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Financial Decision-Making for Non-Finance Managers
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Financial Decision-Making for Non-Finance Managers
  • Overview
  • Objectives & Outline
  • Methodology
  • Participant Profile
  • Trainer
  • Overview
    PROGRAMME DETAILS

    DATE

    26 – 27 February 2018

    TIME

    9:00 AM – 5:00 PM

    VENUE

    Asian Banking School

    SIDC CPE

    10

    CPE Points
    One of the most important aspects of determining the credibility of customers is the ability to assess financial performance and financial stability. This programme will encompass basic understanding of accounting principles, comprehensive financial position and how to perform quantitative financial analysis on financial position for panel and credit decisions.
    LEARNING LEVEL
    Foundation
    PROGRAMME FEE*

    AICB MEMBER

    MYR

    1,900

    / PAX

    NON-MEMBER

    MYR

    2,400

    / PAX

    *inclusive of GST
  • Objectives & Outline
    LEARNING OBJECTIVES
    By the end of the programme, participants will be able to:
    • Describe the basic knowledge of the accounting doctrines, principles and policies in financial accounting
    • Identify the main components and content of the comprehensive financial position including cash flow statements
    • Analyse the comprehensive financial position to support credit management and decision-making
    • Link financial position ratios to credit risks issues
    • Identify red flags and creative accounting that may make the company financials look good and strong
    • Assess the impact of the management, capability of the organization, industry conditions and business factors that may affect the company’s business
    • Interpret the financial ratio and write a good credit report to support decision making
    PROGRAMME OUTLINE
    General Accounting Principles and Policies
    • Types of Accounting Reporting and users  
    • The basis that the financial report is being drawn up on  
    • Importance of compliance and exception in financial position reporting

    Understanding Financial Statements
    • Components, fundamentals of financial position and comprehensive income statement  
    • Fundamentals of the cash flow statement  
    • Limitation of financial position statement  

    Quantitative Analysis of Financial Position
    • Characteristics of a good financial analysis  
    • Understanding the organization’s business  
    • Financing structure and needs  
    • Critical assessment of the financial position with use of ratio analysis  
    • Practical aspects of financial position analysis  
    • Practical aspects of income statement analysis  
    • Practical aspects of cashflow analysis  
    • Practical aspects of creative accounting  
    • Risks in financial ratios and mitigations  

    Qualitative Aspects of Financial Position Analysis
    • Management team and shareholders  
    • Market, industry and qualitative factors affecting the company’s business  
    • Business, competition, industry and demand risks  

    Credit Report Writing for Decision Making  
    • Standard format  
    • Components of good credit report writing  
    • Effective writing skills of a credit report  
    • Recommendation and conclusion
  • Methodology

    Lectures, case studies and presentation of findings are used to generate active participation, interactive discussions and the sharing of ideas and experiences

  • Participant Profile
    Finance and Non-Finance personnel
  • Trainer

    Paul CL Chan 

    Paw Training & Consultancy

    Paul CL Chan has vast industry experience accumulated over 18 years of working at two foreign financial institutions and a local bank. He brings with him knowledge gained in the sales and marketing of consumer and commercial loans, banking payment operations, corporate customer service centre and human resources. He also has more than 9 years’ experience as a full time Credit trainer, soft-skill management trainer and Head of Training.

    Prior to joining the financial industry, Paul was attached to a government statutory authority for more than 4 years as a Marketing Officer. He has also lectured in higher institutions of learning for 2 years in marketing, management and accounting subjects. While in banking, Paul was the regional trainer for credit and marketing programmes for Thailand and Indonesia. He also conducted NLP training in communication skills in Singapore, gave motivational talks at sales conventions for the Consumer and Commercial division in Malaysia and at sales conventions for a bank in Indonesia. Paul was the Mentor/Coach/Trainer for 13 batches of the Credit Management Graduate Trainee Programme, and Management Associate and Sales Management Trainees Programme. Paul has also been a speaker for the Institute of Bankers Malaysia (now known as the Asian Institute of Chartered Bankers) and a guest speaker for INTAN and KTAR.
    During his time as Head of Training, Paul was fully involved in the designing, developing and implementing of a Competency Assessment, competency courses and modules, and implementing the PeopleSoft Human Resource Self Service learning modules in the Human Resource Management System. He was also involved in designing and implementing the 360-Degree Assessment and Competency Levelling.

    Paul holds a BBA (Hons) and MBA (UM), and is pursuing a PhD with Asia e-University. He is Train-the-Trainer certified, MBTI, SHL & DISC profiling certified, Sales Trainer certified, CBTE certified Australia, BEI (Behavioural Event Interview) certified, and NLP Master practitioner in NS-NLP, and Time Line Therapy and Hypnosis certified. He is a National Service Character Builder and has received certification in the 7 Habits of Highly Effective People, People Development Training Modules, and as a Sales Coach. He is also a Law of Attraction Facilitator certified by Master Trainer, Michael J Losier.

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