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Doug Williamson
This foundational course is focused on understanding and evaluating credit quality in corporate issuers. It examines the methods that analysts can use to determine credit quality as it relates to debt issues. In particular, we examine what credit risk is, how to use credit ratings in evaluating borrowers, the 4 Cs of traditional credit analysis, and the ratios and financial analysis metrics that analysts draw on to evaluate credit risk and pricing in bonds.
Read more
This foundational course is focused on understanding and evaluating credit quality in corporate issuers. It examines the methods that analysts can use to determine credit quality as it relates to debt issues. In particular, we examine what credit risk is, how to use credit ratings in evaluating borrowers, the 4 Cs of traditional credit analysis, and the ratios and financial analysis metrics that analysts draw on to evaluate credit risk and pricing in bonds.
Read more
This foundational course is focused on understanding and evaluating credit quality in corporate issuers. It examines the methods that analysts can use to determine credit quality as it relates to debt issues. In particular, we examine what credit risk is, how to use credit ratings in evaluating borrowers, the 4 Cs of traditional credit analysis, and the ratios and financial analysis metrics that analysts draw on to evaluate credit risk and pricing in bonds.
The content is designed and delivered by a financial industry practitioner with an extensive practical understanding of the investment markets. Each program is rigorous, including two practice questions per lesson, and a final, graded assessment of 20 questions involving all lessons and sections.
This program is designed for anyone interested in a greater understanding of credit analysis, including people already working within a financial institution in the front, middle, or back-office areas, or seeking entry to one of these roles.No prior knowledge is expected or required.
Register for this course and see more details by visiting:
OpenCourser.com/course/1o1905/fundamentals
What's inside
Syllabus
Fundamentals of Credit Analysis
This foundational course is focused on understanding and evaluating credit quality in corporate issuers. It examines the methods that analysts can use to determine credit quality as it relates to debt issues. In particular, we examine what credit risk is, how to use credit ratings in evaluating borrowers, the 4 Cs of traditional credit analysis, and the ratios and financial analysis metrics that analysts draw on to evaluate credit risk and pricing in bonds.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Introduces jargon, concepts, and skills that are highly relevant within the financial industry
Features a course design that is rigorous, comprising practice questions and a graded assessment that evaluates all aspects of the program
Is well suited for individuals seeking to enter or advance their careers in financial institutions
Offers a well-rounded understanding of credit analysis, encompassing both theoretical concepts and practical applications
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Save Fundamentals of Credit Analysis to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Fundamentals of Credit Analysis with these
activities:
Read and summarize a book on credit analysis
Show steps
Provides an in-depth understanding of the principles and practices of credit analysis, complementing the course material.
View
Managing Credit Risk: The Great Challenge for...
on Amazon
Show steps
-
Obtain a copy of the book
-
Read and take notes on each chapter
-
Summarize the main points and concepts
Solve Credit Analysis Practice Problems
Show steps
Enhance your understanding of credit analysis concepts by tackling practice problems.
Browse courses on
Credit Analysis
Show steps
-
Review course materials related to credit analysis concepts.
-
Access online platforms or textbooks for practice problems.
-
Attempt to solve the problems independently.
-
Compare your solutions with provided answer keys or seek assistance from the instructor or classmates.
Follow online tutorials on credit analysis techniques
Show steps
Complements the course material by providing additional guidance and reinforcement on key concepts and methodologies.
Browse courses on
Financial Modeling
Show steps
-
Identify reputable online learning platforms and tutorials
-
Choose tutorials that align with specific concepts or techniques covered in the course
-
Follow the tutorials and complete any practice exercises
Two other activities
Expand to see all activities and additional details
Show all five activities
Attend industry conferences or webinars on credit analysis
Show steps
Exposes you to industry professionals, best practices, and recent developments in the field, broadening your knowledge and network.
