Courses & Training

During this course, you will get a comprehensive overview of risk management at financial institutions.

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Course participants learn effective ways to negotiate with customers, uncover their true needs, cross-sell other bank services, and sell the credit internally to the best advantage of the bank.

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Learners will refresh their understanding of basic accounting principles, as well as the format and content of financial statements prepared in conformance with GAAP and the accounting cycle.

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Learners will complete this course with the knowledge of how to analyze financial statements, not just know about the process.

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This course focuses on time value of money concepts used to solve business problems, discounted cash flow analysis for valuation of a business, and the application of interest rate hedging strategies.

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Designed for agricultural lenders, this course focuses on the analysis and interpretation of historical and projected farm and ranch financial statements.

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This course teaches bank personnel how to understand tax concepts relating to various business entities and the use of tax returns to help in estimating the customer’s ability to service debt.

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Designed to teach how to use tax returns and personal financial statements to estimate the customer’s ability to service debt and the value of the customer’s net assets in the event of liquidation.

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Designed for new lenders who need to understand the lending process and for experienced lenders who need to update their lending skills.

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This is a case study course to provide generalist non-asset-based lenders with a basic understanding of this type of secured lending.

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This course will prepare learners to evaluate the strength of the balance sheet through liquidity, leverage, and net worth analysis.

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This course will prepare participants to determine if they should pursue credit opportunities with a prospective borrower.

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This course teaches the fundamentals of constructing and analyzing cash flow statements so that a credit analyst will have clearer insights into how a company generates and uses its cash resources.

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This course links financial analysis in general and cash flow analysis specifically to industry, business, and management risk issues and enables participants to effectively review a loan request.

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This course provides bank personnel with an opportunity to review the fundamentals of cash flow and to enhance their overall analytical skills in evaluating credit risk.

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This course will build participants’ confidence in their ability to analyze financial productivity and financial efficiency.

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The course is designed to teach participants the analytical techniques they need to make sound credit decisions using financial accounting, financial statement analysis, and cash flow analysis.

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Commercial Loan Documentation is designed to meet the training needs for bank personnel handling the paperwork associated with commercial loans.

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This course teaches participants to analyze the correctness and completion of loan documentation to reduce errors and lender liability.

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This series of 13 interactive courses provides a comprehensive study of commercial real estate (CRE) lending.

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This course provides credit analysts and commercial lenders with a basic understanding of commercial real estate lending concepts and techniques for income-producing properties.

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This course provides the best practices approach to quantifying cash flows of various styles of Commercial Real Estate (CRE) property for underwriting.

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This course puts into perspective the risks inherent in the stability of the real estate portfolio’s cash flow as it relates to the borrower’s global ability to support repayment obligations.

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Participants will use middle-market case examples that focus on situations typical of construction loans.

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This Seminar is designed to provide participants with the resources to be successful in strategically managing the day-to-day realities while developing a plan to move teams forward.

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This course will help participants transfer what they’ve learned to the workplace. Fast-paced change and challenging markets make this an essential investment.

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This course is designed to sharpen the ability of participants to recognize potential problem loans early and to analyze and work with problem credits.

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In this course the participants will make decisions, reflecting on the thinking behind their decisions, and explore the possible consequences of their choices.

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Financial Accounting is a self-study course equivalent to a college-level course in accounting.

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This course teaches the analytical process and decision-making techniques that participants need in order to make sound credit decisions through the application of financial statement analysis.

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This course provides participants with a commercial lending risk assessment tool to estimate the probability of loan repayment from a business and its owners as borrowers or guarantors

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This course prepares learners to evaluate revenue, expense, and efficiency trends. The course will also sharpen the learner's ability to dive deeper into numbers and ask meaningful questions.

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This course offers a sound foundation in the basics of commercial lending and credit.

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This course provides the knowledge and skills needed to make informed lending decisions when considering an application from a medical or dental practice.

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This course helps participants take a more solutions-oriented approach to client management, while at the same time ensuring profitability for the bank.

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This course provides the knowledge and skills needed to make informed lending decisions when considering an application from a nonprofit organization.

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This course introduces participants to the various types of senior housing and long-term care available to the elderly and teaches methods for analyzing and lending to these facilities.

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This course provides information about analyzing the risks in lending to wealthy individuals and structuring appropriate credit facilities to mitigate risk.

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This event is perfect for a CPA that wants a better understanding of the bank’s underwriting practices in these complex loans and will earn 4 CPE credits.

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This course teaches participants to develop and implement successful workout programs.

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This course is designed for lenders who may experience problem real estate loans in their portfolios.

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This course provides a comprehensive discussion of issues encountered in commercial real estate (CRE) lending, with the role of the bank in shaping CRE loan performance as a central theme.

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This course gives participants an opportunity to practice a systematic approach to managing a commercial banking customer relationship.

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This course is designed to help financial advisors develop a comprehensive framework to analyze businesses and structure financial solutions.

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There’s no better way for commercial bankers to get started or sharpen their existing skills than by enrolling in RMA’s Small Business-Lending Decision Process courses (SBLDP).

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This course provides participants with the skills needed to work effectively and profitably with small business customers and prospects.

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Structuring Commercial Loans (Online) teaches financial professionals the fundamental principles of how to structure a commercial or corporate loan.

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Structuring Commercial Loans II is designed to teach financial professionals the principles behind structuring seasonal, working capital, and term debt.

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This course orients all bank personnel to best practices, key tools, and frameworks used in commercial banking.

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This course is designed to introduce participants to the issues involved in ordering and reviewing real estate appraisals.

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UYMMC: Case Study in Corporate Finance is an advanced course for experienced loan and credit officers who would like an opportunity to apply the principles of corporate finance.

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UYMMC:: Case Studies in Valuation and Transaction Structuring provides fundamental concepts of corporate finance for experienced loan and credit officers.

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UYMMC: Corporate Finance & Business Valuation is an introduction to the fundamental principles of corporate finance.

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UYMMC: Credit Risk Analysis for Corporate Banking teaches the analytical process and decision-making techniques for making sound credit decisions.

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UYMMC: Transaction Structuring teaches financial professionals the fundamental principles of structuring transactions.

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This course teaches the skills needed to write an effective credit memorandum.

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