The “Financial Statement Analytical Skills for Finance Professionals” course is a concentrated, two-day program designed for professionals in the financial industry, recent graduates aspiring to enter the financial sector, Transaction Banking Operations Analyst, Credit & Lending Operations Analyst, Account Operations Analyst, Treasury Operations Executive , and Corporate Executives in Corporate banking. This intensive course provides participants with essential financial knowledge and practical skills to understand financial statements, make informed decisions, and effectively communicate financial information within their organizations.
Whether you aim to enhance your career in the financial industry, or lead a team, this course offers a fast-paced, comprehensive introduction to financial literacy that is crucial for success.
Key Learning Objectives
Adjunct Associate Professor, FCA
Adjunct Professor James Leong recognized as one of Singapore’s Most Celebrated 60 Speakers & Trainers, has over 20 years of experience conducting financial training for professionals across banks, legal institutions, and corporates. He is the lead trainer and course developer of Finance for Non-Finance Managers, conducted for major financial institutions including OCBC (2008–present), DBS (1998–2018), and Bank of Singapore (2024). His training equips participants with practical skills in financial statement analysis, credit assessment, and program lending.
Appointed as Adjunct Associate Professor at the National University of Singapore (NUS) since 2004, Prof James teaches finance and accounting across the NUS Business School, Faculty of Law, and SCALE for executive and continuing education. His other programs include Business & Finance for Lawyers and Detecting Creative Accounting, with a focus on financial risk identification
This course is ideal for professionals in the financial industry, recent graduates aspiring to enter the financial sector, Transaction Banking Operations Analyst, Credit & Lending Operations Analyst, Account Operations Analyst, Treasury Operations Executive , and Corporate Executives in Corporate banking who need to deepen their understanding of finance to lead effectively. Whether you are already working in finance or looking to break into the industry, this course will provide you with essential financial knowledge and skills. This course provides participants with a clear understanding of financial reporting principles and their applications.
Through this program, they will gain insight into foundational concepts like Generally Accepted Accounting Principles (GAAP) and the qualitative characteristics of financial information—relevance, reliability, and comparability—that support effective financial analysis.
*No prior experience required.
In the financial industry, a comprehensive understanding of financial concepts is crucial for success. For recent graduates, this course bridges the gap between academic knowledge and practical financial skills needed in the workplace. Transaction Banking Operations Analyst, Credit & Lending Operations Analyst, Account Operations Analyst, Treasury Operations Executive , and Corporate Executives in Corporate banking who need to deepen their understanding of finance to lead effectively. will be empowered to make strategic decisions that align with their organization’s financial goals.
Understanding financial concepts is crucial in today’s business environment, especially within the financial industry. This course demystifies complex financial jargon, enabling you to comprehend financial statements, and reports with ease. By the end of the course, you’ll be equipped to make sense of the numbers that drive business decisions, which is invaluable whether you’re managing a team or leading a project.
Making informed decisions is key to driving success in any role. This course provides you with the tools to analyze financial data and assess the financial impact of your decisions. Whether it’s determining the financial viability of a project, evaluating business performance, or planning for the future, the skills you gain will enable you to make decisions that are not only strategically sound but also financially sustainable.
One of the common challenges non-finance managers face is effectively communicating with finance teams. This course teaches you how to speak the language of finance, allowing you to engage in meaningful discussions with finance professionals. You’ll be able to understand their analyses, ask the right questions, and contribute valuable insights, making you a more effective leader and collaborator.
Whether you’re a recent graduate aiming to enter the financial industry, an entrepreneur looking to grow your business, or an executive striving for greater leadership, this course can accelerate your career. The knowledge and skills you acquire will not only boost your confidence but also make you a more attractive candidate for promotions, new roles, or entrepreneurial ventures.
For entrepreneurs, understanding finance is critical to the success of your business. This course helps you grasp the financial fundamentals necessary for managing cash flow, securing funding, and making investment decisions. With a solid financial foundation, you can steer your business towards growth and sustainability, avoiding common financial pitfalls that often lead to business failure.
