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Overview

Completing a Credit Application Course Overview

This completing a credit application course combines all of the concepts you have learned throughout CFI’s Certified Banking and Credit Analyst Program. This course will show you how to combine the 5Cs of credit to fill out a real credit application. We will analyze the different components of the application and connect the courses you have finished to fill out each part. You will evaluate a business case study to determine what is necessary for a credit application.  

Completing a Credit Application Learning Objectives

This course examines the framework of a credit application. The first section of this course will evaluate each part of the application in detail and determine what is needed to complete it. The second section of the course will analyze a business case study. This case study will test a credit analyst’s ability to perform analysis on many factors that affect a company’s credit, including management, industry conditions, and financial health. Upon completing this course, you will be able to:
  • Understand the components of a credit application
  • Combine the 5Cs of credit to evaluate a company and give recommendations
  • Deliver information efficiently using business writing best practices
  • Complete a credit application for a company case study
 

Who should take this course?

This completing a credit application course is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

Completing a Credit Application

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Level 3

Approx 2h to complete

100% online and self-paced

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA)® Certification
Completing a Credit Application is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

What our students say

Learning to complete a credit app will help on the job
This course's review of previous material as it applies to filling out a credit application was tremendously helpful. And this ability will be invaluable when actually performing the credit analyst job.

Elizabeth Alexander

Awesome review
Very good overview of the whole course!

Rakib Hossain

Happy to learn more and writing the credit application
Great course. I have to learn more because this is important to understand

Arvin winatha


This course is a must have for anyone entering the Credit Analyst field.

Paul Diaz-Cobo

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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