Welcome to the course outline for Credit Analyst Training. In this comprehensive learning journey, we will explore the depths of Credit Analyst, delving into its core principles, practical examples, and advanced techniques. Through a series of engaging lectures and exercises, you will gain the knowledge and skills necessary to excel in the field of Credit Analyst Training.
*****Credit Analyst Training Course Syllabus*****
Module 1: Introduction to Financial Analysis
- What is Financial Analysis?
- Understanding Financial Analysis
- Corporate Financial Analysis
- Investment Financial Analysis
- Types of Financial Analysis
- Why is Financial Analysis Useful?
Module 2: The Balance Sheet
- The Balance Sheet
- The Cash Conversion Cycle (CCC)
- What is Comparability?
- What is the Market Value of Equity?
- Understanding Market Value of Equity
- The Difference Between Market Value of Equity, Enterprise Value and Book Value
Module 3: The Income Statement
- What is the Income Statement?
- Analysing an Income Statement
- Key principles in accounting
- Fraud, accounting problems and over-optimism
- Revenues and Net Income
- Bottom-Line Growth vs Top-Line Growth
- Bottom-Line Growth
Module 4: The Cash Flow Statement
- Understanding the Cash Flow Statement
- How the Cash Flow Statement is Used
- Cash from Operating Activities
- Cash from Investing Activities
- Cash from Financing Activities
- How Cash Flow is Calculated
- Limitations of the Cash Flow Statement
- What is Included in Cash and Cash Equivalents?
Module 5: Financial Reporting
- The Purpose of Financial Reporting
- Growing Your Business
- The Importance of Being Sceptical
Module 6: Analysing Profitability
- Bona Fide Profits Versus Accounting Profits
- What is Revenue?
- Types of Revenue
- What is financial reporting?
- Importance of financial reporting
Module 7: The Applications and Limitations of EBITDA
- What is EBITDA?
- How EBITDA Works With Leveraged Buyouts
- Some Drawbacks of EBITDA
- Cash Flow Statement
- Cash Flow Analysis
- Operating Cash Flow/Net Sales
- Free Cash Flow
Module 8: Credit Analysis
- Understanding Credit Analysis
- Credit Analysis Example
- What is a Balance Sheet Ratio?
- Income Statement Ratios
- What is the Combined Ratio?
Module 9: Equity Analysis
- Economic Analysis
- What Is a Leading Indicator?
- What is Equity Valuation?
- Inputs in the Equity Valuation Process
- What is a Relative Valuation Model?
- What are Liquidity Ratios?
- Return on Equity (ROE) and Return on Assets (ROA)
Module 10: Ratio Analysis
- What is Ratio Analysis?
- Liquidity Ratios
- Profitability Ratios
- Leverage Ratios
- Activity Ratios
- Inventory Turnover
- Price-to-Sales
Module 11: Business Analysis
- Business Analysis Definition
- Core Concepts of Business Analysis
- Importance of Business Analysis
- The Goal of Business Analysis
Module 12: Strategic Analysis
- What is Strategic Analysis?
- Strategy Development
- What is external analysis?
- What are Porter's Five Forces?
- Internal Environment Analysis
- Competitive market analysis
Module 13: Project Management
- What is Project Management?
- Understanding Project Management
- Types of Project Management
- What Is the Project Life Cycle?
Module 14: Planning & Forecasting Operations
- What is demand forecasting?
- Why is demand forecasting important?
- Types of demand forecasting
- Aggregate Planning
- Pricing Strategy
Module 15: Management of Cash and Credit
- What is Cash Management?
- Cash Budget
- Credit Control
- Credit Control Policies
- Credit Control Factors
Assessment Process
Upon completing the Credit Analyst Training course, you will be required to undertake a multiple-choice evaluation in order to gauge your understanding of the material covered.
If you do not achieve the minimum passing score, you will have the opportunity to retake the assessment without incurring any additional cost.
Certification
After successfully completing this Credit Analyst Training course, you will get an instantFreedigital certificate.
