Introduction to Secured Finance (6 CLE credits) is designed for legal professionals and service providers working with lenders, borrowers, and finance providers engaged with asset-based lending and factoring transactions.

Learn what it takes to become a trusted advisor by understanding the key traits of trust, the behaviors that build (and break) it, and practical tools you can apply right away.

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.

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.

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.

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.