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Corporate Finance Institute

Evaluating a Business Plan

via Corporate Finance Institute

Overview

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Evaluating a Business Plan Overview

In the Evaluating a Business Plan course, we will provide key insights into the business plan development process and let students practice by working through a practical case study. The course will start by sharing an overview of the components which make up a business plan prior to delving into each element. At the end of each module, students can work through the relevant section of the case to further hone their knowledge of the topic. The various modules look at the development of business plan cover pages, executive summaries, company descriptions, management and operations (including management profiles and organizational charts), services or product lines, market analyses (including the competitive landscape and SWOT/PESTEL analyses), marketing and sales, financial management and projections (including key financial ratios), and appendices.

Evaluating a Business Plan Learning Objectives

Upon completing this course, you will be able to:
  • Understand how to develop a business plan
  • Perform qualitative and quantitative analysis
  • Explain crucial business plan concepts
  • Learn how to evaluate the business plan of a company (case study)

Who should take this course?

The Evaluating a Business Plan 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

  • Course Introduction
  • Executive Summary & Funding Request
  • Company Description
  • Management and Operations
  • Services or Product Lines
  • Market Analysis
  • Marketing and Sales
  • Financial Projections
  • Appendices
  • Qualified Assessments

Taught by

Tim Vipond

Reviews

4.9 rating at Corporate Finance Institute based on 62 ratings

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