CPD WEBINAR: Understanding company accounts and financial statements

Wednesday, 13 September 2023
12:30 pm – 1:30 pm (UK time)
    • Jen Yeates, Zing 365 Training Ltd

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 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

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


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

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.