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RMA Commercial Lending School Track 2 (Fall) | RMA

Preparing for CLS + School Schedule (PDF)

RMA Commercial Lending School Student Profile

Accounting and Ratio Analysis

The Five Competitive Forces That Shape Strategy (PDF) by Michael E. Porter
 


2021 SCHEDULE

All dates hosted live online except for "Prepare Loan Committee Presentation" dates

**Below is the Zoom link for each session**

https://rmahq.zoom.us/meeting/register/tJ0rdeyhrTIpHtUpENUJa4MhGfQm3SC6952r

October 7, 2021 - Pre-Course Kickoff/Introductions

October 14, 2021 - Credit Analysis Basics (Part 1)

October 21, 2021 - Credit Analysis Basics (Part 2)

October 28, 2021 - Case Study #1 

Precourse - Cash Flow Analysis I: UCA Fundamentals

November 4, 2021- Cash Flow Analysis I: UCA Fundamentals (Part 1)

November 9, 2021 - Cash Flow Analysis I: UCA Fundamentals (Part 2)

November 18, 2021 - Case Study #2

Precourse - Analyzing Business Tax Returns

December 1, 2021 - Analyzing Business Tax Returns       

Precourse - Analyzing Personal Financial Statements and Tax Returns

December 9, 2021 - Analyzing Personal Financial Statements and Tax Returns

December 16, 2021 - Case Study #3

Precourse - Structuring Commercial Loans I

January 6, 2022 - Structuring Commercial Loans I

January 13, 2022 - Writing the Credit Analysis

January 14 - February 2, 2022 Prepare Loan Committee Presentation

February 3, 2022 Loan Presentations

February 10, 2022 Loan Presentations


Optional Additional Combo Course

February 16-17, 2022 - Commercial Real Estate I: Introduction (an extra registration fee is required to attend). The course is optional for those who are interested in expanding their basic credit analysis skills to include commercial real estate lending.