Financial Accounting for Bankers

This self-study course presents the fundamentals of accounting, presented from the banker's viewpoint as a user of financial statements. The relationships between individual accounts and the financial statements are emphasized to enable learners to describe accounts and determine the business activities affecting their balances.

Course Objectives
After completing this course, the learner will be able to:
Describe the purpose of each financial statement
Define line items and give examples of underlying transactions
Determine how specific business activities impact the financial statements
Calculate earnings, equity and cash flow for a business
Use financial statements to identify questions and to interpret responses

Course Content
The characteristics of the financial accounting process
Accounting principles used to prepare statements
Asset, liability and equity accounts
Income statement accounts
Determining business cash flow

Course Modules
Module 1 - Introduction to Financial Accounting
Module 2 - Accounting for Income and Expenses
Module 3 - Accounting for Assets
Module 4 - Accounting for Liabilities and Equity
Module 5 - The Financial Statements & Case Studies

Target Audience
This course is ideal for entry-level analysts as a prerequisite to Edge Development Group's Commercial Credit Analysis or other formal credit training. It also benefits more experienced individuals who need to review accounting concepts.

Delivery Options
This course is designed to allow learners to work independently and at their own pace, concentrating on the areas they need most. When multiple learners are involved, the materials can also be used in conjunction with periodic review and application sessions to capitalize on the benefits of classroom learning.

Each set of participant materials includes:
Complete explanations of concepts, examples, and exercises with answer keys
Review sections at the end of each module, highlighting key concepts and providing self-testing opportunities
Comprehensive case studies allowing the learner to practice each new skill throughout the course

In addition, an Administrator's Guide is available to benefit the manager, trainer or group leader. The Administrator's Guide includes:
Pre- and post-tests with answer keys
Instructions for assigning and administering the course as a self-study
Suggestions and facilitation outlines for conducting the course in a group setting
Discussion points for review of the comprehensive cases

 

See a Sample Printer-Friendly Course Description

 

 

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