CPD & CPT Program: 10 Hours                                           Circular No.: HP-P09-0501

CPD & CPT Program: 10 Hours                                                                                               ...
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Interpretation of Financial Statements and Writing Credit ...


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Interpretation of Financial Statements and Writing Credit ...

  1. 1. CPD & CPT Program: 10 Hours Circular No.: HP-P09-0501 Interpretation of Financial Statements and Writing Credit Proposals Early Bird: HK$200 discount for enrollment on or before 6 May! 20 May - 10 June 2009 Better Understanding on your Corporate Customers Risk Profile. 10 CP Part I - Interpretation of Financial Statements D & CP & T HOUR Objectives: S This program aims at providing the participants with Outlines: knowledge of financial statement analysis from a lending bankers’ point of view. Fundamental accounting concepts and regulatory framework of financial reporting Importance and limitations of financial The Speaker: statements: profit and loss account, balance sheet and cash flow statement Ms E Wong is a qualified accountant and master's Understanding the financial statements of degree holder with over 10 years of hands-on different types of borrowers: sole proprietor, experience in the field of financial and management accounting. partnership, limited company Prior to assume the current management position in Window dressing / creative accounting an Accounting and Finance Department in a listed techniques company, E Wong worked with various leading Importance of annual reports: corporate multinationals and listed companies, including information, chairman’s statement, report Jardine group, Swire group, Emperor International of auditors, financial statements and notes Holdings and Mercedes-Benz. She has ample on the accounts training experience at professional bodies and university. Part II - Writing Structured Credit Proposals Objectives: This program aims at equipping participants the Outlines: knowledge and skill in preparing credit proposals by evaluating customer’s credit risk. Preparation of spreadsheets by using the information from financial statements Preparation and analysis of profit and cash The Speaker: budgets Warning signals of credit/financial risks Mr D Tang has over 10 years of experience in credit Credit evaluation checklist: presenting a analysis and product risk analysis at various major credit proposal with in-depth analysis US and European international banks. Product coverage ranges from trade finance, syndicated Adopting appropriate methodology and loans, derivatives to structured special purpose techniques in preparing credit proposals: vehicles. Counterparties coverage includes operating and financial analysis models corporates, blue chips, banks, financial institutions How to avoid pitfalls in preparing credit and funds in Greater China and SEA region. Mr proposals Tang is also experienced in offering training both Review of a good credit proposal internally and externally at various institutes and banks. He is currently a Vice President of a leading US investment bank.
  2. 2. CPD & CPT Program: 10 Hours Circular No.: HP-P09-0501 Interpretation of Financial Statements and Writing Credit Proposals Target audience: Participants who would like to acquire the knowledge and skill on preparing credit proposals. Program Details: Language : Cantonese Venue : 3/F Guangdong Investment Tower, (supplemented with English materials) 148 Connaught Road Central, Date : Part I: 20, 27 May 2009 (Wednesday) Sheung Wan, Hong Kong Part II: 3, 10 June 2009 (Wednesday) (Sheung Wan MTR Station Exit C) Time : 19:00 – 21:30 Enrollment : By fax at 2544 9946 Fee : HK$1,600.00 (Members) or In person at our Institute HK$2,000.00 (Corporate Members’ staff) Enquiry : 2815 1552 / 2153 7879 HK$2,400.00 (Non-members) Early bird : HK$200 discount is given for enrollment received on or before 6 May 2009 Registration Form - Interpretation of Financial Statements and Writing Credit Proposals (HP-P09-0501) (as on I.D. Card) Full Name : Mr/Ms Chinese: Membership no.: Organization : Department : Telephone : Position : E-mail* : Mobile : * Course confirmation notice will be sent to you via this e-mail address one week before course commences Address : Residential Office Payment Method : Crossed cheque made payable to The Hong Kong Institute of Bankers (Cheque no.: _________________________________________) Credit Card : VISA Mastercard Amount: HK$ _____________________________________________________ Cardholder Name : _______________________________________________________________________ Signature : _________________________________________________________ Card No. : ______________________________________________________________________________________ Expiry Date : ______________________________________________________ (mm/yy) Payment by PPS: PPS Merchant Code : 9657 * Members only PPS Payment No: PPS Payment Reference No: How did you know about this program? Website HR Department E - news HKIB Counter Friends / Colleagues Banking Today Others Terms and Conditions 1. All fees paid are non-refundable. 2. Participants who have settled payments will receive course confirmation by e-mail 7 days prior to the course date. 3. All payments must be settled before course commencement. 4. In case of over-subscription, priority will be given to those who have settled the course fees. 5. We reserve the right to cancel, modify and/or postpone the course. 6. All courses will be held as scheduled if Typhoon Signal No. 8 or above/Black Rainstorm Warning is lowered 3 hours before the course's start time. Address : 3/F Guangdong Investment Tower, 148 Connaught Road Central, Hong Kong Tel : 2815 1552 Fax : 2544 9946 Email : hkib@hkib.org Web-site : www.hkib.org