In Person


Participation is the key to accelerated learning.

Come to workshops where you will learn by participating in discussions and case-studies.  Leave the distractions behind and invest in some "you" time.



Get away from the distraction of the office and build your skills fast in an interactive workshop.


Take a few days to learn from the best in the business.  Work through case-studies with your peers, and gain deep insight into how to take the lead in solving real life problems.


The table below shows all the classes that CFA currently offers, and the next time the are scheduled.

To find a detailed schedule and to register please go to our program calendar.

If you don't see the program you want, please contact us.  We can bring a program to your facility, or may even schedule one based on your interest.

   # Program
Introductory Programs
Asset-based Lending and Factoring Basics
  102 Factoring Fundamentals
  103 Operations Fundamentals
Collateral Monitoring and Control
201 Collateral Control
  202 Advanced Collateral Control
  203 Field Examiner School
  204 Advanced Field Examiner School
Underwriting & Valuation
301 Underwriting Fundamentals
  302 What's It Worth?  All you need to know about Inventory
  303 Asset-based Lending Basics for Underwriters
Account Management
401 Account Management
  403 Workouts and Bankruptcy
Documentation and Legal Skills
501 Focus on Perfection Series
  502 Loan Documentation
  503 Advanced Legal Issues
Growth and Leadership
601 Fraud Awareness