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UdemyFinance & AccountingPaid courseAll LevelsCertificate

How to prepare CMA Report for Bank Loan (Udemy.com)

Must course for every one dealing with Bank Loans either as Banker / Customer / Consultant

Created by: Raja Natarajan

Last updated June 2021

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What you will learn

  • Understand CMA
  • How to input past financials in CMA
  • How to estimate / project future figures
  • How to interpret various results generated by CMA Report

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.4 out of 5higher than 28% of them
  • Reviews184#277 of 377 by number of reviews
  • Length8.6 hourslonger than 69% of them
  • Last updatedJune 2021earlier than 86% of them

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Course Description

Are you a Bank Executive posted in Credit Department and whether CMA Report - its numbers, ratios, results, analysis all going above your head?

Are you a Consultant preparing CMA Report for your customer but puzzled on various intricate matters?

Are you a Finance Manager and  pressurized by CEO / Bankers to submit CMA Report on time for Loan renewal / sanction but could not comprehend many of the items in the report?

Are you just a beginner interested in learning what CMA Report is all about?

Then this course is for you.

Welcome to How to prepare CMA Data for Bank Loan Course.

CMA Report is the report used by the bankers to understand the past performance and future plans of the borrower. This report has to be submitted by the borrower. It will present comprehensive picture of the borrower covering presentation of Operating Statement and Balance Sheet in a manner suitable to Bankers for effective analysis and it will also generate series of reports covering

a) Financial Indicators

b) Working Capital Assessment

c) Working Capital Levels

c) Fund Flow Analysis


In this course, you will be exposed to

a) What is Credit Monitoring Arrangement (CMA)

b) How to input data in CMA from Past Audited Financials

c) How to estimate / project financial data to input in CMA

d) How to interpret various results generated by CMA Report

and more.

This course is prepared purely out of my experience - so no back to back PPT Slides /  Scripts for lectures.

All the lectures are absolutely practical and contents straight from heart. I am sure you will love it.

You can also download CMA from the course material  and practice alongside the lectures.

All the lectures are recorded using screencast model and you will be easily able to catch up with the lectures. 

For effective listening, use headset.

See you inside the course.

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Instructor Details

Raja Natarajan

               I am a Chartered Accountant with tonnes of passion for teaching. 

  I teach Financial Management & Strategic Financial Management for Chartered Accountancy, Cost and Management Accountancy and Company Secretary students in Ernakulam, India. I also hold Post Graduate Diploma in Business Administration in Finance from Symbiosis, Pune and Bachelors in Commerce, from Loyola College, Chennai. 

          I worked in State Bank of India as Assistant Vice President - Credit for a period of four years after which i started my Chartered Accountancy Practice. During the stint in State Bank of India, I worked on credit proposals of Mid Corporate Units and gained good experience in Financial Analysis, Risk Assessment, Viability Study, Evaluating business models, Project Finance, Working Capital Management, etc. 

      I conduct work shops for Entrepreneurs, Chartered Accountancy / Cost and Management Accountancy Students on the topics like Project Finance, Credit Risk Assessment, Entrepreneurship Development, Finance for Non Finance Executives, etc. 

I love teaching and i want fundamentals of accounting and finance to reach students and so i am here.

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Reviews

4.4

184 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By S. Ram Prasad on 10/20/2024

Dear sir, Please provide all your excel workings as resources for future references and revisions. Dear sir practical case study classes like scenario 1,2,3,4 videos are not running properly, they are running dead slow.

By Karan Barasara on 1/8/2024

In the second session,one of my query solved regarding change in inventory.let’s see next session what I learn more ? Btw amazing teaching skill

By Somnath Satish Nirgide on 9/22/2023

Great teaching of the topic from Basic Level to Expert Professional Level. Thanks a lot.

By Ram Argha Choudhury on 9/22/2020

It would have been much more helpful, had it been based on actual balance sheet & P/L. The entire course is based on hypothetical figures .

By Rohan Shetty on 6/2/2020

It gave me good knowledge and the overall experience was good but at times the screen used to go blur so the only thing I think that can be worked on, otherwise explanation of the fundamentals was very good.

By Sanjay Maheshwari on 5/21/2020

An Accountant can very easily understand the the concept of CMA and how Banks are evaluating the proposals.

By Vijaykumar Dasara on 4/28/2020

the tutor is explaining based on his past practical experience which is very helpful that is what every person need in real case scenarios..

By C.Chandrasekhara Rao on 4/28/2020

Concepts are explained in a clear and lucid manner. My regards to CA Raja.

By Ronak Dayama on 4/26/2020

This course gave me a complete item-wise walkthrough of a Credit Monitoring Arrangement Report. It provides a thorough practical explanation and underlying logic of all elements of the report. This is one of a kind knowledge resource on the internet on this topic. I would definitely recommend this course.

By Sunny Gandhi on 4/21/2020

very good detailed explanations. a few blurred pages here and there. there was no mention of Ratios. i believe Ratios are a very important part of the CMA process. would have liked to see some ratio analysis.

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Overall Score : 88 / 100