Self-study: Financial Statement Analysis Primer

Based on live webinar of April 2, 2014

The audio portion of this course was recorded during a live webcast presented by Matthew Holaves and Aalok Mody, co-founders and instructors with Pillars of Wall Street. During this two-hour program, participants are provided with the “nuts and bolts” of accounting from a financial analysis perspective designed as a basic course especially helpful to advisors who do not have an accounting background. It is also excellent as a review or refresher for others with limited accounting experience who wish to prepare for modeling and valuation techniques. The material covered focuses on interrelationships among the three major financial statements utilizing actual annual reports to illustrate accounting treatment and disclosures.

Learning Objectives
After completing this program, participants will be able to:


Matthew Holaves, gained his finance experience as a VP with Jefferies & Company's M&A group and as associate with Bank of America's TMT investment banking group. He has completed M&A and financing transactions across several industry verticals including healthcare, consumer, industrials, telecom and technology. Prior to his investment banking career, he was a Manager with Arthur Andersen's Transaction Advisory Group where he advised private equity groups, strategic buyers and commercial lenders throughout the United States and Europe.

Aalok Mody, Co-Founder, Pillars of Wall Street—Aalok is an experienced financial instructor who has led financial training courses for thousands of analysts and associates throughout the United States, Europe and Asia. Aalok brings unparalleled enthusiasm, dedication and real-world experience to the classroom having worked both as an Analyst and Associate prior to his teaching career.

Price $95
CPE Credit Recommended, 2 CPE Credit hour(s), field of study—Accounting
Knowledge level Basic—Most beneficial to CPAs and other financial advisors new to a skill or attribute, including individuals at staff or entry level in an organization as well as seasoned professionals who desire increased knowledge in the subject matter.
Additional Info Online registration and payment of fee will allow materials to be shipped to participant’s address and participant to submit request for CPE credit after completing the requirements (instructions enclosed with materials). Presenters’ PowerPoint slides for reference are included with materials. If unable to register online, participants may call AIRA’s office at (541) 858-1665 to order.
Format CD (Audio/Video) with Manual
Prerequisites None
Advance prep None

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Requests for refunds must be received within 10 days after receipt of course subject to a $25 cancellation fee and return of all materials in good condition.

Questions and Complaints Resolution

For assistance or questions regarding refund, complaint and/or program cancellation policies, please contact our offices at 541.858.1665. For additional questions or for resolution of any complaint send email to Thomas Morrow, Executive Director,

National Registry of CPE Sponsors

"Association of Insolvency and Restructuring Advisors" 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: