Course on
Understanding Fundamentals of Credit Research
Course Overview
The objective of this session is to equip participants with a basic understanding of the fundamentals of credit research, which can be applied across fixed income investing and lending institutions to evaluate the credit worthiness of an issuer or borrower. By the end of the session, attendees will gain a solid foundation in credit analysis principles and be familiar with techniques/framework for evaluating key credit risks of a company.
Program Outline/Schedule
- Introduction to Credit Research
- Understanding Credit Risk
- Credit Analysis Techniques
- Evaluating Creditworthiness
- Credit Research in Practice
- Fixed income investing
- Lending institutions
Key Benefits to
Individuals
- Enhances the skills of employees in credit analysis and credit risk management.
- Equips staff with the knowledge needed to make sound investment decisions, thereby minimizing credit risk.
Key Benefits to the Organization
- Gain knowledge and proficiency in credit research, enhancing career prospects and advancement opportunities.
- Improve performance in their current role in credit evaluation through informed decision-making or be equipped with the knowledge to understand key credit risks.
Target Audience
Professionals involved in credit evaluation, risk management, financial analysis and investment decision-making include credit analysts, credit risk managers, fixed income portfolio managers, corporate and SME relationship managers, corporate finance professionals as well as finance students.
Facilitators
Fixed Income and credit research
Acuity Analytics
Investment Research
Acuity Analytics
- Date: Wednesday, 16th February 2026
- Time: 8:30 am to 12.30 am
- Venue: Courtyard by Marriott
Register before 13th February 2026
Registrations are on a first-come-first-served basis and limited
Participant fee
- CFA Charterholders and CFA Society Candidate Council Members – Rs. 13,000
- Other/ Non-members – Rs. 16,000
To Join:
If an invoice is not required, follow the process below
Step 1 : Register Here
Step 2:
Make the payment to the following bank account (Direct Deposit / Fund Transfer) :
- Bank : HNB
- Account Title : CFA SOCIETY SRI LANKA
- Account No : 701010017612
- Swift Code : HBLILKLX
- Bank Code : 7083
- Branch Code : 701 ( Nawam Mawatha )
Step 3:
After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org with your name and the company name (Please note that these details mentioned in the email need to match exactly with registration details.)
- CFA Charterholders and Candidate Council Members : Rs. 12,000
- Non-Members : Rs. 18,000
If an invoice is required, follow the process below
Step 1 : Register Here
(If there are more than 1 participant to register, please register them one by one)
Step 2:
Request an invoice by mentioning details of the participant / participants via minura@srilanka.cfasociety.org (Please note that these details mentioned in the email need to match with registered details.)
Step 3:
Following the invoice shared, Make the payment to the following bank account (Direct Deposit / Fund Transfer):
- Bank : HNB
- Account Title : CFA SOCIETY SRI LANKA
- Account No : 701010017612
- Swift Code : HBLILKLX
- Bank Code : 7083
- Branch Code : 701 ( Nawam Mawatha )
Step 4:
After making the payment, please email your payment receipt or confirmation to – minura@srilanka.cfasociety.org
Missed the program? Click on the button below to download a softcopy of the presentation slides,
Minura Senadeera at 0742661283 | minura@srilanka.cfasociety.org