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Interpreting Financial Statements


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Course Description

3.0 CE credits for General, Adjuster, Accident & Sickness, and Life licenses
approximately, 3.25 hours, $65.00 (prices may change without notice: consult the VuBiz site)

Access clear and concise guidelines that will help brokers to assess risk and business owners to use financial statements in order to track, understand, and manage their business finances. Key topics are understanding financial statements, understanding cash flow, and understanding ratios.

3 Required Modules

Introduction to Financial Statements
  • Track the numbers and see the big picture.
Understanding Financial Statements
  • Examine the profit and loss statement and the balance sheet.
Understanding Cash Flow
  • Analyze cash flow.
  • Prepare a cash flow statement.
  • Understand the aging of accounts.
Understanding Ratios
Ratios can help you evaluate the performance of your business and which areas need attention.
  • What are ratios?
  • Examine four types of operating ratios and three useful solvency ratios.
  • Compare your own ratios from period to period and with other businesses.

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