17d64credit Appraisal Session Plan New
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PLAN (40 Sessions) Course Title: CREDIT APPRAISAL AND PROJECT FINANCING Course Code: MIB2303 Programme Name: MBA (IB) Classroom contact hours: 40 hours Credit Units: Tutorial Hours: Practical/Lab Hours: N Self Study hours: 80 hours Faculty: Col K S Mohan MBA (FINANCE) Sl.No. Module Contents Reading Materials. CPF-1-2 Module-1 2 Module-1 2 CPF-5 Module-1 1 Business Analysis and Valuation CPF-6 Module-1 Lending Process: 1 CPF-7 Module-1 Credit Process 1 CPF-8 Module-1 1 Documentation CPF-9-10 Module-1 Loan Pricing 2 a CPF-11 Module-2 Profitability Analysis 1 a CPF-12 Module-2 1 a Financial Management CPF-13 Module-2 1 Financial Management CPF-14 Module-2 1 No. of Sessions Introduction to Credit Appraisal- Definition and Meaning of Credit Risk Project Management and Management of Banking and Financial Services Introduction to Project Financing- Definition and Meaning of Project Financing Project Management and Basic concept of Credit Analysis.-Credit Analysis Process Management of Banking and Financial Services Management of Banking and Financial Services Management of Banking and Financial Services Management of Banking and Financial Services Management of Banking and Financial Services Management of Banking and Financial Services Financial Statement Analysis - Introduction- Objectives Management of Banking and Financial Services Ratio Analysis- Liquidity Ratios Turnover Ratios, Profitability Ratios Leverage Ratios Management of Banking and Financial Services Market Ratios,Introduction- Objectives. Management of Banking and Financial Services
Transcript of 17d64credit Appraisal Session Plan New
SESSION PLAN (40 Sessions)
Course Title: CREDIT APPRAISAL AND PROJECT FINANCING
Course Code: MIB2303 Programme Name: MBA (IB)
Classroom contact hours: 40 hours Credit Units:
Tutorial Hours: Practical/Lab Hours: Nil
Self Study hours: 80 hours Faculty: Col K S Mohan MBA (FINANCE)
Sl.No. Module Contents Reading Materials.
CPF-1-2 Module-1 2 Project Management and Appraisal
Module-1 2
Project Management and Appraisal
CPF-5 Module-1 1
Business Analysis and Valuation
CPF-6 Module-1 Lending Process: 1
CPF-7 Module-1 Credit Process 1
CPF-8 Module-1 1
Documentation
CPF-9-10 Module-1 Loan Pricing 2 a
CPF-11 Module-2 Profitability Analysis 1 a
CPF-12 Module-2 1 a
Financial Management
CPF-13 Module-2 1
Financial Management
CPF-14 Module-2 Market Ratios,Introduction- Objectives. 1
No. of Sessions
Introduction to Credit Appraisal-Definition and Meaning of Credit Risk Management of Banking and Financial
Services
Introduction to Project Financing-Definition and Meaning of Project Financing
Basic concept of Credit Analysis.-Credit Analysis Process Management of Banking and Financial
Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Financial Statement Analysis - Introduction- Objectives
Management of Banking and Financial Services
Ratio Analysis- Liquidity Ratios Turnover Ratios, Profitability Ratios Leverage Ratios Management of Banking and Financial
Services
Management of Banking and Financial Services
CPF-14 Module-2 Market Ratios,Introduction- Objectives. 1
CPF-15 Module-2 1
Financial Management
CPF-16-17-18 Module-2 3
Business Analysis and Valuation
CPF-19 Module-3 1 Project Management and Appraisal
CPF-20 Module-3 Objectives, Assessing the project cost 1 Project Management and Appraisal
CPF-21 Module-4 Means of financing projects 1
Project Management and Appraisal
CPF-22 Module-4 Estimation of project cash flows 1
Project Management and Appraisal
CPF-23 Module-4 1
Project Management and Appraisal
CPF-24 Module-4 1
Financial Management
CPF-25 Module-3 Decision tree 1
Project Management and Appraisal
CPF-26 Module-3 Scenario analysis 1 Project Management and Appraisal
CPF-27 Module-3 Sensitivity analysis. 1 Project Management and Appraisal
CPF-28 Module-4 1 Project Management and Appraisal
CPF-29 Module-4 1 Project Management and Appraisal
CPF-30 Module-4 1 Project Management and Appraisal
CPF-31 Module-4 1 Project Management and Appraisal
Elements of Cash Flow Statement, Direct Method, Indirect Method, Interpreting Cash Flows
Non financial analysis, Economy analysis, Industry analysis, Business analysis
Characteristics and Analysis of Project Finance
Use of free and equity cash flow valuation for assessing projects
Financial Analysis: Break-even point analysis
Project Finance -Parties to Project Financing
Necessary Contracts, Environmental Consideration, Political and Regulatory Background.
