Lending to Medical Professionals


Level 5

Approx 4h to complete

100% online and self-paced

Subscribe to get access to CBCA™ and other programs

From $497/year

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Lending to Medical Professionals Course Overview

Extending credit to medical professionals and their practices presents many unique risks and opportunities for a financial institution. This course on Lending to Medical Professionals examines these in specific detail, including what makes medical borrowers so different from more traditional commercial banking clients.

We cover all the most important qualitative and quantitative factors that will influence a borrowing request, including important adjustments to key financial ratios. We will use multiple Excel exercises, including a case study, to help illustrate the key takeaways and to practice working on real-world example borrowers.

Lending to Medical Professionals Learning Objectives

Upon completing this course, you will be able to:

  • Compare healthcare systems, types of practices, and the nature of care being delivered.
  • Explain the difference between business organizations and legal organizations, and how different corporate structures may affect risk.
  • Identify the most common borrowing requests for medical professionals and explain how they should be structured.
  • Analyze financial results and make reasonable adjustments where appropriate.
  • Interpret a borrower’s personal financial situation to inform corporate credit recommendations.
  • Calculate adjusted ratios to assess a medical borrower.

Lending to Medical Professionals is an Elective Course of CFI's CBCA®  Program

CFI's Commercial Banking & Credit Analyst (CBCA)™ Program offers skills including credit evaluation, documentation, and review procedures. From beginners to advanced users, the CBCA® program is designed to help you become a world-class commercial banker or credit analyst.

Who Should Take This CBCA® Course?

This Lending to Medical Professionals course is designed for current and aspiring commercial banking professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators. This course will prepare you with the knowledge you need to properly assess a variety of borrowing requests for these unique business borrowers.

What You'll Learn

Mid-Way Check-in

Become a certified Commercial Banking & Credit Analyst (CBCA)™

Lending to Medical Professionals is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 36 courses.

Commercial Banking & Credit Analyst (CBCA)™ Certification
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

Path To Certification

Prep Courses

7 courses from beginner to intermediate level.


Core Courses

16 courses from beginner to intermediate level.


Elective Courses

11 courses in advanced and intermediate levels.


Get Certified

Submit your CBCA™ checklist and order your certificate.

CBCA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.


How the Certification Works

Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (18 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CBCA)™ Certification will be emailed to you.

What Our Students Say

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Advanced ESG Techniques
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