Small Group Interactive Training
FTD Resources has been a leading provider of specialized training for commercial lending, credit analysis, portfolio managers and underwriters since 2003. Our courses are designed to equip professionals in the banking industry with the knowledge and skills to make informed lending decisions and mitigate risk.
Commercial Financial Analysis
Online Credit Workshop
Day 1 Introduction to Financial Analysis
Day 2 Tools of Financial Analysis
Day 3 Advance Financial Analysis
Over the past 20 years, several thousand credit analysts & lenders from more than 700 commercial banks across 36 states have attended our flagship the Commercial Financial Analysis series of seminars. The training has proven essential for preparing new credit analysts & lenders for their role in generating sound commercial loans.
Unlike traditional webinars, Commercial Financial Analysis seminars is conducted as interactive online workshops. Attendees actively participate in the training, ensuring a more engaging and immersive learning experience.
Each day of training revolves around reviewing loan requests that are representative of today's lending environment. We begin by examining a loan request from a Sole Proprietorship, followed by an S Corporation, and conclude with a CRE Partnership. In each case study, attendees are tasked with generating the cash flow of the borrower/guarantor using federal tax returns, business financial information, and personal financial statements. Furthermore, we thoroughly analyze the most probable credit concerns that lenders would encounter when underwriting these loans.
Commercial Financial
Analysis: $675 per attendee
Fee provides attendance to all (3) seminars plus training material.
2nd Quarter Seminars
Session CFA 2408 April 16th - 18th
Session CFA 2409 April 30th - May 2nd
Session CFA 2410 May 14th - 16th
Upcoming 3rd Quarter Sessions
CFA 2420 July 16th - 18th
CFA 2421 July 23rd - 25th
CFA 2422 August 20th - 22nd
CFA 2423 August 27th - 29th
Seminars meet from 9:00 am to 5:00 pm (Central Time)
Writing Credit Presentations
Training for credit analysts, commercial lenders & loan assistants on writing credit presentations. Attendees learn how to prepare presentations that clearly describe the loan request, the borrower’s ability to repay the loan, the proposed loan structure and overall credit risk.
Thru out the training, we focus on the credit officer’s perspective. Attendees learn how to better anticipate their questions, the reason for the questions and how to verify that the presentation satisfactory answers these questions.
Writing Credit Presentations Fee: $275 per attendee
WCP 2403 Tuesday, May 21st
WCP 2404 Thursday, May 23rd
Seminar meets from 9:00 am to 5:00 pm (Central Time)
WCP being offered on two different dates to better fit the schedule for attendees.
C & I
Working Capital Financing
Working capital financing for a growing business can be very profitable for a commercial bank. However, lenders should recognize the risks and possess the credit skills required for such lending. These skills are especially important for lenders currently managing working capital lines of credit but have inadequate training in C&I lending.
Seminar Key Topics
- Understanding the risks in working capital financing
- Determining the appropriate amount of a line of credit
- Recognizing the warning signs of the high-risk borrower
- Rigorously evaluating accounts receivable and inventory
- Structuring and monitoring a working capital line of credit
- Protecting and liquidating working capital collateral
Working Capital Financing Fee: $275 per attendee
WCF 2401 March 27th
Seminar meets from 9:00 am to 5:00 pm (Central Time)
2024 Thru May
CFA 2408 4/16 - 4/18
CFA 2409 4/30 - 5/2
CFA 2410 5/14 - 5/16
CFA Training Fee
$675 per Attendee
Upcoming July-August
CFA 2420 7/16 - 7/18
CFA 2421 7/23 - 7/25
CFA 2422 8/20 - 8/22
CFA 2423 8/27 - 8/29
CRE Lending
Coach
Exclusive
On-Site Training