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Tracy Williams
Ready to earn a professional certificate and stand out in your field?
If you've gained a clear, comprehensive understanding of the courses, your next step is to complete the Credit and Credit Risk Analysis Professional Certificate Examination from the New York Institute of Finance.
The exam comprises 35 questions, timed at one hour. To qualify for the certificate, learners must receive a grade of at least 70% or higher.
Prerequisite for this exam:
Earn a Verified Certificate in all parts of the Credit and Credit Risk Analysis program from NYIF:
Read more
Ready to earn a professional certificate and stand out in your field?
If you've gained a clear, comprehensive understanding of the courses, your next step is to complete the Credit and Credit Risk Analysis Professional Certificate Examination from the New York Institute of Finance.
The exam comprises 35 questions, timed at one hour. To qualify for the certificate, learners must receive a grade of at least 70% or higher.
Prerequisite for this exam:
Earn a Verified Certificate in all parts of the Credit and Credit Risk Analysis program from NYIF:
Read more
Ready to earn a professional certificate and stand out in your field?
If you've gained a clear, comprehensive understanding of the courses, your next step is to complete the Credit and Credit Risk Analysis Professional Certificate Examination from the New York Institute of Finance.
The exam comprises 35 questions, timed at one hour. To qualify for the certificate, learners must receive a grade of at least 70% or higher.
Prerequisite for this exam:
Earn a Verified Certificate in all parts of the Credit and Credit Risk Analysis program from NYIF:
- Risk Management and Credit Principles
- Ratio Analysis
- Cash Flow Analysis
- Projections and Structuring
Register for this course and see more details by visiting:
OpenCourser.com/course/s7zfyh/credit
What's inside
Learning objectives
- Recognize how to prepare business and industry analysis to understand companies, projects, business models, and financing proposals and its use as a basis for financial analysis, project analysis, and risk decisions.
- Understand financial ratios and metrics to evaluate a company's profitability, balance sheet, capital structure and cash flow to assess overall financial performance and condition.
- Understand how to use methodology to determine financial ratings.
- Identify, recognize and evaluate off-balance-sheet risks and related items.
- Prepare cash-flow analysis related to a company, specific projects or specific financing proposals.
- Prepare projections of profitability, balance sheets, capital structure, and cash flow.
- Understand how to propose capital structure and financing alternatives, related to a specific company, deal transaction or project.
- Understand how to propose terms, conditions, and structures for a specific transaction or project financing.
- Present conclusions and recommendations of the financial performance, creditworthiness, and risk decisions related to a specific transaction or project financing.
- Learners who successfully complete the4-courseprofessional certificate program and pass the finalexam will be able to:
- Recognize how to prepare business and industry analysis to understand companies, projects, business models, and financing proposals and its use as a basis for financial analysis, project analysis, and risk decisions.
- Understand financial ratios and metrics to evaluate a company's profitability, balance sheet, capital structure and cash flow to assess overall financial performance and condition.
- Understand how to use methodology to determine financial ratings.
- Identify, recognize and evaluate off-balance-sheet risks and related items.
- Prepare cash-flow analysis related to a company, specific projects or specific financing proposals.
- Prepare projections of profitability, balance sheets, capital structure, and cash flow.
- Understand how to propose capital structure and financing alternatives, related to a specific company, deal transaction or project.
- Understand how to propose terms, conditions, and structures for a specific transaction or project financing.
- Present conclusions and recommendations of the financial performance, creditworthiness, and risk decisions related to a specific transaction or project financing.
- Learners who successfully complete the4-courseprofessional certificate program and pass the finalexam will be able to:
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Examines industry and business analysis and how it pertains to financial analysis and decision making in risk assessment
Teaches financial ratios and metrics used to assess company performance and viability
Provides training in financial projections, including profitability, balance sheets, and capital structure
Explores the use of capital structure and financing alternatives in deal transactions
Explores tools for evaluating creditworthiness, financial performance, and risk decisions
Taught by Tracey Williams, who have experience in financial risk management and credit analysis
Save this course
Save Credit and Credit Risk Analysis Professional Certificate Examination to your list so you can find it easily later:
Save
Save
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 and Credit Risk Analysis Professional Certificate Examination with these
activities:
Review Corporate Finance
Show steps
Refresh your knowledge on Corporate Finance concepts, such as capital budgeting, financial analysis, and corporate valuation, which are fundamental to this course.
