-Overview
Expand your professional expertise through the CDFA Training Institute's Advanced Week. Designed for professionals with a solid understanding of the basics, advanced courses dive into more complex considerations and case studies for practical application.
Advanced Week consists of three days of advanced courses for learners looking to deepen their knowledge of key development finance tools. Participants can register for individual or multiple courses to fast-track their professional development.
Topics Covered
- Bonds
- Revolving Loan Funds (RLFs)
- Tax Credits
The Advanced Week is the only opportunity in 2026 to take advanced versions of CDFA’s core training courses. Make plans now to take advantage of these limited, high-value learning opportunities.
Why Attend Advanced Week
- Experience curriculum that matches your skill level.
- Build a deeper understanding of essential development finance tools
- Learn from seasoned practitioners
- Connect with peers across the development finance field
Who Should Attend?
- Professionals who have attended a corresponding Intro level course.
- Professionals who already understand the basics of bonds, RLFs, and/or tax credits.
- Professionals seeking detailed instruction on complex financing techniques.
Development Finance Certified Professional (DFCP) Program
All Advanced Week courses are eligible for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program.
DFCP Program Package Option
Maximize your savings with the DFCP Program’s 6-course Package — buy five courses at the early bird rate and get the sixth at an additional 50% off!
Register
-Agenda
Tuesday, October 6, 2026
| Tue 11:00 AM - 5:00 PM |
Advanced Bond Finance Course
The Advanced Bond Finance Course is designed for professionals who already have an understanding of tax-exempt bond financing and seek detailed instruction on complex financing techniques. Expert speakers will explore topics including bond market studies, credit enhancement, refundings, interest rate swaps, regulatory frameworks, investing bond proceeds, and how to spot arbitrage issues.
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Wednesday, October 7, 2026
| Wed 11:00 AM - 5:00 PM |
Advanced Revolving Loan Fund Course
The Advanced Revolving Loan Fund Course provides in-depth instruction on loan underwriting and portfolio management. Topics discussed include analyzing borrower documents, performing financial analysis, investment strategies, and making loan decisions based on the mission and lending criteria of your RLF.
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Thursday, October 8, 2026
| Thu 11:00 AM - 5:00 PM |
Advanced Tax Credit Finance Course
The Advanced Tax Credit Finance Course will take a deeper dive into the use and applicability of tax credits. Building on the basic structure of tax credits, expert speakers will discuss details of New Markets Tax Credits (NMTC), Low-Income Housing Tax Credits (LIHTC), and Historic Tax Credits (HTC) through the lens of all parties and how they come together on a given transaction.
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-Location
CDFA's advanced courses meet from 11:00 AM - 5:00 PM Eastern online via Zoom. You must have access to a computer and internet to attend. Please note that these courses will not be recorded. |
-Registration