Overview

A comprehensive course designed to furnish credit professionals with the necessary tools in order to undertake effective, conclusion based credit analysis. Participants will develop their analytical skills through the application of a logical structured framework. Starting with identification of the deal and credit structure, it logically works through the analysis process from business risk to financial risk then to structural risk. In addition it will compare and contrast different industry dynamics.

This course contains 42 lectures across 8 sections, introducing and then covering each concept in-depth and providing examples.

Learning Outcomes

  • You'll be able to understand the process of credit analysis including risk identification, analysis and mitigation
  • You'll develop skills to analyze business, financial and structural risks
  • You'll be able to identify the appropriate information requirements for analysis and underwriting
  • You'll be able to implement a structure for business risk analysis from macro, industry, and company-specific levels of detail
  • You'll be able to apply industry and company specific risk analysis tools (including the BCG Matrix and Porter’s 5 Competitive Forces)
  • You'll be able to analyze the key functional areas of a business, including through a SWOT analysis
  • You'll learn how to dig into a company’s key financial statements (including income statement and balance sheet)

Course curriculum

  • 1

    Slack Channel - Discussion Forum

    • Slack Channel
  • 2

    General Principles of Lending

    • General Principles of Lending - Part 1 FREE PREVIEW
    • General Principles of Lending - Part 1 (Slides)
    • General Principles of Lending - Part 2
    • General Principles of Lending - Part 2 (Slides)
    • General Principles of Lending - Part 3
    • General Principles of Lending - Part 3 (Slides)
    • General Principles of Lending - Part 4
    • General Principles of Lending - Part 4 (Slides)
  • 3

    Accounting 1

    • Accounting 1 - Part 1 FREE PREVIEW
    • Accounting 1 - Part 1 (Slides)
    • Accounting 1 - Part 2
    • Accounting 1 - Part 2 (Slides)
    • Accounting 1 - Part 3
    • Accounting 1 - Part 3 (Slides)
    • Accounting 1 - Part 4
    • Accounting 1 - Part 4 (Slides)
    • Accounting 1 - Part 5
    • Accounting 1 - Part 5 (Slides)
    • Accounting 1 - Part 6
    • Accounting 1 - Part 6 (Slides)
    • Accounting 1 - Part 7
    • Accounting 1 - Part 7 (Slides)
    • Accounting 1 - Part 8
    • Accounting 1 - Part 8 (Slides)
    • Accounting 1 - Part 9
    • Accounting 1 - Part 9 (Slides)
    • Accounting 1 - Part 10
    • Accounting 1 - Part 10 (Slides)
    • Accounting 1 - Part 11
    • Accounting 1 - Part 11 (Slides)
  • 4

    Accounting 2

    • Accounting 2 - Part 1
    • Accounting 2 - Part 1(Slides)
    • Accounting 2 - Part 2
    • Accounting 2 - Part 2(Slides)
    • Accounting 2 - Part 3
    • Accounting 2 - Part 3(Slides)
  • 5

    Business Risk Analysis

    • Business Risk Analysis - Part 1 FREE PREVIEW
    • Business Risk Analysis - Part 1 (Slides)
    • Business Risk Analysis - Part 2
    • Business Risk Analysis - Part 2 (Slides)
    • Business Risk Analysis - Part 3
    • Business Risk Analysis - Part 3 (Slides)
    • Business Risk Analysis - Part 4
    • Business Risk Analysis - Part 4 (Slides)
    • Business Risk Analysis - Part 5
    • Business Risk Analysis - Part 5 (Slides)
  • 6

    Financial Risk Analysis 1: Key Risk

    • Financial Risk Analysis 1: Key Risk - Part 1
    • Financial Risk Analysis 1: Key Risk - Part 1 (Slides)
    • Financial Risk Analysis 1: Key Risk - Part 2
    • Financial Risk Analysis 1: Key Risk - Part 2 (Slides)
    • Financial Risk Analysis 1: Key Risk - Part 3
    • Financial Risk Analysis 1: Key Risk - Part 3 (Slides)
    • Financial Risk Analysis 1: Key Risk - Part 4
    • Financial Risk Analysis 1: Key Risk - Part 4 (Slides)
  • 7

    Financial Risk Analysis 2: Ratio Analysis

    • Financial Risk Analysis 2: Ratio Analysis - Part 1
    • Financial Risk Analysis 2: Ratio Analysis - Part 1 (Slides)
    • Financial Risk Analysis 2: Ratio Analysis - Part 2
    • Financial Risk Analysis 2: Ratio Analysis - Part 3
    • Financial Risk Analysis 2: Ratio Analysis - Part 4
    • Financial Risk Analysis 2: Ratio Analysis - Part 4 (Slides)
  • 8

    Financial Risk Analysis 3: Cash Flow & Liquidity

    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 1
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 1 (Slides)
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 2
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 2 (Slides)
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 3
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 4
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 5
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 5 (Slides)
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 6
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 6 (Slides)
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 7
    • Financial Risk Analysis 3: Cash Flow & Liquidity - Part 7 (Slides)
  • 9

    Financial Risk Analysis 4: Management Accounts & Projection

    • Financial Risk Analysis 4: Management Accounts & Projection - Part 1 (Slides)
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 2
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 2 (Slides)
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 3
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 4
    • Financial Risk Analysis 4: Management Accounts & Projection - Part 4 (Slides)