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 Factoring Documentation
January 21 to 22, 2026OnlineFactoring Documentation is recommended for more tenured industry members who seek to better understand the typical contractual expectations and requirements for both the factor and the seller/client. -
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.
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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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