In this guided-learning case study, you will play the role of a credit analyst working in a financial institution and perform a comprehensive credit analysis on an owner-occupied commercial real estate transaction. You will review the customer brief, the company’s financial statements, the real estate appraisal, the industry report, and other relevant documents. Then, you will conduct a thorough qualitative and quantitative analysis of the prospective borrower and transaction. Based on your analysis, you will complete a full credit application with your proposal.
We include a solution package and a video debrief to explain the key components of this case. Once you have tried the case yourself, you can review the answer key and the video debrief to check your analysis.
We recommend you to complete the following courses before taking this case study:
CFI’s Certified Banking & Credit Analyst (CBCA)® Program offers skills including credit evaluation, documentation, and review procedures. From beginners to advanced users, the CBCA® program is designed to help you become a world-class credit analyst.
This case study 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.