Access to cutting-edge industry knowledge and practices.
Comprehensive training designed to meet professional needs.
Fulfill compliance requirements while acquiring valuable skills.
Ongoing updates to course content for relevant industry trends.
Sample Certificate
What You’ll learn
The Certification in Commercial Lending and Credit Risk Management (CLRM) is a program specifically designed to equip professionals to cultivate the technical skills and knowledge needed to excel in financing and credit analysis. Be it cash flow management-project, working capital-credit and risk matters, this certification explores various aspects that are crucial for consideration. Whether you're new to the field or looking to enhance your expertise, this course covers essential topics and provides practical insights to help you succeed.
Get Deeper Understanding of:
Cash flow, working capital management in business finance.
Key aspects of credit culture and credit risk management.
Balancing risk appetite and risk tolerance for lending business.
New accounting principles and impact on Borrower’s Financials.
Ratios and covenants in underwriting corporate borrowing.
Recommended For:
This course serves the continuing education requirements for CPAs, Management Accountants, Finance and Auditing Professionals, who want to understand how to create, maintain, and improve their Credit Culture, credit management, and use credit effectively.
It is designed to specifically serve students who aspire to work in banking, finance, or accounting industries and Professionals working in the banking, finance, or accounting industries who want to expand their skill set and knowledge base.
It can be useful for anyone interested in pursuing a career in the financial industry, specifically in commercial lending and credit risk management.
Why take a certification course on Certification in Commercial Lending and Credit Risk Management (CLRM) with myCPE?
Financial Reporting for
Certified Management Accountants (CMA)
1.5 CPE
Eligible
Portfolio Management and Wealth Planning for
Chartered Financial Analyst (CFA)
1.5 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1.5 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1.5 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1.5 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1.5 CPE
Eligible
Long-Term Investments for
Certified Treasury Professional (CTP)
1.5 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1.5 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1.5 CPE
Approved
Financial Reporting for
Certified Management Accountants (CMA)
1.5 CPE
Eligible
Portfolio Management and Wealth Planning for
Chartered Financial Analyst (CFA)
1.5 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1.5 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1.5 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1.5 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1.5 CPE
Eligible
Long-Term Investments for
Certified Treasury Professional (CTP)
1.5 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1.5 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1.5 CPE
Approved
Financial Reporting for
Certified Management Accountants (CMA)
1.5 CPE
Eligible
Portfolio Management and Wealth Planning for
Chartered Financial Analyst (CFA)
1.5 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1.5 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1.5 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1.5 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1.5 CPE
Eligible
Long-Term Investments for
Certified Treasury Professional (CTP)
1.5 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1.5 CE
Eligible
To analyze the preventive maintenance of its red flags of problem loans and portfolio signals.
To review problem asset policy, when to transfer problem loans to problem asset management
To evaluate problem asset management, it’s the process of default, judgment, foreclosure, possession, OREO, reporting, disposal, negotiation issues, and tips.
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
To analyze the key elements of the lease capitalization GAAP.
To explain how the lease capitalization will put both the lease liability and the right-of-use asset on the borrower's balance sheet.
To review what items of financial condition and performance will be most impacted and tips on how to underwrite borrowers and advise clients under this new GAAP.
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
1 CPD
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Accounting and Reporting for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
1 CPD
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Accounting and Reporting for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
1 CPD
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Accounting and Reporting for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
To discuss the fundamental components of the Five Cs of Credit Analysis, their role in commercial lending assessments, and evaluate a borrower's repayment Capacity.
To inspect and assess the impact of industry Conditions on lending risks and borrowing needs across business cycles.
To analyze the role of Character in evaluating borrower willingness to repay, emphasizing payment history and fraud prevention measures.
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Accounting and Reporting for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Accounting and Reporting for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Accounting and Reporting for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
To discuss the fundamental principles of cash management, its challenges, and explain the specific objectives associated with effective cash management in a business context.
To analyze and implement strategic actions that facilitate efficient cash management, and develop proficiency in managing operational cash flow through various strategies.
To know the application of financial tools, such as a revolver facility, to enhance operational and strategic cash management capabilities.
