UCF Certified Financial Planner⢠Certification Education Program
UCF Certified Financial Planner™ Certification 2015 Florida RMA Education Program School of Commercial Lending APRIL 27 - MAY 1
2015
Designed and taught by lending professionals, the upcoming School will strengthen the credit skills of commercial lenders by focusing on core lending principles and taking the next step in effective lending concepts.
THE ESSENTIALS SCHOOL: CORE LENDING PRINCIPLES
THE ADVANCED SCHOOL: EFFECTIVE LENDING CONCEPTS
Early Bird Fee: $895* (expires 3/13/15) Regular Fee: $995*
Early Bird Fee: $995* (expires 3/13/15) Regular Fee: $1095*
CONTENT
CONTENT
• Credit Risk and Profitability • Credit Analysis: Industry, Business & Management Risk • Financial Analysis of Operating Performance Profitability • Financial Analysis of Liquidity and Leverage • Cash Flow Analysis Business and Personal • Loan Structuring for Commercial Lenders • Lending to Companies for Real Estate and Evaluating Appraisals
• Lending to Wealthy Individuals and Professionals • Guarantor Analysis: Personal Financail Statements and Tax Returns • Problem Loan Management Detection and Workouts • Selling Credit Product and Personal Development Accountability • Case Studies for Commercial Lenders
*BREAKFAST, LUNCH AND ALL COURSE MATERIALS INCLUDED To qualify for admission for The Essentials School, a candidate should have a minimum of 1 year of commercial banking exposure, hold a college degree or the equivalent, and be employed by a financial institution actively involved in commercial lending.
UCF Continuing Education 3280 Progress Drive, Suite 700 Orlando, FL 32826 407-882-0260
• Appraisals Topics • Shareholder Valuation and the Implications for Commercial Lending
• Communicating and Enforcing Loan Conditions
• Financial Projections
• Commercial Loan Structuring
• Collateral Analysis for Accounts Receivable and Inventory Lending
• Topics Related to Documentation and Lien Perfection
• Advanced Cash Flow and Global Cash Flow
• Case Studies for Commercial Lenders
• Real Estate Lending Topics for the C&I Lender
• Group Present Case to Mock Loan Committee
*BREAKFAST, LUNCH AND ALL COURSE MATERIALS INCLUDED To qualify for admission for The Advanced School, a candidate should have a minimum of 5 years or more commercial lending experience. Candidates who have completed Focusing on Fundamentals program, now called The Essentials School, are also eligible to enroll in The Advanced School.
MORE INFO
www.ce.ucf.edu/RMA
In partnership with the Florida Risk Management Association
UNIVERSITY OF CENTRAL FLORIDA
2015
Designed and taught by lending professionals, the upcoming School will strengthen the credit skills of commercial lenders by focusing on core lending principles and taking the next step in effective lending concepts.
THE ESSENTIALS SCHOOL: CORE LENDING PRINCIPLES
THE ADVANCED SCHOOL: EFFECTIVE LENDING CONCEPTS
Early Bird Fee: $895* (expires 3/13/15) Regular Fee: $995*
Early Bird Fee: $995* (expires 3/13/15) Regular Fee: $1095*
CONTENT
CONTENT
• Credit Risk and Profitability • Credit Analysis: Industry, Business & Management Risk • Financial Analysis of Operating Performance Profitability • Financial Analysis of Liquidity and Leverage • Cash Flow Analysis Business and Personal • Loan Structuring for Commercial Lenders • Lending to Companies for Real Estate and Evaluating Appraisals
• Lending to Wealthy Individuals and Professionals • Guarantor Analysis: Personal Financail Statements and Tax Returns • Problem Loan Management Detection and Workouts • Selling Credit Product and Personal Development Accountability • Case Studies for Commercial Lenders
*BREAKFAST, LUNCH AND ALL COURSE MATERIALS INCLUDED To qualify for admission for The Essentials School, a candidate should have a minimum of 1 year of commercial banking exposure, hold a college degree or the equivalent, and be employed by a financial institution actively involved in commercial lending.
UCF Continuing Education 3280 Progress Drive, Suite 700 Orlando, FL 32826 407-882-0260
• Appraisals Topics • Shareholder Valuation and the Implications for Commercial Lending
• Communicating and Enforcing Loan Conditions
• Financial Projections
• Commercial Loan Structuring
• Collateral Analysis for Accounts Receivable and Inventory Lending
• Topics Related to Documentation and Lien Perfection
• Advanced Cash Flow and Global Cash Flow
• Case Studies for Commercial Lenders
• Real Estate Lending Topics for the C&I Lender
• Group Present Case to Mock Loan Committee
*BREAKFAST, LUNCH AND ALL COURSE MATERIALS INCLUDED To qualify for admission for The Advanced School, a candidate should have a minimum of 5 years or more commercial lending experience. Candidates who have completed Focusing on Fundamentals program, now called The Essentials School, are also eligible to enroll in The Advanced School.
MORE INFO
www.ce.ucf.edu/RMA
In partnership with the Florida Risk Management Association
UNIVERSITY OF CENTRAL FLORIDA
