Introduction to Analyzing Financial Statements
Introduction to Analyzing Financial Statements presents students with the tools needed to analyze financial statements with confidence. After reviewing the importance of analyzing financial statements in the small business lending process, students will learn the terms and steps associated with analyzing financial statements, including the income statement, the balance sheet and the cash flow statement. By the end of the course, students will have a better picture of what is required in analyzing financial statements, and know how to explain their interpretations of the financial information.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0.25 ; ICB: 7.25 (CLBB, CTFA/PFI) |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Bank personnel responsible for reviewing financial statements for the purpose of assisting in making lending decisions, monitoring the ongoing health of the business, or conducting the initial financial analysis.
Learning Objectives
After completing this course, students will be able to:
- Define financial statement analysis and explain its importance in the small business lending process
- List the basic steps of financial statement analysis and the purpose of each step
- Analyze an income statement and balance sheet
- Calculate and interpret key ratios
- Perform a simple cash flow analysis
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.