Credit Analyst Development Program 2019

Credit Analyst Development Program

The Credit Analyst Development Program (CADP) is designed to help credit analysts, consumer and mortgage lenders, personal bankers, business development officers, loan documentation specialists, and retail branch managers develop the basic analytical and specialized skills needed to effectively support the commercial or business lending functions in the bank.

This comprehensive program will include sessions on the role of credit analyst; a refresher on basic accounting; review of personal and business tax returns; basic financial analysis tools, specific types of lending activity and loan structures; and documentation and compliance requirements.

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Event Details

Class dates: April 22 & 23, May 20 & 21, June 13 & 14
All class times are 9:00 am - 4:00 pm

Registration Fees

UBA Members: $1,950
Non-Members: $2,850

Audience

The CADP is designed for Credit Analysts, Credit Officers, Credit Administrators, Consumer and Mortgage Lenders, Loan Review Officers, Branch Managers and Management Trainees. In order to obtain the greatest benefit from this course, participants should have a general understanding of accounting and have a basic understanding of financial statements and credit analysis.

Homework

Participants are required to complete 6-8 hours of homework prior to each class. This prepares them to best understand the topics, challenges them to be proactive in their learning, and to seek out the advice of key individuals within their own institutions when needed. After completing their individual assignments, the participants then confer with a diversified study group (bankers with differing skill sets) within their class to compare notes and learn how their peers approached the questions.

Location

Wasatch Retreat Center
75 South 200 East
Salt Lake City, UT 84111

Contact

Lindsay Scott
801-214-7720
lindsay@uba.org