*** Proof of Product ***
Exploring the Essential Features of “Completing a Credit Application – Lisa Dorian – CFI Education”
Completing a Credit Application
What do your borrowers need? Credit! How do you satisfy them? A strong credit application!
- Understand what makes a good credit application by highlighting creditworthiness
- Communicate credit recommendations effectively to maximize approval success
- Practice a credit application using a guided case study
Overview
Completing a Credit Application Course Overview
This completing a credit application course combines all of the concepts you have learned throughout CFI’s Certified Banking and Credit Analyst Program. This course will show you how to combine the 5Cs of credit to fill out a real credit application. We will analyze the different components of the application and connect the courses you have finished to fill out each part. You will evaluate a business case study to determine what is necessary for a credit application.
Completing a Credit Application Learning Objectives
This course examines the framework of a credit application. The first section of this course will evaluate each part of the application in detail and determine what is needed to complete it. The second section of the course will analyze a business case study. This case study will test a credit analyst’s ability to perform analysis on many factors that affect a company’s credit, including management, industry conditions, and financial health. Upon completing this course, you will be able to:
- Understand the components of a credit application
- Combine the 5Cs of credit to evaluate a company and give recommendations
- Deliver information efficiently using business writing best practices
- Complete a credit application for a company case study
Who should take this course?
This completing a credit application 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.
What you’ll learn
Introduction
Introduction
Download Course Presentation
Course Objectives
Components of a Credit Application
Components of a Credit Application Objectives
Components
Borrower Details
Ownership
Loan Structure and Purpose
Borrower History and Background
Industry Analysis
Business Analysis
Interactive Exercise 1
Management Analysis
Financial Analysis
Security
Covenants and Conditions
Environmental Concerns
Conclusion and Recommendations
Interactive Exercise 2
Completing a Credit Application – Case Study
Case Study Objectives
Business Writing
Case Study Instructions
Downloadable Files: Case Study
Case Study Introduction
Borrower Details and Ownership
Loan Purpose and Structure
Borrower History and Background
Industry Analysis
Business Analysis
Management Analysis
Financial Analysis
Security
Covenants and Conditions
Environmental Comments and Conclusion
Summary
Key Takeaways
Summary
Qualified Assessments
Qualified Assessment
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