Case Study -Woodchucks Ltd. Overview
In this guided-learning case study, you will play the role of a credit analyst working in a financial institution and perform a comprehensive credit analysis on an owner-occupied commercial real estate transaction. You will review the customer brief, the company's financial statements, the real estate appraisal, the industry report, and other relevant documents. Then, you will conduct a thorough qualitative and quantitative analysis of the prospective borrower and transaction. Based on your analysis, you will complete a full credit application with your proposal.
We include a solution package and a video debrief to explain the key components of this case. Once you have tried the case yourself, you can review the answer key and the video debrief to check your analysis.
We recommend you to complete the following courses before taking this case study:
Woodchucks Ltd. Case Study is Part of CFI's CBCA® Program
CFI's Commercial Banking & Credit Analyst (CBCA)® Program offers skills including credit evaluation, documentation, and review procedures. From beginners to advanced users, the CBCA® program is designed to help you become a world-class credit analyst.
Who Should Take This CBCA® Case Study?
This case study is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.
What You'll Learn
Path to Certification
6 courses from beginner to intermediate level.01Optional
15 courses from beginner to intermediate level.02Required
12 courses in advanced and intermediate levels.03Optional
Submit your CBCA™ checklist and order your certificate.04Required
Join Our Community
Get access to the Global Corporate Finance Society.05Optional
How the Certification Works
What Our Students Say
Excellent case study. Wonderful learning.