Upon completing the course, you’ll receive a certification that demonstrates your proficiency in financial management. This certification adds value to your resume, showcasing your commitment to professional development and your ability to handle financial responsibilities in your organization.
Upon completing this course, you will be able to:
Gain the ability to interpret income statements, balance sheets, and cash flow statements, enabling you to assess the financial health of businesses or within a corporate environment.
Equipped with knowledge of financial ratios, and cash flow management, you can apply these skills to enhance business performance, manage resources efficiently, and contribute to your organization’s strategic planning.
Develop and control finances, forecast financial performance, and manage financial resources efficiently, regardless of your role in the financial industry. Apply financial principles to make informed decisions that drive growth and profitability, whether you’re leading a team, managing a department.
With a strong grasp of financial concepts, you’ll be able to engage in meaningful discussions with finance professionals, present financial information clearly to stakeholders, and support your team or organization in achieving financial goals.
Engage confidently in financial discussions, using the appropriate terminology and understanding the financial implications of business strategies, making you a valuable asset in any professional setting.
With enhanced financial acumen, you’ll be well-prepared to take on leadership positions where financial decision- making is key. This could include roles such as Transaction Banking Operations Analyst, Credit & Lending Operations Analyst, Account Operations Analyst, Treasury Operations Executive, or even executive positions within your organization.
Engage confidently in financial discussions, using the appropriate terminology and understanding the financial implications of business strategies, making you a valuable asset in any professional setting.
The skills gained from this course can open doors to specialized roles in financial management, such as financial analyst, or business strategist, where a deep understanding of financial principles is essential for driving business success.
You will be able to read and analyze income statements, balance sheets, and cash flow statements, giving you a clear understanding of your organization’s financial health and enabling you to make informed decisions.
| Full Fees (S$) | Fees After Subsidies | |
|---|---|---|
| Singaporeans Aged Below 40 & PRs | Singaporeans Aged 40 & Above | |
| Fees after subsidies | Fees after subsidies | |
| S$3,020.00 | S$1,510 | S$906 |
| GST(S$) S$271.80 | S$1,781.80 including GST | S$1,177.80 including GST |
Singaporean
Aged Below 40/ PR.
Fees after subsidies
Singaporeans
Aged 40 & Above
Fees after subsidies
| Date | Time | Location |
|---|---|---|
| 24 - 25 February 2026 Registration Closed | 9.00am to 5.00pm two days. | Synchronous E-learning (Zoom) |
| 7 - 8 May 2026 Registration Closed | 9.00am to 5.00pm two days. | Synchronous E-learning (Zoom) |
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level: Financial Statements Review (Proficiency Level 4) Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services.
You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role. Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ ibfcertification/why-be-ibf-certified
The IBF Standards Training Scheme (“IBF-STS”) provides funding for training and assessment courses accredited under the Skills Framework for Financial Services.
This scheme is available for both self-sponsored and company-sponsored individuals.
Singapore Citizens or Singapore Permanent Residents, physically based in Singapore; and successfully completed IBF-STS accredited course (including passing all relevant assessments and examinations)
Singapore-based Financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) FinTech firms certified by Singapore FinTech Association (SFA)
The IBF Standards Training Scheme (“IBF-STS”) provides funding for training and assessment programmes accredited under the Skills Framework for Financial Services. For more information on the funding support, please visit:
https://www.ibf.org.sg/programmes/ Pages/IBF-STS.aspx
Simply complete the registration form found on the course page you’re interested in. Our team will follow up shortly to guide you through the next steps.
After you register, our course administrator will get in touch to confirm your enrolment details and course schedule. Payment instructions will then be provided to complete your registration smoothly.
Training is conducted online via Zoom. Please ensure you have a stable internet connection and a laptop equipped with audio and camera functions. Participants are required to keep their cameras turned on throughout the session for attendance and engagement purposes.
Yes, we do. We offer tailored in-house training programmes to meet your organisation’s specific needs. Please get in touch with us through our contact form to explore customised solutions for your team.
