Evaluating a Business Plan

Evaluating a Business Plan Overview

In the Evaluating a Business Plan course, we will provide key insights into the business plan development process and let students practice by working through a practical case study.

The course will start by sharing an overview of the components which make up a business plan, prior to delving into each element. At the end of each module, students will have the ability to work through the relevant section of the case to further hone their knowledge of the topic. 

The various modules look at the development of business plan cover pages, executive summaries, company descriptions, management and operations (including management profiles and organizational charts), services or product lines, market analyses (including the competitive landscape, and SWOT/PESTEL analyses), marketing and sales, financial management and projections (including key financial ratios), and appendices. 

Evaluating a Business Plan Learning Objectives

Upon completing this course, you will be able to: 

• Understand how to develop a business plan
• Perform qualitative and quantitative analysis
• Explain crucial business plan concepts
• Learn how to evaluate the business plan of a company (case study)

Evaluating a Business Plan Is a Required Course of CFI's CBCA® Program

CFI's Certified Banking & Credit Analyst (CBCA)® Program offers skills including credit evaluation, documentation, and review procedures. For beginners to advanced users, the CBCA® program is designed to help you become a world-class credit analyst. 

Who Should Take This CBCA® Course?

The Evaluating a Business Plan course is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.