Assessing Management

Assessing Management
Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The courses move through three levels of mastery for anyone looking to be an expert in financial modeling, valuation, and financial analysis. Participants typically include professionals in entry to mid-level positions in financial planning and analysis (FP&A), corporate development, treasury, investor relations, and capital markets. All participants are automatically issued certificates of completion after successfully finishing each course.


NOTE: Course login details are normally sent to registrants within one week from date of registration.

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Learning how to assess the management team of a company is essential for understanding the growth strategy of the business and potential problems which may arise. If you are considering a career as a credit analyst, this course is crucial for learning a structured approach to assessing management, how to perform a multi-criteria analysis, where to find relevant quantitative and qualitative data, and more.

This course begins by teaching a structured approach to evaluating management, focusing on management’s attitudes, strategy, business plan and track record. Afterwards, it proceeds to demonstrate how to use a multi-criteria analysis and how to find important quantitative and qualitative data. The course then showcases the attitude framework, how to use a scorecard, and shares examples of other strategic frameworks such as Hax’s Delta Model and the Ansoff Matrix. A student enrolled in this course will learn how to evaluate stakeholder management, understand what information must be gathered for performance evaluation, and analyze the possibilities and concerns that may arise from management characteristics.

    LEARNING OBJECTIVES
    Upon completing this course, you will be able to: 

    • Identify key management characteristics, such as their business and financial acumen
    • Assess management’s growth strategy and their contingency policies
    • Evaluate stakeholder management
    • Analyze the possibilities and problems that arise from management characteristics
    • Identify how to assess management’s abilities and what information must be gathered for performance evaluation
    CPD- 2 Hours
    When
    4/1/2022 - 3/31/2023 11:59 PM
    Where
    On-demand