Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Reading business financial information is a key step in reviewing a credit application. This course will look at how to read key financial statements including the balance sheet, income statement and the statement of cash flows. Examining financial statements is a critical task of a credit analyst that helps to fully understand the business story. This course will explore the relationship of these financial statements and how they are linked to each other. You will assess the financial capacity of a business by examining all the factors that contribute to the business story and influence credit decisions.
This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.
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Key Takeaways
Upon completion of this course, you will be able to:
- Understand the basics of the three main financial statements and key financial terms.
- Identify the different components of financial statements.
- Explain how the three financial statements link together.
- Consider what is included in the business tax return and how to use this information.
- Differentiate the levels of accountant's reports and the comfort each provides.
- Calculate and interpret the key credit-related lending ratios.
Who Will Benefit
Business owners, managers, investors, creditors, and analysts who deal with credit applications and are tasked with assessing the financial capacity of a business.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Lisa Dorian, CPA, has designed and delivered courses for the financial services and corporate sectors in strategy and analysis to numerous organizations, including Bank of Montreal, Deutsche Bank, and ATB Financial. Lisa is the Managing Director and CRO at Corporate Finance Institute.