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X 430.612 (4 UNITS)
Conducting a Credit Analysis I
          (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 Online)
Course Description
Course Objectives
Textbook & Financial Calculator
Class Expectations, Procedures & Teaching Styles
Course Evaluations & Grading Policy
Course Outline & Reading Assignments
Individual Research Project (sample)
Course Website Snapshots
Course Website Snapshots
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)
Teaching Materials (sample)

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Conducting Credit Analysis Online