Browse courses on
Corporate Finance
Show steps
-
Review textbooks and course materials from previous coursework
-
Practice solving problems related to capital budgeting and financial analysis
-
Engage in online forums or discussions related to Corporate Finance
Review Cash Flow Analysis Concepts
Show steps
Ensure a solid understanding of cash flow analysis techniques and their significance in evaluating a company's financial performance and liquidity.
Browse courses on
Cash Flow Analysis
Show steps
-
Review materials from previous courses or textbooks
-
Practice analyzing cash flow statements and identifying trends
-
Evaluate the impact of cash flow on a company's operations and decision-making
Financial Ratio Analysis Practice
Show steps
Sharpen your skills in calculating and interpreting financial ratios to assess a company's financial health and performance.
Browse courses on
Financial Ratio Analysis
Show steps
-
Review different types of financial ratios and their applications
-
Practice calculating ratios using provided financial statements
-
Analyze and interpret the results to draw conclusions about a company's financial position
Five other activities
Expand to see all activities and additional details
Show all eight activities
Peer Review and Discussion Group
Show steps
Engage with peers to discuss course concepts, share insights, and provide constructive feedback on assignments.
Show steps
-
Join a peer study group or online discussion forum
-
Actively participate in discussions and share your perspectives
-
Review and provide feedback on others' work
Predictive Analytics for Credit Risk
Show steps
Enhance your understanding of predictive analytics techniques and their application in assessing credit risk and making informed lending decisions.
Browse courses on
Predictive Analytics
Show steps
-
Enroll in online tutorials or webinars on predictive analytics
-
Learn about different modeling techniques and their suitability for credit risk analysis
-
Practice implementing these techniques using industry-standard software
Case Study Analysis Report
Show steps
Apply the concepts learned in the course to a real-world case study, providing a comprehensive analysis of a company's financial performance and creditworthiness.
Show steps
-
Select a company and gather its financial statements and relevant data
-
Analyze the company's financial ratios, cash flow, and projections
-
Assess the company's creditworthiness and make recommendations
-
Summarize your findings and write a comprehensive report
Business Credit Proposal
Show steps
Develop a comprehensive business credit proposal for a hypothetical company, demonstrating your understanding of credit analysis, risk assessment, and financial structuring.
Show steps
-
Analyze the company's financial statements and industry
-
Assess the company's creditworthiness and risk profile
-
Propose a tailored credit facility and repayment plan
-
Prepare a detailed written proposal outlining your recommendations
Credit Risk Modeling Workshop
Show steps
Expand your understanding of credit risk modeling techniques and gain practical experience in applying them to real-world scenarios.
Show steps
-
Attend a workshop led by industry experts
-
Apply the learned techniques to practical case studies
-
Receive feedback and insights from experienced professionals
Review Corporate Finance
Show steps
Refresh your knowledge on Corporate Finance concepts, such as capital budgeting, financial analysis, and corporate valuation, which are fundamental to this course.
Browse courses on
Corporate Finance
Show steps
Show steps
Show steps
- Review textbooks and course materials from previous coursework
- Practice solving problems related to capital budgeting and financial analysis
- Engage in online forums or discussions related to Corporate Finance
Review Cash Flow Analysis Concepts
Show steps
Ensure a solid understanding of cash flow analysis techniques and their significance in evaluating a company's financial performance and liquidity.
Browse courses on
Cash Flow Analysis
Show steps
Show steps
Show steps
- Review materials from previous courses or textbooks
- Practice analyzing cash flow statements and identifying trends
- Evaluate the impact of cash flow on a company's operations and decision-making
Financial Ratio Analysis Practice
Show steps
Sharpen your skills in calculating and interpreting financial ratios to assess a company's financial health and performance.
