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The Lending Decision Process

The Lending Decision Process offers a sound foundation in the basics of commercial lending and credit. Through Web-based, audiovisual features, these courses present the analytical and decision-making techniques needed to make sound credit decisions using financial accounting, financial statement analysis, and cash flow analysis. The courses are licensed as a complete library (all 17) or as six separate series. Also included is an optional Accounting Refresher course for those who need to brush up on their accounting skills. There are 18 courses included in the complete Lending Decision Process Series. They take between 35 and 50 hours to complete. 

View an Interactive Tutorial

The series includes:

Series 1: Industry, Management, and Economic Influences

  • Industry and Economic Influences
  • Understanding the Business

Series 2: Interpreting Quality of Financial Reports and Accounts

  • Interpreting Reliability and Comparability of Financial Statements
  • Interpreting Quality and Consistency of Balance Sheet and Income Statement

Series 3: Analyzing the Company's Financial Performance and Condition

  • Spreading Financial Statements
  • Analyzing the Balance Sheet
  • Analyzing the Income Statement
  • Analyzing Combined Balance Sheets and Income Statements

Series 4: The Cash Cycle, Seasonality, and Discovering Borrowing Causes and Repayment Sources

  • Business Cash Cycles
  • Seasonality
  • Discovering Borrowing Causes and Repayment Sources

Series 5: Analyzing Cash Flow Statements to Measure Long-term Repayment Ability

  • Cash Flow Statements and Their Formats
  • Analyzing Cash Flow
  • Debt Service Coverage Measures

Series 6: Using Financial Projections to Fine Tune the Credit Analysis

  • Assessing Short-term Repayment Ability Using Monthly Pro Formas
  • Preparing and Interpreting Annual Financial Projections
  • Using Projections to Help Determine Appropriate Loan Type

Questions? Please contact your regional manager or ldp@rmahq.org

 
 
 

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