S&P Capital IQ Developing a Corporate Credit Rationale
Risk Driven Investment Analysis Education Course
This course will help participants to be able to:
  • Evaluate the various aspects of fundamental credit analysis for a corporate entity
  • Explain the market view of credit risk
  • Incorporate all of the above in developing a sound credit rationale

This course reviews the must-have skills to create and defend a corporate credit rationale, helping you better evaluate today’s risk challenges. One case study will be used throughout the course to highlight specific learning points. S&P Capital IQ’s products will be discussed when appropriate. This course does not teach Standard & Poor’s credit ratings criteria or methodologies.

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About: This course is designed for beginner- to intermediate-level financial professionals including, credit risk managers, counterparty risk analysts, fixed income IT, operations, portfolio management, compliance, and valuations professionals and seasoned financial professionals who have had limited exposure to traditional credit analysis and want to enhance their knowledge of credit risk analysis.

Prerequisite: Basic knowledge of financial and business analysis and accounting.

Pre-Course Work: To get the maximum benefits from this custom learning program, you will be required to complete pre-course reading from our credit analysis professionals.

Available Courses: 
Chicago, IL - September 18 - 20, 2013

Duration: 3 Days

Price:  $3,300 ($2,800 if you register through August 22, 2013)

NASBA CPE Credits: 21.9

CFA CE Credits: 18.75


Day 1
Session 1: Overview of Credit and Credit Analysis

Session 2: Financial Statement Analysis

Session 3: The Importance of Sustainable Cash Flow and Creative Accounting Practices

Day 2

Session 4: The Importance and Limitations of Ratio Analysis

Session 5: Corporate Funding and Structuring

Session 6: The Market View of Credit Risk

Day 3
Session 7: Assessing Relative Value in Corporate Credit

Session 8: Develop and Defend a Credit Rationale

If you have any questions about the course, please send an e-mail or call us at 212-438-4336.

Please Note:
Course agenda is subject to change without notice.
The course curriculum does not cover the ratings criteria, methodologies, or applications of Standard & Poor’s Ratings Services.

*Early registration discount is available through August 22, 2013.

The credit-related analyses, including ratings, of Standard & Poor’s and its affiliates are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions.
Ratings, credit-related analyses, data, models, software and output therefrom should not be relied on when making any investment decision.
Standard & Poor’s opinions and analyses do not address the suitability of any security.
Standard & Poor’s does not act as a fiduciary or an investment advisor.
STANDARD & POOR’S and S&P are registered trademarks of Standard & Poor’s Financial Services LLC. Capital IQ is a registered trademark of Capital IQ, Inc.

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