Course Calendar

ABL Portfolio Management Level 1 is open to participants of all experiences who are interested in understanding the fundamentals of collateral and relationship management.

Field 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.

If you're new to commercial lending or private equity, this course gives you the real-world frameworks and industry best practices to start making confident decisions from day one.

Business 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.

Our 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.

Advance 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.

Learn to distinguish stalls from true objections, apply conflict management styles, and use listening techniques to effectively handle pushback and objections in audits, reviews, and projects.