Course Calendar
Welcome to SFNet Professional Development courses, supported by the Secured Finance Foundation.
Our courses serve a wide range of constituents. Some workshops are tailored to professionals just starting their career or moving into a new discipline. Others focus on expertise in advanced areas of practice. With this initiative, our curriculum provides a clear path for professional development, offering multilevel workshops in each of the following key industry areas: operations, underwriting, account management, business development, and field exam.
We also offer a new leadership development program, tailor-made for our members. In all subject areas, SFNet is proud to present a teaching faculty made up of industry leaders with a passion for sharing their knowledge and experience.
We welcome you to explore our calendar and start planning your professional development schedule today.
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2026 Winter Business Development Level 2
February 4 to 5, 2026OnlineBusiness Development Level 2 builds on foundational selling techniques by focusing on long-term client value, strategic collaboration, and the skills needed to advocate effectively both externally and within your organization. Designed for experienced BDOs, this course encourages participants to step into a trusted advisor role, enhancing their ability to drive results, deepen relationships, and contribute meaningfully to their company’s growth. -
2026 Winter Factoring Underwriting
February 25 to 26, 2026OnlineWhether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, Factoring Underwriting is an excellent curriculum to strengthen one’s skillset.
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2026 Winter Field Exam Level 1
March 5 to 6, 2026OnlineField Exam Level 1 is the course to gain knowledge needed to effectively evaluate collateral and reporting of a borrower or prospective borrower. It has proven to be invaluable across every department, regardless of job title.
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2026 Spring ABL Underwriting Level 2
March 10 to 12, 2026OnlineAdvance your skills through a hands-on case study experience Who Should Attend: This program is designed for professionals with 3+ years of experience in underwriting, portfolio management, or risk management in secured lending. Participants should have completed Underwriting Level 1 or possess a strong foundation in credit and underwriting principles.
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2026 Winter Financial Statement Analysis Level 2
March 17 to 18, 2026OnlineFinancial Statements Level 2 builds on core accounting fundamentals to equip secured finance professionals with advanced tools for credit analysis, cash flow evaluation, and risk identification. Through real-world case studies and lender-focused frameworks, participants learn how to assess earnings quality, interpret cash flow sustainability, analyze ratios, and identify early warning signals that impact credit decisions.
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2026 Winter Factoring Portfolio Management
March 24 to 25, 2026Factoring Portfolio Management is open to participants of all experiences who are interested in understanding the fundamentals of managing factoring relationships.
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2026 Spring ABL Portfolio Management Level 1
April 7 to 8, 2026ABL Portfolio Management Level 1 is open to participants of all experiences who are interested in understanding the fundamentals of collateral and relationship management.
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2026 Spring Leadership: Overcoming Objections and Pushback
April 21, 2026OnlineAt the end of the session, participants will identify takeaways and ways to measure progress in applying the techniques. -
2026 Spring Field Exam Level 2
May 5 to 6, 2026OnlineField Exam Level 2 is a 3-day immersion into the human nature of financial abuse and fraud and finishes with two interesting case studies for the participants to discuss.
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2026 Summer Portfolio Management Level 2
June 9 to 10, 2026OnlineOur ABL Portfolio Management Level 2 curriculum is designed to take participants of our Level 1 curriculum deeper into the documentation that supports the underlying credits they may be managing.
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2026 Summer ABL Underwriting Level 2
June 9 to 11, 2026OnlineAdvance your skills through a hands-on case study experience Who Should Attend: This program is designed for professionals with 3+ years of experience in underwriting, portfolio management, or risk management in secured lending. Participants should have completed Underwriting Level 1 or possess a strong foundation in credit and underwriting principles.
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