《投行财务手册(第三版)》

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20年CFO经验总结:投行财务学习笔记(268页)
梧桐树下V· 2025-08-20 05:50
当今时代,无论什么身份, 人人都不可避免地要和财务打交道。 作为一项生存必备的技能,可以说, 理解了财务,掌握了财务知识,具备了财务思维,才能更深入地理解资本市场上各项业务的逻辑和联 系,做出更明智的决定。 如果要问小师姐有什么可以从零开始提升财务技能的方法,那就不得不提到—— 「 投行人财务基础到 进阶学习包」! 投行人财务基础到进阶学习包 扫码查看详情/购买 学习包内含: 纸质资料《投行财务手册(第三版)》、线上课程《如何识别财务造假(券商视 角)》、梧桐定制笔记本。 从多个角度辅助你学习财务知识,掌握财务思维。 接下来,小师姐将带着大家详细了解 纸质资料 《投行财务手册(第三版)》, 首先,我们来看一下目 录。 - 上下滑动查看目录 - 通过目录,我们可以发现,《投行财务手册(第三版)》主要分 为五大章节: 看懂财务报表、识别财 务异常、评估企业经营情况、常用的税收知识、拟IPO企业财务规范。 第二章是在我们能看懂财务报表的基础上,进一步讲解了5种常见财务操纵方式和9种识别财务异 常的方法。 第一章开门见山,逐一解析了三大财务报表的用途、区别、联系、核心要点、主要财务指标等,教 会我们如何抓取重要信息, ...
20年CFO经验之谈,拟IPO企业如何做好财务规范工作
梧桐树下V· 2025-06-10 10:03
Core Viewpoint - Understanding finance is essential for making informed decisions in the capital market, and the "Investment Banking Financial Basics to Advanced Learning Package" is recommended for enhancing financial skills from scratch [1]. Summary by Sections Section 1: Understanding Financial Statements - The first chapter explains the purposes, differences, connections, core points, and key financial indicators of the three main financial statements, teaching how to extract important information [6][11]. - The content is presented through case studies, making it easy to understand how to trace a company's profits and compare them with industry peers [6][11]. Section 2: Identifying Financial Anomalies - The second chapter builds on the ability to read financial statements, detailing five common financial manipulation methods and nine ways to identify financial anomalies [8][9]. - Each manipulation method is accompanied by 1-3 case studies for thorough analysis [9]. Section 3: Evaluating Business Operations - The third chapter combines business operations with financial metrics, explaining how to assess a company's operational status using financial data [10]. - It includes analysis of well-known companies' financial statements, such as evaluating Moutai's profitability and growth by examining revenue trends and profit margins [11][12]. Section 4: Tax Knowledge for Non-Financial Professionals - The fourth chapter covers essential tax knowledge for non-financial personnel, including common tax types, tax implications related to invoices/contracts, and tax planning techniques [13]. Section 5: Financial Issues for IPO Candidates - The fifth chapter focuses on financial issues that companies need to consider when going public, using various case studies of companies that succeeded, were denied IPOs, or had their reviews terminated [15]. - It discusses how to adjust for accounting errors and the flexibility companies have in handling certain financial reporting requirements under new revenue standards [16].
