Financial Statements Analysis: Courses & Templates

Free online courses and ratio calculator for assessing customers' creditworthiness and understanding the basics of financial statements.

15K Credit, Collections & A/R Professionals Enrolled | Online Training | 10-min Video Tutorials

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Key Financial Ratios for Trade Credit Analysis

Decoding Trade Credit Balance Sheet and P&L Statements

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Key-Highlights:

3 Video Courses
1 Downloadable Resource
2-min read Blogs
100% FREE Course
Completion Certificates

Overview

“If you can’t measure it, you can’t improve it.” - Peter Drucker

Today the market trends change daily and are very unpredictable. In this scenario, not having a clear idea of what ratios to track could lead to inaccurate credit decisions. Result? End up doing business with at-risk customers.

Credit risk assessment requires a universe of considerations such as financial analysis, buyer’s history, public records, risk tolerance, and much more. Without it, you might end up making bad credit decisions. To overcome this, you need to be proactive with credit decisions. And there's no better tool for that other than using financial analysis.

Course Content

Basics of Financial Statements Analysis for Credit Analysts

Learn how to read and analyze a financial statement while exploring a wide variety of credit analysis techniques.

30 minutes

Key Financial Ratios for Trade Credit Analysis

Online trade credit course on financial ratio analysis to fast-track the key financial ratios for assessing customers' creditworthiness.

20 minutes

Decoding Trade Credit Balance Sheet and P&L Statements

Watch this complete course on P&L, balance sheet, and cash flow statements would help you in understanding a company's financial performance.

30 minutes

Excel Tool : 5 in 1 - Financial Ratio Calculator

This includes all five major calculators, as well as a dashboard view that displays all ratio compressions in a single short view.

Downloadable Template

Financial Statement Analysis for Commercial Credit Teams

A blog to understand or interpret the information that is there in the financial statements.

2 min read

What you'll learn

Methods to evaluate your company’s financial performance
Porter’s five forces model to determine weaknesses and strengths
P&L formulas for decoding the measure of profitability
Customer’s past trends to assess the ability to pay financial obligations.

Sign-up to Get Instant Access!

Key-Highlights:

3 Video Courses
1 Downloadable Resource
2-min read Blogs
100% FREE Course
Completion Certificates

About the Trainer

Robert Shultz
Founder, Quote to Cash Solution

Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.

"We all enjoyed the webinar and have taken down several suggestions to use in the future. Can you tell us again how we are to obtain our certification for attending all three days?"

Michelle Faragher
Credit Specialist
Dole Packaged Foods, LLC

"I found this to be a very informative workshop and it gave me some tips and ideas on how better to approach customers when doing collections."

Christine G Fram
Credit Administrator
Truex Inc/Teknor Financial

"I wanted to say that I enjoyed the classes. The classes were very informative and I learned some good negotiation skills that I can use."

Linda McDevitt
Credit Manager
Teknor Apex Company

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