Overview of Financial Statements  

 

OVERVIEW OF FINANCIAL STATEMENTS

Delivery Options:
This course can be delivered in the classroom and is also a self-paced online course:

·         ABA eLearning Self-paced online course 
Price: $95 members; $130 non-members 
ENROLL NOW 

·         Participant's Handbook and Trainer's Guide - Tools for in-house training
Handbook:  Catalog #3004278
$36.75 member; $57.75 non-member

Trainer's Guide:  Catalog #3004279
$95 member; $135 non-member

Publication Order Form


Please note:  Overview of Financial Statements is printed on demand as ordered.  The Handbook and Trainer's Guide may not be returned.

Course Description:  Overview of Financial Statements provides an overview of small business financial statements. The course introduces the income statement and balance sheet, as well as the cash flow cycle and statement, and explains how they are used in making lending decisions and monitoring the health of a small business.

Audience:  Bank personnel who are involved in any aspect of the small business lending process but who have little experience with financial statements.

Learning Objectives:  After completing this course, students will be able to:

  • Describe the type of financial information used by lenders and how it is prepared
  • Define the purpose of the balance sheet, income statement and cash flow statement
  • Explain how tax return forms provide important financial information

Course Credits:  AIB credits -  0.25; ICB credits -  5.0 CLBB, CTFA/PFI

For further information, please call NYBA Professional Development at 212-297-1679 or elegg@nyba.com.

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