David Jeffrey Associates, Inc. - Open Enrollment Seminars

Instruction

Customized course development

Open enrollment seminars

In-house seminars

Open Enrollment Seminars

David Jeffrey Associates periodically conducts open enrollment seminars to provide finance professionals, with an opportunity to deepen the skills in credit risk analysis to compete in today's changing environment. These seminars, designed for experienced lenders, analysts and investors in debt securities, provide focused training in current credit risk analysis techniques and corporate finance. Our open enrollment seminars are useful for:

Banks without in-house training capabilities.
Analysts seeking further skill development.
Investors wanting to develop credit analysis skills.
Seasoned bankers who desire a powerful refresher course.
Foreign bankers who want to familiarize themselves quickly with U.S. lending

In these programs, students learn how to evaluate various lending opportunities by using the David Jeffrey Associates Credit Analysis Framework. These seminars are rigorous and demanding programs that incorporate many of the unique qualities of our customized courses:

High-quality instruction.
Small class size.
Active student participation.
Technical skill development through case studies and workshops.
The opportunity to exchange ideas among peers.

Our primary open enrollment seminars (See Schedule for dates, prices and registration form):

Corporate Financial Analysis, a three-day program focusing on the fundamentals of credit risk analysis.

Financial Analysis of High Yield Transactions, a two-day program focusing on the credit risk embedded in this high-risk segment of the debt market.

Financial Statement Quality - Case Studies In Earnings Quality And Financial Distress, a one-day program focusing on the problems associated with measuring financial performance.

Other open enrollment seminars:

Banking On Wealth, a three-day credit course designed for private bankers.

Personal Tax Returns and Cash Flow For Lenders, a two-day seminar designed to improve the lenders' ability to analyze personal cash flow implications of complex tax returns, including S corporations, limited liability companies and partnerships.

Derivative Credit Analysis, a two-day seminar, develops skills in risk analysis of various derivative products.

Hedge Fund Credit Analysis, a one-day seminar designed to evaluate the risks of lending to and trading with generic and non-generic hedge funds.