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Diagnostics (Assessments) Tip: How This Works

... short journeys to immediately enhanced performance

Diagnostics identify fundamental skill levels in the fields of accounting, financial analysis, cash flow analysis, and guarantor analysis for commercial business and commercial real estate transactions.

The two diagnostics are case-based, using materials that largely reflect those generally available in conducting a credit assessment – a borrower’s financial statements, selected computer-generated analytical reports, personal income tax returns, and personal financial statements provided by the guarantor.

Target Audience

Varies from new or inexperienced analysts and lenders to seasoned professionals.

Topics
Description
1. Commercial Business - Western Star Energy
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... a practical assessment of necessary credit skills

This diagnostic has 30 multiple-choice questions based on a standard set of documents and information usually available to an analyst or lender in the early stages of a credit assessment. The questions collectively test the level of knowledge in accounting, financial statement analysis, cash flow analysis, and guarantor analysis and support by reference to the documents and information.

The lending institution sets the acceptable score level, which generally varies considerably among target audiences. For example, an acceptable score for analysts and lenders at the beginning of their careers would be far less than an acceptable score for experienced analysts and lenders.

2. Commercial Real Estate - Sequoia Properties
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... a practical assessment of necessary credit skills

This diagnostic has 30 multiple-choice questions based on a standard set of documents and information usually available to an analyst or lender in the early stages of a credit assessment. The questions collectively test the level of knowledge in accounting, financial statement analysis, cash flow analysis, and guarantor analysis and support by reference to the documents and information.

The lending institution sets the acceptable score level, which generally varies considerably among target audiences. For example, an acceptable score for analysts and lenders at the beginning of their careers would be far less than an acceptable score for experienced analysts and lenders.