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Join us for our 6th annual Credit Analyst Series! This series of courses is designed to provide in-depth instruction on the fundamentals needed to perform as a highly effective Credit Analyst. These courses are geared towards those in a Credit Analyst role or those in Junior Lender and Retail Development roles with little to informal analysis background. These classes also benefit lenders and lending personnel who desire to strengthen their commercial lending skills in specific areas.
Courses may be taken individually or you can sign-up for the entire series at a discounted rate. For those with experience in reading balance sheets and income statements, course #1 may be opted out (5 Class Package).
With over 42 hours of substantial instruction, participants will take-away a strong understanding of topics covered. This is not a superficial overview often found in webinars.
Following are the dates and classes included in the Credit Analyst Series
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- June 24, 2019 - Basic Financial Statements
- July 15, 2019 - What Flavor is Your Cash Flow?
- Aug. 2, 2019 - Analyzing Personal Financial Statements and Personal Tax Returns
- Aug. 16, 2019 - Analyzing Business Tax Returns
- Aug. 23, 2019 - Essentials of Loan Structuring/ Collateral / Documentation
- Sep. 16, 2019 - Writing About the Risk...Elements of an Effective Credit Analysis
The Basic Financial Statement class is optional if the registrant has significant experience in accounting, statement spreading, writing credit analysis, preparing loan presentations or similar activities.
Each session will be held at: State Bank of Cross Plains
455 South Junction Road - Lower Training Level
Madison, WI 53719
The classes run from 8:30 a.m. - 4:00 p.m.
The cost for the series is broken down as follows:
- RMA Associate Member: $1855 (6 class pkg.); $1550 (5 class pkg.)
- RMA NonAssociate at a Member Institution: $1995 (6 class pkg.); $1700 (5 class pkg.)
- NonMember: $2495 (6 class pkg.); $2300 (5 class pkg.)
All RMA Wisconsin Chapter Supporters receive an additional $250 (6 class pkg.)
or $200 (5 class pkg.) off price listed above!
For more information on the sessions and for a registration form
click here.
Comments from previous attendees:
* These courses definitely helped with my personal growth needs, as I am a young adult just out of college when these courses started. I was able to network and work/learn alongside other young individuals, as well as individuals who have been in the industry for many years.
* I am new to credit analysis and found these series helpful.
* It gave a nice overview of several different areas of credit.
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