CMA Part 2 · Financial Statement Analysis · Free Lesson

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Free IMA CMA Part 2 (Strategic Financial Management) lesson in Financial Statement Analysis. 13 min read, ~1,907 words.

A US parent reports earnings up 8%, but half the gain came from a weaker dollar translating the euro subsidiary. Whenever currency, inflation, accounting changes, or non-cash gains intrude, "reported" and "real" diverge. This lesson covers the adjustments that separate signal from noise.

A multinational consolidates foreign subsidiaries into the parent's reporting currency. The first decision is the subsidiary's functional currency, defined under ASC 830 as the currency of the primary economic environment in which the entity operates and generates and uses cash. Cues include the currency of sales prices, labor, and financing.

DECISION: Local functional currency uses the current rate method (translation). Parent-currency functional uses the temporal method (remeasurement). Highly inflationary economies (cumulative inflation greater than 100% over three years) force the temporal method regardless.

Current rate method (translation). Assets and liabilities at the current (year-end) rate, revenues and expenses at the weighted-average rate, equity at historical rates. The plug is the Cumulative Translation Adjustment (CTA), parked in other comprehensive income (OCI), not net income.

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Bottom line

Exam shortcut

When the question names the subsidiary's local currency as functional, choose current rate translation with CTA to OCI. When it names the parent's reporting currency as functional, choose temporal method with the gain or loss in net income.

The full lesson (about 1,907 words, 13 min read) adds 2 worked examples, all 6 common mistakes, a self-check, free in the app.

Learning objectives

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