Credit Analysis Fundamentals

Credit provides the funds to keep businesses and the economy growing. Without credit, many businesses would suffer severe financial problems or simply would not exist. Understanding the objectives and stages of the credit evaluation process allows borrowers to prepare and submit more successful applications for credit and for lenders to better manage relationships with their business customers.

Who should attend?

• Anyone seeking to develop an understanding of credit analysis
• Staff working as relationship or business development managers in lending institutions
• Finance managers and their staff working in borrowing organisations.

What will I learn?

• You will obtain an understanding of how credit analysts undertake each stage of the credit evaluation and approval process and also how lending institutions undertake financial and risk analysis
• You will learn about the information that must be gathered and considered in each stage of the process, along with the importance of structuring loans to reduce risk
• You will also gain an overall understanding of the process of credit analysis and as such, it does not provide training to become a credit analyst.

What topics will be covered?

• credit analysis and key steps in credit evaluation
• the objectives of financial and risk analysis
• information requirements
• approval process
• loan structuring and documentation.

How to register

In-house workshops:

Our workshops can be customised and delivered at your premises giving you access to the training you need, when you need it. For more information or to discuss your training needs, please call 1300 728 505 or via email corporatesolutions@kaplan.edu.au.

Public courses held at Kaplan Professional:

How to register? Please check our Calendar of Short Courses to see if the course you wish to attend is scheduled in your region. If it is scheduled in your region, click the relevant course name and follow the prompts.

Expressions of Interest: We can schedule workshops for small groups at mutually suitable times at Kaplan Professional. If you are interested in attending a workshop, please complete an Expression of Interest form to enable us assess the level of interest for that course. We will then place your name on our waiting list for that particular course and will contact you as soon as we have received sufficient interest to run the course. (A minimum of 8 participants is required to run a course.) Scheduled courses may then be open to the public.

For more information, please call 1300 527 526 or email pdmail@kaplan.edu.au.

* The PD points quoted here are intended to be used as a guide only. Your Compliance Manager or Professional Body may assess this program according to their own guidelines. To receive PD points please take this course outline to your Compliance Manager or Professional Body for accreditation.

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