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Corporate Finance Institute

Assessing Management

via Corporate Finance Institute

Overview

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Assessing Management Course Overview

Learning how to assess the management team of a company is essential for understanding the growth strategy of the business and potential problems which may arise. If you are considering a career as a credit analyst, this course is crucial for learning a structured approach to assessing management, performing a multi-criteria analysis, finding relevant quantitative and qualitative data, and more. This course begins by teaching a structured approach to evaluating management, focusing on management’s attitudes, strategy, business plan, and track record. Afterward, it proceeds to demonstrate how to use a multi-criteria analysis and how to find important quantitative and qualitative data.   The course then showcases the attitude framework and how to use a scorecard. It also shares examples of other strategic frameworks, such as Hax’s Delta Model and the Ansoff Matrix. A student enrolled in this course will learn how to evaluate stakeholder management, understand what information must be gathered for performance evaluation, and analyze the possibilities and concerns that may arise from management characteristics.

Assessing Management Learning Objectives

Upon completing this course, you will be able to:
  • Identify key management characteristics, such as their business and financial acumen
  • Assess management’s growth strategy and contingency policies
  • Evaluate stakeholder management
  • Analyze the possibilities and problems that arise from management characteristics
  • Identify how to assess management’s abilities and what information must be gathered for performance evaluation
 

Who should take this course?

This Assessing Management course is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

Syllabus

  • A Structured Approach to Assessing Management
  • Management Attitudes
  • Assessing Strategy & Business Plans
  • Business Track Record
  • Summary
  • Qualified Assessment

Taught by

Tim Vipond

Reviews

4.8 rating at Corporate Finance Institute based on 42 ratings

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