In this guided-learning practice lab, you will assume the role of a credit analyst working in a financial institution. A prospective client has been presented with a borrowing request; together we will review the due diligence package which includes a projection model, a business plan, historical financials, and an industry report – among others. Next, you’ll be asked to make recommendations around loan amounts, credit structure, and pricing (in order to optimize risk-adjusted return on capital), before preparing a formal Discussion Paper to present to your prospective client.
We include a solution package and a video debrief to explain the key components of this practice lab. Once you have tried the practice lab yourself, you can review the answer key and the video debriefs to check your analysis.
Recommended Prerequisites
We recommend you complete the following courses before taking this practice lab:
This practice lab 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.
memorable experience
very interesting Case study, should have more experience with experience
Frederic Nzoga
The course give you a good insight on different topics
What is interesting about CFI courses, you don't only get the theoretical part but get the chance to practice as well including well-built model
Venita Sonya Suddason Rama
Wonderful Lesson
Wonderful lesson from CFI. Good job!
Chen Sang Ng
Good case study that able me to reveiw many courses
very informative course with good case study thus informations not complet to populate the model. i apprecaited it
Patrice Arnaud SOCPA
It was good and very in depth
It was good and very indepth
Jiwan Bhattarai
It is a little bit complicated but that was great
I got good experiance in this course as a pragmatic approach presented very well.
Thank you
YOHANNES GEBREMIKEAL MELESE
LEARNING FROM WHERE YOU ARE.
Are you out there, looking for a qualified institution to advance your career from? Well CFI has got you sorted, with its professional courses that is CBCA, FMVA, CMSA, BIDA etc.
NABIRYO SALIMA
LEARNING FROM WHERE YOU ARE.
Are you out there, looking for a qualified institution to advance your career from? Well CFI has got you sorted, with its professional courses that is CBCA, FMVA, CMSA, BIDA etc.
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.
More Questions?
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