Credit Analyst Certificate
The Credit Analyst Certificate is organized by Heritage Bank of Commerce and the Center
for Banking and Financial Services at 91ÁÔÆæ. The certificate is a (non-credit) program
that exposes participants to financial and credit analysis, loan underwriting and
approval.
The Credit Analyst Certificate is taught by Heritage Bank’s managers and executives
and is organized in four 90-minute sessions, with a final team-competition where the
two best performing teams are rewarded with scholarships. In addition to the technical
skills acquired in the program, participants learn about careers in banking and benefit
from valuable networking opportunities.
View Informational Flyer [pdf]
Sessions Dates and Time:
Fridays: 10/03; 10/17; 10/25; 10/24; 11/14
10:00 a.m. – 11:30 a.m.
Location:
224 Airport Pkwy, San Jose, CA 95110
Scholarships:
Members of the two best teams in the final credit analysis competition will receive $500-$1,000 individual scholarships.
Eligibility and Application:
- Undergraduate students: Finance, Corporate Accounting & Finance, and Accounting concentrations
- Graduate students: MSFA, MBA and MSAA
- Eligible students must have already successfully completed at least one undergraduate-level finance course.
Application Deadline:
Friday, September 19, 12:00 p.m. (noon)
Application Process:
Please email the following documents to CBFS Director Dr. Stoyu I. Ivanov at stoyu.ivanov@sjsu.edu:
• Resume
• Unofficial transcripts (for graduate students: both undergraduate and graduate transcripts
are required)
• (Optional) – Personal statement: How can the Credit Analyst Certificate help you
in achieving your educational and professional objectives? (max 350 words)
