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FINANCIAL MARKET COURSES

Credit Analysis – Other Factors

This course looks at how a business entity’s structure, business model, and the industry in which it operates affect the size and complexity of the entity and its financial statements. The course also looks at how analysts approach the financial statements of holding companies, banks, and insurance companies.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Identify how the size and complexity of businesses, business structures, and business models impact financial statements and credit analysis

    Recall how to approach the analysis of holding companies, and describe bank and insurance company balance sheet structures

    Recognize the importance of analyzing both company and consolidated accounts for groups

    Identify how leases, pension liabilities, deferred taxes, and discontinued operations impact a company’s financial statements

  • COURSE OUTLINE

    Topic 1: Business Size, Complexity, & Additional Influences

    Overview of Business Size & Complexity

    Business Structures

    o Sole Proprietorships

    o Partnerships

    o Limited Liability Companies

    o Corporations

    Business Structure & Balance Sheet Size

    Other Influences on Financial Statements

    o Industry

    o Service vs. Manufacturing Businesses

    o Business Models

    Topic 2: Financial Statements of Specialized Companies & Industries

    Overview of Specialized Companies & Industries

    Holding Companies

    o Forms

    o Motives

    o Structures

    Banks

    Insurance Companies Topic 3: Large Company Financials & Other Issues

    Overview of Large Company Financials

    Large Company vs. Group Financials

    Other Issues Affecting Company Financials

    o Deferred Tax

    o Leases

    o Pension Liabilities

    o Discontinued Operations

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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