Course Overview

Writing the Credit Analysis focuses on skills needed to write an effective credit memorandum. Learn techniques for creating, analyzing, improving, and reviewing your own credit write-ups. Apply these techniques in class individually and in small group exercises. The instructor will demonstrate and explain, and the participants will then practice critiquing, writing, and revising credit memorandum excerpts.

     

Duration

7.5 hours

Delivery

Instructor-Led Online

Program Level

Foundational

 

Prerequisites

None.

 

 

Who Will Benefit?

Writing the Credit Analysis designed for credit analysts and loan review staff.

   

Learning Objectives

Upon completion of this course, participants will be able to:

• Identify the meaning of the terms clear, concise, and well organized.
• Distinguish between writing that is clear, concise, and well organized and writing that does not meet these criteria.
• Recognize when arguments are logical and evaluate credit risks for the reader, supported by facts and interpretations drawn from the credit analysis.
• Distinguish between arguments that interpret risk and those that provide only elevator analysis.
• Distinguish between analysis that is objective and intellectually honest and analysis that does not meet these criteria.