Analysts and lenders may enroll in one of our three annual Subscription Services, using our free skills assessment to identify the appropriate combination of courses that specifically meets your individual needs.

How the Subscription Service Works
Subscribers receive a login ID and password, which provides access to all courses included in their level of Subscription Service. The login ID and password also give subscribers access to the Resource Center.

Subscribers receive a binder that contains the analytical Notes and other reading materials that are used for the online courses in their level of Subscription Service.

Subscribers receive access to a pre-recorded kickoff webinar for each course in a Subscription Service that provides an overview of the course, including a review of course objectives and testing procedures.

Subscribers and supervisors or mentors receive periodic reports on Review Quiz and Progress Check scores as subscribers work though a course and complete the course proficiency exam.

Subscribers receive access to a pre-recorded closure webinar for each course in a Subscription Service - triggered by submission of the Progress Check - that emphasizes the key analytical and conceptual take-aways from the course.

Continuing Education Units
Each course in a Subscription Service has a specified number of continuing education units, or CEUs.

Certification
Subscribers whose average composite performance score is 80% or better for all courses in the Bronze Subscription Service receive a Basic Credit Expertise certificate.

Subscribers whose average composite performance score is 80% or better for all courses in the Silver Subscription Service receive an Intermediate Credit Expertise certificate.

Subscribers whose average composite performance score is 80% or better for all courses in the Gold Subscription Service receive an Advanced Credit Expertise certificate.

The composite performance score for each course is the sum of Review Quiz scores and the final Progress Check score. The two sets of scores are weighted equally in arriving at the composite performance score.

Time and Costs
Subscribers have a full year to complete the online courses included in their level of Subscription Service at the pace they choose.

To review and compare subscriptions services, please click on the appropriate Subscription Service below.

Subscription Services Costs   Courses   CEUs Bronze $ 395   3   18 Silver $ 790   6 36 Gold $1,370 11   75