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  3. Credit Analysis: Portfolio Management & Regulations

Credit Analysis: Portfolio Management & Regulations

Learn to assess credit risk, analyze bonds and derivatives, and apply Basel III, ESG, and stress testing to manage fixed-income portfolios with confidence through real-world tools, case studies, and expert-led instruction.

Michael McDonald
Michael McDonald
Finance | intermediate | 6 hours 15 minutes |   Published: Oct 2025

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Overview

1.5KSTUDENTS*
98.5%RECOMMEND*

This course includes:

  • On-demand videos
  • Practice assessments
  • Multiple hands-on learning activities
  • Exposure to a real-world project
  • 100% self-paced learning opportunities
  • Certification of completion

In this course, you’ll learn how to assess credit risk and manage fixed income investments using advanced tools like bond pricing models, credit derivatives, and regulatory frameworks. You’ll focus on real-world applications such as yield curve analysis, CDS contract evaluation, and Basel compliance to build strategic, risk-aware portfolios. Through expert instruction, hands-on exercises, and real-world case studies, you’ll gain the skills to implement effective credit strategies, navigate regulatory landscapes, and confidently manage institutional credit exposure in dynamic market environments.

Skills You Will Gain

Advanced product management techniques
Battery Management Systems
Financial Regulations
Government Regulations
Credit Analysis

Learning Outcomes (At The End Of This Program, You Will Be Able To...)

  • 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.

Prerequisites

To get the most out of this course, participants should have a basic understanding of financial concepts such as time value of money, interest rates, and financial statements. Familiarity with Excel and basic quantitative skills will be helpful for completing hands-on exercises. While no prior experience in credit analysis or fixed income markets is required, those with a background in finance, accounting, or investment will find the course especially rewarding.

Who Should Attend

This course is designed for finance professionals aiming to deepen their expertise in credit risk assessment and fixed income investing. Whether you're a financial analyst, fixed income trader, portfolio manager, or credit risk specialist at a bank or rating agency, the content is tailored to equip you with practical, industry-relevant skills. Investors looking to better understand the bond market will also benefit from its structured approach and real-world applications.

Curriculum

Instructors

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
Michael McDonald

Michael McDonald

With over a decade of expertise in finance and economics, supported by a PhD in Finance and extensive teaching experience at Fairfield University, he is committed to delivering in-depth insights into financial accounting, analysis, and business valuation. His academic journey is distinguished by numerous publications on topics ranging from stock returns to bond market dynamics, reflecting a profound understanding of global financial markets. Renowned for his dynamic teaching style, he seamlessly blends theoretical concepts with real-world applications. He has taught a diverse range of courses, from foundational investments to advanced project analysis and factor-based investing, consistently crafting tailored coursework to enhance student learning outcomes. His professional background as a municipal bond trader and senior editor at Seeking Alpha brings practical insights and industry relevance to his instruction. This unique blend of academic rigor and real-world expertise equips students with critical analytical skills, empowering them to navigate today’s complex financial landscape with confidence. Passionate about knowledge dissemination, he excels in both traditional and e-learning environments, fostering an engaging and transformative learning experience. His courses are meticulously designed to make complex financial concepts accessible and actionable, bridging the gap between theory and practice. With a dedication to inspiring the next generation of finance professionals, he remains a trusted mentor and thought leader in the field.
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1Module 1 - Bond Pricing, Yields, and Spreads
2Module 2 - Credit Derivatives and Credit Default Swaps (CDS)
3Module 3 - Basel Regulations and Credit Risk Management
4Module 4 - Credit Portfolio Management and Risk Mitigation

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 00: Reading - Welcome to the Course: Course Overview

Segment 01: Introduction to Bond Pricing

Segment 02: Understanding Yield to Maturity (YTM)

Segment 03: Credit Spreads and Market Perception

Segment 04:The Yield Curve and Credit Risk

Segment 05: Case Study Bond Pricing in Different Economic Conditions

Segment 06: Common Mistakes in Bond Valuation

Segment 07: Reading - What Is Credit Analysis? How It Works With Evaluating Risk

Segment 08: Hands-On-Learning - Calculating Bond Prices and Yields

Segment 09: Quiz - Bond Pricing, Yields, and Spreads

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 28: Project - Project: Credit Derivatives & Basel Portfolio Risk Challenge

Segment 29: Introduction to Credit Portfolio Management 

Segment 30: Diversification in Credit Risk

Segment 31: Hedging Credit Risk with Derivatives

Segment 32: Credit Risk Transfer Mechanisms

Segment 33: Case Study Managing a Corporate Credit Portfolio

Segment 34: Best Practices in Credit Risk Mitigation

Segment 35: Reading - Portfolio Management: Definition, Types, and Strategies

Segment 36: Hands-On-Learning - Analyzing a Credit Portfolio

Segment 37: Quiz - Credit Portfolio Management and Risk Mitigation

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 10: Introduction to Credit Derivatives

Segment 11: Mechanics of Credit Default Swaps (CDS)

Segment 12: The Role of CDS in Risk Management

Segment 13: Market Dynamics of Credit Derivatives

Segment 14: Case Study The Role of CDS in Financial Crises

Segment 15: Regulatory and Ethical Considerations in Credit Derivatives

Segment 16: Reading - Credit Derivatives: Credit Default Swaps (CDS)

Segment 17: Hands-On-Learning - Analyzing a CDS Contract

Segment 18: Quiz - Credit Derivatives and Credit Default Swaps (CDS)

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 19: Introduction to Basel Regulations

Segment 20: Credit Risk Capital Requirements

Segment 21: The Standardized vs. Internal Ratings-Based Approach

Segment 22: Impact of Basel III on Lending and Credit Risk 

Segment 23: Case Study Basel III Implementation in a Bank

Segment 24: Future of Banking Regulations

Segment 25: Reading - Basel III: International Regulatory Framework

Segment 26: Hands-On-Learning - Analyzing a Basel III Compliance Report

Segment 27: Quiz - Basel Regulations and Credit Risk Management