Summary

This two-day class is designed to:

  • Sharpen your ability to review the financial reports of prospects and clients
  • Enhance your credibility with key decision-makers, be a “trusted advisor”
  • Maximize your ability to identify long-term, successful clients
  • Increase your comfort with the world of financial analysis
  • Use annual reports/online resources, if available, for risk AND opportunity identification
  • Master financial terminology and better understand drivers of Moody’s/credit ratings.

Participants will not only dive into financial statements, but using a sophisticated business simulation they will actually run a company to see how their decisions impact their financial results. This hands-on seminar will have you learn by doing!

Program Dates & Registration

Topics

Running a simulated business, teams will learn:

  • Financial statement analysis, including profitability, revenues, expenses, working capital, debt, and equity
  • Financial ratio analysis including Return on Sales, Return on Assets, Return on Equity, Asset Turnover, Inventory Turns, Current Ratio, and Leverage
  • Corporate finance analysis including short and long-term debt, equity financing, stock valuation, and dividend policy
  • Annual report analysis including analysis of an actual Annual Report/10k
  • Other topics discussed will include strategic thinking, leadership, and business alignment.

Audience

This program is for agents and brokers who would like a better understanding of business finance.

Location

Classroom: This program can be held in a branch or agency location as well as external venues.

This program is also appropriate for virtual delivery.

Duration

If Classroom Delivery: 2 Days

If Virtual Delivery: Sessions typically spread over 4 partial days

Continuing Education Credit

This program is approved for continuing education credit in certain states. The number of approved hours varies.

Tuition

Tuition is typically $500 not including travel expenses.
Cornerstone agents receive a 50% discount.

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