Ongoing Education Courses

• *Equipment Finance Transaction Lifecycle

  Duration: 1-1.5 hours
  Member: no cost
  Non-member: $150

  Description
  Go step-by-step through the lifecycle of an equipment finance transaction – from origination through termination.  As you explore each lifecycle step, you’ll focus on the 4Ps – the purpose, people, policies and paperwork tied to it.  Knowing how all the components work together will ensure that you have not only the big picture, but the importance of your role in ensuring the success and satisfaction of your customer.

• Financial Statement Analysis

  Duration: 4-5 hours
  Member: $500
  Non-member: $850

  Description
  Developed in conjunction with Moody's Analytics, Financial Statement Analysis is the only course of its kind available specifically for LEASING credit and risk professionals. The course not only covers the fundamentals that all credit professionals need to know but goes BEYOND to teach future-focused skills necessary in today's environment.

  Module 1 - Introduction to Financial Analysis and Business Types

  Module 2 - Profitability Ratios

  Module 3 - Activity Ratios

  Module 4 - Capital Spending, Gearing, and Debt Coverage

  Module 5 - Cash Flow Analysis

  Module 6 - Projections and Credit Risk Assessment

  Module 7 - Loan Structure

• *Understanding the Master Lease Agreement

  Duration: 1-1.5 hours
  Member: no cost
  Non-member: $179

  Description
  The master lease agreement is at the heart of every transaction – and knowing what’s in it can be the difference between a deal or no deal. In this course, you will:

  • Walk through key provisions of the master lease agreement accompanied by practical explanations.
  • View real-world scenarios that illustrate the benefits of knowing what’s in the master lease agreement.
  • Access the robust glossary to learn new terms and concepts.
  • Download beneficial resources – like ELFA’s Executives Guide to Lease Documentation – to use as on-the-job reference tools.