Name: Evaluating a Business Plan
Availability: InStock
Rating: 4.85 (62 reviews)

Evaluating a Business Plan

Overview

Evaluating a Business Plan Overview

In the Evaluating a Business Plan course, we will provide key insights into the business plan development process and let students practice by working through a practical case study. The course will start by sharing an overview of the components which make up a business plan prior to delving into each element. At the end of each module, students can work through the relevant section of the case to further hone their knowledge of the topic.

The various modules look at the development of business plan cover pages, executive summaries, company descriptions, management and operations (including management profiles and organizational charts), services or product lines, market analyses (including the competitive landscape and SWOT/PESTEL analyses), marketing and sales, financial management and projections (including key financial ratios), and appendices.

Who should take this course?

The Evaluating a Business Plan 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.

Evaluating a Business Plan Learning Objectives

Understand how to develop a business plan
Perform qualitative and quantitative analysis
Explain crucial business plan concepts
Learn how to evaluate the business plan of a company (case study)

Prerequisite Skills

Recommended skills to have before taking this course.

Critical thinking
Basic computer skills
Excel

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

Review

i like the instructor going thru the case study with you, im hoping to see more of this accompaniment in future courses

Ralph Tsang

All subject are good and challenging

All are excellence

I Subagia

Business Plan - Evaluation.

The course is well structured and easily understood, however, I think the very first para on "What is a Business Plan?" may need a rephrase. A Business Plan is a written document prepared for a specific purpose that outlines the business, current and future strategies, market analysis, highlights of the past performance and future projections in a given environment. The Business Plan is supposed to tell you: "What " is their current business" and not What ..... is the problem the business solves ( as businesses don't solve problems, but they only offers goods and services.

Suresh Yeraballi

a good content

its rare finding a business plan hand out that is concise and richly informative like the CFI's.

Chukwuebuka OBELE

Excellent wrap up!

It's a compendium of other courses here!

Miguel Angel Bonilla Martinez

Financial Analyst evaluating the Business plan

The course on Evaluating the business plan is broken down and well explained by the instructor on each components . Easy to follow and to understand how the Financial Analyst deploy his assessment capacity to come up with a better decision for credit /Loan .

moubana abdel kabir

Highly Needed

In this course I discovered information that was very much needed and also new materials, which I was not aware of.

Aubrey Sibanyoni

Evaluating a Business Plan

Very good content with good practical examples and good presentation.

venugopal rajamanuri

Great Courses

I appreciate your kind assist to develop our skills by easiest way.

Waleed Badughaish

Understood the concept easily

An easy and simple way to understand the concept.

Arvind Kumar

LEARNING FROM WHERE YOU ARE.

Forget about those times when you felt like advancing your studies but couldn't achieve so because your work is more demanding each day and so you miss the opportunities to access your Advanced Education. But now with Online Education, so many people have achieved their life goals without shifting from their place of residence (Country) to another. All thanks to the developing Technology.

NABIRYO SALIMA

Evaluating a business plan

Went through fundamentals of a business plan then broke down the various essential section of a business plan then applied knowledge using oil transportation LTD as case study to have understanding from a business legal structure through its financial structure.

fotaw chambeng vivian

Marketing strategies

expected conversion rate

John Marthin Ginting

Excellent presentation and the walk through was beyond my expectations

Really enjoyed my studying time through the case study and how you give the time to read and then you walk through the study case.

Ehab Ragab

evaluating a business plam

Excellent content and delivery

sherian emmanuel

I found bit tough in answering 2-3 questions

The questions are very important

Rajaram Kasuladevi

Good, concise and clear

The case study was a good picture to view the holistic picture of the coarse.

kazi Zunaid Zaman

Very Good Course

Very good course, well structured contents as always and provided with good case study, highly recommended...

Hendra Rakhmawan

It was a great learning experience

I learnt quite a lot from the course

Folasade Omoboye

Good Content

Very good and brief content with maximum level of understanding

Abhishek Arora

Evaluating a Business Plan

The course materials were engaging, clear, and very informative.

Paula Forrest

Good content

Good content but can improve with more comprehensive case

Irving Anggasta Kristiawan

ARMEL DJENGUE

Colby Evans

Sanjit Kumar Moharana

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.

Evaluating a Business Plan

Evaluating a Business Plan Overview

Who should take this course?

Evaluating a Business Plan Learning Objectives

What You'll Learn

Course Introduction

Executive Summary & Funding Request

Company Description

Management and Operations

Services or Product Lines

Market Analysis

Marketing and Sales

Financial Projections

Appendices

Qualified Assessments

This Course is Part of the Following Programs

Commercial Banking & Credit Analyst (CBCA®) Certification

What Our Members Say

Ralph Tsang

I Subagia

Suresh Yeraballi

Chukwuebuka OBELE

Miguel Angel Bonilla Martinez

moubana abdel kabir

Aubrey Sibanyoni

venugopal rajamanuri

Waleed Badughaish

Arvind Kumar

NABIRYO SALIMA

fotaw chambeng vivian

John Marthin Ginting

Ehab Ragab

sherian emmanuel

Rajaram Kasuladevi

kazi Zunaid Zaman

Hendra Rakhmawan

Folasade Omoboye

Abhishek Arora

Paula Forrest

Irving Anggasta Kristiawan

ARMEL DJENGUE

Colby Evans

Sanjit Kumar Moharana

Frequently Asked Questions