Financial Statement Analysis – A Tool in Credit Decision Making – Jun 21-22, 2018 – Bayanihan Hall

FINANCIAL STATEMENT ANALYSIS – A TOOL IN CREDIT DECISION MAKING

Date:  June 21-22, 2018 (Thu.- Fri.)
Venue: Bayanihan Hall, RBAP, Intramuros,
Time: 8:30am to 5:00pm

RESOURCE PERSON

Ms. Maria Julma M. Jongco
– Financial Services Advisor/Consultant –(Bank, Insurance & SME), Trainer

SEMINAR FEE
1. For Member  – P4,400 /person
2. Non-Member/Delinquent –  P5,200/person

MODE OF PAYMENT
Check payable to:

Rural Bankers Research & Development Foundation Inc.

To reserve slot, a Non-Refundable commitment fee of P2,200.00 /pax is
required, but its deducted from the total registration fee.

Bank:  LBP – Intramuros, Branch
Account Name: RBRDFI
SA No. 0012-1046-26.
Telefax  (02) 527-2969 /527-2980

DEADLINE TO SUBMIT REGISTRATION:  June 15, 2018.

This course will provide concepts, tools and techniques in analyzing
financial statement. The goal is to assist credit or investment decision
makers on their credit evaluation analysis.

Course Objectives
•       General concepts on tools and techniques in financial report analysis
and their application to specific cases
•       Recognize the interrelationships among the relationships among the
numbers in the financial statements using spreadsheet template
•       Draw intelligent conclusions on the results of financial performance.

Methodologies
The course will use combination of lecture, hands on spreadsheet tutorial,
financial statement preparation and analysis from various sample business
cases

Expected Participants
Marketing & Business Dev. Officer, Loan Officers, Account Officers,
Remedial & Credit Officers, Branch Managers

Course Outline

DAY 1
I        General Accounting concepts and principles relevant to financial
analysis.
II        Critical areas in evaluating financial statements.
III        Understanding financial statements.
IV        Red flags/Danger signs and how to recognize them.
V        Sample FS discussion.
VI       Techniques used in analyzing financial statements
VII        General Framework and limitations in analysis
VIII        Financial ratios and their relevance
IX        Horizontal and vertical analysis

DAY 2
I        Financial Statements and their relationships through spreadsheet
exercises.
II        Financial Analysis exercises.
III        Business Case and Application of Financial Statement Review and
analysis.
* to gain a solid understanding of financial statements

Download Circular

Download Confirmation Sheet