AIWMI

Credit Ratings

Credit rating is an analysis of the credit risks associated with a financial instrument or a financial entity. Credit ratings can explain to the credit quality of an individual debt issue, such as a corporate note, a municipal bond or a mortgage-backed security, and the relative likelihood that the issue may default. Each agency applies its own methodology in measuring creditworthiness and uses a specific rating scale to publish its ratings opinions. Typically, ratings are expressed as letter grades that range, for example, from ‘AAA’ to ‘D’ to communicate the agency’s opinion of relative level of credit risk. Hence to invest in any financial instrument of the company it is important to understand the risk attached to the company and ratings given by the agencies to the Company/Instrument.

The Workshop will cover the following aspects on the Credit Research/Rating domain
  • Understand Credit Rating – Basics
  • Understand Credit Analysis – 4C Model
  • Credit Strategy – Basics
  • Credit Strategy Trades – Bond Manager Perspective
  • Credit Enhancements and Tools
  • Basics of Financial Statements
  • Ration Analysis
  • Liquidity and Stress testing
  • Credit Analysis from Financial statements.

Speaker Name: “Biharilal Deora CFA, FCA, CIPM, CIWM, CFPCM

Profile:  Biharilal Deora is an Investment professional with over a decade of experience in Credit Research, Strategy and Business Analysis.

He was a Rank holder chartered accountant and has worked at Global firms such as Sutherland, Fidelity, Credit Suisse and Reliance Industries in Credit trading in APAC, EMEA and US markets.

He has completed his Chartered Accountancy in first attempt with All India Ranks in Both intermediate and Final examinations, has earned his CFA Charter from CFA Institute, USA, has completed his Diploma in Information System Audit from ICAI and also earned his Diploma in IFRS from ACCA, UK.

He is also a Certified Financial planner from FPSB India and CIWM Holder from AIWM Switzerland and CIPM holder from CFA Institute. Mr. Deora currently serves as Principal Advisor – Credit Research Program for AIWMI and also serves as visiting faculty to various higher education institutes and has designed two courses on Credit research and financial planning respectively.

Dates: July 30th- 31st

Venue:

IES Management College

Near Lilavati Hospital

791, S. K. Marg, Bandra Reclamation, 
Mumbai – 400 050

Fee: Rs. 5750

Register Now

 
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