Financial Accounting for Bankers

Financial Accounting for Bankers

Financial Accounting from the Banker's Perspective

Financial Accounting for Bankers presents the fundamentals of accounting, with a focus on the accounts that will be of most interest to a banker as a user of the financial statements. By learning how transactions are recorded and how the financial statements are put together, learners gain insights that will be critical in further developing their credit analysis skills.

Credit Skills Curriculum:

COURSE OBJECTIVES

After completing this course, learners will be able to:

Describe the purpose of each financial statement
Define line items and give examples of underlying transactions
Determine how specific business activities impact the financial statements
Calculate earnings, equity and cash flow for a business
Use financial statements to identify questions and to interpret responses

COURSE CONTENT

The characteristics of the financial accounting process
Accounting principles used to prepare statements
Asset, liability and equity accounts
Income statement accounts
Determining business cash flow

COURSE MODULES

Module 1
Introduction to Financial Accounting

Module 2
Accounting for Income and Expenses

Module 3
Accounting for Assets

Module 4
Accounting for Liabilities and Equity

Module 5
The Financial Statements & Case Studies

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Course Materials

Each set of participant materials includes:

Complete explanations of concepts, examples, and exercises with answer keys
Review sections at the end of each module, highlighting key concepts and providing self-testing opportunities
Comprehensive case studies allowing the learner to practice each new skill throughout the course

In addition, an Administrator's Guide is available to benefit the manager, trainer or group leader. The Administrator's Guide includes:

Pre- and post-tests with answer keys
Instructions for assigning and administering the course as a self-study
Suggestions and facilitation outlines for conducting the review and application sessions in a group setting
Discussion points for review of the comprehensive cases

Target Audience

Financial Accounting for Bankers is ideal for entry-level credit analysts and future commercial lenders as a prerequisite to Edge Development Group's Commercial Credit Analysis or other formal credit training. It also benefits more experienced individuals who need to review accounting concepts.

DELIVERY OPTIONS

This course is designed to be used as a self-study allowing learners to work independently and at their own pace, concentrating on the areas they need most. This approach is effective when there are only one or two learners at a time or when the learners are spread out geographically.

However, when multiple learners are involved, the materials are ideal for use in a blended learning approach by combining self-study with periodic review and application sessions to capitalize on the benefits of classroom learning.

Finally this course can be used in a purely classroom setting facilitated by an Edge instructor. Depending on the amount of prework assigned, if any, the workshop can be conducted over a 3-5 day period.