Understanding the
Fundamentals of Credit Research
Objective
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
1. Introduction to Credit Research
2. Understanding Credit Risk
3. Credit Analysis Techniques
4. Evaluating Creditworthiness
5. Credit Research in Practice
a) Fixed income investing
b) Lending insitutions
Target Audience
Professionals involved in credit evaluation, risk management, financial analysis and investment decision-making including credit analysts, credit risk managers, fixed income portfolio managers, corporate and SME relationship managers, corporate finance professionals as well as finance students.
Benefit to Organization:
- 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.
Benefits for Individuals:
- 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.
Resource Persons
Fixed Income and Credit Research Division
Acuity Knowledge Partners
Lending Services Division
Acuity Knowledge Partners
- Date : Wednesday, 3rd April 2024
- Time : 8.30 am to 12.30 pm
- Venue : GF2 Hall, Galle Face Hotel, Colombo
Register before 28th March 2024
Registrations are on a first-come-first-served basis and limited
Missed the program? Click on the button below to download a softcopy of the presentation slides,
If you have registered, please make the respective payment via the links below,
Candidate council members use the link below,
Others use the link below,
Once the registrations and payments are done, please inform secretariat@srilanka.
Inquiries: Ms Juanita Wickramaratne at 077 3661931 | Email: secretariat@srilanka.cfasociety.org
