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X 430.613 (4 UNITS)
Conducting a Credit Analysis II
          (Online)
Instructor: Peter Lou, CFA
Education Background
• M.B.A. from University of Illinois at Urbana-Champaign. Advanced studies
(master & doctoral programs; 1985-1990) at University of Iowa.
• Graduate of Union Bank’s credit officer training program.
• Chartered Financial Analyst (CFA) charterholder since 2000.
• University of California at Berkeley Extension “Honored Instructor”.

Work Experience
• Vice President of Wells Fargo Wholesale Banking. Wholesale
Banking includes commercial banking, international banking, treasury
management, Mutual Funds, and Wells Capital Management.
• Served as Senior Risk Manager at Wells Fargo Private Banking, as
a senior finance manager at Business Banking Group, as a VP of
Corporate Treasury / Corporate Finance.
• Worked as a financial analysis manager at Union Bank and as a
senior management consultant at Ernst & Young.

Contact Information
peterlou.wellsfargo@gmail.com (Subject line: Credit Analysis
Course Description
Course Objectives
Textbook & Financial Calculator
Class Expectations, Procedures & Teaching Styles
Course Evaluations & Grading Policy
Course Outline & Reading Assignments
Harvard Case Studies
Course Website Snapshots
Course Website Snapshots
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)
Teaching / Reference Materials (sample)

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