Credit Training for Lenders and Analysts
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.
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
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
Introduction to Financial Accounting
Accounting for Income and Expenses
Accounting for Assets
Accounting for Liabilities and Equity
The Financial Statements & Case Studies
Each set of participant materials includes:
In addition, an Administrator's Guide is available to benefit the manager, trainer or group leader. The Administrator's Guide includes:
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.