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 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. As a participant you will:
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.
All times stated are Central Time.
|Monday, March 29||
8:30 a.m.– Noon: Financial Analysis - Introductions/Case Study Exercise
Noon – 12:30 p.m.: Lunch
12:30 p.m.– 5:30 p.m.: Financial Statement Analysis / Common Sizing Exercise / Ratios Exercise / Homework / PFS Exercise / Case Study Exercise
|Tuesday, March 30||
8:30 a.m.-Noon: Cash Analysis Tools / Cash Drivers / Cash to Cash Cycle Exercise / Cash Cycle / Cash Flow Exercise
Noon-12:30 p.m.: Lunch
12:30-5:30 p.m.: 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, March 31||
8:30 a.m.– Noon: Credit Analysis / Marketplace Analysis / Industry Analysis /
Noon –12:30 p.m.: Lunch
12:30 p.m.– 4:30 p.m.: Business Analysis / Management Analysis / Case Study Exercise Final Comments & Credit Memo Conclusion
|Thursday, April 1||
8:30 a.m. – 9:45 a.m.: Certification Exam*
*Exam given to those enrolled in the Certified Credit Analyst program.
ICBA Member: $1,395 (with testing fee $1,545)
Nonmember: $1,795 (with testing fee $2,045)
Nonbanker: $2,195 (with testing fee $2,445)
Certification Testing Fees:
ICBA Member: $150
NOTE: Registration fee is valid for one connection, only for the individual registered. For more information, call 800-422-7285.
Designation: Certified Community Bank Credit Analyst (CCBCA)
Requirement: Attend Credit Analyst Institute; obtain (15) Continuing Professional Education credits every two years thereafter.
The role of a credit analyst has evolved into a critical function in today's community banks. This program focuses on the necessary financial analysis skills needed by today's credit analysts, and addresses the additional expertise vital to a community bank's overall lending success.
Who should attend: Credit analysts, credit review professionals, lenders, branch managers, and small business lenders.Program Level: Intermediate
Prerequisites: No previous experience and training necessary.
Delivery Method: Group-Live
Printable Registration Form
If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. A substitute registration will be accepted. No refunds will be issued after the event start date.
Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.
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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.