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Tracy Williams
and
Jack Farmer
In this course, you will use business and industry analysis to understand companies, projects, business models, and financing proposals. You will then prepare qualitative risk analysis for specific companies to use as the basis for financial analysis, project analysis, and risk decisions. Lastly, you will understand how to use financial ratios and financial metrics to evaluate a company or project’s profitability, balance sheet, capital structure, and cash flow to assess overall financial performance and risk profile.
Register for this course and see more details by visiting:
OpenCourser.com/course/aeq8gf/credit
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What's inside
Syllabus
Getting Started
This course will introduce you to the credit risk management principles and concepts. You will also learn about default trends, market indicators and Portfolio Management.
Read more
Syllabus
Getting Started
This course will introduce you to the credit risk management principles and concepts. You will also learn about default trends, market indicators and Portfolio Management.
Read more
Traffic lights
Traffic lights
Read about what's good
what should give you pause and
possible dealbreakers
Explores the use of financial ratios and financial metrics to evaluate overall financial performance and risk profile
Focuses on developing skills in qualitative risk analysis for company and project assessment
Led by instructors Jack Farmer and Tracy Williams, who have experience in the field
Provides a comprehensive overview of credit risk management principles, default trends, market indicators, and portfolio management
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Reviews summary
Comprehensive credit risk management for professionals
According to students, this course provides a solid foundation and comprehensive overview of credit risk management. Many found the frameworks and strategies highly relevant, with real-world examples making complex topics understandable and immediately applicable. While largely positive, some learners noted the pace could be slow or desired more advanced quantitative models and hands-on case studies, suggesting it's ideal for those seeking a strong theoretical and practical introduction, though perhaps less for highly experienced professionals. The logical course structure and clear explanations are frequently praised.
The course is logically organized and easy to follow.
"The structure was logical, moving from principles to market trends and portfolio management."
"The instructors clearly explained complex concepts..."
"I appreciated the clear progression from foundational concepts to advanced topics."
Offers relevant real-world examples for immediate use.
"...provided real-world examples that I could immediately apply in my role."
"The course provided practical tools and strategies that I could immediately apply."
"I gained frameworks that are highly relevant to my current work."
Provides a strong basis in credit risk principles.
"This course provided an incredibly solid foundation in credit risk."
"Good overview of credit risk management. It reinforced my understanding."
"Very useful for someone new to credit risk or needing a refresher."
The course pace was considered slow by some, adequate by others.
"While the content on default trends was interesting, the pace was a bit slow for me."
"The lectures were sometimes a bit dry, and I felt I needed to supplement with external readings."
"I found the pace just right for a comprehensive overview."
Some learners desired more advanced content or hands-on activities.
"Some parts felt a bit introductory... I would have liked more hands-on case studies."
"I was hoping for more advanced quantitative modeling, but it focused more on qualitative aspects."
"It lacks practical exercises or deeper case studies for advanced understanding."
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 Credit Risk Management: Frameworks and Strategies with these
activities:
Review current credit risk management topics
Show steps
This activity will provide you with the knowledge and skills needed to understand the course material, providing a solid foundation on which to build throughout the course.
Browse courses on
Credit Risk Management
Show steps
-
Read articles and blog posts
-
Watch videos and webinars
-
Attend conferences and workshops
Compile all the new materials
Show steps
This will help you stay prepared for the course by ensuring all materials are in one place.
Show steps
-
Gather your notes, assignments, quizzes, and exams from previous courses
-
Organize your materials by topic
-
Review your materials regularly
Use guided tutorials to learn about financial ratios and metrics
Show steps
This will help you to understand how to use these tools to evaluate a company or project’s profitability, balance sheet, capital structure, and cash flow.
Browse courses on
Financial Ratios
Show steps
-
Find tutorials on financial ratios and metrics
-
Follow the tutorials
-
Complete the exercises
Five other activities
Expand to see all activities and additional details
Show all eight activities
Complete practice problems on credit risk analysis
Show steps
Structured practice will reinforce the concepts you learn in class and enhance your ability to apply what you learn for credit risk analysis beyond this course.
Browse courses on
Credit Risk Analysis
Show steps
-
Find practice problems on credit risk analysis
-
Complete the practice problems
-
Check your answers
Form a study group with other students enrolled in this course
Show steps
This will help you to stay motivated and on track, and it will also provide you with opportunities to get help from others and share your own knowledge.