Browse courses on
Financial Ratio Analysis
Show steps
Show steps
Show steps
- Review different types of financial ratios and their applications
- Practice calculating ratios using provided financial statements
- Analyze and interpret the results to draw conclusions about a company's financial position
Five other activities
Expand to see all activities and additional details
Show all eight activities
Peer Review and Discussion Group
Show steps
Engage with peers to discuss course concepts, share insights, and provide constructive feedback on assignments.
Show steps
Show steps
Show steps
- Join a peer study group or online discussion forum
- Actively participate in discussions and share your perspectives
- Review and provide feedback on others' work
Predictive Analytics for Credit Risk
Show steps
Enhance your understanding of predictive analytics techniques and their application in assessing credit risk and making informed lending decisions.
Browse courses on
Predictive Analytics
Show steps
Show steps
Show steps
- Enroll in online tutorials or webinars on predictive analytics
- Learn about different modeling techniques and their suitability for credit risk analysis
- Practice implementing these techniques using industry-standard software
Case Study Analysis Report
Show steps
Apply the concepts learned in the course to a real-world case study, providing a comprehensive analysis of a company's financial performance and creditworthiness.
Show steps
Show steps
Show steps
- Select a company and gather its financial statements and relevant data
- Analyze the company's financial ratios, cash flow, and projections
- Assess the company's creditworthiness and make recommendations
- Summarize your findings and write a comprehensive report
Business Credit Proposal
Show steps
Develop a comprehensive business credit proposal for a hypothetical company, demonstrating your understanding of credit analysis, risk assessment, and financial structuring.
Show steps
Show steps
Show steps
- Analyze the company's financial statements and industry
- Assess the company's creditworthiness and risk profile
- Propose a tailored credit facility and repayment plan
- Prepare a detailed written proposal outlining your recommendations
Credit Risk Modeling Workshop
Show steps
Expand your understanding of credit risk modeling techniques and gain practical experience in applying them to real-world scenarios.
Show steps
Show steps
Show steps
- Attend a workshop led by industry experts
- Apply the learned techniques to practical case studies
- Receive feedback and insights from experienced professionals
Career center
Learners who complete Credit and Credit Risk Analysis Professional Certificate Examination will develop knowledge and skills
that may be useful to these careers:
Financial Analyst
Financial Analyst
Financial Analysts study historical financial data to identify trends and make predictions about a company's future financial performance. They use this information to make recommendations to investors about whether to buy, sell, or hold a particular stock. This course can help you develop the skills you need to be a successful Financial Analyst by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Risk Manager
Risk Manager
Risk Managers identify and assess risks that could affect a company's financial performance. They develop and implement strategies to mitigate these risks. This course can help you develop the skills you need to be a successful Risk Manager by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Credit Analyst
Credit Analyst
Credit Analysts assess the creditworthiness of individuals and businesses. They use this information to make recommendations to lenders about whether or not to approve a loan application. This course can help you develop the skills you need to be a successful Credit Analyst by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Auditor
Auditor
Auditors examine financial records to ensure that they are accurate and complete. They also assess the internal controls of a company to identify any weaknesses that could lead to fraud or errors. This course can help you develop the skills you need to be a successful Auditor by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Investment Banker
Investment Banker
Investment Bankers advise companies on mergers and acquisitions, capital raising, and other financial transactions. They also help companies to develop and implement their financial strategies. This course can help you develop the skills you need to be a successful Investment Banker by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Commercial Banker
Commercial Banker
Commercial Bankers provide financial services to businesses. They make loans, provide investment advice, and help businesses manage their finances. This course can help you develop the skills you need to be a successful Commercial Banker by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Chief Financial Officer
Chief Financial Officer
Chief Financial Officers (CFOs) are responsible for the overall financial health of a company. They oversee all financial operations and report to the CEO. This course can help you develop the skills you need to be a successful CFO by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Corporate Finance Manager
Corporate Finance Manager
Corporate Finance Managers oversee the financial operations of a company. They are responsible for budgeting, forecasting, and capital allocation. This course can help you develop the skills you need to be a successful Corporate Finance Manager by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Financial Controller
Financial Controller
