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Start with a working session

Scope follows the book. Bring a loan tape, or an MCA advance file, and we will walk the model that matches it.

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FP&A and ALM

Three-statement planning, NII, EVE, and the ALCO pack.

Credit and capital markets

Vintage curves, borrowing base, covenants, and investor reporting.

MCA

A sample advance tape, the borrowing-base certificate, and one vintage curve.