This course explains the key principles of financing small and medium-sized companies, with a primary focus on credit risk analysis, lending decision-making, appropriate risk intermediation, and customer relationship management. Understanding the challenges faced by small and medium-sized business owners is essential to providing excellent service and making sound credit decisions.

By the end of this course, participants will be able to:

            Know what small and medium-sized enterprises need in terms of specific financial services and products according to their relatively small size and often limited scope.

            Understand the informal or semi-formal environment in which SMEs operate; Hence, knowing how to deal with limited access to reliable or audited financial data

            Realize that the financial institution must carefully analyze the customer's situation and verify oral or internal statements since audited financial statements and sound business planning may not be available

            Make lending decisions based on financial considerations and risk appetite once data is collected and verified

Course Curriculum

4 Lectures
Module 1 - Small and Medium Enterprises (SMEs)
  • Understanding Small and Medium Enterprises
  • The Importance of SMEs
  • Key Characteristics of Small and Medium Enterprises
  • Types of Small and Medium Enterprises and Their Financial Needs
  • The Operational Cycle of Working with SMEs
  • Functions of SME Support Units in Banks
Module 2 - Credit
  • Credit Terminology
  • Types of Credit
  • Steps in Credit Analysis
Module 3 - Financial Analysis
  • Introduction to Financial Analysis
  • Sources of Information Needed for Financial Analysis
  • Importance and Objectives of Financial Analysis
  • Functions and Characteristics of a Financial Analyst
  • Steps in Financial Analysis
  • Financial Statements
Module 4 - Types of Financial Ratios
  • Liquidity Ratio Analysis
  • Activity Ratios Analysis
  • Debt Ratio Analysis
  • Profitability Ratios Analysis

Instructor

image
Super admin

Administrator

4
Rating
Reviews
108
trainees
199
Courses

Admin of ejaabi

frontend.Files & Links

frontend.Files & Links

Trainees Feedback

4
Course Rating
0.00%
0.00%
0.00%
0.00%
0.00%

Reviews

login in Or Register as Trainer