Completing a Credit Application

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

Completing a Credit Application is a required course of CFI’s CBCA® program

CFI’s Certified Banking & Credit Analyst (CBCA)® Program offers skills including credit evaluation, documentation, and review procedures. From beginners to advanced users, the CBCA® program is designed to help you become a world-class credit analyst.

Who should take this CBCA® 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.