Courses for every role in credit and finance.
Thirty structured playlists, grouped by who they're for: financial analysts, working capital credit managers, LAP and unsecured loan credit managers, MSMEs, and anyone building a career in banking.
Learning tracks
Pick the track that matches your work.
New to credit? Start here
A suggested order for beginners.
Each course builds on the one before it. Together they take you from reading financial statements to writing up a proposal.
- 1Full Financial Analysis CourseLearn to read a company's financial statements.
- 2Ratio Analysis: Complete SeriesTurn the numbers into the ratios a banker uses.
- 3How to Prepare CMA DataPut it together in the bank's own format.
- 4How to Prepare a Credit Appraisal NoteWrite the proposal up the way a credit manager would.
Showing all 30 courses
Financial analysis
Read financial statements, ratios and bank statements the way an analyst does.
Full Financial Analysis Course
Read a company’s financial statements the way a credit analyst does, from first look to final view.
Watch on YouTube → Financial analysisRatio Analysis: Complete Series
Every key financial ratio a banker uses, what it tells you and how to read it.
Watch on YouTube → Financial analysisBalance Sheet Analysis Case Studies
Balance sheets analysed case by case, the way a credit desk reviews them.
Watch on YouTube → Financial analysisHow to Analyse a Bank Statement
Read a borrower’s bank statement for cash flow, warning signs and repayment capacity.
Watch on YouTube →Working capital credit
For credit managers handling cash credit, CMA data, MPBF and appraisal notes.
Professional Course on Working Capital Credit
How banks assess, structure and monitor working capital limits for businesses.
Watch on YouTube → START HEREWorking capital creditHow to Prepare CMA Data
Build CMA data step by step, in the format banks use to assess working capital.
Watch on YouTube → Working capital creditAll Working Capital Loan Products
The full range of working capital products banks offer, explained one by one.
Watch on YouTube → Working capital creditMPBF Norms: Complete Guidance
Maximum permissible bank finance and the methods banks use to work it out.
Watch on YouTube → Working capital creditHow to Prepare a Credit Appraisal Note
Write a complete credit appraisal note, section by section.
Watch on YouTube → Working capital creditMultiple and Consortium Banking
How lending works when a borrower banks with several lenders at once.
Watch on YouTube → Working capital creditSupply Chain Finance: Complete Guide
How supply chain finance works for buyers, suppliers and the bank in between.
Watch on YouTube →LAP & unsecured loans
For credit managers in home loans, loans against property, business loans and retail lending.
Home Loans, LAP and Business Loans
A professional course on how banks evaluate home loans, loans against property and business loans.
Watch on YouTube → LAP & unsecured loansProperty Valuation and Legal Due Diligence
How banks value a property and check its legal title before they lend against it.
Watch on YouTube → LAP & unsecured loansUnderstanding CIBIL and Dedupe Checks
How credit reports and dedupe checks work, and how they shape a loan decision.
Watch on YouTube →Project & trade finance
Term loans, project funding and export-import finance.
Project Funding Cases: Complete Guide
How banks assess project and term loan proposals, from project cost to repayment.
Watch on YouTube → Project & trade financeImport and Export Financing: Complete Guide
How banks fund exporters and importers, before and after shipment.
Watch on YouTube → Project & trade financeExport and Import Procedures: Complete Guide
The documents and steps involved in exporting and importing goods.
Watch on YouTube →Loan process & documentation
From the borrower’s constitution to sanction terms and disbursement.
Business Constitutions Explained
Proprietorship, partnership, LLP, company and more: what each means for a loan.
Watch on YouTube → Loan process & documentationLoan Terms and Conditions: Complete Guide
The terms and covenants in a sanction letter, and what each one means.
Watch on YouTube → Loan process & documentationLoan Disbursement Process
What happens between sanction and disbursement, and the checks along the way.
Watch on YouTube →Case studies
Real-style approvals and rejections, worked through step by step.
Industry analysis
How different sectors work, and what a lender watches in each.
MSMEs & startups
Finance and banking basics for business owners and founders.
Government schemes
Schemes that help MSMEs get credit, and who can use them.
Banking careers
Interviews, roles and growing a career in banking.
Credit Manager Interview Clearance Course
Prepare for credit manager interviews with the questions and concepts panels ask most.
Watch on YouTube → Banking careersCourse for Sales and Relationship Managers
Practical skills for bank sales and relationship managers who source and manage loan clients.
Watch on YouTube → Banking careersMy Career and Experiences
Lessons from my years in bank credit, and the career questions I get asked most.
Watch on YouTube →Markets & investing
Share market analysis and financial derivatives.
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