Writing and Presenting a Credit Analysis

MGMT X 430.614

Be exposed to real client data designed to challenge your writing skills. At the conclusion of the course, you should be able to effectively present findings to a credit manager or credit committee.

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What you can learn.

  • Learn to write a concise and directed credit analysis, beginning with a general template and then moving to a format that follows best practices
  • Understand your audience, provide essential communications, effective visuals, and report presentations

About this course:

Improve your basic business writing skills and focus those skills as you learn to write a concise and directed credit analysis, beginning with a general template and then moving to a format that follows best practices. Topics include the "five Ps" of credit analysis: People, Purpose, Payment, Protection, Perspective, and writing the credit analysis/structuring summary, including understanding your audience, essential communications, effective visuals, and report presentation. You are exposed to real clients and data designed to challenge your writing skills. The course provides supporting documentation and information in the context of writing skills, and the learning environment is enhanced by extensive use of exercises and critiques of credit analysis writing samples. At the conclusion of the course, you should be able to write a concise and coherent credit analysis and effectively present findings to a credit manager or credit committee.

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