Show steps
-
Find other students who are enrolled in the course
-
Meet up with your study group regularly
-
Discuss the course material
-
Work on practice problems together
Attend workshops on credit risk management
Show steps
By engaging with professionals in the industry you can build upon the knowledge you have gained during this course and continue to refine your understanding of the finance industry.
Browse courses on
Credit Risk Management
Show steps
-
Find workshops on credit risk management
-
Register for the workshops
-
Attend the workshops
Create a credit risk analysis report
Show steps
This hands-on project is an opportunity to apply the course material to a specific company of your choosing and with this, you will have the opportunity to better understand credit risk analysis and how it's used by professionals.
Browse courses on
Credit Risk Analysis
Show steps
-
Choose a company
-
Gather data on the company
-
Analyze the data
-
Write a report
Contribute to open-source projects related to credit risk management
Show steps
This activity grants you the ability to practically apply your new knowledge and to learn how to work with a group to accomplish a defined goal.
Browse courses on
Credit Risk Management
Show steps
-
Find open-source projects related to credit risk management
-
Fork the projects and make changes
-
Submit pull requests
Review current credit risk management topics
Show steps
This activity will provide you with the knowledge and skills needed to understand the course material, providing a solid foundation on which to build throughout the course.
Browse courses on
Credit Risk Management
Show steps
Show steps
Show steps
- Read articles and blog posts
- Watch videos and webinars
- Attend conferences and workshops
Compile all the new materials
Show steps
This will help you stay prepared for the course by ensuring all materials are in one place.
Show steps
Show steps
Show steps
- Gather your notes, assignments, quizzes, and exams from previous courses
- Organize your materials by topic
- Review your materials regularly
Use guided tutorials to learn about financial ratios and metrics
Show steps
This will help you to understand how to use these tools to evaluate a company or project’s profitability, balance sheet, capital structure, and cash flow.
Browse courses on
Financial Ratios
Show steps
Show steps
Show steps
- Find tutorials on financial ratios and metrics
- Follow the tutorials
- Complete the exercises
Five other activities
Expand to see all activities and additional details
Show all eight activities
Complete practice problems on credit risk analysis
Show steps
Structured practice will reinforce the concepts you learn in class and enhance your ability to apply what you learn for credit risk analysis beyond this course.
Browse courses on
Credit Risk Analysis
Show steps
Show steps
Show steps
- Find practice problems on credit risk analysis
- Complete the practice problems
- Check your answers
Form a study group with other students enrolled in this course
Show steps
This will help you to stay motivated and on track, and it will also provide you with opportunities to get help from others and share your own knowledge.
Show steps
Show steps
Show steps
- Find other students who are enrolled in the course
- Meet up with your study group regularly
- Discuss the course material
- Work on practice problems together
Attend workshops on credit risk management
Show steps
By engaging with professionals in the industry you can build upon the knowledge you have gained during this course and continue to refine your understanding of the finance industry.
Browse courses on
Credit Risk Management
Show steps
Show steps
Show steps
- Find workshops on credit risk management
- Register for the workshops
- Attend the workshops
Create a credit risk analysis report
Show steps
This hands-on project is an opportunity to apply the course material to a specific company of your choosing and with this, you will have the opportunity to better understand credit risk analysis and how it's used by professionals.
Browse courses on
Credit Risk Analysis
Show steps
Show steps
Show steps
- Choose a company
- Gather data on the company
- Analyze the data
- Write a report
Contribute to open-source projects related to credit risk management
Show steps
This activity grants you the ability to practically apply your new knowledge and to learn how to work with a group to accomplish a defined goal.
Browse courses on
Credit Risk Management
Show steps
Show steps
Show steps
- Find open-source projects related to credit risk management
- Fork the projects and make changes
- Submit pull requests
Career center
Learners who complete Credit Risk Management: Frameworks and Strategies will develop knowledge and skills
that may be useful to these careers:
Credit Analyst
Credit Analyst
Credit analysts help businesses make smart investment decisions based on the credit risk of a given business. This course will help you prepare for this role by providing you with experience in financial ratio analysis, financial metrics, the evaluation of overall financial performance, and risk profiles.
Financial Analyst
Financial Analyst
Financial analysts provide companies with investment due diligence by evaluating financial data. This course will help prepare you for this role by providing you with experience in using business and industry analysis to understand companies, projects, business models, and financing proposals.
