Ongoing Education

Go step-by-step through the lifecycle of an equipment finance transaction, from origination through termination. Explore the purpose, people, policies and paperwork behind each phase, and see how every function fits together. This course helps you understand the big picture and the importance of your role in creating a smooth process and strong customer experience.

Strengthen your confidence with the document at the core of every transaction. This course breaks down key provisions of the master lease agreement, shows practical examples of why each section matters and guides you through real-world scenarios. You will also access a glossary of essential terms and helpful resources to support your work long after the course is complete.

Developed with Moody’s Analytics, this course builds advanced credit skills specifically for equipment finance. Learners explore profitability, activity and cash flow ratios, projections, debt coverage, capital spending and credit risk assessment. It is designed for professionals with a foundation in credit and is best suited for those with at least one year of experience who want to deepen their expertise and strengthen their analysis.