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Commercial Banking & Credit Analyst (CBCA®) Certification

via Corporate Finance Institute Professional Certificate

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Overview

CFI Limited Time Deal: Code CFI35

35% Off Any Corporate Finance Institute Plan!

Looking to become a certified credit analyst? CFI’s Commercial Banking & Credit Analyst (CBCA®) Certification Program propels your commercial lending career with essential skills for starting or advancing a commercial lending career. Learn advanced underwriting for more profitable deals through our purpose-built curriculum, offering 50+ banking courses, case studies, and a resource library with financial models and risk assessment tools.

Syllabus

Careers in Commercial Banking
Introduction to Banking
Banking Products and Services
Accounting Fundamentals
Forms of Business Structure
Fundamentals of Credit
Analyzing Growth Drivers & Business Risks
Excel Fundamentals - Formulas for Finance
Pitch Deck Essentials for Lenders
Introduction to Agribusiness
Excel Fundamentals - Quick Start Guide
5 Cs of Credit
Reading Business Financial Information
Assessing Drivers of Business Growth
Evaluating a Business Plan
Assessing Management
Cash Flow Cycles and Analysis
Financial Analysis for Credit
3-Statement Modeling
Loan Security
Loan Covenants
Credit Administration and Documentation
Loan Pricing
Account Monitoring and Warning Signs
Effective Business Writing
Completing a Credit Application
Professional Ethics
Commercial Mortgages
Lending to Complex Structures
Retail, Restaurant, & Franchise Lending
Equipment Finance
Syndicated Lending
Construction Finance Fundamentals
Commercial Banking - Debt Modeling
Real Estate Fundamentals
Asset-Based Lending & Alternative Finance
Venture Debt
Private Banking
Lending to Medical Professionals
Profitable Lead Generation
ESG for Commercial Lenders
Problem Loans
Converting Leads to Customers - Negotiation & Closing
Trade Finance
Operational Modeling
Corporate & Business Strategy
Monthly Cash Flow Modeling
Mergers & Acquisitions (M&A) Modeling
Securitized Products
Origination Fundamentals - Debt Capital Markets Perspective
Agriculture Lending Fundamentals
Using IBISWorld to Analyze and Benchmark a Business
Woodchucks Ltd. - Owner Occupied Commercial Real Estate
RockCrusher Rentals
Rocky Mountain Holdings Ltd. - Commercial Mortgage
Modeling Taxes for Different Business Structures
Widgets Inc. - Adjusting a Business Owner’s Net Worth
Boss Brewing Inc. – Connecting Capital Structure & Credit Structure

Taught by

Lisa Dorian, Kyle Peterdy, Tim Vipond, Scott Powell, and Gabriel Lip

Reviews

4.9 rating at Corporate Finance Institute based on 24177 ratings

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