Conducting a Credit Analysis II

MGMT X 430.613

Learn to dissect a business plan, evaluate each component; read, research, fact-check and evaluate the plan; and communicate the SWOT of the business plan to appropriate conclusions.

READ MORE ABOUT THIS COURSE
Spring
Online
Starting at $765.00
As few as 11 weeks
4.0
3.6

What you can learn.

  • Evaluate and explain the risk in a borrower's accounting statements, financial projections, and business practices
  • Analyze aggressive and/or deceptive accounting principles, such as purchase accounting, unfunded pension liabilities, securitized receivables, deferred taxes, and channel stuffing
  • Examine financial projections, including aggressive assumptions, break-even analysis, and debt service coverage
  • Explore industry risk, including aggressive and/or deceptive practices used by manufacturers, retailers, importers/exporters, real estate developers, utilities, transportation companies and wholesalers

About this course:

Learn to look beyond financial statements to evaluate and explain the risk in a borrower's accounting statements, financial projections, and business practices. Analyze aggressive and/or deceptive accounting principles, such as purchase accounting, unfunded pension liabilities, securitized receivables, deferred taxes, and channel stuffing. Examine financial projections, including aggressive assumptions, break-even analysis, and debt service coverage. Explore industry risk, including aggressive and/or deceptive practices used by manufacturers, retailers, importers/exporters, real estate developers, utilities, transportation companies, and wholesalers. Additionally, learn how to dissect the Business Plan: (1) review the components of a complete plan; (2) read, research, fact-check, and evaluate the plan; and (3) communicate the SWOT of the business plan with appropriate conclusions.

Winter 2022 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens November 01, 2021 12:00:00 AM)
See Details
Instructor: Peter Lou, CFA
384439
Fee:
$765.00
Onlineformat icon
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after January 09, 2022
Course Requirements
(Optional) Course syllabus not yet available

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning