Fundamentals of Financial Analysis – SMEs Masterclass Series

Through a combination of case studies, discussions, collaborative learning and mini lectures, this Masterclass facilitates the understanding of corporate financial statements and how to identify financial risks and mitigate them using insurance products. Upon completion of this Masterclass, participants will understand how to apply the ECLAIR Framework for financial analysis and quantify the amount of insurance coverage that needs to be recommended to the SME owner to mitigate risk exposures such as credit exposure and debtor default. This Masterclass constitutes one of the core modules to attaining the CREDIBILITYTM Business Continuity Specialist Designation.

At the end of this Masterclass, participants will:

  • Understand the working capital cycle and importance of maintaining adequate
    liquidity in business.
  • Understand what to look for in a financial statement to uncover potential risks,
  • Understand how to conduct financial analysis and uncover risks using the ECLAIR
  • Understand how insurance products can be used to mitigate financial risks and
    recommend suitable insurance products to mitigate them.

Upon completion of this program, participants will be awarded the Certificate of Completion and 4 non-core CPD Training Hours.

Financial Planning Professionals, Bank Relationship Managers and Insurance Specialists, Insurance Agents

$350 before GST

This program is IBF-FTS recognised and is eligible for funding under the IBF-FTS scheme.