Necessary Contracts, Environmental Consideration, Political and Regulatory Background
Senior Debt – Banks, Insurance Companies, Public Markets; Mezzanine Debt;
CPF-32 Module-4 Equity - Financial Equity, Strategic Equity 1 Financial Management
CPF-33 Module-5 Economic Aspect of Project Development 1 Project Management and Appraisal
CPF-34 Module-5 Project Development 1 Project Management and Appraisal
CPF-35 Module-5 1
Project Management and Appraisal
CPF-36 Module-5 Infrastructure Projects 1
Project Management and Appraisal
CPF-37 Module-5 Financial Model 1
Business Analysis and Valuation
CPF-38 Module-5 Real Options Analysis 1
Project Management and Appraisal
CPF-39 Module-5 Credit Enhancement 1 Project Management and Appraisal
CPF-40 Module-5 Specialized Credit Enhancements 1 Project Management and Appraisal
References:
Government's Perspective, Infrastructure Projects
Ø Premalatha Suresh,Management of Banking and Financial ServicesØ Sitangshu Khatua,Project Management and AppraisalØ Shashi K Gupta,Financial ManagementØ Prasanna Chandra, Projects: Planning, Analysis, Selection, Financing, Implementation And Review (5th Edn.), Tata McGraw Hill
Ø DD Mukherjee, Credit Appraisal, Risk Analysis & Decision Making, (5 th Edn.), Snow White Publications Ø Machiraju, Project Finance, Vikas Publishing House
Ø Gatti, Project Finance in Theory and Practice, 1st Edn., Elsevier
Ø Hrishikesh Bhattacharya, Banking Strategy, Credit Appraisal, 1st Edn., Oxford University PressØ K Nagarajan, Elements of Project Management, New Age InternationalØ D Van Well Stam, Project Risk Management, Kogan Page Limited
WEBSITES
1. www.amfiindia.com
2. nseindia.com
3. bseindia.com
4. ncdex.com
5. navindia.com
6. irda.org
7. appliedderivatives.com
8. sec.gov.us
9. sebi.gov.in
10. rbi.org.in
11. icicidirect.com -Derivatives study material.
12. moneypore.com
13. myiris.com
14. personalfu.com
15. invesopcdia.com
16. equitymastel"s.com
17. hdfcsec.com
18. 5paisa.com
19. sharkhan.com
SOFTWARE –Derivagem
Important Note:
1.Guest lectures
2 Visit to Banks and Merchant bankers
3.Stock mal"ket game for all the finam'e specialization students.
4.Security Analysis and Portfolio Management by Fisher & Jordon
5.Gardener Series on Options, Futures and Swaps
6. Downloaded study material from Journals of Project Management and Finance and Banking.
commodities.
7.Financial Markets and Institutions by Dr S Guruswamy.
8. AMFI Study material.
9. Foundation of Financial markets and Institutions 3rd Ed by Frank J Fabozzi
10 Fixed incori'le markets by Suresh Sundarcsan - Thomson
11.Financialni.arkets and services - Gordon & Natarajan
12.Ravi Kishore -- Taxman. Publication. Financial Management.
13.Case Studies in Finance- R F Bruner.
14.Fixed Income Markets- Suresh Suderishan.
Pearson Ed I PHI.
Periodicals
1) News papers and finance periodicals like
a. Economic times
b. Business line
c. Financial express
Cases and problems to be drawn from the financial dailies with current data and
current problems.
Semester-end Exams Ouestion Paper Pattern:
Please note that 40% weight should be given to Project Financing part, 20% weight
should be given to Financial Analysis part and 30% weight should be given to
Credit Analysis part and 10% for Project Development part.
