Course Name
Techniques of Financial Analysis
Schedule
May 05, 2025 - May 28, 2025
Schedule via Zoom:
May 5, 6, 7, 13, 14, 19, 20, 21, 27 & 28, 2025
Mondays, Tuesdays, & Wednesdays
2:00 PM - 6:00 PM
Early Eagle Rate:
Php 27,500
Valid Until:
April 22, 2025
Description
This online course provides the participants with the basic concepts and tools used in analyzing and interpreting financial data. Specifically, the course is meant to assist personnel involved in making credit decisions evaluate the creditworthiness of credit applicants using financial statements and other relevant financial information. Specific analytical tools and the related financial concepts are likewise discussed from an investment decision-making standpoint.
This course doubles as the “Techniques of Financial Analysis” module for the Ateneo Center for Continuing Education’s (CCE) rigorous multi-module Credit Management Program.
Who should attend
Bank account officers, credit analysts and branch managers with lending functions will benefit the most from this course in line with their continuing professional skills development. Those in other industries involved in analyzing and approving credits will likewise benefit from this course.
After the course, you will:
- Learn the various tools and techniques in analyzing financial reports, understanding which of these tools and techniques to apply for specific situations;
- Recognize the interrelationships among financial statement numbers and those from other related reports, and perform accurate and comprehensive analyses thereof;
- Perform financial statement validation and recasting;
- Draw intelligent conclusions therefrom and critically evaluate subject’s financial as well as operating performance.
This online course, presented synchronously and asynchronously via lectures, interactive discussions, case analyses, and practical application exercises, covers the following areas:
● Accounting and financial reporting overview
● Diagnostic evaluation of financial statements: contents, the interrelationships among numbers, key areas of analysis
● Performance measures by areas and viewpoint
● Techniques of financial analysis
» Comparative statement analysis
» Ratios, trends, turnovers, averages (includes the du Pont approach)
» Financial flexibility/vulnerability analysis
» Cash flow preparation and analysis
● Financial statement validation and recasting techniques
● Recognizing the symptoms of business failure
● Summary exercises and case studies (as time permits)
Mr. Larry S. Esguerra IV is Director for Credit Programs at the Ateneo-BAP Institute of Banking, Program Director for Finance and Accounting at the Ateneo Center for Continuing Education and a Professor of Finance at the Ateneo Graduate School of Business. He is also Chief Financial Officer of a multinational construction and engineering firm and a diversified group of companies.
Mr. Esguerra has spent the greater part of his professional career in the financial services industry in the United States. Prior to his return to the Philippines, he was President and Chief Executive Officer of Golden Bay Federal Credit Union, a California-based, federally chartered credit union servicing the financial needs of military personnel and federal employees of the United States government. He also served as Vice President and Controller of Franklin Bank in Menlo Park, California; Associate Director of Capital Strategies Limited, a Hong Kong-based investment banking firm; and Resident Auditor of Citibank, N.A. in the Philippines.
Mr. Esguerra holds a Bachelors degree in accounting from the University of the Philippines and a Masters degree in Business Administration from the University of Phoenix. He is a Certified Public Accountant.
