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Demystify the language, concepts and infrastructure of financial statements and accounts. Learn about how financial accounts are prepared. Understand the key elements of financial controls and the tools used for analyzing company reports. Explore the purpose of, as well as the information, reflected on major financial reports.
| Topics include: |
• Balance Sheet, Income Statement, Cash Flow Statement
• Broker/Dealer GAAP
• Company accounts ratio analysis |
• Planning and monitoring performance
• Funding, pricing and working capital
• Net Capital and Excess Net Capital
• Planning and monitoring performance
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| Benefits of attendance: |
• Appreciate rules and regulations governing financial accounts
• Explore how companies analyze financial accounts
• Gain an in-depth understanding of key financial statements |
• Learn required content of financial statements
• Review how to use other analytical data to measure performance
• Understand the importance of ratio analysis |
| Staff from the following areas should attend: |
• Credit
• Financial Reporting
• Information Technology |
• Treasury
• Risk Management
• Regulatory Reporting |
Basic knowledge of the securities industry and capital markets preferred |
