Browse Library

How to carry out Financial Analysis as a Banker

Take this course to carry out Financial Analysis comprising Ratio Analysis, Cash Flow & Fund Flow Analysis as a Banker

Instructed by CA N Raja Natarajan

6 days left at this price!
  • Buy Single Course $25
    $25
    It Includes:
    Get access to this course only.
    Access to all marketplace courses
    Lifetime Course Access
    Play & Pause Videos
    High Quality Recorded Lectures
    Learn Online from Mobile/PC/Tablet
    Download Course for Offline Viewing
    Inlcudes Real Projects
    Free Instructor Support
  • Go Premium & Save
    Get access to all courses starting at $19/mo
    It Includes:
    Get Monthly Unlimited Access (1 user)
    Access to all marketplace courses
    Play & Pause Videos
    High Quality Recorded Lectures
    Learn Online from Mobile/PC/Tablet
    Download Course for Offline Viewing
    Inlcudes Real Projects
    Certificate of Completion
    Free Instructor Support
  • Monthly $15/Per user (min 5 users) ($14/user/mo)
    Buy
    Buy
    $15
    It Includes:
    All Personal plan features +
    Best for small teams or Business
    Unlimited access for team
    Admin Dashboard & Analytics
    Basic reporting
    User Management
    Custom Branding Options
  • Yearly $169/Per user (min 5 users) ($14/user/mo)
    Buy
    Buy
    $169
    It Includes:
    All Personal plan features +
    Best for small teams or Business
    Unlimited access for team
    Admin Dashboard & Analytics
    Basic reporting
    User Management
    Custom Branding Options
  • Financial Analysis
  • Performance and Financial Indicator Analysis
  • Cash Flow Analysis
  • Fund Flow Analysis

Welcome to this course How to carry out Financial Analysis as a Banker

In this course i am going to share my practical experience from Banking in carrying out Financial Analysis. This skill is very much essential for any bankers working on credit, sourcing clients, etc.

In this course i will take you through, how you should look at each and every ratios, what they mean and how you should interpret and take decisions. So, first section will focus on Performance and Financial Indicators Analysis.

In the second section, i will take you through, how you should analyse Fund Flow Statement - I have covered how you should carry out Deficit Analysis, Estimates Vs Actuals Analysis as well given 3 Comprehensive real life case studies.

In third section, my focus is to take you through Cash Flow Analysis - i have not given any seperate theoretical lectures for what is cash flow statement - but rather directly have given 4 real life case studies to look at the cash flow analysis from different angles.

I am sure that these three sections will be sufficient for you to gain practical knowledge about Financial Analysis as a Banker.

This course is structured in self paced learning style. Use your headsets for effective listening.

See you inside the course.

  • Basic knowledge of Banking
  • Basic knowledge of Accounting
  • Bankers
  • Financial Analysts
View More...

Section 1 : Financial Analysis through Ratios

  • Lecture 1 :
  • Introduction - Sales Movement Analysis while writing Loan Proposal Preview
  • Lecture 2 :
  • Export Sales Movement
  • Lecture 3 :
  • Analysis of Raw Material Cost
  • Lecture 4 :
  • Analysis of Power Cost
  • Lecture 5 :
  • Analysis of Direct Labour Cost
  • Lecture 6 :
  • Analysis of Selling, General & Admin Cost
  • Lecture 7 :
  • Analysis of Operating Profit
  • Lecture 8 :
  • Analysis of Profit and Profitability
  • Lecture 9 :
  • Analysis of Cash Accruals
  • Lecture 10 :
  • Analysis of PBDIT and Interest Coverage Ratio
  • Lecture 11 :
  • Analysis of Paid Up Capital
  • Lecture 12 :
  • Analysis of TNW, Adjusted TNW and TOL / TNW in Loan Proposal
  • Lecture 13 :
  • Analysis of Current Ratio and Net Working Capital in Loan Proposal
  • Lecture 14 :
  • Analysis of Debt Service Coverage Ration (DSCR) in Loan Proposal
  • Lecture 15 :
  • Analysis of Efficiency Ratios in Loan Proposal
  • Lecture 16 :
  • Comments on Performance and Financial Indicators

Section 2 : Fund Flow Analysis

  • Lecture 1 :
  • Deficit Analysis in Fund Flow Statement
  • Lecture 2 :
  • Estimate vs Actuals analysis in Fund Flow Statement
  • Lecture 3 :
  • Comprehensive Analysis 1 of Fund Flow Statement
  • Lecture 4 :
  • Comprehensive Analysis 2 of Fund Flow Statement
  • Lecture 5 :
  • Comprehensive Analysis 3 of Fund Flow Statement

Section 3 : Cash Flow Analysis

  • Lecture 1 :
  • Cash Flow Analysis Real Case 1
  • Lecture 2 :
  • Cash Flow Analysis Real Case 2
  • Lecture 3 :
  • Cash Flow Analysis Real Case 3
  • Lecture 4 :
  • Cash Flow Analysis Real Case 4
  • How do i access the course after purchase?

    Once you purchase a course (Single course or Subscription), you will be able to access the courses instantly online by logging into your account. Use the user name & password that you created while signing up. Once logged in, you can go to the "My Courses" section to access your course.
  • Are these video based online self-learning courses?

    Yes. All of the courses comes with online video based lectures created by certified instructors. Instructors have crafted these courses with a blend of high quality interactive videos, lectures, quizzes & real world projects to give you an indepth knowledge about the topic.
  • Can i play & pause the course as per my convenience?

    Yes absolutely & thats one of the advantage of self-paced courses. You can anytime pause or resume the course & come back & forth from one lecture to another lecture, play the videos mulitple times & so on.
  • How do i contact the instructor for any doubts or questions?

    Most of these courses have general questions & answers already covered within the course lectures. However, if you need any further help from the instructor, you can use the inbuilt Chat with Instructor option to send a message to an instructor & they will reply you within 24 hours. You can ask as many questions as you want.
  • Do i need a pc to access the course or can i do it on mobile & tablet as well?

    Brilliant question? Isn't it? You can access the courses on any device like PC, Mobile, Tablet & even on a smart tv. For mobile & a tablet you can download the Learnfly android or an iOS app. If mobile app is not available in your country, you can access the course directly by visting our website, its fully mobile friendly.
  • Do i get any certification after completing the course?

    Yes. Once you succesfully complete any course on Learnfly marketplace, you get a certiifcate of course completion emailed to you within 24 hours with your name & the Learnfly badge. You can definately brag about it & share it on your social media or with friends as one of your achievement. Click here to view the sample certificate Click Here
  • For how long can i access my course after the purchase?

    If you buy a single course, that course is accessible to you for a lifetime. If you go for a premium subcription, you can access all the courses on Learnfly marketplace till your subscription is Active.
  • Whats the difference between Single Course Purchase & Go Premium option?

    With Single Course Purchase, you only get an access of one single course. Whereas, with premium monhtly or annual subscription, you can access all the existing or new courses on learnfly marketplace. You can decide what option suits you the best and accordingly you can make your purchase.
  • Is there any free trial?

    Currently, we don't have any free trial but it may be available in near future.
  • What is the refund policy?

    We would hate you to leave us. However, if you are not satisfied, you can ask for a full refund within 30 days & we will be happy to assist you further.

CA N Raja Natarajan,

I am a Chartered Accountant with tonnes of passion for teaching. I teach Financial Management & Strategic Financial Management for Chartered Accountancy, Cost and Management Accountancy and Company Secretary students in Ernakulam, India. I also hold Post Graduate Diploma in Business Administration in Finance from Symbiosis, Pune and Bachelors in Commerce, from Loyola College, Chennai. I worked in State Bank of India as Assistant Vice President - Credit for a period of four years after which i started my Chartered Accountancy Practice. During the stint in State Bank of India, I worked on credit proposals of Mid Corporate Units and gained good experience in Financial Analysis, Risk Assessment, Viability Study, Evaluating business models, Project Finance, Working Capital Management, etc. I conduct work shops for Entrepreneurs, Chartered Accountancy / Cost and Management Accountancy Students on the topics like Project Finance, Credit Risk Assessment, Entrepreneurship Development, Finance for Non Finance Executives, etc. I love teaching and i want fundamentals of accounting and finance to reach students and so i am here.
View More...
learn-ms-excel-from-basic-to-advance

Learn MS Excel From Basic to Advanc...

By : Ashwini Bissa

Lecture 14

odoo-purchases-sales-inventory-with-accounting-modules

Odoo: Purchases, Sales, Inventory w...

By : Quantic Statistics R spatial analysis

Lecture 13

hotel-management-course-analyse-financial-statements-and-performance

Hotel Management Course - Analyse f...

By : Manish Gupta

Lecture 34

how-to-carry-out-term-loan-appraisal-as-banker

How to carry out Term Loan Appraisa...

By : CA N Raja Natarajan

Lecture 39

accounting-basics-in-66-minutes

Accounting Basics in 66 Minutes

By : CA N Raja Natarajan

Lecture 13

advanced-capital-budgeting-improve-long-term-roi

Advanced Capital Budgeting: Improve...

By : Blair Cook

Lecture 7

Sign up and start learning
By signing up, you agree to our Terms of Use and Privacy Policy
Forget Password