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Financial Statement Analysis Bundle

Course Overview

RMA’s Financial Statement Analysis bundle includes 3 courses which serve as ideal onboarding material for employees that are new to commercial banking or new to your bank. 

     

Duration

6 to 9 hours

 

Prerequisites

A college-level course in Financial Accounting or equivalent experience. An accounting refresher course is offered with the series to assist learners in re-familiarizing themselves with the necessary skills.

 

Delivery

Online, Self-Directed

 

Who Will Benefit?

Credit or lending professionals that make loans to small businesses. This includes relationship managers, branch managers, commercial lenders, small business lenders, and credit analysts.

Program Level

Foundational

 

Pricing

Member: $499
Nonmember: $899

   


Courses


  • Balance Sheet Analysis
  • Income Statement Analysis
  • Combined Balance Sheet and Income Statement Analysis

Methodology:

RMA's Small Business Lending Decision Process includes two case studies to apply concepts learned throughout the curriculum:

  • Edge Manufacturing is seeking a $600,000 line of credit and a $1.4 million term loan to support working capital needs, refinance existing term debt, and acquire new equipment
  • CHESS is seeking a $1 million line of credit to acquire used equipment for rental.

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