Are you seeking to enhance your expertise in Credit & Financial Analysis?

Whether you're a seasoned banking executive, a finance professional delving into project funding, or a finance manager aiming to align with the expectations of your bankers, our "LIVE One Day Workshop on Credit & Financial Analysis Mastery" is tailored for you.

Workshop Objectives:

• Develop a comprehensive framework for analyzing financial information pertaining to target borrowers.
• Gain insights into a spectrum of financial products and services, encompassing both funded (working capital, term loans) and non-funded facilities (LCs, bank guarantees, etc.).

Workshop Content:

1. Financial Analysis: Explore techniques such as Financial Ratio Analysis, Cash Flow Analysis, and Fund Flow Analysis.
2. Working Capital Financing: Understand the nuances of working capital, including its concept, cycle, assessment, and credit facilities.
3. Fund Based & Non-Fund Based Credit Limits: Delve into the intricacies of instruments like LCs and BGs.
4. Term Loan Appraisal: Navigate through the process of viability study, assessment, and key metrics like DSCR, FOIR, Break Even Analysis, and Sensitivity Analysis.

Credit Analysis serves as the cornerstone for banks to comprehend, evaluate, and appreciate the identity, integrity, and financial capacity of their customers, vital for assessing repayment capabilities.

Workshop Date & Timing:

Date: 08 February 2025 (2nd Saturday)
Time: 9:30 AM to 5:30 PM

Workshop Schedule:

• Financial Analysis: 9:30 to 11:15
• Tea Break: 11:15 to 11:30
• Working Capital Financing: 11:30 to 13:00
• Lunch Break: 13:00 to 14:00
• Fund Based & Non-Fund Based Products: 14:00 to 15:45
• Tea Break: 15:45 to 16:00
• Term Loan Appraisal: 16:00 to 17:30

Workshop Delivery:

The workshop will be conducted via our user-friendly Learning Management System, with participation facilitated through the Zoom platform.

Takeaway:

• Webinar Presentation Material
• Certificate of Participation

Enrollment Options:

Option 1 - Access to Workshop Only - ₹3990/-

What you will get:

• LIVE Online Training with expert insights and Q&A sessions.
• Access to workshop recordings.

Option 2 - Access to Workshop + e-resources - ₹7990

What you will get:

• LIVE Online Training with expert insights and Q&A sessions.
• Access to workshop recordings.
• Free Access to 16 pre-recorded Credit and Financial Analysis Mastery courses and 20+ e-resources.
• Certificate of Participation
• Access to a private community in telegram for Q&A and doubt clearance.

Don't miss this opportunity to bolster your expertise in banking credit analysis. Join us and elevate your proficiency in assessing borrowers and financial products effectively.

Listed below are the courses included in the Credit and Financial Analysis Mastery Bundle (SME & Corporate Credit)

1) Module 1 - Basics of Credit Analysis
2) Module 2 - How to Read Balance Sheet
3) Module 3 - How to do Financial Ratio Analysis?
4) Module 4 - How to do Cash Flow Analysis?
5) Module 5 - How to do Fund Flow Analysis?
6) Module 6 - How to carry out Credit Risk Rating for Non-Trading Entities?
7) Module 7 - How to carry out Credit Risk Rating for Trading Entities?
8) Module 8 - How to prepare CMA Report for Bank Loans?
9) Module 9 - How to prepare Cash Budget for Bank Loans?
10) Module 10 - How to Assess Fund Based Working Capital (CC / OD) as Banker?
11) Module 11 - How to assess Non Fund Based Credit Facility (LC & BG) Assessment as a Banker?
12) Module 12 - How to do Term Loan Appraisal & Assessment as a Banker?
13) Module 13 - Basic Elements of Loan Proposal
14) Module 14 - Case Studies related to Credit Analysis
15) Module 15 - Collateral Securities
16) Module 16 - Q and A

Financial Ratio E-Books
17) Basics of Financial Ratio Analysis
18) Deep dive into the Current Ratio
19) Deep dive into Debt-Equity Ratio
20)Deep dive into Debt Service Coverage Ratio (DSCR)
21)Deep dive into Inventory Turnover Ratio

Financial Management related E-Books
22) Cash Flow Analysis
23) Capital Structuring
24) Financial Break Even Point
25) Capital Budgeting and Cash Flow
26) Capital Budgeting and Payback and Time Value of Money (Part 1)
27) Capital Budgeting and Payback and Time Value of Money (Part 2)
28) Conversation about Leverage

Financial Analysis related E-Books
29) Financial Analysis: Common Mistakes to Avoid
30) Financial Statement Analysis: Short Notes
31) Simple Guide to the Balance Sheet: 40 Questions & Answers

Credit Analysis related EBooks:
32) Introduction to Credit Analysis & Underwriting
33) The SME Lender's Handbook: A Guide to Fraud Detection and Prevention

Test Series:

34) Test your knowledge in Analysis of Financial Statements
35) Test your knowledge in Financing Working Capital Requirements
36) Test Your Knowledge in Ratio Analysis

Template 
37) Project Report & CMA Template

Audio Book:
38) Audio Book on Types of Financing

Video Book:
39) Financial Statements 101: A Question-and-Answer Guide

Career Guidance Material
40) The Road to the Top: Navigating Your Way from Bank PO to MD

Bonus Resource:
41) Child Future Education - Financial Planning Template