Evaluating a Business Plan – Tim Vipond – CFI Education

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Exploring the Essential Features of “Evaluating a Business Plan – Tim Vipond – CFI Education”

Succeed in business by learning to develop and evaluate a professional business plan!

• Explain crucial business plan concepts and the components
• See how various qualitative and quantitative analyses can turn a plan into reality
• Enhance your planning knowledge with practical case studies

Overview

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 can 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)

Who should take this 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

Course Introduction
Introduction 
Downloadable Files
Course Overview 
What is a Business Plan 
Why Should a Business Plan be Developed 
Interactive Exercise 1 
How to Evaluate a Business Plan
Business Plan Cover Page
Interactive Exercise 2

Executive Summary & Funding Request
Executive Summary Overview
Funding Request and Use of Funds
Loan Security
Executive Summary Case Study
Interactive Exercise 3

Company Description
Company Description Overview
Business Structure
SMART Goals
Professional Advisors
Company Description Case Study
Interactive Exercise 4

Management and Operations
Management Summary and Org. Chart
Management and Workforce Descriptions
Operations (Supply and Customers)
Geographical Locations
Management and Operations Case Study
Operations Case Study
Interactive Exercise 5

Services or Product Lines
Products and Service Overview
Assessment of Products and Services
Products and Services Case Study
Interactive Exercise 6

Market Analysis
Market Analysis Overview
TAM, SAM, SOM
SWOT Analysis
PESTEL Analysis
Market Analysis Questions
Market Analysis Case Study
Interactive Exercise 7

Marketing and Sales
Marketing and Sales
Sales and Business Development
Customer Acquisition
Marketing and Sales Case Study
Interactive Exercise 8

Financial Projections
Financial Projections
Financial Stability and Sustainability
Financial Ratios
Financial Projections Case Study
Interactive Exercise 9

Appendices
Appendices
Appendices Case Study
Recap
Summary

Qualified Assessments
Qualified Assessment

Please see the full list of alternative group-buy courses available here: https://lunacourse.com/shop/