Commercial Credit Analysis

This course provides you with the necessary tools in order to undertake effective, conclusion based credit analysis.
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194 students enrolled
Instructed by Paul Siegel Business / Finance
$50
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  • Lectures 42
  • Contents Video: 7.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2014 English

Course Description

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.

What are the requirements?

  • Knowledge of the English language.
  • A basic understanding of accounting and the structure of the three key financial statements is required.
  • A financial calculator is recommended for this course.

What am I going to get from this course?

  • 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)

What is the target audience?

  • Relationship managers (0-5 years) in commercial, corporate and investment banking.
  • Analysts and associates in commercial, corporate and investment banking.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: General Principles of Lending
11:55

Instructor Simon Green introduces the course, and discusses the general principles of lending (part 1 of 4).

12:55

Instructor Simon Green discusses the general principles of lending (part 2 of 4).

12:17

Instructor Simon Green discusses the general principles of lending (part 3 of 4).

09:05

Instructor Simon Green discusses the general principles of lending (part 4 of 4).

Section 2: Accounting 1
09:38

Instructor Simon Green discusses the first section of accounting (part 1 of 11).

09:32

Instructor Simon Green discusses the first section of accounting (part 2 of 11).

12:16

Instructor Simon Green discusses the first section of accounting (part 3 of 11).

08:56

Instructor Simon Green discusses the first section of accounting (part 4 of 11).

11:04

Instructor Simon Green discusses the first section of accounting (part 5 of 11).

08:04

Instructor Simon Green discusses the first section of accounting (part 6 of 11).

10:43

Instructor Simon Green discusses the first section of accounting (part 7 of 11).

10:08

Instructor Simon Green discusses the first section of accounting (part 8 of 11).

12:28

Instructor Simon Green discusses the first section of accounting (part 9 of 11).

08:51

Instructor Simon Green discusses the first section of accounting (part 10 of 11).

11:26

Instructor Simon Green discusses the first section of accounting (part 11 of 11).

Section 3: Accounting 2
11:41

Instructor Simon Green discusses the second section of accounting (part 1 of 3).

11:11

Instructor Simon Green discusses the second section of accounting (part 2 of 3).

08:34

Instructor Simon Green discusses the second section of accounting (part 3 of 3).

Section 4: Business Risk Analysis
11:00

Instructor Simon Green discusses business risk analysis (part 1 of 5).

10:35

Instructor Simon Green discusses business risk analysis (part 2 of 5).

12:15

Instructor Simon Green discusses business risk analysis (part 3 of 5).

08:49

Instructor Simon Green discusses business risk analysis (part 4 of 5).

08:03

Instructor Simon Green discusses business risk analysis (part 5 of 5).

Section 5: Financial Risk Analysis 1: Key Risk
11:55

Instructor Simon Green discusses the first element of financial risk analysis - key risk (part 1 of 4).

12:53

Instructor Simon Green discusses the first element of financial risk analysis - key risk (part 2 of 4).

11:52

Instructor Simon Green discusses the first element of financial risk analysis - key risk (part 3 of 4).

07:58

Instructor Simon Green discusses the first element of financial risk analysis - key risk (part 4 of 4).

Section 6: Financial Risk Analysis 2: Ratio Analysis
13:58

Instructor Simon Green discusses the second element of financial risk analysis - ratio analysis (part 1 of 4).

08:50

Instructor Simon Green discusses the second element of financial risk analysis - ratio analysis (part 2 of 4).

05:46

Instructor Simon Green discusses the second element of financial risk analysis - ratio analysis (part 3 of 4).

10:02

Instructor Simon Green discusses the second element of financial risk analysis - ratio analysis (part 4 of 4).

Section 7: Financial Risk Analysis 3: Cash Flow & Liquidity
09:19

Instructor Simon Green discusses the third element of financial risk analysis - cash flow & liquidity (part 1 of 7).

09:12

Instructor Simon Green discusses the third element of financial risk analysis - cash flow & liquidity (part 2 of 7).

11:50

Instructor Simon Green discusses the third element of financial risk analysis - cash flow & liquidity (part 3 of 7).

10:04

Instructor Simon Green discusses the third element of financial risk analysis - cash flow & liquidity (part 4 of 7).

13:46

Instructor Simon Green discusses the third element of financial risk analysis - cash flow & liquidity (part 5 of 7).

11:25

Instructor Simon Green discusses the third element of financial risk analysis - cash flow & liquidity (part 6 of 7).

13:51

Instructor Simon Green discusses the third element of financial risk analysis - cash flow & liquidity (part 7 of 7).

Section 8: Financial Risk Analysis 4: Management Accounts & Projection
13:38

Instructor Simon Green discusses the fourth element of financial risk analysis - management accounts and projection (part 1 of 4).

13:03

Instructor Simon Green discusses the fourth element of financial risk analysis - management accounts and projection (part 2 of 4).

09:49

Instructor Simon Green discusses the fourth element of financial risk analysis - management accounts and projection (part 3 of 4).

11:49

Instructor Simon Green discusses the fourth element of financial risk analysis - management accounts and projection (part 4 of 4) and concludes the course.

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Instructor Biography

Paul Siegel, Education you can bank on

We deliver superlative, hands-on and practical corporate and investment banking education that you can use immediately in your job, or that next great job you are looking to start. We focus on making complex subjects readily understandable and usable. If you want to take a great leap forward in your finance career, we are here to make that happen.

Our instructors are practitioners who have worked in the field of finance. They relate the subjects covered to real work situations you will encounter in your banking job. So, the concepts are real, the coverage is at the right level of depth, and the material is easy to absorb.

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