Financial Analysis for Credit

Financial Analysis for Credit
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.

EL22230541

This Financial Analysis for Credit course looks at the methods and techniques used by credit analysts and commercial bankers within the industry. This course will teach students how to conduct both horizontal and vertical analysis using ratio analysis to develop an understanding of a company’s financial standing. Additionally, students will learn how to perform industry benchmarking using information derived from the three financial statements to evaluate a company’s performance and what those numbers mean in the context of a lending scenario.

This course provides a real-world perspective and takes a hands-on approach in outlining how a credit analyst or commercial banker should evaluate the liquidity, leverage, and coverage of a company. The practical exercises and methods explored in this course will be useful for any credit professional or financial analyst that wishes to work in commercial banking, business banking, lending, risk management, or underwriting.

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

  • Understand the components that go into financial analysis
  • Calculate the key performance ratios that credit professionals use to assess a company’s profitability and efficiency
  • Calculate the key financial ratios that credit professionals use to assess a company’s liquidity, leverage, and coverage
  • Undertake a vertical analysis to determine profitability from the income statement and proportionality from the balance sheet
  • Undertake horizontal analysis to spot trends and analyze their meaning
  • Perform industry benchmarking
  • Assess an organization, its competitive advantage, and its management team.
CPD- 4 Hours
When
4/1/2022 - 3/31/2023 11:59 PM
Where
On-demand