How to prepare CMA Report for Bank Loan
What you'll learn
- Understand CMA
- How to input past financials in CMA
- How to estimate / project future figures
- How to interpret various results generated by CMA Report
Requirements
- Basic knowledge of Financial Statements
Description
Are you a Bank Executive posted in Credit Department and whether CMA Report - its numbers, ratios, results, analysis all going above your head?
Are you a Consultant preparing CMA Report for your customer but puzzled on various intricate matters?
Are you a Finance Manager and pressurized by CEO / Bankers to submit CMA Report on time for Loan renewal / sanction but could not comprehend many of the items in the report?
Are you just a beginner interested in learning what CMA Report is all about?
Then this course is for you.
Welcome to How to prepare CMA Data for Bank Loan Course.
CMA Report is the report used by the bankers to understand the past performance and future plans of the borrower. This report has to be submitted by the borrower. It will present comprehensive picture of the borrower covering presentation of Operating Statement and Balance Sheet in a manner suitable to Bankers for effective analysis and it will also generate series of reports covering
a) Financial Indicators
b) Working Capital Assessment
c) Working Capital Levels
c) Fund Flow Analysis
In this course, you will be exposed to
a) What is Credit Monitoring Arrangement (CMA)
b) How to input data in CMA from Past Audited Financials
c) How to estimate / project financial data to input in CMA
d) How to interpret various results generated by CMA Report
and more.
This course is prepared purely out of my experience - so no back to back PPT Slides / Scripts for lectures.
All the lectures are absolutely practical and contents straight from heart. I am sure you will love it.
You can also download CMA from the course material and practice alongside the lectures.
All the lectures are recorded using screencast model and you will be easily able to catch up with the lectures.
For effective listening, use headset.
See you inside the course.
Who this course is for:
- Credit Analysts
- Bankers
- Project Finance Consultants
- DSA
- Investment Bankers
- Chartered Accountants
- Loan Syndication Agents
- Finance Managers
- Accountants
Instructor
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.