Section A : Objective type Questions(questions should be asked as per weight)
(4 out of 5 questions, each carries 6 marks) 24
Section B: Short type questions (questions as per weight) 20
(2 out of 3 questions each carry 5 marks)
Section C: Long type questions (3 theory questions I 3 -practical problems) 60 marks
(One case study carries 16 marks)
Cases (if any)
Additional reading (if any)
Problems
Problems
Problems
Prasanna Chandra, Projects: Planning, Analysis, Selection, Financing, Implementation And Review (5th Edn.), Tata McGraw Hill
DD Mukherjee, Credit Appraisal, Risk Analysis & Decision Making, (5 th Edn.), Snow White Publications
Hrishikesh Bhattacharya, Banking Strategy, Credit Appraisal, 1st Edn., Oxford University PressK Nagarajan, Elements of Project Management, New Age International
SESSION PLAN (40 Sessions)
Course Title: CREDIT APPRAISAL AND PROJECT FINANCING
Course Code: MIB2303 Programme Name: MBA (IB)
Classroom contact hours: 40 hours Credit Units:
Tutorial Hours: Practical/Lab Hours: Nil
Self Study hours: 80 hours Faculty: Col K S Mohan MBA (FINANCE)
Sl.No. Module Contents Reading Materials.
CPF-1-2 Module-1 2
Module-1 2
CPF-5 Module-1 1
CPF-6 Module-1 Lending Process: 1
CPF-7 Module-1 Credit Process 1
CPF-8 Module-1 1
Documentation
CPF-9-10 Module-1 Loan Pricing 2 a
CPF-11 Module-2 Profitability Analysis 1 a
CPF-12 Module-2 1 a
Financial Management
CPF-13 Module-2 1
Financial Management
CPF-14 Module-2 1
CPF-15 Module-2 1
No. of Sessions
Cases (if any)
Additional reading (if any)
Introduction to Credit Appraisal-Definition and Meaning of Credit Risk
Project Management and Appraisal
Management of Banking and Financial Services
Introduction to Project Financing-Definition and Meaning of Project Financing
Project Management and Appraisal
Basic concept of Credit Analysis.-Credit Analysis Process Management of Banking and
Financial Services
Business Analysis and Valuation
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Financial Statement Analysis - Introduction- Objectives
Management of Banking and Financial Services
Ratio Analysis- Liquidity Ratios Turnover Ratios, Profitability Ratios Leverage Ratios
Management of Banking and Financial Services
Market Ratios,Introduction- Objectives.
Management of Banking and Financial Services
Elements of Cash Flow Statement, Direct Method, Indirect Method, Interpreting Cash Flows
CPF-15 Module-2 1
Financial Management
CPF-16-17-18 Module-2 3
CPF-19 Module-3 1
CPF-20 Module-3 Objectives, Assessing the project cost 1
CPF-21 Module-4 Means of financing projects 1
CPF-22 Module-4 Estimation of project cash flows 1
CPF-23 Module-4 1
CPF-24 Module-4 1
Financial Management
CPF-25 Module-3 Decision tree 1
CPF-26 Module-3 Scenario analysis 1
CPF-27 Module-3 Sensitivity analysis. 1
CPF-28 Module-4 1
CPF-29 Module-4 1
CPF-30 Module-4 1 Problems
CPF-31 Module-4 1
Elements of Cash Flow Statement, Direct Method, Indirect Method, Interpreting Cash Flows
Non financial analysis, Economy analysis, Industry analysis, Business analysis
Business Analysis and Valuation
Characteristics and Analysis of Project Finance
Project Management and Appraisal
Project Management and Appraisal
Project Management and Appraisal
Project Management and Appraisal
Use of free and equity cash flow valuation for assessing projects Project Management and
Appraisal
Financial Analysis: Break-even point analysis
Project Management and Appraisal
Project Management and Appraisal
Project Management and Appraisal
Project Finance -Parties to Project Financing
Project Management and Appraisal
Necessary Contracts, Environmental Consideration, Political and Regulatory Background.