一些超适合投行的财务分析方法
梧桐树下V· 2025-05-28 09:42
Core Viewpoint - Understanding finance is essential for making informed decisions in the capital market, and the "Investment Banking Financial Basics to Advanced Learning Package" is a recommended resource for enhancing financial skills [1]. Summary by Sections Section 1: Understanding Financial Statements - The first chapter explains the purposes, differences, connections, core points, and key financial indicators of the three main financial statements, teaching how to extract important information from them [6][11]. - The content is presented through case studies, making it easy to understand how to trace a company's profits and compare them with industry peers [6][11]. Section 2: Identifying Financial Anomalies - The second chapter builds on the ability to read financial statements, detailing five common financial manipulation methods and nine ways to identify financial anomalies [8][9]. - Each method is illustrated with 1-3 case studies, providing a comprehensive and accessible analysis of how companies may fabricate transactions [8][9]. Section 3: Evaluating Business Operations - The third chapter combines business operations with financial metrics, explaining how to assess a company's operational status using financial data [10][11]. - It includes analysis of well-known companies' financial statements, such as evaluating Moutai's profitability and growth by examining revenue trends and profit margins [11][12]. Section 4: Tax Knowledge for Non-Financial Professionals - The fourth chapter covers essential tax knowledge for non-financial personnel, including common tax types, tax implications related to invoices/contracts, and tax planning techniques [13]. - The content is practical and relatable, addressing various tax classifications and strategies for individuals and businesses to minimize tax liabilities [13]. Section 5: Financial Issues for IPO Candidates - The fifth chapter focuses on financial issues that companies need to consider when preparing for an IPO, along with relevant solutions [15][16]. - It includes diverse case studies of companies that successfully listed, were denied IPOs, or had their reviews terminated, highlighting the financial challenges faced during the IPO process [15][16].
世道变了,现在干投行,多多少少都要懂点财务
梧桐树下V· 2025-03-22 15:12
当今时代,无论什么身份, 人人都不可避免地要和财务打交道。 作为一项生存必备的技能,可以说,理解 了财务,掌握了财务知识,具备了财务思维,才能更深入地理解资本市场上各项业务的逻辑和联系,做出更 明智的决定。 如果要问小师姐有什么可以从零开始提升财务技能的方法,那就不得不提到—— 「 投行人财务基础到进阶 学习包」! 投行人财务基础到进阶学习包 扫码立享8折 学习包内含: 纸质资料《投行财务手册(第三版)》、线上课程《如何识别财务造假(券商视角)》、梧 桐定制笔记本。 从多个角度辅助你学习财务知识,掌握财务思维。 接下来,小师姐将带着大家详细了解 纸质资料 《投行财务手册(第三版)》, 首先,我们来看一下目录。 - 上下滑动查看目录 - 通过目录,我们可以发现,《投行财务手册(第三版)》主要分为五大章节: 看懂财务报表、识别财务异 常、评估企业经营情况、常用的税收知识、拟IPO企业财务规范。 小师姐通篇读下来非常轻松,因为内容都是 用案例"说话" ,特别好理解。比如这里讲"利润表的来源",就 是通过对比两家公司的指标,一点点教我们怎么去追本溯源,搞懂一家公司的利润是怎么来的?是盈利还是 亏损?和同行业其他公司相 ...
又又又遇到财务造假,怎么识别出来的?
梧桐树下V· 2024-11-29 13:59
当今时代,无论什么身份, 人人都不可避免地要和财务打交道。 作为一项生存必备的技能,可以说,理解 了财务,掌握了财务知识,具备了财务思维,才能更深入地理解资本市场上各项业务的逻辑和联系,做出更 明智的决定。 如果要问小师姐有什么可以从零开始提升财务技能的方法,那就不得不提到—— 「 投行人财务基础到进阶 学习包」! - 上下滑动查看部分资料 - 投行人财务基础到进阶学习包 扫码领券,立减 50元 /套 学习包内含: 纸质资料《投行财务手册(第三版)》、线上课程《企业上市重点财务问题处理》、电子资 料《会计准则解读与应用》、梧桐定制笔记本。 从多个角度辅助你学习财务知识,掌握财务思维。 例如 线上课程《企业上市重点财务问题处理》, 讲师从企业角度出发,剖析了50个实操案例,帮助我们掌 握财务规范性、成本费用、关联交易、持续经营能力等问题的解决思路,理清IPO财务核查中的重点关注。 再例如 电子资料《会计准则解读与应用》, 内容囊括企业会计准则、会计准则解读、会计准则应用案例、 会计准则实施问题、会计准则实务问答、会计准则趋同等效等,可以下载到电脑永久学习。 接下来,小师姐将带着大家详细了解 纸质资料 《投行财务 ...