There are no items in your cart
Add More
Add More
Item Details | Price |
---|
"Part of Pre-Sanction (Credit & Financial Analysis) Mastery Series"
Instructor: CA N Raja, B.Com., PGDBA, FCA
Language: English
Validity Period: Lifetime
Welcome to the Basics of Credit Analysis (Module 1 of Pre-Sanction Skill (Credit & Financial Analysis) Development Courses - SME & Corporate Banking) Course.
By enrolling in this course, you will learn
This course is designed in a self-paced learning style. Try listening to lectures with headphones for more clarity and keep taking notes for better understanding. Have note pad and pen alongside to take note of critical points.
See you inside the course!
Note: This course is Module 1 of Pre-Sanction (Credit & Financial Analysis) Skill Development Courses. If you are aspiring to acquire overall knowledge in Pre-Sanction, enrol in this course instead.
Pre-Sanction (Credit & Financial Analysis) Mastery
Section 1 - Introduction to Credit Analysis | |||
Introduction to credit analysis process | |||
Manu & Vinu Discuss | |||
Management Experience and Expertise | |||
799 cfa799 | |||
Manu & Vinu Discuss | |||
Credit History | |||
800 cfa800 | |||
Manu & Vinu Discuss | |||
Financial Standing | |||
801 cfa801 | |||
Manu & Vinu Discuss | |||
Industry Condition | |||
802 cfa802 | |||
Manu & Vinu Discuss | |||
Repayment Capacity | |||
803 cfa803 | |||
Manu & Vinu Discuss | |||
Know Your Customers | |||
2404.mp4 | |||
Manu & Vinu Discuss | |||
Legal and Valuation of Securities | |||
Legal-and-Valuation-of-Securities.mp4 | |||
Manu & Vinu Discuss | |||
Financial Statements | |||
804 cfa804 | |||
Manu & Vinu Discuss | |||
Test Your Knowledge | |||
Quiz | |||
Short Q&A | |||
Blogs | |||
Is Credit Analysis Right for You? Manu and Vinu Discuss | |||
Credit Rating | |||
Case Studies | |||
A Case Study in Management, Financial Standing, and Risk Assessment: Credit Evaluation of Sunrise Textiles | |||
A Case Study: Industry Evaluation and Its Impact on Credit Decisions | |||
Understanding the Importance of KYC Procedures in SME and Corporate Credit | |||
The Importance of Legal Scrutiny and Property Valuation in Loan Sanctions | |||
Section 2 - Credit Appraisal | |||
Introduction to Credit Appraisal | |||
3270 | |||
Manu & Vinu Discuss | |||
Credit Appraisal | |||
3271 | |||
Manu & Vinu Discuss | |||
Validation of the Proposal | |||
3272 | |||
Manu & Vinu Discuss | |||
Credit Risk | |||
3273 | |||
Manu & Vinu Discuss | |||
Cardinal Principles of Lending | |||
3274 | |||
Manu & Vinu Discuss | |||
Credit Worthiness of Borrower | |||
3275 | |||
Credit Risk Rating | |||
3283 | |||
Manu & Vinu Discuss | |||
Purpose of Loan | |||
3284 | |||
Manu & Vinu Discuss | |||
Source of Repayment | |||
3285 | |||
Cash Flows | |||
3286 | |||
Manu & Vinu Discuss | |||
Collateral | |||
3287 | |||
Manu & Vinu Discuss | |||
Decision making in Credit | |||
6573 | |||
Manu & Vinu Discuss | |||
Difference between Corporate Lending and Retail Lending | |||
6574 | |||
Manu & Vinu Discuss | |||
Information Exchange amongst Lending Institutions and Credit Information Companies | |||
6575 | |||
Manu & Vinu Discuss | |||
Dun & Bradstreet | |||
6576 | |||
Manu & Vinu Discuss | |||
Negative List of Information | |||
6577 | |||
Manu & Vinu Discuss | |||
Central Repository of Information of Large Credits | |||
6578 | |||
Manu & Vinu Discuss | |||
Know Your Customer Policies | |||
6579 | |||
Manu & Vinu Discuss | |||
Test your Knowledge | |||
Short Q&A | |||
Mini Case Studies | |||
Questions | |||
Answers | |||
Section 3 Principles of Lending | |||
Introduction to Principles of Lending | |||
3128 | |||
Manu & Vinu Discuss | |||
Safety of Lending | |||
3129 | |||
Manu & Vinu Discuss | |||
Liquidity | |||
3130 | |||
Manu & Vinu Discuss | |||
Profitability | |||
3131 | |||
Purpose of Loan | |||
3138 | |||
Manu & Vinu Discuss | |||
Diversification of Risk | |||
