***SOLD OUT*** Introduction to Financial Statement Analysis 3/21/19




*To receive the Member rate, Registrant must be a RMA San Diego Chapter prepaid-dinner member, or Registrant’s Company must have at least one prepaid-dinner member in the RMA San Diego Chapter.
*Classes will be limited to 25 and only registrations accompanied with payment will be valid.  Preference will be given to San Diego Chapter Prepaid-Dinner Members and to registrants who participate in multiple courses.

This course will be an introduction to financial statement analysis.  It will include: Balance Sheet structure; profit and loss statements; basic ratio analysis and industry analysis.  Participants will learn the definition of the basic financial statement types and the importance of this initial building block of understanding the financial condition of the “customer”.

Who will benefit from this program:  Loan assistants, new loan officers, credit analysts, and loan review members.  This course would benefit mostly those who have little experience in the area of financial statement analysis, but show an aptitude and potential to become a credit analyst or loan officer.


After completing this program participants will be able to:

  • Understand the customer’s historical financial performance.
  • Determine how the customer has done financially compared to its peers.
  • Understand how management decisions impact the company’s financial statements.
Class: Introduction to Financial Statement Analysis
Instructor: Ewan
Date: Thursday March 21, 2019
Time: 8:30AM – 5:00 PM
Where: California Bank & Trust Training Room (map)
(free parking available on site)
Cost: $125 – San Diego Chapter RMA Prepaid-Dinner Member
$140 – Non-Member
Deadline to Register: