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Finance & Economics

Evaluating a Business Plan (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

In this 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.

 
Access expires 180 days from purchase date

Applicable for

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.

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)

Content

The course provides a comprehensive framework for analyzing business plans through a practical, case-based approach. Learners explore each component of a business plan—including executive summaries, company descriptions, market analyses, operations, financial projections, and appendices—while applying their knowledge to a real-world case study. The course emphasizes both qualitative and quantitative evaluation techniques, equipping participants with the skills to assess business viability, identify potential risks, and make informed recommendations. This hands-on experience is particularly valuable for professionals involved in credit analysis, investment evaluation, or strategic planning.

Course Content Created: July 2019

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$116
Members
$126
Non-Members
Eligible Hours
3
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Finance & Economics

Evaluating a Business Plan (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$116
Members
$126
Non-Members
Eligible Hours
3
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

In this 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.

 
Access expires 180 days from purchase date

Applicable for

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.

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)

Content

The course provides a comprehensive framework for analyzing business plans through a practical, case-based approach. Learners explore each component of a business plan—including executive summaries, company descriptions, market analyses, operations, financial projections, and appendices—while applying their knowledge to a real-world case study. The course emphasizes both qualitative and quantitative evaluation techniques, equipping participants with the skills to assess business viability, identify potential risks, and make informed recommendations. This hands-on experience is particularly valuable for professionals involved in credit analysis, investment evaluation, or strategic planning.

Course Content Created: July 2019

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.