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 Contents

Course Overviews

Certificate in Bank Analysis.......................................................................................... 5

Certificate in Corporate Credit Analysis................................................................... 6

Certificate in Financial Modeling................................................................................ 7

Certificate in Insurance Company Analysis............................................................ 8

Certificate in Leveraged Finance................................................................................ 9

Certificate in Restructuring.......................................................................................... 10

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Certificate in Bank Level: Certificate

Analysis Duration: 5 Days

CPD points: 40

This certification is comprised of two courses: Fundamentals of Bank Financial Statement Analysis
and Intensive Bank Analysis, and is designed to provide participants with frameworks and tools
required to make an independent credit analysis of a bank.

Key Learning Outcomes

• Distinguish the risks in the different business lines and • Identify strong and weak performers using a detailed
products offered by financial institutions and recognize analysis of financial statements within the context of
how they are reflected in the financial statements local and international accounting and business norms
• Understand the components of bank financial • Identify financial, qualitative and market early warning
statements and key ratios signals of credit migration
• Recognize the impact of differing accounting standards • Stress test bank capital and ability to withstand credit,
and policies (e.g. provisioning, asset valuation, market and liquidity risk
securitization etc.) on the financial statements • Evaluate strategy and risk management capabilities
• Use the CAMELS framework (capital, asset quality, within the context of the current and future economic
management, earnings, liquidity and sensitivity to climate and changing competitive, political and
market risk) and key ratios to make an assessment of regulatory conditions, including Basel III capital and
the performance and financial health of a bank within liquidity requirements
the wider context of the operating environment

“Great experience to get a deeper insight. Really

good course to learn the basics for analysing a bank
statement/balance sheet.”
Jessica Campagnari, Zurcher Kantonalbank

Overview
Target Audience
This certificate programme is suitable for those people with little or no exposure to financial statements from
large institutions or bank analysis. It is ideal for people pursuing a career in credit risk management, fixed income,
origination and regulatory professionals.
Online Assessment
Upon completion of the course, the online assessment will be available for up to 3 months after taking the certificate.
This consists of a multiple choice exam with instant results. A certificate will be provided upon successful completion.
Registrations
For dates, locations and how to book, click here.

CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489
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 Certificate in Corporate Level: Certificate

Credit Analysis Duration: 4 Days

CPD points: 32

Participants will use a structured and systematic approach to evaluate the credit standing of a
company and assess the relative attractiveness of the risk-return profile of the investing/lending
proposition. This is a highly interactive course where case studies and exercises are used to illustrate
key learning points.

Key Learning Outcomes

• Apply a structured approach to assess the • Identify the key factors that drive a company’s future
creditworthiness of a borrower performance and evaluate the likely impact on its
• Evaluate the performance of a company based on credit standing
qualitative and quantitative frameworks and tools • Use a cash flow approach to ascertain a company’s
• Use appropriate market indicators, where available to ability to service/refinance its debt as it comes due
understand refinancing risk and the market view on a • Review debt structures to assess to what extent they
credit meet the commercial needs of the borrower and
protect the lender’s interest

“Very informative and provided a comprehensive

overview of credit analysis. The pace was good and the
instructor very knowledgable.”
Belinda Liao, Fidelity International

Overview
Target Audience
Participants in need of an introduction of financial analysis are advised to enroll on the Fundamentals of Corporate
Financial Statement Analysis course prior to attending this course.
Online Assessment
Upon completion of the course, the online assessment will be available for up to 3 months after taking the certificate.
This consists of a multiple choice exam with instant results. A certificate will be provided upon successful completion.
Registrations
For dates, locations and how to book, click here.

CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489
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 Certificate in Financial Level: Certificate

Modeling Duration: 3 Days

CPD points: 24

This certificate programme is comprised of two courses; Fundamentals of Financial Modeling, and
Best Practice Financial Modeling (Intermediate). Attendees should be able to use the basic facilities of
Microsoft Excel and have basic accounting knowledge.

Key Learning Outcomes

• Design and construct useful and robust financial • Construct professional models
modeling applications • Understand how to build integrated models with
• Learn financial forecasting additional valuation or analysis
• Use several of the support tools and techniques in • Understanding the sensitivity of key drivers
spreadsheet programs • Significantly improve efficiency of using shortcuts
• Utilize sensitivity and scenario analysis • Optimize the use of financial functions

Overview
Target Audience
The program is designed for professionals who wish to raise their financial valuation skills to a superior level.
Online Assessment
Upon completion of the course, the online assessment will be available for up to 3 months after taking the certificate.
This consists of a multiple choice exam with instant results. A certificate will be provided upon successful completion.
Registrations
For dates, locations and how to book, click here.

CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489
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Certificate in Insurance Level: Certificate

Company Analysis Duration: 5 Days

CPD points: 40

This certificate programme is comprised of two courses: Fundamentals of Insurance Financial

Statements and Insurance Company Analysis. The overall goal of this certificate programme, is to give
participants with limited exposure to insurance company financial statements a systematic approach
to analyse the credit risk and financial strength of life and non-life and reinsurance companies.

Key Learning Outcomes

• Understand the business and financial risks inherent • Analyse and stress test financial statements in the
in the life and non-life insurance and reinsurance context of differing accounting standards and reporting
industries practices
• Recognize the impact of differing accounting • Appreciate how economic, competitive and regulatory
standards, reserving policies and changes in external issues impact the risk profile, performance and financial
variables (such as interest rates and asset prices) on the health of an insurance company
financial statements • Apply a structured approach to identify key risks
• Use qualitative and quantitative analysis and market and mitigants when transacting with insurance and
indicators to distinguish strong and weak performers reinsurance companies, and to appreciate the main
by sector and to detect early warning signals of methods of capital-raising by insurers
deteriorating financial strength

“Very enjoyable and detailed course, with great

instructors who knew the content well. The material
was easy to understand, and the references great too.”
Helena Pearson, Bank of America, Merrill Lynch

Overview
Online Assessment
Upon completion of the course, the online assessment will be available for up to 3 months after taking the certificate.
This consists of a multiple choice exam with instant results. A certificate will be provided upon successful completion.
Registrations
For dates, locations and how to book, click here.

CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489
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Certificate in Leveraged Level: Certificate

Finance Duration: 3 Days

CPD points: 24

This certificate programme is comprised of two courses: LBO Modeling and Structuring Leveraged
Buy-Outs. This programme will provide participants with the framework to identify appropriate
candidates for leverage, build a model to demonstrate the impact of debt on the financials, and the
skills to structure a leveraged finance transaction.

Key Learning Outcomes

• Understand the key terms and conditions of various debt instruments (both pre- and post-credit crunch)
debt instruments which have been used historically in • Understand the key elements of an intercreditor
Leveraged Finance as well as instruments available in agreement and how the inter-relationships of the debt
the current market providers are governed
• Apply analytic tools to identify suitable candidates for • Appreciate the importance of safeguards to enable
leverage early intervention in deteriorating credits and the
• Appreciate how market conditions have affected correlation between early intervention and ultimate
structures in the market place recovery rates in distressed credits
• Use forecasts of the key cash flow drivers to determine • Construct an LBO model
an appropriate debt quantum and the relationship • Identify interesting LBO candidates from an IRR or
between amortizing and non-amortizing debt money multiple perspective
• Structure leveraged transactions combining different

Overview
Target Audience
Experienced finance professionals responsible for credit risk management, marketing, structuring or evaluating
leveraged transactions, as well as anyone who needs to be able to analyse the transaction finance structure of a deal
in order to maximise returns.
Online Assessment
Upon completion of the course, the online assessment will be available for up to 3 months after taking the certificate.
This consists of a multiple choice exam with instant results. A certificate will be provided upon successful completion.
Registrations
For dates, locations and how to book, click here.

CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489
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 Certificate in Level: Certificate

Restructuring Duration: 5 Days

CPD points: 40

This certificate programme is comprised of two courses: Advanced Corporate Credit - Warning Signals
and Restructuring Problem Credits. The aim of this certificate programme is to refine the analytic
skills needed to appropriately identify and assess credit deterioration and select the most suitable
restructuring solution.

Key Learning Outcomes

• Identify companies most susceptible to credit amendments on the company and on all classes of
deterioration and the factors that will impact the creditors
likelihood of default or the need for distressed • Understand the process for managing exposures to a
exchange of debt company in distress
• Review a company’s funding structure in context of • Evaluate the business and operational decisions
its sector and operating performance to determine required by the company in order to place its business
whether the existing structure will effectively mitigate on a more solid foundation
credit deterioration or the extent to which it has the
• Assess the available options to lenders/investors,
potential to reduce lenders’ recovery rates
benchmarking likely recovery against other alternatives
• Appreciate the importance of safeguards to enable and the current market price of the company’s debt,
early intervention in deteriorating credits and the where applicable
correlation between early intervention and ultimate
• Identify the restructuring alternatives, evaluate the
recovery rates in distressed credits
possible choices and select the most appropriate
• Understand the role of covenants in credit restructuring solution, exit and/or workout options for
management and crisis situations: covenant structures companies in distressed situations
and the implications of breaches, waivers and

“Good instructor and great discussion among the

group. Good class pace and solid supporting material.”
Reuben Weislogel, Voya Financial

Overview
Target Audience
Credit risk managers, bond and mezzanine and equity investors, lending bankers, and other finance professionals
working in credit risk management and problem loan areas, including restructuring, work-outs and special care units.
Registrations
For dates, locations and how to book, click here.

CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489
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Public Courses team on:

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