Credit Analysis - Financial Institution

About the course

This course presents an example of Peer Group Ratio Analysis for a financial institution. The document includes:

1. An Executive Summary that summarizes & interprets the results of the analysis
2. Results of the Peer Group and Banking Sector Analysis based on a comparison of significant ratios of the financial institution with others in the banking sector.
3. An annexure containing the detailed Peer Group and Banking Sector Analysis for all relevant ratios based on balance sheet and income statement data over two years for the entity and the banking industry.

Note: The working of the ratios is given in a supporting EXCEL file “Credit Analysis - Financial Institution - EXCEL Example” which is not included as part of this purchase.

Learning Objectives

After taking this course you will be able to:

• Present the results of a peer group & banking sector ratio analysis in a formal report
• Interpret and explain results

Prerequisite

Some familiarity with corporate finance, ratio & credit analysis and comfort with basic mathematics and EXCEL is expected.

Target Audience

This course is for beginners in the finance field.