Education Foundation
How to Contribute
Our Mission
Staff & Board
Why Contribute?
Professional Development
Education Programs
In-House Training

To get the best results you need...
                                      ...the best team.

That's where CFA Professional Education comes in .

We provide unparalleled opportunities to learn first-hand from leaders in the asset-based lending and factoring industries.

For Full Curriculum - Download our brochure


World-class education comes to your desktop

CFA Fundamentals is a distance learning program that enables ABL and Factoring professionals to develop a strong foundation of knowledge and skills. It is designed for professionals in their first few years who may have learned their jobs through experience and coaching, but want to develop a stronger and more systematic foundation.

There are three CFA Fundamentals programs

Operations Fundamentals
Factoring Fundamentals
Underwriting Fundamentals

Each of the above programs is presented as a series of 6 virtual workshops, which provide the "Essentials" for a specific subject. For each virtual workshop we provide a 30 minute e-learning module containing the lecture material for you to study in your own time. This will prepare you to participate in the 90-minute virtual workshop where there will be live discussion, group work on case-studies and opportunities for questions.


Customized training programs specific to your organization's learning needs

Save on travel expenses for your staff AND avoid missing time out of the office.  Pick from any of our existing programs or customize your own.  CFA will handle all instructor logistics, course content and materials.  We bring the program to you! For more information, click 



Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CFA is now offering CLE credits for upcoming programs for the following states: IL, FL, CA, GA, MO, NY, TX and PA.

The CFA Education Program has something for every level of experience.

Some workshops are tailored to professionals just starting their career or moving into a new discipline.  We also have workshops that provide expertise on advanced areas of practices such as Underwriting, Operations, Field Examination  and Documentation. 
Whatever your skill level CFA is proud to present a teaching faculty whose members are industry leaders in their field with a passion for sharing their knowledge and experience.

For Employers

  • Higher skill levels to reduce your risk and increase returns
  • Create the leadership you need for the future

For Professionals

  • Be rewarded for excellent performance
  • Understand the risks you manage and avoid losses on your projects
  • Be ready to take on new challenges
  • Build a foundation for future leadership positions

Live or Virtual?

If you can travel to join a live class, you will benefit from participating in an intensive learning situation with incredible access to leaders in the field.  CFA also offers a state-of-the-art set of distance learning programs that have the advantage that over the course of 6 weeks of virtual workshops you will learn from a variety of experts, some of whom are very senior ABL.executives.   Take a closer look at CFA Fundamentals and join us from your desk.


January 28 - 30, 2020

2020 Winter Operations Level One

February 11 - 12, 2020

2020 Winter Introduction to ABL

February 25 - 27, 2020

2020 Winter Underwriting Level One

March 24 - 25, 2020

2020 Spring Field Exam Level Two

2 3 4 


  • Compendium – Get answers to common questions on secured transactions law from practicing commercial finance attorneys in each state of the Union.

  • Professional Development –  Featuring expertly crafted webinars, education programs ranging from basic workshops to in-depth, advanced courses, and in-house professional development programs designed specifically for your company’s needs.

  • Education Foundation – Find out how you can get involved to support industry research and education.

  • Industry Information – Analyze past surveys for year-to-year indicators of industry activity and trends in new business and portfolio performance.

  • Publications – Discover the latest news with The Secured Lender and TSL Express and purchase industry textbooks written by CFA’s education instructors.