Education for private lenders and the professionals who support them

Build your knowledge of private lending through focused learning, practical discussions and educational resources connecting the Canadian and American markets. Explore LendCheck, LendReady and CBPLA's live programming.

LendCheck

A focused licensing check for a single state, included with membership: can you lend, do you need a license, and what can you charge. 13 states are available now in the member portal.

Explore LendCheck

LendReady

A comprehensive private-lending learning and certification program in development, covering the lending lifecycle, risk and cross-border considerations.

Explore LendReady

Learn through live discussion

Innovate introduces tools and workflows. Cross-Border Regulatory Briefing examines industry developments. State Spotlights and Member Roundtables provide focused market discussions.

Explore Live Programs

Keep learning in the Knowledge Bank

Find educational introductions, terminology, issue-spotting checklists and available program material in the CBPLA Knowledge Bank.

View the Knowledge Bank

Live programs

CBPLA programming

Monthly live programming is planned. Each published session states its date, format, audience and access.

Innovate

Innovate is CBPLA's live demonstration series. See the tools and workflows supporting private lending as each session introduces industry platforms through demonstrations and moderated questions, helping lenders and supporting professionals understand what a product does, where it fits and what to consider before adopting it.

Audience:: Private lenders, brokers, originators, capital providers and supporting professionals.
Format:: Live online demonstration and discussion. Individual sessions state the presenter, duration and access.

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Cross-Border Regulatory Briefing

A practical educational discussion of regulatory and compliance developments relevant to private lending in Canada and the United States. Each briefing identifies the jurisdiction, activity and questions affected so participants can recognize when their own operations may need review.

Audience:: Lenders, brokers, compliance professionals and other industry participants following regulatory developments.
Format:: Online briefing with questions. General education; not advice on a particular business or transaction.

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State Spotlights

Focused discussions of a U.S. state and the market-entry questions private lenders and supporting professionals should consider. Sessions explore relevant terminology, lending practices and professional resources without treating one state's approach as a national rule.

Audience:: Industry participants exploring or working in the featured state.

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Member Roundtables

Member discussions that bring different perspectives on private lending, market expansion and operational challenges to the same conversation. Share experiences, ask questions and build relationships within a moderated setting.

Audience:: Active CBPLA members.
Format:: Member-only discussion. Participants must follow CBPLA's conduct and competition rules.

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Cross-Border Connections

CBPLA's relationship-building offering brings members together through the opt-in directory and relevant networking discussions. Meet professionals serving both markets and start conversations based on the expertise and markets shown in their approved profiles.

Connections do not guarantee financing, referrals, a transaction or a professional engagement.

Open Member Portal

Innovate

Planned technology demonstrations

Session details coming soon

Innovate: Automate Loan Docs Live Demonstration and Q&A

Session details coming soon

Innovate: Regulate Live Demonstration and Q&A

Session details coming soon

Innovate: Mitigate Live Demonstration and Q&A

Program availability and access

A published session states its date, format, audience and access. Course enrollment and certification requirements are published when the course opens. LendReady is a separately paid program; annual membership does not automatically include enrollment or certification. Forthcoming offerings use an updates form rather than payment.

CBPLA provides general education, industry resources and professional connections. Its content is not legal, tax, investment or other professional advice. Membership does not include legal representation, licensing approval, financing or a guarantee of business opportunities. Professional services require a separate engagement with the relevant provider.