Certificate of completion issued to
Ayesha alhosani
For completing
Bank Credit Analysis Pathway
Completion date
22 Jun 2023
Delivered by
Accredited for
Certificate ID
bf5304f00ee1b5a554897662d9d2f328
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About Bank Credit Analysis Pathway
5 Video modules
48 minutes of learning
4.7 rating
Foundational level
With events like the global financial crisis in mind, it is essential to be able to perform a credit analysis on banks to ensure they are as safe as they should be. This pathway, delivered by a variety of experts, will outline how to approach the analysis of a bank. Beginning with looking through their annual report is a good start, however this should be supplemented with a thorough understanding of their balance sheet and income statement.
In this pathway
Understand the fundamentals of bank credit analysis
Analyse a bank's balance sheet and income statement
Understand the importance of a bank's annual report
Pathway experts
Ted Wainman
20 years: CA & educator
Ted Wainman trained and qualified as an Associate Chartered Accountant (ACA) with Ernst & Young before joining JPMorgan on the Investment Management side of the business. He since has over 17 years of experience in designing, developing and delivering financial & business skills training workshops for over 275 clients in more than 35 countries.