Writing the Credit Analysis

This virtual course is made up of 3 sessions – each of the 3 sessions is 2.5 hours, from 12pm - 2:30pm ET. Session 1: December 13, 2021 Session 2: December 15, 2021 Session 3: December 17, 2021

Now offered as a virtual course, taking place in a virtual classroom setting, Writing the Credit Analysis focuses on skills needed to write an effective credit memorandum, including techniques for creating, analyzing, improving, and reviewing your own credit write-ups. The instructor demonstrates and explains, and the participants will then practice critiquing, writing, and revising credit memorandum excerpts. Through a mix of small group activities, lecture, and active discussions, participants are better prepared to apply the content learned when they return to their jobs.

OBJECTIVES
Upon completion of Writing the Credit Analysis participants will be able to:
• Identify the meaning of the terms clear, concise, and well organized.
• Distinguish between writing that is clear, concise, and well organized and writing that does not meet these criteria.
• Recognize when arguments are logical and evaluate credit risks for the reader, supported by facts and interpretations drawn from the credit analysis.
• Distinguish between arguments that interpret risk and those that provide only elevator analysis.
• Distinguish between analysis that is objective and intellectually honest, and analysis that does not meet these criteria.

Writing the Credit Analysis is designed for credit analysts and loan review staff.

Pre-course Materials
IMPORTANT: Once you register, you will receive a confirmation email with a link to download pre-course materials that must be completed prior to attending the course. Please contact Customer Care, 1-800-677-7621 or registrar@rmahq.org if you don't receive the email within one business day.