Browse courses on
Investment Banking
Show steps
-
Identify relevant industry events
-
Register and attend the events
-
Network with professionals and participate in discussions
Prepare and present a credit analysis report on a company
Show steps
Provides an opportunity to apply the concepts and techniques learned in the course to a real-world scenario, reinforcing your understanding of credit risk assessment.
Browse courses on
Credit Analysis
Show steps
-
Identify a company to analyze
-
Gather financial and industry data
-
Perform credit analysis using the 4 Cs and other relevant metrics
-
Write a comprehensive credit analysis report
-
Present your findings and recommendations
Read and summarize a book on credit analysis
Show steps
Provides an in-depth understanding of the principles and practices of credit analysis, complementing the course material.
View
Managing Credit Risk: The Great Challenge for...
on Amazon
Show steps
Show steps
Show steps
- Obtain a copy of the book
- Read and take notes on each chapter
- Summarize the main points and concepts
Solve Credit Analysis Practice Problems
Show steps
Enhance your understanding of credit analysis concepts by tackling practice problems.
Browse courses on
Credit Analysis
Show steps
Show steps
Show steps
- Review course materials related to credit analysis concepts.
- Access online platforms or textbooks for practice problems.
- Attempt to solve the problems independently.
- Compare your solutions with provided answer keys or seek assistance from the instructor or classmates.
Follow online tutorials on credit analysis techniques
Show steps
Complements the course material by providing additional guidance and reinforcement on key concepts and methodologies.
Browse courses on
Financial Modeling
Show steps
Show steps
Show steps
- Identify reputable online learning platforms and tutorials
- Choose tutorials that align with specific concepts or techniques covered in the course
- Follow the tutorials and complete any practice exercises
Two other activities
Expand to see all activities and additional details
Show all five activities
Attend industry conferences or webinars on credit analysis
Show steps
Exposes you to industry professionals, best practices, and recent developments in the field, broadening your knowledge and network.
Browse courses on
Investment Banking
Show steps
Show steps
Show steps
- Identify relevant industry events
- Register and attend the events
- Network with professionals and participate in discussions
Prepare and present a credit analysis report on a company
Show steps
Provides an opportunity to apply the concepts and techniques learned in the course to a real-world scenario, reinforcing your understanding of credit risk assessment.
Browse courses on
Credit Analysis
Show steps
Show steps
Show steps
- Identify a company to analyze
- Gather financial and industry data
- Perform credit analysis using the 4 Cs and other relevant metrics
- Write a comprehensive credit analysis report
- Present your findings and recommendations
Career center
Learners who complete Fundamentals of Credit Analysis will develop knowledge and skills
that may be useful to these careers:
Credit Analyst
Credit Analyst
A Credit Analyst develops and maintains credit models. They ensure that their company lends money responsibly and manages its exposure to risk. This course is an excellent introduction to the fundamentals that every Credit Analyst needs to ensure that they carry out their responsibilities responsibly.
Financial Analyst
Financial Analyst
Financial Analysts focus on evaluating and advising companies. They must understand what makes a company attractive for their clients to invest in. They also provide insights into the overall economy and can guide clients on market trends. This course helps Financial Analysts build a foundation for evaluating debt as part of their company review.
Portfolio Manager
Portfolio Manager
Portfolio Managers make decisions on how to invest large amounts of money. They focus on specific targets for return and risk that their clients desire. These managers need knowledge of credit analysis. This course is a great review of those fundamentals.
Investment Banker
Investment Banker
Investment Bankers assist companies in raising capital. They also work with them to complete mergers and acquisitions. These professionals need a good grounding in credit analysis, and this course can help them prepare for the work.
Commercial Banker
Commercial Banker
Commercial Bankers lend money to companies and help them manage their finances. They need a strong understanding of credit analysis to responsibly manage the risk that their lending carries.
Risk Manager
Risk Manager
Risk Managers create plans to identify and mitigate various risks that their company might encounter. These risks can include financial, operational, and strategic threats. A strong understanding of credit risk is key to managing the first of these, and this course may be helpful in building that understanding.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers use various strategies to maximize return for their investors. One such strategy is to invest in corporate debt. To do this, they need to understand the fundamentals of credit analysis, which this course teaches.
