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Corporate Credit Rating Analysis

Course Provider

Dates

Duration

22 - 23 November

2 Days

Venue

Clarion Hotel, IFSC, Dublin

Course Fees

Full Fee: €1400

Network Members Fee: €900

Overview

This seminar provides delegates with an in depth understanding of the rating practices employed by Moody's Investors Service for assessing corporate credit risk - from rating methodologies and financial ratios to a rating committee simulation. Designed as an intermediate level course, the underlying goal is to improve delegates' use and interpretation of ratings in their day-today work.

Learning Objectives

Upon completion of this seminar, delegates will be able to:

  • gain insight into the credit rating process of Moody's Investors Service
  • apply a structured approach to corporate credit assessment
  • calculate and interpret key financial ratios used in the credit rating process
  • understand the concepts behind alternative measures of risk, such as market implied signals, and their use in credit analysis

Who Should Attend

  • Credit analysts
  • Ratings advisors
  • Investment and commercial bankers
  • Fixed income professionals (both buy and sell sides)
  • Portfolio/asset/fund managers
  • Equity analysts
  • M&A professionals
  • Banking supervisors
  • Credit risk professionals
  • Basel II project managers

Program Level

Program Level: Overview

Prerequisites: Two years experience in a credit-related function or attendance
at the Fundamentals of Corporate Credit seminar

Advanced Preparation: Research documents relating to the case study will be distributed before the course

Delivery Method: Group-Live

Course Outline

DAY ONE
Session 1: Understanding & Using Credit Ratings
 Concepts of probability of default, loss given default, and expected loss
 Default and recovery statistics
 Group exercises/discussions
Session 2: Industry Analysis & the Credit Rating Process
 Introduction to Moody's rating methodology for selected industries
 The credit rating process
 Group exercise/discussion
Session 3: Cash Flow & Financial Ratio Analysis
 Financial statement adjustments
 Key cash flow concepts explained
 Key financial ratios used in the ratings process
 Treatment of off-balance sheet items
 Group exercise/corporate examples
DAY TWO
Session 4: Comprehensive Industry Case Study
 Identification of industry and credit drivers; SWOT analysis
 Financial ratios calculation and interpretation
Session 5: Analyzing Corporate Groups
 Consolidated statements and their pitfalls
 Group structures and support mechanisms
 Principles of Moody's Joint Default Analysis
 Group exercises
DAY THREE
Session 6: Assessing Liquidity & Alternate Liquidity

 Liquidity risk and alternate liquidity
 Rating triggers
 Group exercise/corporate examples
Session 7: Introduction to Moody's Notching Principles for Corporates
 Moody's Expected Loss Framework explained
 Notching Principles for investment grade rated corporates
 Overview of Moody's new methodology for deriving LGD Assessments and instrument ratings
 Introduction to Moody's Expected Loss Framework
 Discussion/corporate examples
Session 8: Analyzing Hybrid Financial Instruments
 Moody's tool kit for assessing and rating hybrid financial instruments
 Group exercise
Session 9: Moody's Ratings and Other Credit Risk Assessment Tools
 Overview of Moody’s Market Implied Ratings
 Overview of structural versus statistical models
 Discussion/corporate examples

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