Analyzing Combined Balance Sheets and Income Statements



This course will introduce the learner to the various means by which combined balance sheets and income statements are analyzed at the financial institution. The course will familiarize the learner with how to use Rate of Return, Pro Forma balance Sheets, and Financial Projections, among other strategies, when analyzing balance sheets and income statements. After completing this course, the learner will understand:

  • How to determine an organizations efficiency measures.
  • The importance of Accounts Payable and Working Capital.
  • How to make financial projections.


T1. Using Rate of Return (ROR): This topic will explain financial productivity and its importance to creditworthiness, and will define Return on Assets, limitations, distortions, and more.

T2. Efficiency Measures: This topic will discuss performing a financial productivity trend analysis, and will discuss efficiency, benefits, limitations, and more.

T3. Accounts Payable and Working Capital: This topic will detail accounts payable and working capital in tandem with analyzing balance sheets and income statements.

T4. Pro Forma Balance Sheets: This topic will discuss making estimations, including interpreting and estimating pro forma monthly balance sheets.

T5. Financial Projections: This topic will explain the benefits of using annual projections, including how to prepare and interpret annual projections.

Please note that any legal and compliance references in this course will pertain to US legislation.


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