Private Equity Investor
Private Equity Investor
Private Equity Investors manage funds that invest in private companies. They need to know how to assess the credit risk of these companies which this course may help them with.
Venture Capitalist
Venture Capitalist
Venture Capitalists invest in early-stage, high-growth companies. They work with these companies to improve their business models, and often provide financial guidance. A basic understanding of creditworthiness is helpful to understand how their investments may perform.
Financial Advisor
Financial Advisor
Financial Advisors guide their clients on how to manage their investments. Some Financial Advisors specialize in helping their clients save for retirement. These advisors especially need to understand how credit analysis effects their client's portfolios.
Insurance Underwriter
Insurance Underwriter
Insurance Underwriters assess the risk of insuring various things, including financial obligations. They need a good foundation in credit analysis to do this, and this course can be a helpful resource.
Auditor
Auditor
Auditors examine the financial records of companies to ensure that they are accurate and compliant with regulations. A corporate auditor needs to understand credit risk, and this course covers the fundamentals of the topic.
Accountant
Accountant
Accountants prepare financial records and tax returns for their clients. They need to understand the fundamentals of creditworthiness so they can make sure their clients are meeting all of their legal obligations.
Budget Analyst
Budget Analyst
Budget Analysts review and approve financial plans and budgets of government agencies or nonprofits. They need to review the financial history and projections of these organizations, so they need to be able to perform basic credit analysis. This course is a good starting point.
Loan Officer
Loan Officer
Loan Officers evaluate loan applications from borrowers. They must be able to assess the creditworthiness of each applicant to make a decision on whether or not to approve the loan. This course teaches the basics of this process.
For more career information including salaries, visit:
OpenCourser.com/course/1o1905/fundamentals
Reading list
We've selected 11 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Fundamentals of Credit Analysis .
Comprehensive guide to credit analysis, covering all the essential concepts and techniques. It is written by a practitioner with many years of experience in the field.
Provides a detailed overview of the fixed income market, with a focus on valuation, risk, and analysis. It covers a wide range of topics, including bond pricing, yield curves, and credit risk.
Provides a comprehensive overview of credit risk, covering all the essential concepts and techniques. It valuable resource for anyone who wants to gain a deeper understanding of this topic.
Provides a basic overview of credit analysis, with a focus on its use in personal finance. It covers a wide range of topics, including credit scores, credit reports, and credit cards.
Save
Provides a comprehensive overview of credit analysis and risk management, with a focus on practical applications. It valuable resource for anyone who wants to gain a deeper understanding of this topic.
Save
Provides a comprehensive overview of financial statement analysis for credit risk professionals, with a focus on practical applications. It valuable resource for anyone who wants to gain a deeper understanding of this topic.
Provides a comprehensive overview of credit analysis for beginners. It valuable resource for anyone who wants to gain a basic understanding of this topic.
Provides a comprehensive overview of credit analysis for accountants. It valuable resource for anyone who wants to gain a deeper understanding of this topic.
Provides a comprehensive overview of credit analysis for investors. It valuable resource for anyone who wants to gain a deeper understanding of this topic.
Provides a comprehensive overview of credit analysis for portfolio managers. It valuable resource for anyone who wants to gain a deeper understanding of this topic.
Provides a comprehensive overview of credit analysis for risk managers. It valuable resource for anyone who wants to gain a deeper understanding of this topic.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/1o1905/fundamentals
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Effort
90 minutes
Level
Introductory
Via
Coursera
Institution
Starweaver
Instructor
Doug Williamson
Language
English
Good to know
Introduces jargon, concepts, and skills that are highly relevant within the financial industry
Features a course design that is rigorous, comprising practice questions and a graded assessment that evaluates all aspects of the program
Is well suited for individuals seeking to enter or advance their careers in financial institutions
Offers a well-rounded understanding of credit analysis, encompassing both theoretical concepts and practical applications
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