3139 | |||
Manu & Vinu Discuss | |||
Test your Knowledge | |||
Short Q&A | |||
Mini Case Studies | |||
Questions | |||
Answers | |||
Section 4 Credit Policy | |||
Introduction to Credit Policy | |||
3172 | |||
Summary | |||
Manu & Vinu Discuss | |||
Credit Policy | |||
3143 | |||
Summary | |||
Manu & Vinu Discuss | |||
Contents of Credit Policy (Part 1/3) | |||
3173 | |||
Summary | |||
Manu & Vinu Discuss | |||
Contents of Credit Policy (Part 2/3) | |||
3174 | |||
Summary | |||
Manu & Vinu Discuss | |||
Contents of Credit Policy (Part 3/3) | |||
3175 | |||
Summary | |||
Manu & Vinu Discuss | |||
Section 5 - Credit Delivery | |||
Introduction to Credit Delivery | |||
3084 | |||
Summary | |||
Manu & Vinu Discuss | |||
Sole Banking Arrangement | |||
3085 | |||
Summary | |||
Manu & Vinu Discuss | |||
Multiple Banking Arrangement | |||
3086 | |||
Summary | |||
Manu & Vinu Discuss | |||
Syndication | |||
3253 | |||
Summary | |||
Manu & Vinu Discuss | |||
Types of Syndication | |||
3254 | |||
Manu & Vinu Discuss | |||
Credit Thrust Areas | |||
3264 | |||
Manu & Vinu Discuss | |||
Credit Priorities | |||
3265 | |||
Manu & Vinu Discuss | |||
Credit Acquistion | |||
3267 | |||
Manu & Vinu Discuss | |||
Tenure of Credit | |||
3266 | |||
Manu & Vinu Discuss | |||
Statutory Restrictions on Banks on Loans & Advances | |||
3268 | |||
Manu & Vinu Discuss | |||
Regulatory Restrictions on Banks on Loans & Advances | |||
3269 | |||
Manu & Vinu Discuss | |||
Test Your Knowledge | |||
Quiz | |||
Section 6 - Types of Credit Facilities | |||
Types of Credit Facilities | |||
3237 | |||
Manu & Vinu Discuss | |||
Cash Credit - Operational Mechanism | |||
3238 | |||
Manu & Vinu Discuss | |||
Features of Cash Credit Arrangement | |||
3239 | |||
Manu & Vinu Discuss | |||
Advantages of Cash Credit | |||
3240 | |||
Manu & Vinu Discuss | |||
Disadvantages of Cash Credit | |||
3241 | |||
Manu & Vinu Discuss | |||
Overdraft Facility | |||
3242 | |||
Manu & Vinu Discuss | |||
Difference between Cash Credit and Overdraft | |||
3236 | |||
Manu & Vinu Discuss | |||
Introduction to loan system | |||
3243 | |||
Manu & Vinu Discuss | |||
Bill Discounting System | |||
3257 | |||
Manu & Vinu Discuss | |||
Test Your Knowledge | |||
Quiz | |||
Section 7 - Credit Appraisal Standards & Qualitative Parameters | |||
Introduction to Appraisal Standards & Qualitative Parameters | |||
3179 | |||
Manu & Vinu Discuss | |||
Liquidity and Net Working Capital | |||
3180 | |||
Manu & Vinu Discuss | |||
Financial Soundness | |||
3181 | |||
Manu & Vinu Discuss | |||
Turnover | |||
3182 | |||
Manu & Vinu Discuss | |||
Profits | |||
3183 | |||
Manu & Vinu Discuss | |||
Credit Rating | |||
3184 | |||
Manu & Vinu Discuss | |||
Capital Markets | |||
3185 | |||
Manu & Vinu Discuss | |||
Term Loan Related Parameters | |||
3186 | |||
Manu & Vinu Discuss | |||
NBFC - Quantitative Parameters | |||
3187 | |||
Manu & Vinu Discuss | |||
Infrastructure Projects - Quantitative Parameters | |||
3188 | |||
Manu & Vinu Discuss | |||
Lease Finance - Quantitative Parameters | |||
3189 | |||
Manu & Vinu Discuss | |||
Guarantees & Co-Acceptances | |||
3190 | |||
Manu & Vinu Discuss | |||
Syndication of Loan | |||
3191 | |||
Manu & Vinu Discuss | |||
Documentation responsibilities, waivers and waiver authority | |||
3192 | |||
Manu & Vinu Discuss | |||
Test Your Knowledge | |||
Quiz | |||
Short Q&A | |||
Section 8 - Different types of Borrowers | |||
Introduction to Different types of Borrowers | |||
3082 | |||
Manu & Vinu Discuss | |||
Major & Minor - Types of Borrowers | |||
3083 | |||
Manu & Vinu Discuss | |||
Married Woman | |||
3140 | |||
Manu & Vinu Discuss | |||
Purdhanashin Woman | |||
3141 | |||
Manu & Vinu Discuss | |||
Illeterate Person | |||
3142 | |||
Manu & Vinu Discuss | |||
Difference between Partnership Firm, LLP and Private Limited Company | |||
3224 | |||
Manu & Vinu Discuss | |||
Agent | |||
