Identifying Opportunities from a Client’s Financial Statements

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1. Please rank the topics covered during the workshop from very applicable to less applicable to your role:

1a. Relevant Financial Ratios

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1b. Introduction to Power Query

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1c. Analysing and visualising trends

Very applicable Applicable Neutral Less applicable Not applicable

1d. Identifying specific opportunities from the Financial Statements

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1e. Linkage of financial information to banking products

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2. The insights from this masterclass will add value to the following of my day-to-day activities:

3. I plan on applying the insights from this masterclass in the following interactions with my clients:

4. I would like to learn more about the following topics or course content:

5. The content of the masterclass was well-researched and presented in sufficient detail:

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6. The masterclass was presented at the correct level and pace:

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7. The facilitator displayed expert knowledge of the topics presented and content covered:

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8. I would recommend this masterclass to my colleagues:

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9. Please share any other relevant feedback.