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Financial & Credit

Analysis

KEY LEARNING GOALS

KEY LEARNING OUTCOMES

WHO SHOULD ATTEND?

Key Learning Goals

Learn how a company’s internal and external environments influence its financial performance and condition.

Learn how to use the financial analysis framework to evaluate of a company’s income statement, balance sheet, funds flow statement and financial ratios effectively.

Get the opportunities to obtain hands-on experience in developing and preparing financial and cash flow projection models using Microsoft Excel spreadsheet.

Learn how to evaluate a company’s future financial performance and condition as well as its financing needs and credit worthiness from its financial and cash flow projections.

Learn how to identify a company’s key credit risks from the results of financial analysis and develop the various methods to mitigate and monitor them.

Key Learning Outcomes

> Learn how to analyze the effect of external environments (economic and industry condition as well as government regulations) and internal environments (management and operation) on the company’s financial performance and condition.

> Learn how to use financial analysis framework to evaluate a company’s historical income statement, balance sheet, funds flow statement and financial ratios to identify the company’s key risk areas.

> Learn how to identify the key assumptions, using the results of the qualitative and historical financial statement analysis, to be used as the basis for selecting the financial parameters for a company’s financial and cash flow projection models.

> Learn how to prepare projection models for income statement, balance sheet, funds flow statement and cash flow using Microsoft Excel spreadsheet.

> Learn how to analyze the financial and cash flow projection to identify a company’s financing needs and its capability to repay its financial obligations.

> Learn how to use the results from the analysis of a company’s historical and projected financials as the basis for developing credit risk mitigation methods and translate them into appropriate credit facility’s terms and conditions and internal risk triggers.

> Get individual attention and support by experienced facilitator throughout the workshop.

> Get over 200 pages of course documentation, case studies and solutions to the course exercises and case studies.

Who should attend?

Financial and Credit Analysis is an intensive and hands-on 5-day training program.

It has been designed for those who need to know or refresh their knowledge about how to effectively perform analysis on a company’s historical and projected financial statements to identify its financing needs, capability to repay its financial obligation, key risk areas and appropriate credit structures to mitigate as well as monitor the identified credit risks.

The course is perfect for anyone who wishes to receive personalized, expert coaching in how to use financial analysis to evaluate a company’s credit worthiness.

Past participants of this workshop included bank’s Area Managers, Branch Managers, Relationship Managers, Credit Analyst and Risk Managers. Other bank officers who are not directly involved in a bank’s credit analysis process will also benefit from this course, by being able to identify potential risks that may occur during the process of credit initiation, monitoring and collection.

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