Programs in Finance

CERTIFICATE IN CREDIT ANALYSIS

This certificate program is designed to provide a working knowledge of the fundamentals of credit analysis for today's marketplace. Students learn credit and credit analysis in application-based courses that convey how to conduct and write a credit analysis report; manage a loan or loan portfolio; structure term- and asset-based loans; manage workouts and business bankruptcies; and understand trade financing transactions, project financing, and reorganization. The program is designed by a faculty of leading credit practitioners whose teaching is responsive to the changing economic environment.

The program is designed for professionals who wish to acquire expertise in a consolidated time frame and can be completed in nine months. All prerequisites in this program are required.

Who Should Enroll:

M.B.A.s, recent college graduates, professionals who work in finance, banking executives, bankers who currently work with or on credit topics, bankers who wish to transition into the credit area, bankers from foreign banks or branches who wish to learn how U. S. banks do business, business owners, accountants, lawyers, and professionals from any field who want to understand or advance their knowledge of credit analysis.

Upon completion of the course students are able to:

  • Write a credit analysis report.
  • Manage a commercial loan or loan portfolio.
  • Manage workouts and business bankruptcies.
  • Negotiate loan agreements.
  • Structure asset-based loans and trade finance transactions.
  • Structure term loans, syndicated transactions, and project finance transactions.

This certificate is awarded to students who complete five courses--two required and three electives. Required courses must be taken sequentially. Students who prefer to take more than one course a semester can take a required course along with select elective courses. See course prerequisites for details.

Students with minimal experience or formal training are advised to take Financial Accounting: Part I/ACCT1-CE8101 and Financial Statement Analysis/ACCT1-CE8105. Students with minimal writing experience are advised to take ACCT1-CE8112, Writing Skills for Accounting and Finance Professionals.

 

Certificate Builder

COURSE CHECK LIST COURSE NO. PRICE  
Required Courses
(2 of these courses are required)
 
       
Writing a Credit Analysis
Learn to evaluate and explain how to repay an asset-based loan, revolving credit, a term loan, or a commercial mortgage loan. Focus initially on the...

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  FINA1-CE9290 $995  
Conducting a Credit Analysis II
Learn to look beyond financial statements to evaluate and explain the risk in a borrower's accounting principles, financial projections, and business practices. Analyze aggressive and/or...

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  FINA1-CE9291 $995  
       
Electives
(3 of these courses are required)
 
       
Bankruptcy, Workouts, and Reorganizations
Designed for bankers, corporate treasury personnel, workout specialists, and lawyers who handle middle-market, national, and international problem loans and accounts, this course examines corporate Chapter...

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  FINA1-CE9335 $750  
Hedge Fund Strategies
Explore the investment strategies and techniques used by hedge fund managers in the areas of bonds, stocks, fixed assets, currency, options, and commodities. Study different...

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  FINA1-CE9209 $845  
Managing a Commercial Loan Portfolio
Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade-finance loans. Explore the origination of a loan, including the...

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  FINA1-CE9296 $795  
Negotiating Loan Agreements
Take an in-depth look at how to negotiate, close, and enforce the varieties of loan agreements, including credit, security, pledge, guarantee, hypothecation, subordination, and participation....

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  FINA1-CE9281 $795  
Structuring Asset-Based Loans and Trade Finance
Learn how to finance working capital and trade through commercial and standby letters of credit, asset-based loans, purchase and securitization of receivables, purchase of whole...

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  FINA1-CE9282 $795  
Structuring Term Loans, Syndicated Transactions, and Project Finance
Examine how to underwrite and syndicate revolving credit and term loans to finance working capital, equipment, acquisitions, and projects. Learn how to structure transactions through...

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  FINA1-CE9283 $795  
       
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