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Finance & Economics

Completing a Credit Application (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This course will show you how to combine the 5Cs of credit to fill out a real credit application. We will analyze the different components of the application and connect the courses you have finished to fill out each part. You will evaluate a business case study to determine what is necessary for a credit application.

 
Access expires 180 days from purchase date

Applicable for

This course is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

Learning Objectives

Upon completing this course, you will be able to:

  • understand the components of a credit application
  • combine the 5Cs of credit to evaluate a company and give recommendations
  • deliver information efficiently using business writing best practices
  • complete a credit application for a company case study

Content

This course teaches learners how to complete a thorough and professional credit application. It breaks down each section of the application, providing guidance on what information is required and how to evaluate a borrower's creditworthiness. Using a practical case study, participants assess key factors such as management quality, industry conditions, and financial performance. By the end of the course, learners will have hands-on experience assembling a complete credit application that supports sound lending decisions.

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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$158
Members
$168
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
4
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

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.

Finance & Economics

Completing a Credit Application (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$158
Members
$168
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
4
Credits

Overview

This course will show you how to combine the 5Cs of credit to fill out a real credit application. We will analyze the different components of the application and connect the courses you have finished to fill out each part. You will evaluate a business case study to determine what is necessary for a credit application.

 
Access expires 180 days from purchase date

Applicable for

This course is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

Learning Objectives

Upon completing this course, you will be able to:

  • understand the components of a credit application
  • combine the 5Cs of credit to evaluate a company and give recommendations
  • deliver information efficiently using business writing best practices
  • complete a credit application for a company case study

Content

This course teaches learners how to complete a thorough and professional credit application. It breaks down each section of the application, providing guidance on what information is required and how to evaluate a borrower's creditworthiness. Using a practical case study, participants assess key factors such as management quality, industry conditions, and financial performance. By the end of the course, learners will have hands-on experience assembling a complete credit application that supports sound lending decisions.

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

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

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.