Name: Financial Analysis for Credit
Availability: InStock
Rating: 4.84 (49 reviews)

Financial Analysis for Credit

Overview

Financial Analysis for Credit Course Overview

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 to 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.

Who should take this course?

This Financial Analysis for Credit course is designed for current and aspiring credit analysts, lending professionals, risk management professionals, and commercial bankers seeking a more comprehensive understanding of financial analysis and its applications in the credit industry. This course provides an in-depth look at the different analysis techniques used by credit professionals within the industry. By providing students with the relevant methodologies used within the financial sector, this course aims to empower the skillsets of current and future banking professionals.

Financial Analysis for Credit Learning Objectives

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

Prerequisite Skills

Recommended skills to have before taking this course.

Critical thinking
Basic Math

What You'll Learn

Lesson

Multimedia

Exams

Files

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

Financial Analysis for Credit

I passed the test but I am stuck at 97% completion. Thought I would fill this out in an attempt to get to 100% and officially complete this course. You make this harder than it needs to be,

Bill Rice

Financial analysis for credit

Key lending ratios followed by horizontal and vertical analysis using bench marking

fotaw chambeng vivian

Great course with good source of Financial Analysis information needed for Credit.

The course provides helpful information with good definition and examples.

Jason Ngo

Awesome Course Contents

Must to take this Course

Malik Muhammad Asim

Financial Analyst

Excellent Course. Clear and relevant content, very informative.

Aditya Jain

Good experience with focused analysis.

Very good coverage of the core ratios which will better help understanding of how to use financial ratios to evaluate the performance of a company and help take credit decisions.

kazi Zunaid Zaman

Financial Analysis for Credit

I think the information provided for the Financial Analysis for Credit course was very clear.

Paula Forrest

Perfect and Unique

Feeling Grateful experience

Mohamed Ragheb

Excellent as always!!!

This Course is packed with most of the fine details (clearly from the many years of experience of the presenter) that one needs to know to be a world class credit analyst!

Nwagbo Christpeace Ezebuiro

Financial Analysis for Credit

Very well done. Provided clear and detailed descriptions of the many tools used in financial analysis for credit.

Nicholas Moore

Challenging

concepts a bit challenging but decent explanations

Valter Chidumo

Good Course

Good course to be learned

Irving Anggasta Kristiawan

Engaging

The course allowed me to engage fully with the subject matter

Roy Makolosi

DETAILED

I like how detailed the presentations for CBCA are!

Tufayl Hussein

Helps to refresh memory

Well taught contents

Ayodele Kukoyi

Amazing Experience

The way your notes is administered in a way anyone can understand

George Washington Onyango

Great experience

High value information

Marwan Alwer

Excellent Course

Nice Journey through

Abu Jahed Chowdhury

FINANCIAL ANALYSIS

To the many out there looking for a qualified institute to increase your financial knowledge, this is it. choose CFI

NABIRYO SALIMA

it worth it.

am truly bless to be part of this great learning institute

Moses Isaac

Very wonderful experience

Great decision I made to enroll with CFI

Vincent Njoroge

Great Course - lots of Practical Participation

The hardest part of the course yet - but a very good course - great to have real Excel examples to walk through and to build the ratios yourself

Davin Mac Ananey

Concise

really useful explanation and to the point

Mohamed Elkashif

perfacte to study

I have a grate study time in this course

Wondowosun Girma

Great performance from CFI

CFI is duly taking its responsibility in fighting against the lack of education in finance and accounting through its sophisticated platform. Merci Bocoup! Gracias, Thank you!

Atinafu Asefa

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.

Financial Analysis for Credit

Financial Analysis for Credit Course Overview

Who should take this course?

Financial Analysis for Credit Learning Objectives

What You'll Learn

Introduction

Vertical & Horizontal Analysis

Efficiency & Liquidity

Leverage

Coverage

Additional Credit Analysis Topics

Credit Analysis Worksheet

Conclusion

Qualified Assessments

This Course is Part of the Following Programs

Commercial Banking & Credit Analyst (CBCA®) Certification

What Our Members Say

Bill Rice

fotaw chambeng vivian

Jason Ngo

Malik Muhammad Asim

Aditya Jain

kazi Zunaid Zaman

Paula Forrest

Mohamed Ragheb

Nwagbo Christpeace Ezebuiro

Nicholas Moore

Valter Chidumo

Irving Anggasta Kristiawan

Roy Makolosi

Tufayl Hussein

Ayodele Kukoyi

George Washington Onyango

Marwan Alwer

Abu Jahed Chowdhury

NABIRYO SALIMA

Moses Isaac

Vincent Njoroge

Davin Mac Ananey

Mohamed Elkashif

Wondowosun Girma

Atinafu Asefa

Frequently Asked Questions