Starweaver
Credit Analysis: Portfolio Management & Regulations

Discover new skills with $120 off courses from industry experts. Save now.

Starweaver

Credit Analysis: Portfolio Management & Regulations

 Michael McDonald
Starweaver

Instructors: Michael McDonald

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Evaluate bond pricing, yields, and credit spreads for investment decision-making.

  • Implement credit derivatives and structured products for risk management.

  • Apply Basel regulatory frameworks and stress testing methodologies.

  • Execute comprehensive credit portfolio management strategies.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

September 2025

Assessments

4 assignments¹

AI Graded see disclaimer
Taught in English

See how employees at top companies are mastering in-demand skills

 logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Credit Analyst Academy Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

In this module, you’ll learn how to evaluate fixed income investments by mastering bond pricing, yield analysis, and credit spread interpretation. You’ll explore how market conditions, credit risk, and interest rate changes impact bond valuation through yield curves and spread dynamics. With expert-led videos, real-world case studies, Excel-based exercises, and interactive assessments, you’ll build the skills to accurately price bonds, identify mispricing risks, and make sound investment decisions in credit markets.

What's included

6 videos2 readings1 assignment1 peer review1 discussion prompt

In this module, you’ll explore the structure, mechanics, and applications of credit derivatives, with a focus on Credit Default Swaps (CDS). You’ll learn how CDS contracts are priced, how they’re used for hedging and speculation, and how their market dynamics impact credit spreads and systemic risk. Through real-world case studies, regulatory insights, and hands-on analysis of CDS contracts, you’ll develop the ability to assess the strategic and ethical implications of using credit derivatives in modern credit risk management.

What's included

6 videos1 reading1 assignment1 peer review1 discussion prompt

In this module, you’ll demystify Basel I–III and their impact on credit risk management. You’ll translate capital rules into practical steps: calculating risk-weighted assets (RWA), comparing Standardized vs. Internal Ratings-Based (IRB) approaches, and linking Pillars 1–3 to real lending decisions. A case study and a hands-on compliance review, you’ll connect regulatory ratios and buffers to pricing, limits, and portfolio strategy, while scanning the horizon for “Basel III endgame” updates.

What's included

6 videos1 reading1 assignment1 peer review1 discussion prompt

In this module, you’ll manage credit exposure at the portfolio level. You’ll design diversification and limit frameworks, quantify concentration and correlation risk, and deploy hedges (e.g., single-name CDS, index CDS, insurance, and structured transfers). A case study and an Excel-based exercise connect risk metrics (EL/UL, VaR, RAROC, tracking error) to practical actions—rebalancing, hedging, and capital allocation.

What's included

6 videos1 reading1 assignment2 peer reviews1 discussion prompt

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructors

 Michael McDonald
Starweaver
2 Courses116 learners

Offered by

Starweaver

Why people choose Coursera for their career

Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
Coursera Plus

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Frequently asked questions

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.