Pitch Deck Essentials for Lenders is a FREE course designed to help bankers and other credit professionals pitch loan proposals to their clients and prospects. In this course, we start with the essentials of a high-quality pitch deck or presentation before covering tips and design principles to help you produce sharp and accurate client correspondence that will really WOW your clients and prospects.
We’ve also included a pitch deck template for lenders, as well as some tricks and Macabacus resources to help turbo-charge your turnaround times so you can compete on speed and value (instead of price)!
Upon completing this course, you will be able to:
Aspiring or early-stage credit professionals, including business and commercial bankers, credit analysts, real estate lenders, equipment finance teams, loan & mortgage brokers, and other private (non-bank) lenders.
10 courses from beginner to intermediate level.01 Optional
16 courses from beginner to intermediate level.02 Required
23 courses in advanced and intermediate levels.03 Required
Submit your CBCA™ checklist and order your certificate.04 Required
Get access to the Global Corporate Finance Society.05 Optional
Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.
The program is a part of the All Access Subscription, which includes all programs and courses.
CFI courses are designed by instructors with over 21 years of financial analyst training experience.