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A Provider of AIB Products Overview of Financial Statements |
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Course Description: Overview of Financial Statements 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 the 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 successfully completing this program, you 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: 0.25 ; ICB: 5.0 (CLBB, CTFA/PFI) Prerequisites: None, although familiarity with general banking practices, especially in lending functions, is recommended Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $95 • NonMembers $130 PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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