This course offers a comprehensive and practice-oriented introduction to advanced credit analysis and fixed income risk management. Designed for professionals aiming to deepen their expertise in credit markets, it combines technical rigor with practical application across key areas such as bond pricing, credit derivatives, regulatory frameworks, and portfolio-level risk mitigation. Learners will explore how tools like yield curve analysis, CDS contracts, and Basel guidelines are used to build effective credit strategies and assess risk in real-world financial environments.

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Credit Analysis: Portfolio Management & Regulations
This course is part of Credit Analyst Academy Specialization


Instructors: Michael McDonald
Included with 
Recommended experience
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.
Skills you'll gain
- Risk Analysis
- Risk Mitigation
- Financial Regulation
- Compliance Management
- Capital Markets
- Credit Risk
- Analysis
- Lending and Underwriting
- Market Dynamics
- Derivatives
- Financial Analysis
- Business Valuation
- Microsoft Excel
- Risk Management
- Investments
- Financial Market
- Portfolio Management
- Regulatory Compliance
- Bank Regulations
Details to know

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September 2025
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There are 4 modules in this course
In this module, you鈥檒l learn how to evaluate fixed income investments by mastering bond pricing, yield analysis, and credit spread interpretation. You鈥檒l 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鈥檒l 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鈥檒l explore the structure, mechanics, and applications of credit derivatives, with a focus on Credit Default Swaps (CDS). You鈥檒l learn how CDS contracts are priced, how they鈥檙e 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鈥檒l 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鈥檒l demystify Basel I鈥揑II and their impact on credit risk management. You鈥檒l translate capital rules into practical steps: calculating risk-weighted assets (RWA), comparing Standardized vs. Internal Ratings-Based (IRB) approaches, and linking Pillars 1鈥3 to real lending decisions. A case study and a hands-on compliance review, you鈥檒l connect regulatory ratios and buffers to pricing, limits, and portfolio strategy, while scanning the horizon for 鈥淏asel III endgame鈥 updates.
What's included
6 videos1 reading1 assignment1 peer review1 discussion prompt
In this module, you鈥檒l manage credit exposure at the portfolio level. You鈥檒l 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鈥攔ebalancing, hedging, and capital allocation.
What's included
6 videos1 reading1 assignment2 peer reviews1 discussion prompt
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Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
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Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can鈥檛 afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you鈥檒l find a link to apply on the description page.
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