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.


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


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

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.
woman at financial accounting training
bankers learning financial accounting


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.

Ready to find out more? Get started today!

Ready to find out more? Get started today!