and Statement of Changes in Equity. Through clear explanations, applied examples, and integrated learning, you’ll explore not only the purpose and structure of each statement, but also how they connect to tell a complete financial story. You’ll learn to identify key users and their information needs, recognize how transactions affect multiple statements, and navigate the limitations and disclosures that influence financial analysis. Whether you're preparing reports, evaluating performance, or supporting strategic decisions, this course provides the financial fluency you need to work smarter and add value.

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Who Should Take This Course?

Management Accountants

Gain a deeper understanding of financial statements to enhance internal reporting, budgeting, and strategic decision-making.

Finance Professionals

Build a solid foundation in financial statement interpretation to support investment decisions, risk assessment, and business valuation.

Accountants

Refresh and expand your knowledge of the four core financial statements to improve the accuracy and clarity of financial reporting.

FP&A

Strengthen your ability to forecast, plan, and analyze financial outcomes by mastering the structure and interrelationships of financial statements.
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Behind the Scenes

Video Lesson Sneak Peek

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Top features

How The Course Works

Self-Paced Learning

Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.

All-Inclusive Content

Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.

Interactive Quizzes

Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.

NASBA Certification

Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc. 
Meet Your Instructor

Nathan Liao, CMA

Nathan Liao is the founder of CMA Exam Academy, a leading program that helps people worldwide pass the Certified Management Accountant exam. As a CMA himself, Nathan knows the industry inside out. For over a decade, he's dedicated to helping finance and accounting professionals grow their skills and succeed in today's business world. Nathan has coached over 82,000 professionals in more than 120 countries.

NASBA Course Information

DELIVERY METHOD

QAS Self-Study

FIELD OF STUDY

Accounting

CPE CREDITS

NASBA: TBD

KNOWLEDGE LEVEL

Basic

PREREQUISITES

None

ADVANCED PREP

None

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CPE Flow is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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Take your accounting and finance expertise to the
next level! Join CPE Flow today!

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Frequently Asked Questions

How many CPE credits can I earn?

The course will provide between 2 to 3 NASBA-approved CPE credits. Final calculation will made when the course is finalized. 

Are there any prerequisites for this course?

No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.

How is the course structured?

The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.

Are the lessons live or pre-recorded?

Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.