The course assumes that you have some basic knowledge of ratio analysis, finance and accounting. The ratio analysis course listed below like the accounting and finance courses is a basic course. You also need to review the Small Business Credit Analysis course to get deeper into the credit analysis performed by a bank.
- Ratio Analysis Training: First Course in Ratio Analysis
- Corporate Finance Training Courses: First Course in Corporate Finance – Training Guide
- Basic Accounting Training Courses: First course in accounting for small business – Training Guide
Before you apply for credit or a loan facility at your local bank the one thing you can do to improve your chances is to understand the credit approval process at a bank. How does the bank work with your application, what do they look at, what can you do to make a stronger case for credit approval. Here is the first course on Credit process. You can go straight to the course or walk through the lesson plan below
Ratio Analysis course
The Ratio Analysis course starts with the very basics of foundation and then quickly moves into the four key dimensions of ratio analysis: Liquidity, Leverage, Profitability, and Productivity.
Introduction
- Ratio Analysis Training: Understanding the language of ratio analysis – one
- Ratio Analysis Training: Understanding the language of ratio analysis – two
- Ratio Analysis Training: Understanding the language of ratio analysis – three
- Ratio Analysis Training: Liquidity, Leverage, Profitability, Productivity
- Example Case
- Finance Case: Ratio Analysis Training: Office Depot: Overview
- Finance Case: Ratio Analysis Training: Office Depot: Financial Condition Review
- Finance Case: Ratio Analysis Training: Office Depot: Ratios game plan
- Finance Case: Ratio Analysis Training: Office Depot: Industry review and a first look at ratios
- Finance Case: Ratio Analysis Training: Office Depot: The second and deeper iteration
Credit Process
While the course started the discussion on financial and operating leverage and the thinking behind the borrowing decision, the Credit Process course focuses on the lending side of the equation.
- Small Business Credit Training: Credit Process: Mindset
- Small Business Credit Training: Credit Process: Understanding the language – I
- Small Business Credit Training: Credit Process: Understanding the language – part ii
- Small Business Credit Training: Credit Process: Why do businesses borrow money?
- Small Business Credit Training: Credit Process: Lending products?
- Small Business Credit Training: Credit Process: Review
- Small Business Credit Training: Credit Process: Credit Culture and Information Gathering Foundations
- Small Business Credit Training: Credit Process: Credit memo: information gathering and processing
- Small Business Credit Training: Credit Process: The Credit Decision
- Small Business Credit Training: Credit Process: Credit Decision – factors
- Small Business Credit Training: Analyzing Cash flow Statements: Examples
Accounting Crash Course
The basic accounting short course for small business was put together as a quick accounting survival guide for accounting neophytes. As small business owners, we may understand debit and credit and the concept of Journals and Ledgers, some of us missed the formal organization of an accounting course. The course starts with the very basics of accounting and builds up to the trial balance. The next part of this course will review the 3 financial statements including the balance sheet, the P&L and the statement of cash flows.
For those of you new to the topics of finance and accounting a quick terminology refresher may be useful. You may want to see the first course in finance before you start on the accounting materials.
- Basic Accounting Training: Accounting training for small businesses
- Basic accounting Training: Accounting training for small businesses – Introducing Debit & Credit
- Basic accounting Training: Accounting training for small businesses – Preparing the T-account
- Accounting Training: Small business accounting training – Books of Original Entry – Journals and Ledgers
- Accounting Training: Small Business Accounting Training – Sales Journal and Sales Ledgers
- Accounting Training: Small Business Accounting Training – Sales Journal, Sales Ledger and Trade discounts
- Accounting Training: Small Business Accounting Training – Purchases Journal and Purchases Ledger
- Basic Accounting Training: Small Business Accounting Training- Integrating Sales, Purchases & Returns
- Basic Accounting Training: Accounting Training for small businesses- Cash Book and recording cash discounts
- Basic Accounting Training: Small Business Accounting Training: Cash Book Example
- Basic accounting Training: Small business accounting training – General Ledger example
- Accounting Training: Small Business accounting training – The Trial Balance and accounting control
- Accounting Training: Small business accounting training – Reviewing the Trial balance example
First Course in Corporate Finance
The first course in Corporate Finance introduces concepts of Financial Statements, Time Value of Money, Risk and Return, Opportunity Cost, Cost of Capital, Weighted Average Cost of Capital and Return measures. It includes a case study on Electronic Arts valuation.
- The first training course in Corporate Finance – Session Zero
- Corporate Finance Training: Financial Statements – Balance Sheet, Profit & Loss and Cash flows
- Corporate Finance Training: The Balance Sheet, Assets, Depreciation
- Corporate Finance Training: Balance Sheet: Liabilities & Working Capital
- Corporate Finance Training: Equity and the Income Statement
- Corporate Finance Training: Risk & Return
- Corporate Finance Training: The many faces of Return: ROE, ROIC and Payback
- Corporate Finance Training: Discount rate and time value of money
- Corporate Finance Training: Present Value in Action
- Corporate Finance Training: Calculating Internal Rate of Return or IRR
- Corporate Finance Training: Opportunity Cost and Cost of Capital
- Corporate Finance Training: Beta, Calculating WACC or Weighted Average Cost of Capital
- Corporate Finance Training: Case Study: Electronic Arts (EA)