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Leasing Curriculum

Specifics  
 
  Information
A Building Block Approach

Course Materials

Faculty

Our programs are not intended to substitute for the ELA Principles of Leasing; our programs complement and add to the topics covered. We can also focus on the type of student e.g. software developer, consultant and their leasing experience level (LEL).

Core Curriculum for 9 Hour Crash Course and Standard Full Program

Both the 9 hour Crash Course and the Standard 6 Day Program follow the same structure of topics to cover the major aspects of leasing and asset finance operations. The Crash Course does not go into the same depth of understanding. It is intended to be a rapid overview.

  1. Overview of Online Learning and Your Company
  2. Industry Knowledge - Leasing as a way to finance capital assets
  3. Operations Knowledge - How a leasing business operates
  4. Accounting Knowledge - Lease accounting
  5. Taxation - Asset depreciation and Taxes applicable to a lease
  6. Financial Yield & Pricing Knowledge

NOTE: Course 3  covers Sales, Credit, and Origination.

Expanded Curriculum

The 'Expanded' and 'Advanced' courses address certain topics in greater detail or specialty topics.

  1. Terminations & Buyouts
  2. International Knowledge
  3. Legal Knowledge
  4. Discounting and Money-Over-Money Leases
  5. Securitization
  6. Fleet Maintenance & Operating Expenses
  7. Specialty Leasing
        a. Small Ticket Leasing
        b. Municipal Leasing
        c. $0 Lease / Usage only leases
        d. TRAC Leases
  8. Like-Kind-Exchange and Leasing

IT-specific Curriculum

In addition there are also IT-specific courses:

  1. Business Analysis of Leasing and Finance Operations’ Needs
  2. Designing Software Systems for Leasing Operations
  3. Database Architecture for Asset Finance
  4. Testing Leasing and Asset Finance Systems

NOTE: Courses 7 and up are currently not available in the OnLIne Leasing School.


Common Basis of Knowledge

Course 2 establishes a basis of common terminology for all people in the company. This allows you to then expand into new financial products and other markets with everyone on the same basis.

History and Source of this Curriculum

This curriculum has its roots in the bank lease training program developed by LeaseTek Inc. in 1987. LeaseTek provided origination, administration and accounting software to banks. Because of the LeaseTek principals' leasing expertise, several banks asked if LeaseTek could also educate their people in leasing.

As LeaseTek grew, the curriculum was expanded to provide comprehensive education for all of its employees and their job functions.

 

9 Hour Crash Course  - PDF

Standard Program - PDF

             
 

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