Session 1 – Historical Data Analysis, Sector Analysis, Benchmark, Presentations and Automatic Reports

Main contents:

  • Research and understand a balance sheet analysis
  • Change the Reclassification Criteria
  • Develop a Commented Report and/or a Custom Analysis
  • Search for companies using filters and create a sector analysis
  • Develop the Benchmark
  • Get Annotated Reports and Personalized Presentations

Watch the webinar recording here

Session 2 – Analysis of accounting situations, management of reclassification, the Central Risk Office

Main contents:

  • Edit, customize, archive Reclassification Criteria
  • Use corrections
  • Using the quadrature and anomaly controls
  • Analyze an accounting situation in XBRL format
  • Analyze an accounting situation in PDF
  • Analyze an accounting situation in other formats
  • The MCC Band
  • Management of the Central Risk Office
  • Credit, Company Value, DSCR, etc

Watch the webinar recording here

Session 3 – The Business Plan (certified)

Main contents:

  • understand the operating logic;
  • enter hypotheses;
  • store different scenarios;
  • process the Automated Report;
  • switch from annual to monthly BP,
  • compare the plan's assumptions (forecast) with trend data .

Watch the webinar recording here

Self-assessment questionnaire

Click here to take the test
Click here to download the material needed to participate in the test

Questionnaires submitted by January 13, 2025 will be evaluated.

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