Course curriculum

  • 1

    Chapter 1: Introduction to Working Capital and Other Business Loans

    • Introduction
  • 2

    Chapter 2: Working Capital Concepts & Terms

    • Concepts & Terms

    • Knowledge Check
  • 3

    Chapter 3: Common Terms Used in Lending

    • Common Terms
  • 4

    Chapter 4: Important Early Steps in the Evaluation Process

    • Important Steps
  • 5

    Chapter 5: Evaluating the Request

    • The Goals & Understanding the Relationship

    • Understanding the Business & Its Results

    • Evaluating the Business's Condition & Projections

    • Knowledge Check

    • Evaluating Primary & Secondary Sources of Repayment

    • Knowledge Check
  • 6

    Chapter 6: The Loan Decision & Monitoring Post-Origination

    • Loan Decision & Monitoring
  • 7

    Chapter 7: Tips & Conclusion

    • Tips & Conclusion
  • 8

    Quiz

    • Working Capital Quiz
  • 9

    Course Attachments

    • Finius EBITDA Cash Flow Template

    • Finius UCA Cash Flow Template