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Financial Statement Analysis Tutorial for Trade Creditors

Watch this online course to analyze customer's financial situation using factors such as key ratios, trends and cash flow.

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About this Course

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description
lessonOverview

In this course, you will learn how to examine an organization's financial statements including balance sheets, income statements, and cash flow statements to evaluate creditworthiness.

You will master Credit Analysis through Cash flow analysis and financial ratio analysis.

As a bonus, we also have a training module on financial analysis during an economic downturn.

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instructor
name title image description
ROBERT SHULTZ Founder, Quote to Cash Solution Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
recommendation
image tag title description link duration
Financial Statement Analysis Business Credit Report Analysis and Evaluation Tutorial Get an insight into Business Credit Reports to interpret Experian, Equifax, Ansonia trade reports for better credit scoring and risk analysis. https://academy.highako.com/trade-credit-report-analysis-course 80 min
Credit Policy Credit Risk Assessment Training for Trade Creditors Learn how to assess Credit Risk and create Credit Scoring Models, and also, how to evaluate your customer creditworthiness. https://academy.highako.com/trade-credit-risk-assessment-course 40 Min
tribe
widgetType Id components
topic credit-scoring-and-approval input

Curriculum80 Mins

  • What to Look for in a Financial Statement (~ 10 Mins)
  • Preview
    Understanding the Importance of Analyzing Financial Statements
  • Key Considerations for an Effective Financial Review
  • Project Future Scenarios - What If?
  • Quick Quiz
  • Credit Analysis is More Than Math (~ 20 Mins)
  • Understanding The New 5 C's of Credit
  • Understanding the Financial Statement Story
  • Assessing Creditworthiness is More Than the Math
  • Evaluating Creditworthiness Using Porter’s Five Forces Model
  • Evaluating Creditworthiness Using Important “Cash Drivers”
  • Quick Quiz
  • How to Read and Interpret A Balance Sheet (~ 20 Mins)
  • An Overview of the Components of a Balance Sheet
  • What are Assets in a Balanced Sheet
  • What are Liabilities in a Balanced Sheet
  • What is Equity in a Balanced Sheet
  • Quick Quiz
  • Profit and Loss Analysis in Financial Statement (~ 10 Mins)
  • A Brief Overview of the Profit and Loss Statement
  • The Importance of Profitability to a Company’s Financial Growth
  • How to Analyze a Company’s Profit and Cash Position
  • Quick Quiz
  • Key Ratios and Trends to Monitor, Value of Benchmarking (~ 20 Mins)
  • The Importance of Ratios
  • Understanding Liquidity Ratio Analysis
  • Understanding Activity Ratio Analysis
  • Importance of Long-Term Liabilities & Net Income ratios
  • Break-Point Analysis & Value of Analyzing Trends
  • Quick Quiz
  • Final Assessment
  • Quiz
  • Certificate and Feedback

About this Course

promoImage
description
lessonOverview

In this course, you will learn how to examine an organization's financial statements including balance sheets, income statements, and cash flow statements to evaluate creditworthiness.

You will master Credit Analysis through Cash flow analysis and financial ratio analysis.

As a bonus, we also have a training module on financial analysis during an economic downturn.

transcript

Coming Soon

resources Coming Soon
discuss Coming Soon
instructor
name title image description
ROBERT SHULTZ Founder, Quote to Cash Solution Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
recommendation
image tag title description link duration
Financial Statement Analysis Business Credit Report Analysis and Evaluation Tutorial Get an insight into Business Credit Reports to interpret Experian, Equifax, Ansonia trade reports for better credit scoring and risk analysis. https://academy.highako.com/trade-credit-report-analysis-course 80 min
Credit Policy Credit Risk Assessment Training for Trade Creditors Learn how to assess Credit Risk and create Credit Scoring Models, and also, how to evaluate your customer creditworthiness. https://academy.highako.com/trade-credit-risk-assessment-course 40 Min
tribe
widgetType Id components
topic credit-scoring-and-approval input

Curriculum80 Mins

  • What to Look for in a Financial Statement (~ 10 Mins)
  • Preview
    Understanding the Importance of Analyzing Financial Statements
  • Key Considerations for an Effective Financial Review
  • Project Future Scenarios - What If?
  • Quick Quiz
  • Credit Analysis is More Than Math (~ 20 Mins)
  • Understanding The New 5 C's of Credit
  • Understanding the Financial Statement Story
  • Assessing Creditworthiness is More Than the Math
  • Evaluating Creditworthiness Using Porter’s Five Forces Model
  • Evaluating Creditworthiness Using Important “Cash Drivers”
  • Quick Quiz
  • How to Read and Interpret A Balance Sheet (~ 20 Mins)
  • An Overview of the Components of a Balance Sheet
  • What are Assets in a Balanced Sheet
  • What are Liabilities in a Balanced Sheet
  • What is Equity in a Balanced Sheet
  • Quick Quiz
  • Profit and Loss Analysis in Financial Statement (~ 10 Mins)
  • A Brief Overview of the Profit and Loss Statement
  • The Importance of Profitability to a Company’s Financial Growth
  • How to Analyze a Company’s Profit and Cash Position
  • Quick Quiz
  • Key Ratios and Trends to Monitor, Value of Benchmarking (~ 20 Mins)
  • The Importance of Ratios
  • Understanding Liquidity Ratio Analysis
  • Understanding Activity Ratio Analysis
  • Importance of Long-Term Liabilities & Net Income ratios
  • Break-Point Analysis & Value of Analyzing Trends
  • Quick Quiz
  • Final Assessment
  • Quiz
  • Certificate and Feedback