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 Commercial 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.

What You'll Learn


Evaluating a Business Plan

$97.00 Enroll Now Free Preview

Approx 3.0 hrs to complete


From $847.00
Full Immersion Commercial Banking & Credit Analyst (CBCA)™
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From $497.00
Self-Study Commercial Banking & Credit Analyst (CBCA)™
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Path to Certification

Prep Courses

6 courses from beginner to intermediate level.


Core Courses

15 courses from beginner to intermediate level.


Elective Courses

12 courses in advanced and intermediate levels.


Get Certified

Submit your CBCA™ checklist and order your certificate.

CBCA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.


How the Certification Works

Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (18 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CBCA)™ Certification will be emailed to you.

What Our Students Say

Forget about those times when you felt like advancing your studies but couldn't achieve so because your work is more demanding each day and so you miss the opportunities to access your Advanced Education. But now with Online Education, so many people have achieved their life goals without shifting from their place of residence (Country) to another. All thanks to the developing Technology.
Arvind Kumar
Understood the concept easily
An easy and simple way to understand the concept.
Waleed Badughaish
Great Courses
I appreciate your kind assist to develop our skills by easiest way.
Evaluating a Business Plan
Very good content with good practical examples and good presentation.
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Aubrey Sibanyoni
In this course I discovered information that was very much needed and also new materials, which I was not aware of.
moubana abdel kabir
The course on Evaluating the business plan is broken down and well explained by the instructor on each components . Easy to follow and to understand how the Financial Analyst deploy his assessment capacity to come up with a better decision for credit /Loan .
Miguel Angel Bonilla Martinez
It's a compendium of other courses here!
Chukwuebuka OBELE
its rare finding a business plan hand out that is concise and richly informative like the CFI's.
Suresh Yeraballi
The course is well structured and easily understood, however, I think the very first para on "What is a Business Plan?" may need a rephrase. A Business Plan is a written document prepared for a specific purpose that outlines the business, current and future strategies, market analysis, highlights of the past performance and future projections in a given environment. The Business Plan is supposed to tell you: "What " is their current business" and not What ..... is the problem the business solves ( as businesses don't solve problems, but they only offers goods and services.
I Wayan Subagia
All are excellence
Ralph Tsang
i like the instructor going thru the case study with you, im hoping to see more of this accompaniment in future courses

Frequently Asked Questions

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From $847.00
Full Immersion Commercial Banking & Credit Analyst (CBCA)™
Buy Now
From $497.00
Self-Study Commercial Banking & Credit Analyst (CBCA)™
Buy Now