CPD WEBINAR: Understanding company accounts and financial statements
In this session we will be looking into the subject of a client’s financial report,
how to understand it and its importance to helping you become a
trusted advisor to your client.
We will break down a typical financial report and analyse what it can tell us
about the business, especially any insurance requirements.
This course is suitable to anyone who is dealing with limited companies and is
interested in developing their business relationship with their client
WHAT WE WILL COVER
What is a financial report and why is it important to you
❖ Cover page &
directors report
❖ The P&L account
❖ The balance sheet
❖ Notes to the financial
statement
LEARNING OBJECTIVES
Better understand a set of financial accounts
Have a better understanding of your client’s business and what there insurance needs may be
Be better able to communicate with your client in a way that benefits both
parties
HOUSEKEEPING
This is a Zoom webinar. The link will be sent to you prior to the session. Recordings will be sent post session but only if you have pre-booked. Any Q's to simon.mcgill@ecclesiastical.com
To view our image and video capture consent statement, please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.