Credit Administration and Documentation

Credit Administration and Documentation
Corporate Finance Institute (CFI) on-demand courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The courses move through three levels of mastery for anyone looking to be an expert in financial modeling, valuation, and financial analysis. Participants typically include professionals in entry to mid-level positions in financial planning and analysis (FP&A), corporate development, treasury, investor relations, and capital markets. All participants are automatically issued certificates of completion after successfully finishing each course.

NOTE: Course login details are normally sent to registrants within one week from date of registration.


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 taken into account when assessing risk ratings.

    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 annual review process
    CPD- 2 Hours
    4/1/2022 - 3/31/2023 11:59 PM