Lender Training

Professional development for commercial lenders who want to be the best.

Lender Training Catalog
Click on Course Titles Below for More Information


JR-01 Loan Prospecting 101

CS-01 Navigating Credit Reports

AS-01 Basic Negotiating Skills for Commercial Lenders

AS-02 Commercial Loan Pkgs. & Credit Write-Ups (1)

LJ-01-Small Business Loan ProductsJR-04 Winning Loan Approval


CHG-25 Introduction to Credit Analysis

CHG-03-Establishing Borrower Equity
CHG-05-Getting More Info from PFS
CHG-16-Analyzing Cash Flow Projections

CHG-19-Calculating Global Cash Flow-F-S

CHG-21-Calculating Global Cash Flow-T-R


CHG-24-Small Business Lending
CHG-01-Managing Loan Brokers to Develop More Business

RF-01-Underwriting Franchise Brands

LP-01 Business Planning


BB-01-Introduction to CRE Lending
BB-05-Underwriting CRE Loans
BB-02-Lender's Guide to CRE Appraisals
BB-03-Identifying CRE Environmental Risks

BB-04-Underwriting Environmental Risks

CF-01 Environmental Assess & Problem SolvingSBA LENDER TRAINING–BASICS

CHG-14-Opportunities in Gov't Gtd. Lending

CHG-12-Introduction to SBA 7(a) Program

CHG-13-Introduction to 504-CDC Loan Program

CHG-11-Intro to SBA Express Loans


Click on Course Titles for More Information—Download Latest Catalog here.

CHG-25 Introduction to Credit Analysis

CHG-04-Establishing Borrower Equity-SBA

CHG-06-Getting More Info from PFS-SBA

CHG-15-Analyzing Cash Flow Projections-SBA

CHG-20-Calculating Global Cash Flow-F-S-SBA

CHG-22-Calculating Global Cash Flow-T-R-SBA


CHG-08-SBA Construction Lending

CHG-09-Underwriting SBA Restaurant Loans
CHG-10-Funding Franchise w-SBA Loans
RF-01-Underwriting Franchise Brands

CHG-17-M&A with SBA-Business Acquisition Loans

CHG-18-Underwriting Convenience Stores-SBA
CHG-24-Small Business Lending


CHG-02-Managing Loan Brokers-SBA

CHG-07-Tuning Credit Policy to SBA Lending
BJ-01-SBA 7(a) Secondary Market
JB-01-SBA 504 Secondary Market
CHG-23-Lending Leadership

CF-01 Environmental Assess & Problem SolvingABL LENDING

Click on Course Titles for More Information—Download Latest Catalog here.

BY-01-Introduction to ABL Lending
BY-02-Analyzing Collateral for ABL Loans

BY-03- Asset-Based Loan Monitoring Basics


DS-01-Bank Director Credit Decisions
CHG-23-Lending Leadership
BJ-01-SBA 7(a) Secondary Market
JB-01-SBA 504 Secondary Market
CHG-07-Tuning Credit Policy to SBA Lending
CHG-01-Managing Loan Brokers to Develop More Business


Small Business Finance Institute (SBFI) provides commercial lender training to span the entire career of lending professionals. From new hires to the Board of Directors, SBFI offers a growing curriculum of commercial lending courses to enhance every career and help lenders move upward to the next level of success.

All of our commercial lender training is provided through streaming video on-demand, and Trainingis developed and presented by commercial lenders with ‘hands-on’ experience or due diligence professionals from several disciplines that affect commercial lending.

SBFI’s innovative commercial lender training platform offers instructive presentations with many features including:

  • Accessibility – Professionally-produced streaming videos through the internet, with crisp, curated content that’s more informative than webinars.
  • Comprehensive Content – Downloadable handout materials and course transcripts support viewer learning and provide course notes for future reference.
  • Convenience – Available 24/7 when you want to learn, rather than occasional classes and inconvenient, disruptive middle-of-the-day webcasts.
  • Expertise – Led by seasoned, commercial lending experts, respected due diligence professionals, and other experienced business veterans that offer vital topics of interest to commercial lenders. All of our trainers have 20+ years of ‘hands-on’ experience in their respective fields.
  • Flexibility – Available for individual and group viewing, with varied pricing for each choice.
  • Within budget – Training that never requires payment of membership fees or travel expenses.
  • Accountability – Coming soon! Post-viewing quizzes offer the option to test the viewer’s comprehension of the course material, for confirmation of their own understanding, and accountability to their employer.
  • Transcripts – Coming soon! Student training records, test results and certificate recognition will be tracked and retained for future reference as their career advances.

More information about our learning tracks:


Unless otherwise noted, video licensing is limited to seven (7) days from the date of purchase. Click here to read SBFI Video Licensing Agreement.

For instructions on navigating SBFI’s video training channel, click here.

Pricing questions? Find answers here.

Learn more about Small Business Finance Institute here.

Subscribe to AdviceOnLoan, our weekly commercial lending newsletter here to stay up-to-date on news, information and vital performance data for the best commercial lenders.

Add a Comment

6 Responses to Lender Training

  1. Bob Hancock, CPA says:

    I will contact Charles to be Instructor by late September

  2. Dorothy Wenker says:

    I am very interested in your upcoming training. Any updates on when this will take place?
    Thank you, Dorothy

  3. Tyrone Mingo says:

    Looking to get training

  4. Deborah Harris says:

    I’m interested in getting more information about upcoming courses. Please add my email to your list.

  5. aw says:

    Great innovation and much needed! Hoping you, the Best!

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