Credit Write-Up

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	Global Cash Flow on 9/25/2008

	Uniform Credit Analysis (UCA) Cash Flow Statements on 10/15/2008

	Global Cash Flow on 10/23/2008

	The Credit-Write-Up on 10/30/2008

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Credit Write-Up
form over substance or substance over form?

Target Audience

This short training course is for both relatively new analysts and lenders as well as for experienced analyst and lenders who could benefit from an overview of the focus and content of the credit write-up, or underwriting memorandum, with special focus on the four fundamental issues that must invariably be addressed and assessed

2 CEUs

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Course Objectives:

	Introduce and examine four fundamental issues that must be addressed for virtually every lending transaction;
	Review and examine the role of the cash flow statement in identifying historical and projected borrowing causes;
	Review and examine the role of the cash flow statement in identifying historical and projected debt service from business cash flow – the primary source of repayment;
	Understand the importance of properly assessing management and the borrower’s competitive environment in assessing the prospects that interest-bearing debt will be serviced from business cash flow;
	Understand the importance of properly identifying all possible repayment sources; and
	Understand the importance of identifying relevant risks to each repayment source, along with possible mitigants for each of those risks.

Course Materials

	Credit Refresher on The Credit Write-up
	Presentation Slides
	Online Closure Questions

Upon Completion

Participants who successfully complete the workshop will be able to:

	Understand the critical importance of examining and assessing four fundamental issues that apply for virtually every lending transaction;
	Understand the singularly importance of the cash flow statement in identifying historical and projected borrowing causes;
	Understand the essential role of the cash flow statement in identifying historical and projected debt service from business cash flow – the primary source of repayment;
	Understand the necessity of properly assessing management and the borrower’s competitive environment in assessing the prospects that interest-bearing debt will be serviced from business cash flow;
	Understand the necessity of properly identifying all possible repayment sources; and
	Understand the necessity of identifying relevant risks to each repayment source, along with possible mitigants for each of those risks.

How to Order

Click the "Add to Cart" icon to purchase Shockproof! Training products. Or Contact Us for a personalized review of your credit training needs.

Quick Hits
	Business Income Tax Returns
	Business Profit
	Cash Flow Snapshot
	Credit Write-Up
	Estimating Debt Capacity
	Market Value vs. Net Operating Income
	Related Party Cash Flow
	Revenue Recognition and Cash Flow
	Stress Test for Income Producing Properties
	Working Capital or Cash Flow?