Equipment Finance and Leasing

Equipment Finance and Leasing 

This Equipment Finance and Leasing course will explore the concepts behind non-real estate capital expenditures to grow fixed assets on the balance sheet. We will identify the sources of equipment financing to understand the different types of lenders before moving onto the differences and similarities between term loans and different lease structures. This course will explain how security filings & public registries work with respect to debt and collateral and how these differ for term loans and leases. We’ll look at eight critical criteria for analyzing and underwriting a transaction and how the different lending structures affect these criteria. The course will also cover additional sale-and-leaseback concepts, financing new and used equipment, and handling non-standard advances.

Who should take this course?

This Equipment Finance and Leasing course is designed for beginner and intermediate-level lending professionals, including relationship managers, analysts, and credit adjudicators in commercial banking or equipment finance operations. This content is also highly relevant to loan brokers and small business banking professionals, who are involved in these types of transactions day-to-day.

By covering the different elements of equipment finance in specific detail, you will be able to identify better solutions around lending structures for clients & prospects. The exercises and tools explored in this course will be useful for any financial analyst who wishes to work in credit analysis, commercial banking, and other areas of lending and credit evaluation.