Name: Assessing Management
Availability: InStock
Rating: 4.83 (42 reviews)

Assessing Management

Overview

Assessing Management Course Overview

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, performing a multi-criteria analysis, finding 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. Afterward, 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 and how to use a scorecard. It also 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.

Who should take this course?

This Assessing Management course is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

Assessing Management Learning Objectives

Identify key management characteristics, such as their business and financial acumen
Assess management’s growth strategy and 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

Prerequisite Skills

Recommended skills to have before taking this course.

Critical thinking
Logical thinking
Basic computer skills

What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

What Our Members Say

PRACTICAL COURSE

The course is very informative and practical. I have learned a lot and I will continue to register for other courses that CFI will launch in subsequent years.

ERIC OPOKU

Highly recommend.

Francine Fabiola PETATO TEWO

Assessing Management

Very good content, examples and delivery.

venugopal rajamanuri

New insight

This course has given me new insight to look at the process.

Arvind Kumar

LEARNING FROM WHERE YOU ARE.

Are you a student, a graduate but need to take on a professional course, look no further than CFI's FMVA, CBCA, or CMSA courses available online. Just study from wherever you are.

NABIRYO SALIMA

Content was delivered in a manner that was easily understood. The fact that you can view and complete the course on your own time is a plus. I would definitely recommend CFI courses to everyone I know.

Genelle Coar

Assessing management

Saw the structured approach to assessing management team the viewed both quantitative and qualitative data then combined with scorecard analysis to completely asses management team of a business

fotaw chambeng vivian

Very Good Structured Approach

Very good structured approach to assess management quality, this course provides useful and concise framework and scorecard. Highly recommended...

Hendra Rakhmawan

Perfect But needs small improvement

Most of the courses are very well taught and the material is engaging, but that does not apply to all courses. For example the course on evaluating a business plan wasn't that good as the other courses.

Ibrahim Abdel Meguid

Assessing Management

The information provided in the course was engaging, clear, and informative.

Paula Forrest

Good

Good content but bit lengthy

Govind Thumar

All in One Package

Everything a new entrant to expert would want to know about the field of finance and banking in one package. Excellent courses.

Chilufya Mubanga

Good

engaging content, good explanations

Valter Chidumo

Informative materials

Material is rich with information, given it is simplified it might confuse you. Review is advised to grasp the ideas.

Zaki Al-Hammadi

Great learning

Practical and models are good

Dorji Kadin

good

this course is good and you will get more info about strategic planning from it

Mohab Adel Mahfouz

Fruitful&informative

Strongly recommended for junior analysts

MOHAMED SAAD

Fantastic experience!

Course content is very insightful!

David Ofori-Larbi

memorable experience

Should get more interactions with professionals

Frederic Nzoga

Assessing Management

Insightful lessons to assess the relevance of management in the success or otherwise of a business.

Richard Nyame

Assessing Management

Best lessons, thank you CFI

Joseph Barasa

its fantastic course

i would like to thank you for this course

Toufic Sleem

Keep learning

Dear learner, if you want to be a better credit analysis, you should have to learn what other parameters should be reviewed rather than financial parameters.

Atinafu Asefa

Amazing

Very insightful course for aspiring credit analysts.

Uyi Ojeabulu

CFI makes assessment easier

The structured approach of assessing management is not an easy task for a credit analyst, however, the course magically makes you understand the concept in a simplified way. Do attend to convert your management assessment from a hectic to an easy assignment.

Yaseen Ghori

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Assessing Management

Assessing Management Course Overview

Who should take this course?

Assessing Management Learning Objectives

What You'll Learn

A Structured Approach to Assessing Management

Management Attitudes

Assessing Strategy & Business Plans

Business Track Record

Summary

Qualified Assessment

This Course is Part of the Following Programs

Commercial Banking & Credit Analyst (CBCA®) Certification

What Our Members Say

ERIC OPOKU

Francine Fabiola PETATO TEWO

venugopal rajamanuri

Arvind Kumar

NABIRYO SALIMA

Genelle Coar

fotaw chambeng vivian

Hendra Rakhmawan

Ibrahim Abdel Meguid

Paula Forrest

Govind Thumar

Chilufya Mubanga

Valter Chidumo

Zaki Al-Hammadi

Dorji Kadin

Mohab Adel Mahfouz

MOHAMED SAAD

David Ofori-Larbi

Frederic Nzoga

Richard Nyame

Joseph Barasa

Toufic Sleem

Atinafu Asefa

Uyi Ojeabulu

Yaseen Ghori

Frequently Asked Questions