Course curriculum

  • 1

    Introduction

    • Course Introduction & Objectives

    • Download Course Files

  • 2

    Equipment Finance Background

    • Background

    • Sources of Equipment Financing

    • Supplier Financing

    • Interactive Exercise 1

    • Types of Equipment Finance Lending

    • Operating Lease vs. Capital Lease

    • Historical Context

    • Interactive Exercise 2

  • 3

    Security & Registrations

    • Public Property & Security Registration

    • Registering Security

    • Leasing & Title

    • Interactive Exercise 3

  • 4

    Term Loans vs. Leasing

    • Term Loans vs. Leasing

    • Loss Given Default (LGD)

    • Loan-to-Value (LTV)

    • Interactive Exercise 4

    • Amortization

    • Key Financial Metrics

    • Rate

    • Interactive Exercise 5

    • Perfecting Security

    • Disbursement of Funds

    • Interactive Exercise 6

  • 5

    Understanding the Financial Statements

    • Assumptions and Explanation

    • Balance Sheet

    • Income Statement

    • Ratios

    • Converting an Operating Lease

    • Adjusting the Balance Sheet

    • Income Statement & Ratio Adjustments

    • Converting an Operating Lease Example

    • Converting an Operating Lease Example (cont.)

    • Converting an Operating Lease Example (cont.)

  • 6

    Additional Concepts

    • Leasing Contract

    • Sale-and-Leaseback

    • "Value"

    • Non-Standard Advances

    • Interactive Exercise 7

    • Course Summary

  • 7

    Qualified Assessment

    • Qualified Assessment

    • Share Your Feedback

    • Course Completion