Credit Administration and Documentation (On-Demand - CFI)
Overview
Credit administration and documentation are two of the critical components in managing credit and supporting the credit process. Following proper credit administrative and documentation process allow credit analysts to monitor accounts and identify ways to reduce default risk. This course will explain the main components of credit administration and documentation. We will go through examples of credit documents to understand the basic format and layout. We will also explore the considerations that should be considered when assessing risk ratings.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
Upon completing this course, you will be able to:
- explain the importance of credit administration
- describe credit risk considerations and recognize warning signs
- identify the steps taken when monitoring credit accounts
- recognize the different types of documentation used to support the administrative process
- list the key steps in the annual review process
Content
Course Content Created: July 2019
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Credit Administration and Documentation (On-Demand - CFI)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
Credit administration and documentation are two of the critical components in managing credit and supporting the credit process. Following proper credit administrative and documentation process allow credit analysts to monitor accounts and identify ways to reduce default risk. This course will explain the main components of credit administration and documentation. We will go through examples of credit documents to understand the basic format and layout. We will also explore the considerations that should be considered when assessing risk ratings.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
Upon completing this course, you will be able to:
- explain the importance of credit administration
- describe credit risk considerations and recognize warning signs
- identify the steps taken when monitoring credit accounts
- recognize the different types of documentation used to support the administrative process
- list the key steps in the annual review process
Content
Course Content Created: July 2019
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.