CFA Level I · Financial Statement Analysis · Free Lesson

Analyzing Balance Sheets

Free CFA Level I lesson in Financial Statement Analysis. 15 min read, ~2,273 words.

A balance sheet only tells you what management chose to disclose, intangibles can vanish into expense, goodwill can sit untouched for a decade, and a bond at amortized cost can hide a 30% economic loss. Your job is to read what the statement reports, what the notes reveal, and what neither one captures.

An intangible asset is identifiable, non-monetary, and lacks physical substance. Patents, trademarks, licenses, franchises, customer lists, and software fit the definition. The reporting question splits on origin.

Purchased intangibles are capitalized at cost. If acquired in a business combination, they go on the balance sheet at fair value. Subsequent measurement depends on useful life.

DECISION: Finite life. Amortize over the useful life, test for impairment when indicators arise. Indefinite life. Do not amortize, test for impairment at least annually.

Internally generated intangibles are treated very differently across standards.

HIGH-FREQUENCY: The IFRS feasibility test for development costs is the PIRATE criteria: Probable future benefits, Intention to complete, Resources adequate, Ability to use or sell, Technical feasibility, Expenditure measurable.

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Common mistakes

Bottom line

Exam shortcut

For intangibles: purchased = capitalize, internal = expense, IFRS development = capitalize only after PIRATE. For goodwill: never amortize, never reverse. For financial instruments: SPPI plus business model determines classification, then measurement follows. For liquidity ratios: current includes everything current, quick removes inventory, cash keeps only cash and near-cash equivalents.

The full lesson (about 2,273 words, 15 min read) adds 2 worked examples, all 6 common mistakes, a self-check, free in the app.

Learning objectives

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