Training Services

DFTC offers a multitude of commercial credit professional development courses to educate and develop your team. DFTC can conduct classes in person or by utilizing remote delivery platforms with a live instructor. DFTC has developed an established track record in this area and has partnered with regulators such as state and federal examiners to provide training to loan examiners, America’s Credit Union for the Business Lending Certification School as well as other educational programs, and financial institutions looking to train their employees and/or boards.

Our training courses include:

Commercial Credit Analysis

Develops a working knowledge encompassing the fundamental principles associated with reviewing tax returns, financial statements, collateral analysis, loan covenants, and evaluating the 5Cs of Credit.

Uniform Credit Analysis (UCA)

Learn to fully analyze and evaluate operating entity cash flows by taking a journey through the relationship between a businesses’ income statement and balance sheet accounts which creates cash flow from operations, financing, and investing activities.

Credit Administration

Encompassing the commercial lending activities which occur from loan approval to final payoff and beyond. Course topics include developing a working knowledge in commercial lending regulations, risk rating systems, loan documentation, periodic review, portfolio management, board reporting, and troubled loan management.

Business Development & Relationship Building

Establish core sales techniques and strategies to support the growth of sales staff.

Commercial Credit Decisioning

Identify the critical factors that empower decision-makers to assess creditworthiness effectively and support their decisions with confidence and clarity.

Board of Directors Training

Strengthen your Board’s engagement, understanding, and compliance in commercial
lending by exploring key concepts that enhance their oversight and decision-making capabilities.

Let us Help You

More than 300 financial institutions have trusted us to strengthen their programs and services and improve their profitability. Talk to us to see how our services can meet your organization's needs.