Learning how to assess the management team of a company is essential for understanding the growth strategy of the business and potential problems which may arise.
If you are considering a career as a credit analyst, this course is crucial for learning a structured approach to assessing management, performing a multi-criteria analysis, finding relevant quantitative and qualitative data, and more.
This course begins by teaching a structured approach to evaluating management, focusing on management’s attitudes, strategy, business plan, and track record. Afterward, it proceeds to demonstrate how to use a multi-criteria analysis and how to find important quantitative and qualitative data.
The course then showcases the attitude framework and how to use a scorecard. It also shares examples of other strategic frameworks, such as Hax’s Delta Model and the Ansoff Matrix. A student enrolled in this course will learn how to evaluate stakeholder management, understand what information must be gathered for performance evaluation, and analyze the possibilities and concerns that may arise from management characteristics.
Assessing Management Learning Objectives
Upon completing this course, you will be able to:
Identify key management characteristics, such as their business and financial acumen
Assess management’s growth strategy and contingency policies
Evaluate stakeholder management
Analyze the possibilities and problems that arise from management characteristics
Identify how to assess management’s abilities and what information must be gathered for performance evaluation
Who should take this course?
This Assessing Management 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.
Great class with wonderful take-away tools
Loved the Questions for Management and Scorecard downloadable PDFs and see myself using those in the future. Really enjoyed the pace of this course. Only negative is that I would have liked some more real world examples of strategies, objectives, and functions. I found differentiating these a little difficult.
Sarah Miller
The course gives more clarity on what to consider while assessing the management a the company
This course is clear and very important
RUREMESHA RWIZIHIRWA JEREMIE
Great
Love it, This really get me a real experience on how to assess the management with a clear and specific questions
Arvin winatha
WOWW.. Thank you CFI
OPEYEMI OLALEYE
Very helpful and informative.
ALAN GAMAYON
Pack with key insight
The course is loaded with key areas to focus and tools, in accessing management performance, in handle the affairs of the business
Julius Anuolu Oloyede
BLISSFUL
This is a very good initiative. Learning for life.
Rufus Kamau
CFI makes assessment easier
The structured approach of assessing management is not an easy task for a credit analyst, however, the course magically makes you understand the concept in a simplified way. Do attend to convert your management assessment from a hectic to an easy assignment.
Yaseen Ghori
Amazing
Very insightful course for aspiring credit analysts.
Uyi Ojeabulu
Keep learning
Dear learner, if you want to be a better credit analysis, you should have to learn what other parameters should be reviewed rather than financial parameters.
Atinafu Asefa
its fantastic course
i would like to thank you for this course
Toufic Sleem
Assessing Management
Best lessons, thank you CFI
Joseph Barasa
Assessing Management
Insightful lessons to assess the relevance of management in the success or otherwise of a business.
Richard Nyame
memorable experience
Should get more interactions with professionals
Frederic Nzoga
Fantastic experience!
Course content is very insightful!
David Ofori-Larbi
Strongly recommended for junior analysts
MOHAMED SAAD
good
this course is good and you will get more info about strategic planning from it
mohab adel
Great learning
Practical and models are good
Dorji Kadin
Informative materials
Material is rich with information, given it is simplified it might confuse you. Review is advised to grasp the ideas.
Zaki Al-Hammadi
Good
engaging content, good explanations
Valter Chidumo
All in One Package
Everything a new entrant to expert would want to know about the field of finance and banking in one package. Excellent courses.
Chilufya Mubanga
Good
Good content but bit lengthy
Govind Thumar
Assessing Management
The information provided in the course was engaging, clear, and informative.
Paula Forrest
Perfect But needs small improvement
Most of the courses are very well taught and the material is engaging, but that does not apply to all courses. For example the course on evaluating a business plan wasn't that good as the other courses.
Ibrahim Abdel Meguid
Very Good Structured Approach
Very good structured approach to assess management quality, this course provides useful and concise framework and scorecard. Highly recommended...
Hendra Rakhmawan
Assessing management
Saw the structured approach to assessing management team the viewed both quantitative and qualitative data then combined with scorecard analysis to completely asses management team of a business
fotaw chambeng vivian
LEARNING FROM WHERE YOU ARE.
Are you a student, a graduate but need to take on a professional course, look no further than CFI's FMVA, CBCA, or CMSA courses available online. Just study from wherever you are.
NABIRYO SALIMA
New insight
This course has given me new insight to look at the process.
Arvind Kumar
Assessing Management
Very good content, examples and delivery.
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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?
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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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