Field 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.

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.

Financial 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.

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.