Full Year Course Calendar

Welcome to SFNet Professional Development courses, supported by the Secured Finance Foundation.

Our courses serve a wide range of constituents. Some workshops are tailored to professionals just starting their career or moving into a new discipline. Others focus on expertise in advanced areas of practice. With this initiative, our curriculum provides a clear path for professional development, offering multilevel workshops in each of the following key industry areas: operations, underwriting, account management, business development, and field exam.

We also offer a new leadership development program, tailor-made for our members. In all subject areas, SFNet is proud to present a teaching faculty made up of industry leaders with a passion for sharing their knowledge and experience. 

We welcome you to explore our calendar and start planning your professional development schedule today.

  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Field Exam Level 2
    January 7 to 9, 2025
    Online
    Field Exam Level 2 is a 3-day immersion into the human nature of financial abuse and fraud and finishes with two interesting case studies for the participants to discuss.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Leadership: The Art of Delegation
    January 14, 2025 12:00 PM to 3:00 PM
    At the end of the session, participants will identify takeaways and ways to measure progress in applying leadership techniques.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Introduction to Factoring
    January 21 to 23, 2025
    If you are just starting out in factoring or are interested in better understanding factoring as a financing alternative, this course will provide you with a strong overall foundation to support your training goals.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Workouts & Bankruptcy
    February 4 to 6, 2025
    Online
    Our Workouts and Bankruptcy curriculum provides participants strategies and protocols for managing distressed borrower relationships including those that seek protection under bankruptcy.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Introduction to Asset Based Lending
    February 11 to 13, 2025
    Online
    Our Introduction to Asset Based Lending curriculum provides participants a broad overview of the ABL industry, touching all key fundamental aspects of all roles responsible for sourcing, underwriting and managing a profitable loan.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter ABL Underwriting Level 1
    February 18 to 20, 2025
    Online
    Whether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, ABL Underwriting Level 1 is an excellent curriculum to strengthen one’s skillset.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Financial Statements Analysis
    February 25 to 26, 2025
    Our Financial Statement Analysis curriculum provides participants with insight and knowledge to aid in effectively analyzing financial statements and testing key financial ratios against standardized benchmarks.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Field Exam Level 1
    March 4 to 6, 2025
    Online
    Field Exam Level 1 is the curriculum to gain knowledge needed to effectively evaluate collateral and reporting of a borrower or prospective borrower. It has proven to be invaluable across every department, regardless of job title.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Spring Factoring Documentation
    March 11 to 13, 2025
    Factoring Documentation is recommended for more tenured industry members who seek to better understand the typical contractual expectations and requirements for both the factor and the seller/client.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter ABL Loan Documentation
    March 18 to 20, 2025
    Online
    ABL Loan Documentation is suitable for anyone responsible for directly or indirectly managing risk and interested in how relationships are properly memorialized and governed.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter Leadership: Overcoming Objections and Pushback
    March 25, 2025 12:00 PM to 4:00 PM
    At the end of the session, participants will identify takeaways and ways to measure progress in applying the techniques.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Winter ABL Portfolio Management Level 1
    March 26 to 28, 2025
    Online
    ABL Portfolio Management Level 1 is open to participants of all experiences who are interested in understanding the fundamentals of collateral and relationship management.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Spring Field Exam Level 2
    April 22 to 24, 2025
    Online
    Field Exam Level 2 is a 3-day immersion into the human nature of financial abuse and fraud and finishes with two interesting case studies for the participants to discuss.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Spring Introduction to ABL
    April 29 to May 1, 2025
    Our Introduction to Asset Based Lending curriculum provides participants a broad overview of the ABL industry, touching all key fundamental aspects of all roles responsible for sourcing, underwriting and managing a profitable loan.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Spring ABL Underwriting Level 2
    May 6 to 8, 2025
    Online
    Our Underwriting Level 2 curriculum offers a real-world look into multiple borrower relationships that ended in losses through multiple interactive case studies.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Spring Factoring Underwriting
    May 13 to 15, 2025
    Online
    Whether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, Factoring Underwriting is an excellent curriculum to strengthen one’s skillset.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Spring Financial Statements Analysis
    May 20 to 21, 2025
    Our Financial Statement Analysis curriculum provides participants with insight and knowledge to aid in effectively analyzing financial statements and testing key financial ratios against standardized benchmarks.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Summer Factoring Portfolio Management
    June 17 to 19, 2025
    Online
    Factoring Portfolio Management is open to participants of all experiences who are interested in understanding the fundamentals of managing factoring relationships.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Summer ABL Loan Documentation
    June 24 to 26, 2025
    ABL Loan Documentation is suitable for anyone responsible for directly or indirectly managing risk and interested in how relationships are properly memorialized and governed.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2025 Summer ABL Underwriting Level 1
    July 15 to 17, 2025
    Online
    Whether considering a career in Underwriting or seeking to expand your knowledge in collateral and risk management, ABL Underwriting Level 1 is an excellent curriculum to strengthen one’s skillset.

Professional Development Courses 

  • Live online classes for ABL and Factoring professionals
  • On Demand classes in Appraisals, Factoring, Legal, Workout & Bankruptcy
Learn More