Know Your Clients' Business
The most effective way to increase profits while reducing risk in lending is by knowing your clients' business. You need to know how your clients have performed in the past and how they are currently doing to predict how they will perform in the future. The key to truly understanding your clients' business is through financial analysis. In addition to minimizing the Bank's risk and maximizing its reward, being able to perform financial analysis is a skill set that will allow your employees to provide better sales and service to your clients.
Advanced Financial Analysis will provide your lenders with the formulas, skills and techniques to analyze your clients' business and make the best decisions for the Bank.
What's The Course Like?
Advanced Financial Analysis reviews skills, tools and techniques required to analyze your clients' business. Participants will review the types of businesses you serve, the full accounting cycle, the full range of financial statements provided, and how to properly review all financial data. They will also learn how to use financial statements to forecast and create projections for future financial performance, including calculations such as Cost of Good Sold (COGS) to Inventory, Return on Assets (ROA), and Return on Equity (ROE) and Profit Margins. Text, graphics and sound, coupled with interactive scenarios, motivate the learner while increasing comprehension and retention.
Advanced Financial Analysis can be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
What's Covered In The Course?
- Industry and Economic Influences
- Understanding Businesses
- The Accounting Cycle
- Interpreting Financial Statements
- Interpreting Balance Sheets and Income Statements
- Spreading Financial Statements
- Analyzing Balance Sheets
- Analyzing Income Statements
- Repayment Risks
- Cash Cycles
- Cash Flow
- Debt Service Coverage Measures
- Pro Forma Balance Sheets
- Financial Projections
What Are The Benefits?
- More confident lenders.
- Improved credit decisions.
- Increased sales.
- Reduced financial loss.
Your Policies. Your Procedures.
Advanced Financial Analysis is fully customizable. Our modular approach, combined with our experience with bank systems, products and services, allows us to quickly and efficiently create training specifically tailored to what your people need to know about advanced financial analysis.
To learn more about course customization, click here. Or you can call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS. When the Examiners ask, you can feel secure in the knowledge that your organization is compliant and that you can provide testing, tracking, reports and certification for each employee.
To learn more about becoming Banker's Academy Certified in Advanced Financial Analysis, Contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Banks who bought this course also bought...
The Advanced Financial Analysis training has been immensely helpful in getting our staff better equipped for analyzing our clients’ business. They have learned a lot and have already been implementing their new skill sets. I recommend this program to anyone that wants to increase profits at the Bank.
P. R.
Bank Name Withheld
