Course Access:
90-day course access from date of purchase
Time:
Self-study, self-paced
Instructor:
Lisa Dorian, CFI
Length/Duration:
3.5 hours
| About This Course |
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Reading business financial information is a critical task of every credit analyst and the first step in reviewing a credit application. In this Reading Business Financial Information course, we will look at key financial statements including the balance sheet, income statement, and the statement of cash flows. We’ll explore the relationship between these financial statements and how they are linked to each other. We’ll also look at the different levels of accountant’s reports and the comfort each provides.
We will further consider what’s included in the business tax return and how to use this information. Finally, we’ll calculate and interpret the key credit-related ratios for assessing the financial capacity of a business. All these contribute to the business story and influence the credit decisions to be made.
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Upon completing this course, you will be able to:
- Understand the basics of the three main financial statements and key financial terms
- Learn the different components of financial statements
- Understand how the three financial statements link together
- Differentiate the levels of accountant’s reports and the comfort each provides
- Calculate and interpret the key lending ratios
| Who Should Attend |
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This Reading Business Financial Information course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.
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| About Our Expert |
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Lisa Dorian
Lisa is Managing Director at MDA Training and head of the global accounting learning practice.
Lisa has designed and delivered courses in financial accounting and analysis, risk and controls, capital investment appraisal, budgeting and financial management to a wide range of organizations including Huntsman Chemicals, Zurich Insurance, Deutsche Bank, ATB Financial, BC Ferries and ICBC as well as for the Chartered Professional Accountants across Western Canada and Bermuda.
In addition to her professional designations, she is a Certified Internal Auditor, Certified Risk Management Assurance professional and accredited by the Institute of Internal Auditors to conduct quality assessments/validations. Specialties: Enterprise risk management framework implementations; Workshop facilitation and corporate training in the areas of business and finance strategy, risk
management and governance.
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| Continued Risk Learning Credits: 3.5 |
PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].
| Registration |
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Price |
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| Members |
$ 107.00 |
| Non Members |
$ 119.00 |
Access
Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.
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Support
For technical issues regarding course access, contact [email protected]
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