Credit Risk Analysis PC- Virtual Series

New York Institute of Finance


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Credit Risk Analysis PC- Virtual Series

Gain a solid grounding in credit risk fundamentals with the tools and techniques required to perform a credit analysis - utilizing analytical tools to project future performance. Prerequisite knowledge: Basic accounting

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To make it even easier to learn, you can finance your program through Affirm.

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Module 1: Cash Flow Analysis

  • Structure of the cash flow statement
  • Sources and Uses
  • Reconciliations including PP &E, Intangibles, Investments, Deferred Taxes, Long term debt, Minority interest and Equity
  • Exercise: Participants will complete the cash flow for the selected company

Module 2: Historical Financial Analysis

  • The Audit
  • Review of historical patterns and industry performance
  • Income Statement analysis
  • Balance Sheet analysis
  • Cash Flow analysis
  • Exercise: Participants will work in small groups to complete the FYE analysis

Module 1: Off Balance Sheet Items

  • Contingent liabilities
  • Operating leases
  • Debt of joint ventures and unconsolidated subsidiaries
  • Guarantees
  • Take-or-pay contracts and obligations under throughput and deficiency agreements
  • Receivables that have been factored, transferred or securitized
  • Contingent liabilities e.g. potential legal judgments or lawsuit settlements

Module 2: Additional Risks to Consider

  • Financial guarantees
  • Performance guarantees
  • Ratings triggers
  • Covenants
  • Revenue recognition
  • Unusual gains and losses
  • Asset write-offs
  • Swap exposures
  • FX exposure
  • Pension deficits
  • Securitization
  • Structural subordination
  • Partnerships/SPVs
  • Leases
  • Environmental
  • Product liability
  • Exercise: Annual Reports: identifying and recognizing industry and company specific off-balance sheet risks

Module 3: Forecasting

  • Building a forecast-framework and methodology
  • Qualitative and quantitative factors
  • Base, management, and downside cases
  • Critical value drivers
  • Analyzing results- assessing debt capacity, recommending financing alternatives, public versus private, quantifying results and drawing conclusions
  • Exercise: Forecasting the critical value drivers for selected companies

Module 1: Structuring and Documentation

  • Investment grade versus non-investment grade
  • Holding company analysis
  • Guarantees, Keepwells, LOMIs
  • Collateral secured versus unsecured
  • Liquidation analysis
  • Borrowing base
  • Covenants
  • Subordination
  • Exercise: Due diligence for selected case studies

Module 2: Derivatives

  • Introduction
  • What is credit risk
  • Purpose of credit derivatives
  • Market participants
  • Role of regulators
  • The Credit Default Family
  • ISDA
  • Description of vanilla vs. structured derivatives
  • Total Return Swaps
  • Characteristics
  • Exercise
  • Credit Default Swaps
  • Characteristics
  • Risks and Risk Management of Credit Derivatives
  • Credit
  • Operations
  • Market
  • Liquidity
  • Legal
  • Risk Management

Module 3: Presentations

  • Participants will present the complete credit analysis for the selected company

Module 4: Desk Ready Skills Knowledge Check

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Credit Risk Analysis PC- Virtual Series

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