NEFA Masterclass Series: Credit – The Big Picture
When it comes down to who is approved for equipment financing, the most important element in the decision-making process, at least from a lender’s perspective, is the credit background of the customer. That’s why lenders spend so much time testing, revising, and monitoring the efficacy and accuracy of the credit models. After all is said and done, the model must be an accurate predictor of risk.
Despite its importance, for many brokers, the credit world remains elusive and complex. This is precisely why NEFA’s Education Committee made it a point to build a comprehensive curriculum on credit, designed specifically with the referral agent in mind. The curriculum comprises multiple modules that will be scheduled throughout the last half of 2023.
The credit curriculum will be the first of many to come in NEFA’s newly created Masterclass Series – a compilation of courses designed for NEFA members. The first module in the credit series is aptly titled, “Credit: The Big Picture.” The curriculum will cover the basics and lay the foundation for the remaining material that will dive into all aspects of the credit universe. The first module will cover:
- The Big Picture of Credit
- What is the Risk?
- Understanding the Impact of a Loss
- Conclusion of Credit
Presented By: Bob Rinaldi, CLFP – President, Rinaldi Advisory Services
This webinar will be the first module of the NEFA Masterclass Series: Credit. There will be 3 additional modules, two of which will take place in person, with the final module being a webinar.
