Financial Lending Diploma


Lending is an integral part of a bank’s products – from consumer lending to mortgage lending and other lending products. This diploma will assist students with the basic lending concepts and functions that will provide the educational background necessary to pursue CFTEA’s more specific lending diplomas.


A lender is an individual, a public or private group, or a financial institution that makes funds available to a person or business with the expectation that the funds will be repaid. Repayment will include the payment of any interest or fees. Repayment may occur in increments, as in a monthly mortgage payment (one of the largest loans consumers take out is a mortgage) or as a lump sum.  (Formerly CFT Training)

Select from the following formats (click blue checkmarks) to gain course information and pricing.  Courses may be taught in-house or live based on requests to the CFTEA office.

Required Courses

Instructor Led Online

Guided Learning

Self Paced

Virtual Classroom

  • Analyzing Financial Statements

  • Consumer Lending or Consumer Lending Certificate

  • Ethics in the Workplace

  • Principles of Banking

  • Residential Mortgage Lending

  • Small Business Lending and Selling Skills Certificate

  • Verbal Communication


  • Written Communication



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