ABA Analyzing Financial Statements 10/1/18

A practical introduction to financial statement analysis from the perspective of the commercial loan officer. Gain the skills needed to effectively assess the risks related to a customer—current and prospective—and evaluate possible sources of repayment for the loan.

Learning Objectives

  • Analyze the financial data and evaluate the risks of different industries
  • Describe the considerations a lender needs to take into account when using ratios to evaluate financial performance
  • Explain the importance of cash flow and the various tools for cash flow analysis, such as the UCA Cash Flow Model and Global Cash Flow
  • Describe the basic formats and analysis techniques for personal financial statements as well as tax returns

Audience

Commercial and/or business bankers and credit analysts. The recommended prerequisite course is General Accounting.

This course requires proctored exams.

Course Credits

College Credit Recommendation: In the upper division baccalaureate/associate degree category, 3 semester hours in Business Administration, Banking, Finance or Financial Statement Analysis for classwork completed no later than September 30, 2017.

ABA Professional Certifications: 45 CLBB

ABA Certificates: This course applies to the Certificate in Business and Commercial Lending​.​​​​​

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Course / Seminar Type: Instructor-Led Online
Course / Seminar Category: Lending & Credit Training
Course / Seminar Code:
Course / Seminar Start Date: 10/01/2018
Course / Seminar Price: $550
Course / Seminar Location: