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How to Use Financial Analyst | E-Learning for Financial Analyst |
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Overview
This one-day course is designed to teach the operational capabilities of Moody?s KMV Financial Analyst® projections features. Participants in this hands-on, instructor-led seminar will learn how to use the features of Financial Analyst to project short-term and long-term financial performance of an obligor. Moody's KMV instructors are experienced technical support personnel and professionals with credit analysis and lending experience who make the material informative, enjoyable, and easy to understand.
This course is offered at client sites and can be customized where needed. Request Client-Site Training
Who Should Attend
This seminar is designed for commercial and small business loan officers, credit analysts, loan review officers, and anyone using Financial Analyst in the projections process. The pre-requisites are a working knowledge of Microsoft Windows, statement spreading concepts, and entering historical data into Financial Analyst.
Objectives
Upon completion of this seminar, participants should be able to use Financial Analyst effectively in the financial risk assessment process by:
- Creating long-term and short-term projections
- Applying the projected surplus or deficit to specific accounts
- Modifying financial projections
- Comparing projections to the actual statements as they are received
Topics
- Introduction and Product Overview
- Creating Long-Term and Short-Term Projection Scenarios
- Creating Projection Variables from Customer Projections and Historical Financial Statements
- Projecting Individual Balance Sheet and Income Statement Accounts
- Entering New Term Debt
- Sensitizing Projections
- Allocating Projected Surplus or Deficit to Specific Balance Sheet Accounts
- Comparing Actual Financial Statements to the Related Projection
- Creating and Printing Projection Reports
Materials
Participants will receive the Product Use Training Guide for use during and after the seminar.
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