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How to Use Financial Analyst Projections | E-Learning for Financial Analyst |
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Overview
This two-day course is designed to teach the operational capabilities of Moody?s KMV Financial AnalystŪ. Participants in this hands-on, instructor-led seminar will learn how to successfully enter the historical and projected financial data of an obligor utilizing features of Financial Analyst and produce accurate reports. 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 two-day course is available at client sites only. It may be customized to fit client needs. Request Client-Site Training
Who Should Attend
The seminar is designed for commercial and small business loan officers, credit analysts, loan review officers, and anyone who uses or supports Financial Analyst. Prerequisites are a working knowledge of Microsoft Windows and statement spreading concepts.
Objectives
Upon completion of this seminar, participants should be able to use Financial Analyst effectively in the financial risk assessment process by:
- Creating customer financial statement spread sheets
- Entering historical financial statement data
- Viewing and printing basic financial reports
- Creating custom ratios for financial loan agreement covenants
- Creating and modifying financial projections
Topics
- Financial Analyst Standard Features
- Historical Analysis
- Reporting
- Consolidating Companies
- Customer Comparison Performance
- Long-term Projections
- Debt Payment in Projections
- Short-term Projections
- Budget-to-Actual Comparison
- Creating Custom Calculations for Reports
- Linking to Excel
- Moody?s KMV Decisions Wizard (if applicable)
Materials
Participants will receive the Product Use Training Guide for use during and after the seminar.
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