Project Management and Appraisal
Necessary Contracts, Environmental Consideration, Political and Regulatory Background
Project Management and Appraisal
Senior Debt – Banks, Insurance Companies, Public Markets; Mezzanine Debt;
Project Management and Appraisal
CPF-32 Module-4 1 Financial Management Problems
CPF-33 Module-5 1
CPF-34 Module-5 Project Development 1 Problems
CPF-35 Module-5 1
CPF-36 Module-5 Infrastructure Projects 1
CPF-37 Module-5 Financial Model 1
CPF-38 Module-5 Real Options Analysis 1
CPF-39 Module-5 Credit Enhancement 1
CPF-40 Module-5 Specialized Credit Enhancements 1
References:
Equity - Financial Equity, Strategic Equity
Economic Aspect of Project Development
Project Management and Appraisal
Project Management and Appraisal
Government's Perspective, Infrastructure Projects Project Management and
Appraisal
Project Management and Appraisal
Business Analysis and Valuation
Project Management and Appraisal
Project Management and Appraisal
Project Management and Appraisal
Ø Premalatha Suresh,Management of Banking and Financial ServicesØ Sitangshu Khatua,Project Management and AppraisalØ Shashi K Gupta,Financial ManagementØ Prasanna Chandra, Projects: Planning, Analysis, Selection, Financing, Implementation And Review (5th Edn.), Tata McGraw Hill
Ø DD Mukherjee, Credit Appraisal, Risk Analysis & Decision Making, (5 th Edn.), Snow White Publications Ø Machiraju, Project Finance, Vikas Publishing House
Ø Gatti, Project Finance in Theory and Practice, 1st Edn., Elsevier
Ø Hrishikesh Bhattacharya, Banking Strategy, Credit Appraisal, 1st Edn., Oxford University PressØ K Nagarajan, Elements of Project Management, New Age InternationalØ D Van Well Stam, Project Risk Management, Kogan Page Limited
Prasanna Chandra, Projects: Planning, Analysis, Selection, Financing, Implementation And Review (5th Edn.), Tata McGraw Hill
DD Mukherjee, Credit Appraisal, Risk Analysis & Decision Making, (5 th Edn.), Snow White Publications
st Edn., Oxford University Press
SESSION PLAN (40 Sessions)
Course Title: CREDIT APPRAISAL AND PROJECT FINANCING
Course Code: MIB2303 Programme Name: MBA (IB)
Classroom contact hours: 40 hours Credit Units:
Tutorial Hours: Practical/Lab Hours: Nil
Self Study hours: 80 hours Faculty: Col K S Mohan MBA (FINANCE)
Sl.No. Module Contents Reading Materials.
CPF-1-2 Module-1 2 Project Management and Appraisal
Module-1 2
Project Management and Appraisal
CPF-5 Module-1 1
Business Analysis and Valuation
CPF-6 Module-1 Lending Process: 1
CPF-7 Module-1 Credit Process 1
CPF-8 Module-1 1
Documentation
CPF-9-10 Module-1 Loan Pricing 2 a
CPF-11 Module-2 Profitability Analysis 1 a
CPF-12 Module-2 1 a
Financial Management
CPF-13 Module-2 1
Financial Management
CPF-14 Module-2 Market Ratios,Introduction- Objectives. 1
No. of Sessions
Introduction to Credit Appraisal-Definition and Meaning of Credit Risk Management of Banking and Financial
Services
Introduction to Project Financing-Definition and Meaning of Project Financing
Basic concept of Credit Analysis.-Credit Analysis Process Management of Banking and Financial
Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Management of Banking and Financial Services
Financial Statement Analysis - Introduction- Objectives
Management of Banking and Financial Services
Ratio Analysis- Liquidity Ratios Turnover Ratios, Profitability Ratios Leverage Ratios Management of Banking and Financial
Services
Management of Banking and Financial Services
CPF-14 Module-2 Market Ratios,Introduction- Objectives. 1
CPF-15 Module-2 1
Financial Management
CPF-16-17-18 Module-2 3
Business Analysis and Valuation
CPF-19 Module-3 1 Project Management and Appraisal
CPF-20 Module-3 Objectives, Assessing the project cost 1 Project Management and Appraisal
CPF-21 Module-4 Means of financing projects 1
Project Management and Appraisal
CPF-22 Module-4 Estimation of project cash flows 1
Project Management and Appraisal
CPF-23 Module-4 1
Project Management and Appraisal
CPF-24 Module-4 1
Financial Management
CPF-25 Module-3 Decision tree 1
Project Management and Appraisal
CPF-26 Module-3 Scenario analysis 1 Project Management and Appraisal
CPF-27 Module-3 Sensitivity analysis. 1 Project Management and Appraisal
CPF-28 Module-4 1 Project Management and Appraisal
CPF-29 Module-4 1 Project Management and Appraisal
CPF-30 Module-4 1 Project Management and Appraisal
CPF-31 Module-4 1 Project Management and Appraisal
Elements of Cash Flow Statement, Direct Method, Indirect Method, Interpreting Cash Flows
Non financial analysis, Economy analysis, Industry analysis, Business analysis
Characteristics and Analysis of Project Finance
Use of free and equity cash flow valuation for assessing projects
Financial Analysis: Break-even point analysis
Project Finance -Parties to Project Financing
Necessary Contracts, Environmental Consideration, Political and Regulatory Background.
Necessary Contracts, Environmental Consideration, Political and Regulatory Background
Senior Debt – Banks, Insurance Companies, Public Markets; Mezzanine Debt;
CPF-32 Module-4 Equity - Financial Equity, Strategic Equity 1 Financial Management
CPF-33 Module-5 Economic Aspect of Project Development 1 Project Management and Appraisal
CPF-34 Module-5 Project Development 1 Project Management and Appraisal
CPF-35 Module-5 1
Project Management and Appraisal
CPF-36 Module-5 Infrastructure Projects 1
Project Management and Appraisal
CPF-37 Module-5 Financial Model 1
Business Analysis and Valuation
CPF-38 Module-5 Real Options Analysis 1
Project Management and Appraisal
CPF-39 Module-5 Credit Enhancement 1 Project Management and Appraisal
CPF-40 Module-5 Specialized Credit Enhancements 1 Project Management and Appraisal
References:
Government's Perspective, Infrastructure Projects
Ø Premalatha Suresh,Management of Banking and Financial ServicesØ Sitangshu Khatua,Project Management and AppraisalØ Shashi K Gupta,Financial ManagementØ Prasanna Chandra, Projects: Planning, Analysis, Selection, Financing, Implementation And Review (5th Edn.), Tata McGraw Hill
Ø DD Mukherjee, Credit Appraisal, Risk Analysis & Decision Making, (5 th Edn.), Snow White Publications Ø Machiraju, Project Finance, Vikas Publishing House
Ø Gatti, Project Finance in Theory and Practice, 1st Edn., Elsevier
Ø Hrishikesh Bhattacharya, Banking Strategy, Credit Appraisal, 1st Edn., Oxford University PressØ K Nagarajan, Elements of Project Management, New Age InternationalØ D Van Well Stam, Project Risk Management, Kogan Page Limited
WEBSITES
1. www.amfiindia.com
2. nseindia.com
3. bseindia.com
4. ncdex.com
5. navindia.com
6. irda.org
7. appliedderivatives.com
8. sec.gov.us
9. sebi.gov.in
10. rbi.org.in
11. icicidirect.com -Derivatives study material.
12. moneypore.com
13. myiris.com
14. personalfu.com
15. invesopcdia.com
16. equitymastel"s.com
17. hdfcsec.com
18. 5paisa.com
19. sharkhan.com
SOFTWARE –Derivagem
Important Note:
1.Guest lectures
2 Visit to Banks and Merchant bankers
3.Stock mal"ket game for all the finam'e specialization students.
4.Security Analysis and Portfolio Management by Fisher & Jordon
5.Gardener Series on Options, Futures and Swaps
6. Downloaded study material from Journals of Project Management and Finance and Banking.
commodities.
7.Financial Markets and Institutions by Dr S Guruswamy.
8. AMFI Study material.
9. Foundation of Financial markets and Institutions 3rd Ed by Frank J Fabozzi
10 Fixed incori'le markets by Suresh Sundarcsan - Thomson
11.Financialni.arkets and services - Gordon & Natarajan
12.Ravi Kishore -- Taxman. Publication. Financial Management.
13.Case Studies in Finance- R F Bruner.
14.Fixed Income Markets- Suresh Suderishan.
Pearson Ed I PHI.
Periodicals
1) News papers and finance periodicals like
a. Economic times
b. Business line
c. Financial express
Cases and problems to be drawn from the financial dailies with current data and
current problems.
Semester-end Exams Ouestion Paper Pattern:
Please note that 40% weight should be given to Project Financing part, 20% weight
should be given to Financial Analysis part and 30% weight should be given to
Credit Analysis part and 10% for Project Development part.
Section A : Objective type Questions(questions should be asked as per weight)
(4 out of 5 questions, each carries 6 marks) 24
Section B: Short type questions (questions as per weight) 20
(2 out of 3 questions each carry 5 marks)
Section C: Long type questions (3 theory questions I 3 -practical problems) 60 marks
(One case study carries 16 marks)
A project case study a hypothetical wind farm development project in China.
Cases (if any)
Additional reading (if any)
Problems
Problems
Problems
Prasanna Chandra, Projects: Planning, Analysis, Selection, Financing, Implementation And Review (5th Edn.), Tata McGraw Hill
DD Mukherjee, Credit Appraisal, Risk Analysis & Decision Making, (5 th Edn.), Snow White Publications
Hrishikesh Bhattacharya, Banking Strategy, Credit Appraisal, 1st Edn., Oxford University PressK Nagarajan, Elements of Project Management, New Age International
