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Credit Analyst Institute - Virtual

October 5 - 8

The role of a credit analyst has evolved into a critical function at today's community banks.

We have taken unprecedented steps to develop this certification program for credit analysts which will not only focus on the necessary financial analysis skills needed by today's credit analysts, but will also address the additional expertise vital to a community bank's overall lending success.

Industry experts will present information in an engaging and tangible manner for all attendees. Participants will:

  • Discuss key functions including financial analysis, overall business risk, and customer relationship needs
  • Enhance your knowledge of legal landmines and exposures in your credit memo
  • Identify strategic strengths and weaknesses of a credit request
  • Enrich your understanding of covenant tracking and loan file documentation requirements
  • Learn to stay ahead of potential compliance exposures in your credit portfolio
  • Develop financial, analytical, and business writing skills

If you decide to enroll in the certification testing after you register for the class, please contact a Community Banker University representative at 800-422-7285. Print Registration Form

Class and Certification Exams

Earn your Certified Community Bank Credit Analyst designation. Earners of this certification are well versed in critical credit analysis skills such as overall business risk, legal liability, and customer relationship needs.

CCBCA’s can identify strengths and weaknesses of credit requests and stay ahead of potential compliance exposures in a credit portfolio.

REGISTER SELF 


Class Attendance Only

Ideal for those who wish to earn continuing education credits and those interested in further developing their credit risk knowledge and expertise.


REGISTER SELF

Agenda

Monday, October 5

8:00 am - 12:00 pm:  Financial Analysis - Introductions/Case Study Exercise

Noon - 12:30 pm:  Lunch

12:30 pm - 4:30 pm:
Financial Statement Analysis - Common Sizing/ Ratios Exercise/PFS Exercise/Case Study Exercise

Tuesday, October 6

8:30 am - 10:00 am: Financial Statement Analysis - Common Sizing/ Ratios Exercise/PFS Exercise/Case Study Exercise – continued

10:00 am - 11:30 am: Cash Analysis Tools - Cash Drivers/Cash to Cash Cycle Exercise/Cash Cycle/Cash Flow Exercise

11:30 pm - Noon: Lunch

Noon - 5:00 pm: Legal Considerations – Documentation/Covenant Tracking & Monitoring/MIS Report Generation/Role of Credit Memo/Lender Liability

Legal Compliance – Lender Liability/Documentation Overview/UCC Issues-File, Monitor, Preparation, etc./Compliance Overview-CX Considerations in Credit Analyst Role

 



Wednesday, October 7

8:30 am - Noon: Credit Analysis - Marketplace Analysis/Industry Analysis/Business Analysis/Management Analysis/Case Study

Noon - 12:30 pm: Lunch

Noon - 1:00 pm: Exam #2 


12:30 pm - 4:30 pm: Credit Analysis - Marketplace Analysis/Industry Analysis/Business Analysis/Management Analysis/Case Study

Final Comments & Credit Memo Conclusionn

Thursday, October 8

8:30 am - 9:45 am: Certification Exam

Full Pricing

ICBA Nonmember

$1,795

  • With Testing Fee: $2,045
  • Certification Testing Fee: $250
  • CPE Credits: 28
Register With Exam
Register Class Only

ICBA Member

$1,395

  • With Testing Fee: $1,545
  • Certification Testing Fee: $150
  • CPE Credits: 28
Register With Exam
Register Class Only

Nonbanker

$2,195

  • With Testing Fee: $2,445
  • Certification Testing Fee: $250
  • CPE Credits: 28
Register With Exam
Register Class Only

More Information

Program Level:
Intermediate

Prerequisites:
No previous experience and training necessary.

Who should attend:
Credit analysts, credit review professionals, lenders, branch managers and small business lenders.

Consent to Use of Photos and Video Content
Registration, attendance or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.