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