Credit Risk Institute
PLEASE NOTE: When purchasing online courses, each individual MUST log into the system with their unique login and purchase their own session in order to receive a certificate of course completion in the attendee’s name. You cannot register multiple people for training courses under one login. If you need assistance registering for online training courses, please email Mandy Robertson at mrobertson@nadco.org before completing your purchase.
The thorough NADCO Credit Risk Institute will give new and experienced CDC credit analysts the tools needed to effectively analyze small business financial statements and underwrite SBA 504 loans. The Institute begins with an introduction to financial statements, needed for new analysts, and will progressively take students through the principles and concepts contained in the NADCO-created Credit Risk Institute Credit Analysis Model. Upon successful completion of the Institute Course work, CDC analysts will receive the NADCO Credit Risk Institute Certification.
The Institute will be structured as follows:
Pre-course study videos are included in your purchase of this Course (see list of included items below):
Online Class: Introduction to Financial Statements
Online Class: Accounting Principles for Credit Analysts
Online Class: Cash Flow Analysis using Tax Returns
Formerly In-Person - NOW Online! Class Session:
Online Class Review
The Credit Risk Institute Credit Analysis Model (illustrated using Cases):
• Prescreening Loan Applications
• Management Assessment
• Income Statement Analysis (Ratio, Trend, and Industry Analysis)
• Balance Sheet Analysis (Ratio, Trend, and Industry Analysis
• The Operating Cycle
• Cash Flow Analysis (“Traditional” and “Indirect” Cash Flow)
• Personal cash flow analysis
• Global Cash Flow Analysis (Business and Personal)
• Start Up and High Growth analysis (Cash budgeting and Projection Analysis)
• Make your decision (How to write a good credit memorandum)
Instructors:NADCO’s Credit Risk Institute is taught by Industry Experts with decades of experience in credit evaluation and underwriting specifically in the SBA 504 Loan Program.
John Evans
President & CEO, Mountain West Small Business Finance
Jason Monnett
Senior Vice President and Senior Lender, WBD, Inc.
Wayne Williams
Executive Vice President, Regulatory Affairs & Training, NADCO
Recommended Course Pairing: Writing the CDC Credit Memo, a previously recorded webinar instructed by Wayne Williams, NADCO Executive Vice President, Regulatory Affairs & Training.
Pricing:
Members - $899.00 per person
Non-members - $1,299.00 per person
Government - $849.00 per person
You will have 6 months from the time of purchase to complete the course.
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