Overview

Vertical IQ Fundamentals Course Overview

Vertical IQ is a leading industry intelligence platform. It includes hundreds of industry reports as well as granular economic data from over 3,000 counties and metropolitan areas in the United States. This course examines how to navigate the Vertical IQ platform and how to leverage the research, the data, and the customizable resources for a variety of use cases. These include comprehensive call prep, targeted selling strategies, and risk mitigation tools for financial services professionals, particularly business and commercial bankers.



Vertical IQ Fundamentals Learning Objectives

Upon completing this course, you will be able to:

  • Explain why industry intelligence is so important for the analyst community.
  • Navigate the Vertical IQ platform effectively.
  • Calculate financial ratios in Excel and compare these metrics to industry benchmarks.
  • Prepare more comprehensive due diligence questions.
  • Develop a more robust outreach program for clients and prospects by tapping into Vertical IQ’s sales kit and targeted search functionality.
  • Interpret how local economic data from over 3,000 counties and metros in the US can be leveraged into actionable insight.





Who Should Take This Course?

This Vertical IQ Fundamentals course is designed for current and aspiring commercial lending professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators.  


Vertical IQ Fundamentals

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Level 2

Approx 1.5h to complete

100% online and self-paced

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA)® Certification
Vertical IQ Fundamentals is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

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