Reading and Interpreting Financial Reports

How it relates to AML

Introduction
This course guides participants how to learn to understand, analyze and critically assess the content of financial statements of a company to identify abnormalities and indications of unusual/suspicious events. It covers the main elements, concepts, and ratios of financial accounting information, and how to use them for AML purposes.

Participants will acquire knowledge on evaluating balance sheets, income statements, and cash flow statements. Also, participants will gain insight into how to read the story behind the numbers presented and identify suspicious signals that may occur within a company and detect whether there is creative accounting (“cooking the books”). Examples are overestimating revenues (fictitious transactions), lowering depreciation charges, and delaying expenses. Other common examples include underestimating potential liabilities, undervaluing pension obligations, and manipulating inventory. This allows you to ask critical questions and take possible next steps in the risk assessment of your customer.

Some businesses also draft their financial reports to look good (mislead) to the Bank/investors and get loans. Their objective is to make a company appear as successful and profitable as they can, and they may achieve this by distorting reality. It also provides a legal way to avoid certain tax liabilities. Banks/Investors should always be wary and thoroughly examine financial accounts for any indications of fraud.

Course Objectives

By the end of the course, participants will be able to:

  • Understand the basic accounting principles and principles of reading annual accounts.
  • Assess the quality of financial reports.
  • Perform a quick scan of financial report content.
  • Distinguish financial information related to assets, liabilities, equity, income and expenses.
  • Assess loan to third and related parties.
  • Assess dividend payment.
  • Make correct decisions by evaluating financial statements for loan applications.
  • Ask relevant questions to customers to improve your insights.

Target Audience

  • Money Laundering Compliance Officer
  • AML Analyst
  • Internal Auditor
  • Credit officers

Benefits

At the end of this course, you will have a clear understanding of the balance sheet, income statement and cash flow statement on annual accounts, their mutual relationships, and a strong foundation for carrying out risk analysis in practice.

Duration of the training

6 hours

Time

09:00 AM – 12:00 PM
01:30 PM – 4:30 PM

Date

Details will be announced soon. If you’re interested in participating, register now to secure your spot!

Date

Details will be announced soon. If you’re interested in participating, register now to secure your spot!

Price

Afl. 795, = p.p.
Costs include refreshments, training sheets
and certificate of attendance.

In-house Training

Please contact us to arrange your
in-house face-to-face training.

Online Registration