Quantitative Analyst
Quantitative Analyst
Quantitative analysts use mathematical and statistical modeling to analyze financial data. This course will help prepare you for this role by providing you with experience using financial ratios and financial metrics to evaluate a company's or project's profitability, balance sheet, capital structure, and cash flow to assess overall financial performance and risk profile.
Risk Management Analyst
Risk Management Analyst
Risk management analysts identify and assess the financial risks faced by organizations. This course will help prepare you for this role by providing you with experience in evaluating a company's or project's overall financial performance and risk profile.
Portfolio Manager
Portfolio Manager
Portfolio managers make investment decisions for clients based on their financial goals and risk tolerance. This course will help prepare you for this role by providing you with experience in credit portfolio management, including principles, concentration risks, and correlation risks.
Underwriter
Underwriter
Underwriters evaluate the risk of issuing insurance policies. This course may help prepare you for this role by providing you with experience in evaluating a company's or project's overall financial performance and risk profile.
Commercial Banker
Commercial Banker
Commercial bankers provide financial services to businesses. This course may help prepare you for this role by providing you with experience in credit analysis and financial ratio analysis.
Auditor
Auditor
Auditors examine financial records to ensure accuracy and compliance. This course may help prepare you for this role by providing you with experience in using financial ratios and financial metrics to evaluate a company's or project's overall financial performance and risk profile.
Compliance Analyst
Compliance Analyst
Compliance analysts ensure that companies comply with laws and regulations. This course may help prepare you for this role by providing you with experience in evaluating a company's or project's overall financial performance and risk profile.
Investment Banker
Investment Banker
Investment bankers help companies raise capital and advise them on mergers and acquisitions. This course may help prepare you for this role by providing you with experience in financial analysis and financial ratio analysis.
Private Equity Analyst
Private Equity Analyst
Private equity analysts evaluate investment opportunities for private equity firms. This course may help prepare you for this role by providing you with experience in financial analysis and financial ratio analysis.
Hedge Fund Analyst
Hedge Fund Analyst
Hedge fund analysts evaluate investment opportunities for hedge funds. This course may help prepare you for this role by providing you with experience in financial analysis and financial ratio analysis.
Consultant
Consultant
Consultants provide advice to businesses on a variety of topics, including finance and risk management. This course may help prepare you for this role by providing you with experience in evaluating a company's or project's overall financial performance and risk profile.
Business Analyst
Business Analyst
Business analysts help businesses improve their operations. This course may help prepare you for this role by providing you with experience in using financial ratios and financial metrics to evaluate a company's or project's overall financial performance and risk profile.
Data Analyst
Data Analyst
Data analysts collect and analyze data to help businesses make decisions. This course may help prepare you for this role by providing you with experience in using financial ratios and financial metrics to evaluate a company's or project's overall financial performance and risk profile.
For more career information including salaries, visit:
OpenCourser.com/course/aeq8gf/credit
Reading list
We've selected six 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
Credit Risk Management: Frameworks and Strategies.
Provides a comprehensive practical guide to risk management for financial institutions. It covers a wide range of risk management topics, including credit risk management. It valuable resource for anyone involved in the risk management process at a financial institution.
Provides a comprehensive overview of credit risk measurement and management. It covers a wide range of topics, including credit risk assessment, portfolio management, and regulatory compliance. It valuable resource for anyone involved in the credit risk management process.
Provides a comprehensive overview of credit risk management in banking. It covers a wide range of topics, including credit risk assessment, portfolio management, and regulatory compliance. It valuable resource for anyone involved in the credit risk management process at a bank.
Save
Provides a concise and accessible introduction to credit risk, covering a wide range of topics from the basics of credit risk to more advanced techniques for modeling and managing credit risk.
Save
Provides a practical guide to credit risk management for public sector entities, covering a wide range of topics from the basics of credit risk management to more advanced techniques for modeling and managing credit risk.
Provides a practical guide to credit risk management for regulators, covering a wide range of topics from the basics of credit risk management to more advanced techniques for modeling and managing credit risk.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/aeq8gf/credit
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Rating
4.7
Effort
8 hours to complete
Level
Introductory
Via
Coursera
Institution
New York Institute of Finance
Instructors
Tracy Williams
Jack Farmer
Language
English
Transcripts
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آذربایجان دیلی
This course belongs to a
collection
called
Risk Management. It's comprised of three courses:
- Operational Risk Management: Frameworks & Strategies
- Market Risk Management: Frameworks & Strategies
- Credit Risk Management: Frameworks and Strategies (viewing)
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