3193 | |||
Manu & Vinu Discuss | |||
Attorney | |||
3194 | |||
Manu & Vinu Discuss | |||
Joint Borrowers | |||
3195 | |||
Manu & Vinu Discuss | |||
HUF - Part 1 | |||
3196 | |||
Manu & Vinu Discuss | |||
HUF - Part 2 | |||
3197 | |||
Manu & Vinu Discuss | |||
Sole Proprietorship | |||
3198 | |||
Manu & Vinu Discuss | |||
Partnership Introduction | |||
3199 | |||
Manu & Vinu Discuss | |||
Partnership - Essential Ingredients | |||
3200 | |||
Manu & Vinu Discuss | |||
Partnership - Registration | |||
3201 | |||
Manu & Vinu Discuss | |||
Limited Liability Company | |||
3212 | |||
Manu & Vinu Discuss | |||
Precautions while granting crediting facilities to LLP | |||
3225 | |||
Manu & Vinu Discuss | |||
Public and Private Companies | |||
3213 | |||
Manu & Vinu Discuss | |||
One Person Company | |||
3214 | |||
Manu & Vinu Discuss | |||
Difference between OPC and Sole Proprietorship | |||
3215 | |||
Manu & Vinu Discuss | |||
Small Company | |||
3216 | |||
Manu & Vinu Discuss | |||
Precautions - Lending to Company (Part 1) | |||
3218 | |||
Manu & Vinu Discuss | |||
Borrowing powers of Company | |||
3219 | |||
Manu & Vinu Discuss | |||
Borrowing Ultra Vires the Company | |||
3220 | |||
Manu & Vinu Discuss | |||
Board Resolution for Borrowing | |||
3221 | |||
Manu & Vinu Discuss | |||
Registration of Charges | |||
3222 | |||
Manu & Vinu Discuss | |||
Effect of Non Registration of Charges | |||
3223 | |||
Manu & Vinu Discuss | |||
Section 9 - Technical Terms related to Credit | |||
Introduction | |||
1-Intro.mp4 | |||
Manu & Vinu Discuss | |||
Technical Term | |||
2-tech-term1.mp4 | |||
Manu & Vinu Discuss | |||
Technical Term 2 | |||
3-TT3.mp4 | |||
Manu & Vinu Discuss | |||
Priority Sector 3 | |||
4-Priority-Sector.mp4 | |||
Manu & Vinu Discuss | |||
Technical Term 4 | |||
5-TT4.mp4 | |||
Manu & Vinu Discuss | |||
Basic Rate | |||
6-BR.mp4 | |||
Manu & Vinu Discuss | |||
Fixed & Floating Rate | |||
7-FFR.mp4 | |||
Manu & Vinu Discuss | |||
Penal Rate of Interest | |||
8-pri.mp4 | |||
Manu & Vinu Discuss | |||
Security | |||
9-Security.mp4 | |||
Manu & Vinu Discuss | |||
Document of title to Goods & Bankers General Lien | |||
10-DTG-BGL.mp4 | |||
Manu & Vinu Discuss | |||
Negative lien , Restriction Advances, Rehabilitation & Recovery | |||
11-NLRARR.mp4 | |||
Manu & Vinu Discuss | |||
Operational Process of loan in Banks | |||
12-OPLB.mp4 | |||
Manu & Vinu Discuss | |||
Methods for Assessment of loans | |||
13-MFAL.mp4 | |||
Manu & Vinu Discuss | |||
Accounting aspects of loan Products | |||
14-AALP.mp4 | |||
Manu & Vinu Discuss | |||
Basic Operating Instructions on Loan Products | |||
15-BOILP.mp4 | |||
Manu & Vinu Discuss | |||
Operating Manual for C & A | |||
16-OMLA.mp4 | |||
Manu & Vinu Discuss | |||
Simple Operating Procedure | |||
17-SOP.mp4 | |||
Manu & Vinu Discuss | |||
Documentation & Margin | |||
18-DM.mp4 | |||
Manu & Vinu Discuss | |||
VALUATION | |||
19-VALUATION.mp4 | |||
Manu & Vinu Discuss | |||
Marketability | |||
20-Marketability.mp4 | |||
Manu & Vinu Discuss | |||
Insurance | |||
21-Insurance.mp4 | |||
Manu & Vinu Discuss | |||
Godown Pledged Accounts | |||
22-Godown.mp4 | |||
Manu & Vinu Discuss | |||
Pledging of stocks | |||
23-Pledging-of-stocks.mp4 | |||
Manu & Vinu Discuss | |||
Unpledged Goods Stored in Pledged Goods Godown | |||
24-UPGIPG.mp4 | |||
Manu & Vinu Discuss | |||
Delivery of Stock Pledged | |||
25-DOSP.mp4 | |||
Submission of Stock Statements | |||
26-SOSS.mp4 | |||
Goods Hypothecated lying with Unhypothecated Goods | |||
27-GHKIGWUHG.mp4 | |||
Inspection of Stock | |||
28-IOS.mp4 | |||
SIP | |||
29-SIP.mp4 | |||
Inspating official comment in SIR | |||
30-IOCSIR.mp4 | |||
SA | |||
31-SA.mp4 | |||
Inspection Charge | |||
32-IC.mp4 | |||
Test Your knowledge | |||
Quiz | |||
Short Q&A |
After successful purchase, this item would be added to your courses.
You can access your courses in the following ways :