Courses/Classes Schedule

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If you aspire to achieve more in your credit career or you want to get the best from your credit staff, then NACM Connect education opportunities are the first place to turn. NACM Connect education offers several paths for the credit professional. Credit 101, 102 and 103 boot camp classes begin at an introductory level for those just entering the credit profession. For more experienced credit professionals, the Certification program will testify to your technical and practical excellence. Start the process of earning your professional designation today!


CBA and CBF Courses

Evening Class Times: 5:30 – 8:30 p.m. CST (3:30 – 6:30 pm PST; 6:30 – 9:30 pm EST)      |       ZOOM ONLY


Financial Statement Analysis II: Credit & Risk Assessment

Wednesdays | January 3 – March 6

(10 weeks)

Curtis Litchfield, CCE

Curtis Litchfield, CCE

Basic Financial Accounting

Thursdays | January 4 – March 7

(10 weeks)

Ron Sereika, CCE

Ron Sereika, CCE


Business Credit Principles

Mondays | March 11 – May 13

10 weeks

Jason Borgardt, CCE

Jason Borgardt, CCE

Financial Statement Analysis 1

Thursdays | March 14 – May 23*

(10 weeks)

Curtis Litchfield, CCE

Curtis Litchfield, CCE

Business Law

Wednesdays | March 13 – May 29

(12 weeks)

Ron Sereika, CCE

Ron Sereika, CCE

* No Class on the day of the Chicago Annual Meeting — April 18, 2024.

ALL STATES | Credit Classes | ZOOM ONLY

Credit Class Times: 9 am – 4 p.m. CST (7 am – 2 pm PST; 10 am – 5 pm EST)      |       ZOOM ONLY

Credit 101
January 3
May 1
September 4

Credit 101: An Introduction to Credit Management is a basic-level orientation program that introduces newcomers to the multifaceted field of credit management. This session examines the credit function, the procedures and tasks performed in a typical credit department, and how those procedures impact an entire organization.

Credit 102
February 7
June 5
October 2

Credit 102: An Introduction to Credit Management is an intermediate-level program designed for inquisitive credit personnel who wish to exceed the basics of credit management. This professional educational program examines the underlying knowledge required to successfully function and advance in today’s ever-changing credit department.

Credit 103
April 10
July 10
November 6

Credit 103: Grounded in Basics—Advancing Toward Goals is designed for credit professionals who would like to learn where they fit into the corporate structure and give them tools which are not widely talked about, creating a positive impact on the mission of their credit department. This course is interactive and will include scenarios that will teach students ways to use the tools presented in the class.

INDIANA Credit Classes 

Mid City Supply Co., Inc.  |  940 Industrial Parkway  |  Elkhart, IN
IN-PERSON  |  9 am – 4 p.m. EST 

Credit 101
February 20
Credit 102
March 19
Credit 103
April 16

MICHIGAN Credit Classes 

Credit 103
December 8

Exam Review Classes

Review Class Times: 5:00 – 8:00 p.m. CST (3:00 – 6:00 pm PST; 6:00 – 9:00 pm EST)      |       ZOOM ONLY





March 4
July 22
November 4

January 15

June 13

September 12

February 7

June 20

September 26

February 22

June 27

October 10

Professional Certification Program Test Dates

Exam Date

Paperwork Deadline

Monday, March 4, 2024
Sunday, June 9, 2024 (Credit Congress, Las Vegas, NV)
Monday, July 22, 2024
Monday, November 4, 2024

Friday, January 12, 2024
Friday, April 19, 2024
Friday, May 31, 2024
Friday, September 13, 2024

Credit Business Associate (CBA)

Credit Business Associate (CBA) Requirements

NACM Connect Institute of Credit offers the Credit Administration 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
  • Business Credit Principles – 30 Hours
    A basic overview of the field of business credit and collections, and a foundation for all other finance and credit courses offered. Designed to give the student a more detailed approach to credit topics typically encountered in the credit operation. Topics covered will be: the nature and function of credit, credit department methods, credit information, credit reports, and policies and procedures. This course will also focus on the understanding of a financial statement, basic ratio analysis, understanding the bankruptcy process, dealing with financially distressed customers, and various security agreements. This course will prepare the students to handle day-to-day events and prepare them for more advanced coursework. 
  • Basic Financial Accounting – 30 Hours
    Accounting is the language of business. It provides a framework for capturing business transactions in a coherent manner. More formally, accounting is defined as “the process of identifying, measuring, and communicating economic information to permit judgments and decisions by users of the information.” This course will provide participants with a good understanding of accounting and how the accountant thinks about transactions. With the knowledge, participants will gain a strong foundation to comprehend financial information contained in financial statements.
  • Financial Statement Analysis I – 30 Hours
    Financial statement analysis is a method of interpreting accounting data in an effort to understand the current financial performance of an entity and project its future health. This first course in financial statement analysis keeps the process simple and ignores many complex issues that can arise. The emphasis of the course is on analyzing financial statements issued by companies using simple ratio analysis techniques and analysis of the statement of cash flows.
Credit Business Fellow (CBF)

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
  • Business Law – 30 Hours 
    Offers an up-to-date coverage of business law topics that are essential to today’s credit professionals. An introduction to the laws of contracts, including offer and acceptance, consideration, the capacity of parties, mutual assent, rights of third parties, performance and discharge, principle and agent, as well as legal phases of collection. Furnishes a basic understanding of business law essential to the credit function and provides information to build negotiation skills.
  • Credit Law – 30 Hours 
    This course examines the law of sales, negotiable instruments, and secured transactions under the Uniform Commercial Code, and provides an overview of insolvency and major changes under the most current amended laws and legislation having an impact on credit operations. This class will develop the ability to analyze and resolve basic legal credit issues.