Financial Controllers are responsible for the day-to-day financial operations of a company. They oversee accounting, budgeting, and financial reporting. This course can help you develop the skills you need to be a successful Financial Controller by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Portfolio Manager
Portfolio Manager
Portfolio Managers manage investment portfolios for individuals and institutions. They make decisions about which investments to buy and sell, and they monitor the performance of the portfolio. This course can help you develop the skills you need to be a successful Portfolio Manager by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Insurance Analyst
Insurance Analyst
Insurance Analysts evaluate the financial risks of insurance companies. They make recommendations to insurance companies about how to manage their risks. This course can help you develop the skills you need to be a successful Insurance Analyst by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Financial Planner
Financial Planner
Financial Planners help individuals and families manage their finances. They provide advice on saving for retirement, investing, and estate planning. This course can help you develop the skills you need to be a successful Financial Planner by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Actuary
Actuary
Actuaries use mathematical and statistical methods to assess the financial risks of insurance companies and other financial institutions. They make recommendations to these institutions about how to manage their risks. This course can help you develop the skills you need to be a successful Actuary by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Fund Manager
Fund Manager
Fund Managers manage investment funds for individuals and institutions. They make decisions about which investments to buy and sell, and they monitor the performance of the fund. This course can help you develop the skills you need to be a successful Fund Manager by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
Consultant
Consultant
Consultants provide advice to companies on a variety of topics, including finance, strategy, and operations. This course can help you develop the skills you need to be a successful Consultant by providing you with a strong foundation in financial ratios and metrics, cash flow analysis, and projections. You will also learn how to identify and evaluate off-balance-sheet risks and related items.
For more career information including salaries, visit:
OpenCourser.com/course/s7zfyh/credit
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
Credit and Credit Risk Analysis Professional Certificate Examination.
Save
Provides a practical guide to credit risk analysis, including topics such as financial statement analysis, credit scoring, and loan portfolio management. It valuable resource for both practitioners and researchers in the field.
Provides a comprehensive overview of risk management for financial institutions, including topics such as credit risk, market risk, operational risk, and liquidity risk. It valuable reference for both practitioners and researchers in the field.
Provides a detailed guide to cash flow analysis. It valuable resource for anyone who wants to learn more about this topic.
Save
Provides a detailed guide to projections and structuring. It valuable resource for anyone who wants to learn more about this topic.
Provides an advanced treatment of credit risk analysis, including topics such as credit derivatives, structured finance, and credit portfolio management. It valuable reference for both practitioners and researchers in the field.
Provides a comprehensive overview of credit risk measurement and management. It covers topics such as credit risk models, credit derivatives, and credit portfolio management.
Provides a practical guide to credit risk analysis. It may be more suitable as background or additional reading, but it is helpful to practitioners who want to learn more about this topic.
Provides a basic overview of credit risk analysis for non-specialists. It covers topics such as financial statement analysis, credit scoring, and loan portfolio management.
Provides a detailed guide to financial risk management. It is more advanced, and less focused on credit risk than other books, but it may be suitable as a reference for practitioners.
Provides a practical guide to credit risk modeling. It covers topics such as credit risk models, credit derivatives, and credit portfolio management.
Provides a basic overview of credit risk management for executives. It covers topics such as credit risk assessment, credit portfolio management, and credit risk modeling.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/s7zfyh/credit
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Effort
1 to 2 hours per week for 1 week
Level
Advanced
Via
edX
Institution
New York Institute of Finance
Instructor
Tracy Williams
Language
English
Transcript
English
This course belongs to a
collection
called
Credit Risk and Credit Analysis. It's comprised of five courses:
- Cash Flow Analysis
- Credit and Credit Risk Analysis Professional Certificate Examination (viewing)
- Projections and Structuring
- Risk Management and Credit Principles
- Ratio Analysis
Good to know
Examines industry and business analysis and how it pertains to financial analysis and decision making in risk assessment
Teaches financial ratios and metrics used to assess company performance and viability
Provides training in financial projections, including profitability, balance sheets, and capital structure
Explores the use of capital structure and financing alternatives in deal transactions
Explores tools for evaluating creditworthiness, financial performance, and risk decisions
Taught by Tracey Williams, who have experience in financial risk management and credit analysis
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