Certification Program

Earn Your Certification
with NACM Southwest

The Institute of Credit offers the following Professional
Certification Programs:

  • Credit Business Associate (CBA)
  • Credit Business Fellow (CBF)
  • Certified Credit and Risk Analyst (CCRA)
  • Certified Credit Executive (CCE)

PDF Version
Download NACM’s Professional Certification Program brochure.
Download Designation Process @ a Glance.

I

CBA

Credit Business Associate

I

CBF

Credit Business Fellow

I

CCE

Certified Credit Executive

CBA Fast Track Certification Classes – In Person

 

Spring/Summer 2023

 

TITLE DATE LOCATION INSTRUCTOR REGISTER FLYER
CBA
Basic Financial Accounting

5/21 – 5/25
2023

8:30am – 4:30pm

NACM Southwest Office
Coppell, TX
Toni Drake, CCE Click here to register Download Flyer
 CBA
Financial Statement Analysis Pt. One

8/20 – 8/24
2023

8:30am – 4:30pm

NACM Southwest Office
Coppell, TX
Toni Drake, CCE Click here to register Download Flyer

CBA Certification Classes – Online

 

Fall 2023

 

TITLE DATE LOCATION INSTRUCTOR REGISTER FLYER
CBA 
Business Credit Principles
(10 weeks)

Mondays
8/21 – 10/30*
2023

5:30pm – 8:30pm

*No Class 9/4 (Labor Day) and 10/18 & 10/19

Online Live Instructor
TBA

Members: $699
Non-Members: $899

Click here to register

Download Flyer
CBA 
Financial Statement Analysis Pt. One
(10 Weeks)

Thursdays
8/24 – 11/2*
2023

5:30pm – 8:30pm

*No Class 9/4 (Labor Day) and 10/18 & 10/19

Online Live Instructor
TBA

Members: $699
Non-Members: $899

Click here to register

Download Flyer

 

Credit Business Associate (CBA) Requirements

Institute of Credit of Credit offers the Credit Administrative Program (CAP), which is a series of courses designed to prepare candidates for the Credit Business Associate (CBA) exam. By successfully completing CAP with a “C” average or better for each course, you may apply to take the CBA exam. View more information on courses offered in our CAP program.

Required CBA Courses:

  • Business Credit Principles
  • Basic Financial Accounting
  • Financial Statement Analysis I


CBF Certification Classes – Online

Fall 2023

 

TITLE DATE LOCATION INSTRUCTOR REGISTER FLYER
CBF 
credit Law

Wednesdays
8/23 – 11/1*
2023

 

 

 

 

5:30pm-8:30pm

*No Class 9/4 (Labor Day) and 10/18 & 10/19

Online

Live Instructor
TBA

Members:
$899 with textbook
$699 without textbook

Non-Members:

$999

 

 Click here to register

Download Flyer

 

Credit Business Fellow (CBF) Requirements

The Advanced Credit Administration Program (ACAP) prepares the student for the Credit Business Fellow (CBF) exam. Achievement of the CBA designation, 75 career Roadmap points and the completion of the following courses are required for eligibility. View more information on courses offered in our ACAP program.

Required CBF Courses:

  • Business Law
  • Credit Law


Certified Credit and Risk Analyst (CCRA) Requirements

The Certified Credit and Risk Analyst (CCRA) is an academic-based designation, which signals mastery in the analysis and interpretation of financial statements and the ability to make informed credit risk assessments. The final exam for the Financial Statement Analysis 2: Credit and Risk Assessment course serves as the designation exam. There is no minimum work-experience requirement and the NACM Career Roadmap is not required for this designation.

Required CCRA Courses:

  • Basic Financial Accounting
  • Financial Statement Analysis I
  • Financial Statement Analysis 2: Credit and Risk Assessment


Certified Credit Executive (CCE) Requirements

Completion of both the CBA and CBF designations or 10 years of full-time experience and 125 career Roadmap points. Beginning on January 1, 2001, all candidates who apply for the CCE designation under Plan A must have a four-year degree from an accredited institution in addition to the 10 years of experience and 125 point requirements. After January 1, 2001, applicants without a degree will have to earn the CBA and CBF requirements before applying for the CCE designation.


Exam Dates & Application Deadlines for CBA, CBF and CCE Designation Exams

 

Application Deadline Nationwide Test Date
Friday, January 20, 2023 Monday, March 6, 2023
Friday, April 21, 2023 Sunday, June 11, 2023
(Credit Congress, Grapevine, TX)
Friday, June 16, 2023 Monday, July 24, 2023
Friday, September 22, 2023 Monday, November 6, 2023