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Copyright © 2015 Standard & Poor's Financial Services LLC (S&P), a part of McGraw Hill Financial. All rights reserved.

Developing A Corporate Credit Rationale
Risk Driven Investment Analysis Education

Date & location

April 22-24, 2015, New York, NY

Course objectives

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

course description

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 Ratings Services credit rating criteria or methodologies.

course information

Who Should Attend?: This course is designed for beginner- to intermediate-level financial professionals, including:

  • Credit, counterparty, risk, portfolio analysts and managers 
  • Compliance, corporate treasury, fixed income IT, operations
  • Valuations professionals
  • Seasoned financial professionals with limited exposure to traditional credit 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.

Date, Time & Location:
April 22-24, 2015
9:00 am - 5:00 pm
Standard & Poor's Conference Center
55 Water Street
New York, NY 10041

Price: $2,800 if registered before April 2, 2015 ($3,300 after)

Course Credits

22.5 NASBA CPE credits and 19 CFA CE credits are available for qualified participants

As a participant in the CFA Institute Approved-Provider Program, S&P Capital IQ has determined that this program qualifies for 22.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.

S&P Capital IQ is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors, State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Please ask your state board whether it will accept CPE credits for this program.

Course Agenda Overview

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

Day 3

Session 6: The Market View of Credit Risk

Session 7: Corporate Credit Scenario Builder

Session 8: Develop and Defend a Credit Rationale