AIB - OVERVIEW OF FINANCIAL
STATEMENTS
Course Description: This course introduces students to small business
financial statements. This course provides a solid foundation for
understanding balance sheets, income statements, cash flow statements
and tax return forms and their typical uses in lending. Students will
learn how each statement presents information about a business and
contributes to meaningful conclusions about the health and stability
of 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 financial
information
Prerequisites:
None although familiarity with general banking
practices, especially in lending functions, is recommended.
Course Credits:
AIB credits - 0.5; ICB credits - 5.0; CEU credits: 0.5
Delivery Methods:
This course is available in
the following formats:
For further
information, please call Elisa Legg at 212-297-1679 or
elegg@nyba.com.
