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.
Upon completing this course, you will be able to:
CFI’s Certified Banking & Credit Analyst (CBCA)® Program offers skills including credit evaluation, documentation, and review procedures. For beginners to advanced users, the CBCA® program is designed to help you become a world-class credit analyst.
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.
6 courses from beginner to intermediate level.01 Optional
16 courses from beginner to intermediate level.02 Required
13 courses in advanced and intermediate levels.03 Required
Submit your CBCA™ checklist and order your certificate.04 Required
Get access to the Global Corporate Finance Society.05 Optional
Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.
The program is a part of the All Access Subscription, which includes all programs and courses.
CFI courses are designed by instructors with over 21 years of financial analyst training experience.