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
1 CPD
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
1 CPD
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
1 CPD
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
To explain the evaluation of financial performance in commercial lending, and advanced concepts in financial condition, leverage, and solvency to assess future cash flows.
To analyze key indicators for informed lending decisions and discuss projecting financial performance for income, balance, and cash flow statements.
To explain skills to evaluate long-term financial strength and increase shareholder value through effective capital management.
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
1 CPE
Eligible
Finance for
Chartered Global Management Accountants (CGMA)
1 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
1 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
To discuss the role of shareholder value as a significant reward for owners in the context of commercial lending.
To analyze key drivers influencing the projection of enterprise shareholder value growth and evaluate the impact of working capital and fixed asset investments on shareholder value, considering their role in strategic financial planning.
To inspect and explore effective strategies and alternatives for optimizing shareholder value growth in both short-term and long-term scenarios, fostering a comprehensive understanding of the dynamics involved.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.
Instructors
Dev Strischek
Principal, Devon Risk Advisory Group, LLC
A frequent speaker, instructor, advisor and writer on credit risk and commercial banking topics and issues, Dev is principal of Devon Risk Advisory Group and engages in consulting, speaking and training on a wide range of risk, credit, and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing, implementing, and administering credit policies for SunTrust's wholesale lines of business--commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management. He also spent three years as managing director and credit approver in SunTrust's Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach region. Besides stints at other banks in Florida, Kansas City, and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri, and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii.
Dev serves as an instructor at the Stonier Graduate School of Banking, the Southwestern Graduate School of Banking, and the American Bankers Association's (ABA) Commercial Lending School. His school, conference, and workshop audiences have included participants drawn from the ABA, RMA, OCC, Federal Reserve, FDIC, FFIEC, SBA, the Institute of Management Accountants (IMA) and the AICPA. He worked with RMA to develop, implement, and teach its Critical Thinking course.
Dev has written about credit risk management, financial analysis and related subjects for the ABA's Commercial Insights, the Risk Management Association's RMA Journal, the IMA’s Strategic Finance and other business professional journals. He is the author of Analyzing Construction Contractors and its related RMA workshop. A past national chair of RMA and former Florida Chapter president, Dev serves as a member of the RMA Journal's advisory board. He represented the banking industry as a member of the Financial Accounting Standards Board’s Private Company Council, which reviews and recommends changes to existing and proposed generally accepted accounting principles that make them more cost-effective for privately held companies. Finally, he has consulted on credit risk issues with banks in Morocco, Egypt, and Angola through the US State Department's Financial Service Volunteer Corps (FSVC).
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Valuable for Lending Insights
“I liked the certification for valuable insights on crucial topics. It is a good refresher for experienced professionals. Shoutout to the knowledgeable instructor for thorough explanations and remarkable handouts. Go for the course. ”
Helen Williamson, CPA US
Lending Professional
Comprehensive Certification
“An impressive wide-range of topics covered for the certification. Real world examples make concepts come alive. MYCPE ONE works miracles with a blend of fundamental and practical courses!”
Jim Wilson, FP&A
Credit Risk Manager
Impactful Learning for Lending
“The course has been a game-changer for me. The comprehensive curriculum, and engaging instructors made the course truly impactful for me. For the insightful learning experience I have received, I will recommend this course to anyone seeking to excel in lending.”
The course covers a vast area. Cash flow, working capital, credits, and risk management are at its core, but it also covers the factors influencing these core areas for businesses and especially small businesses. It encompasses aspects of enterprise risk management, risk management for credits, asset-based lending, construction, and real estate industries. Crucial aspects of the credit culture, developing, maintaining, and thriving the credit culture are particularly useful. New accounting principles and how they affect the borrower’s financials deliver a new angle to the attendees. Thus, the course provides rich coverage of the subject.
The certification provides the base understanding that creates credit, business financing, and managing its risk for a vast application. It avails the key technicalities of relevant factors to enrich the growth and make it sustainable for businesses through its effective utilization. Best practices, key areas of threats highlighted effectively, deliver the best of the learnings that a professional requires for effective management of risk for business credit.
Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).
You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.
After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.
Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.
As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70%
in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.
The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.
MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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