Program Overview

100% online, at your own pace, on your own schedule, with lifetime access
Earn in-demand skills from instructors with 21+ years of experience training
23+ courses, 100+ hours of video training, and Excel & document templates
Earn a minimum passing grade of 80% in each course assessment
What you will learn?
Financial Analysis
Credit Evaluation & Documentation
Management & Business
Risk Management
Industry Analysis
About this Specialization

CFI’s Certified Banking & Credit Analyst (CBCA)™ Program covers the most critical knowledge and skills required to become a skilled credit analyst including accounting, industry analysis, business analysis, management assessment, financial analysis, loan security, credit evaluation and documentation, and review procedures. This credit analyst certification will help you hit the ground running, or move up the ladder as a world-class financial analyst.

The CBCA includes 23 courses (15 required courses, 5 optional prep courses and 3 electives). The recommended CBCA program study time is 60-100 hours and the average completion time is 4 months.


Common Career Paths

  1. Commercial Banking
  2. Business Banking
  3. Corporate Banking
  4. Rating Agencies
  5. Corporate Credit Analysis
  6. Real Estate Lending
  7. Risk Management
  8. Treasury
Syllabus

Prep Courses (Optional)

  • Fundamentals of Credit
  • Accounting Fundamentals
  • Forms of Business Structure
  • Introduction to Banking
  • Banking Products and Services

Core Courses (Required)

  • 5 C's of Credit
  • Reading Business Financial Information
  • Evaluating a Business Plan
  • Assessing Drivers of Business Growth
  • Assessing Management
  • Cash Flow Cycles and Analysis
  • Financial Analysis Fundamentals
  • Building a 3 Statement Financial Model
  • Loan Security
  • Loan Covenants
  • Credit Administration and Documentation
  • Account Monitoring and Warning Signs
  • Business Writing Fundamentals
  • Completing a Credit Application
  • Professional Ethics

Elective Courses (Optional)

  • Commercial Banking - Debt Modeling
  • Real Estate Fundamentals
  • How to Read a Commercial Real Estate Appraisal
Pre-requisites

There are no specific eligibility requirements for candidates who want to pursue the CFI program. All candidates are eligible for registration and participation regardless of their background and level of experience. Despite this, it is understood that certification applicants are in the professional domain of finance or are pursuing an academic qualification in the same area of study. 

Prerequisites (optional)

  • Fundamentals of Credit
  • Accounting Fundamentals
  • Forms of Business Structure 
Frequently Asked Questions

Yes, you can order a physical copy of your CBCA certificate by mail.

You will have lifetime access to the courses and all future upgrades. You can rewatch the video lessons as many times as you like and complete the courses at a pace that is convenient for you.

We recommend about 60-100 hours to complete the full financial analyst training. The CBCA™ program is flexible and allows you to study at your own pace. 4 months is the average completion time.

No! The program tuition includes everything and there are no additional fees required to earn your digital certification.

Yes, you can pick and choose individual courses based on your needs and earn certificates of course completion.

Students are required to complete an online qualified assessment at the end of each course. You can take the exams at 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 exams can be repeated as many times as you need. After successfully completing the CBCA™ program requirements (15 required courses), the certification will be emailed to you within 3-4 business days.

You need to complete all the video lessons, quizzes and final assessments in each course to earn your certificate. You can retake the assessments as many times as necessary until you reach an 80% passing grade.

Reviews from students who have taken CFI courses and the CBCA™ certification program include numerous stories about how people have been able to advance their careers. Our training is designed to be fully practical and simulates the experience of being trained as a professional credit analyst.

An Internet connection is required to take this credit analyst certification program, including the ability to play audio as courses include voice lectures. Please make sure there are no firewalls set up that block access to certain features of the training.

CFI strongly suggests that students have the following technology in order to successfully complete projects and assignments online:

PC or Mac

  • Familiarity with basic Internet applications (email and web browser)
  • A recent version of Firefox, Chrome, Safari, Microsoft Internet Explorer, or another web browser
  • An updated version of Microsoft Excel (all courses use Excel 2016)