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.
Evaluating a Business Plan Learning Objectives
Upon completing this course, you will be able to:
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)
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.
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.
Very straight forward and practical
A very down to earth course, and the instructor presented in a positive and practical way. The examples and illustrations were relevant, which added to the learning experience.
Tyler Harrison
Clear and interactive
I love the way she presents the answers. Looking with you thought the pages on the Case Study. All courses should be like that :)
Anahi Viale
thank you
I recommended this course for anyone want to write a business plan
Mohamed Ahmed
Great explanation
Love this course, it really enhances my perspective on how to look at the company business plan
Arvin winatha
Excellent
I really loved this course
Kassahun Kumalo
Teaches quite a lot and the picture starts coming together
All the different analysis and concepts learnt so far begin to come into play in the context of a credit applicant.
Nsika Mabuza
I learnt greatly in this course. Thank you.
OPEYEMI OLALEYE
this course points to key areas in evaluating business plan as part of credit worthiness requirement
Julius Anuolu Oloyede
Key Course of a Credit Analyst
The key course for a credit analyst; gives you a birds-eye view of all the elements a credit analyst considers.
Yaseen Ghori
Very well explained course
Case study was very well presented and therefore easy to understand
Ruth Kinyanjui
Great Content
The tutor engages and covers everything in detail leaving no stone unturned and even answers questions you might have as she covers everything.
Kennedy Simiyu
great work, vast knowledge to pick from
Mahlon Alituha
Easy understating
Great course, straight to the point, good for people without experience in this area
Raul De Gracia Saraceni
Evaluating a Business Plan
Thanks for this lesson
Joseph Barasa
EXCELLENT
EXCELLENT MATERIAL AND EXPLANATION
D V ADITYA KUMAR
Assessing a Business Plan
very insightful and educative
Richard Nyame
Wonderful
Great to learn how to evaluate a business plan
Vincent Njoroge
Good Course
The course was helpful
Bader Khashoggi
memorable experience
should have more interactions with professionals
Frederic Nzoga
fruitful & Informative
strongly recommended for junior analysts
MOHAMED SAAD
This course was insightful and i gained extensive knowledge into how to read business plans and what to expect from each section. For me it was detailed. Thanks to CFI
This course was insightful and I gained extensive knowledge into how to read business plans and what to expect from each section. For me it was detailed. Thanks to CFI
Leslie Crossland
Seemed easy but difficult while answering questions
Be careful while taking exam
Dorji Kadin
Great Overview
This course provided excellent insights
David Olson
I obtained the FMVA certification in my last year of undergrad. In early 2022 I started doing job interviews, and I really felt comfortable going into these interviews with all the knowledge I gained at CFI. Eventually, I impressed most hiring managers and was accepted into three different roles: at Nokia as a Financial Analyst; at Pwc as an audit trainee; and at BNP Paribas as a Corporate Credit Analyst. I chose BNP and will start in the next few weeks. Until then, I hope to get at least a good part of the CBCA program, so I can enter my first job with confidence in my abilities.
Thank you CFI
Julian Fernandes Hoffmann
Very good course
Nice design and cool explanation
Nguyen Chung Kien
Clear, Concise, Practical
CFI's courses offer valuable information that can be implemented right away in the specific industry/discipline you're in. The design of thier courses maximizes students' focus on the core factors that they need to excel in the field of finance.
Aaron Jackson
Good content
Good content but can improve with more comprehensive case
Irving Anggasta Kristiawan
Evaluating a Business Plan
The course materials were engaging, clear, and very informative.
Paula Forrest
Good Content
Very good and brief content with maximum level of understanding
Abhishek Arora
It was a great learning experience
I learnt quite a lot from the course
Folasade Omoboye
Very Good Course
Very good course, well structured contents as always and provided with good case study, highly recommended...
Hendra Rakhmawan
Good, concise and clear
The case study was a good picture to view the holistic picture of the coarse.
kazi Zunaid Zaman
I found bit tough in answering 2-3 questions
The questions are very important
Rajaram Kasuladevi
Excellent content and delivery
sherian emmanuel
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
Marketing strategies
expected conversion rate
John Marthin Ginting
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
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
Understood the concept easily
An easy and simple way to understand the concept.
Arvind Kumar
Great Courses
I appreciate your kind assist to develop our skills by easiest way.
Waleed Badughaish
Evaluating a Business Plan
Very good content with good practical examples and good presentation.
venugopal rajamanuri
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
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
Excellent wrap up!
It's a compendium of other courses here!
Miguel Angel Bonilla Martinez
a good content
its rare finding a business plan hand out that is concise and richly informative like the CFI's.
Chukwuebuka OBELE
a good content
its rare finding a business plan hand out that is concise and richly informative like the CFI's.
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.
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.
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.
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