Frequently Asked Questions

Credit Portfolio

What competencies should I use?

The competencies associated with the Handbook/How to Guide you are utilizing.

I wrote my examination in 2017 what Credit Portfolio Handbook do I use?

You may use the 2017 or 2018 How to Guide and Forms or the 2019 Handbook and forms. You can only use one set.

I wrote my examination in 2018 what Credit Portfolio Handbook do I use?

You may use the 2018 How to Guide and Forms or the 2019 Handbook and forms. You can only use one set.

I wrote my examination in 2019 what Credit Portfolio Handbook do I use?

You must use the 2019 Handbook and 2019 forms.

I wrote my examination in 2020 what Credit Portfolio Handbook do I use?

You must use the 2019 Handbook and 2019 forms.

Can I use both the 2019 forms and the 2018 (or 2017, 2016)?

No CDE®s may use one of the How to Guides issued in 2016 thru 2018 with the forms for the Guide selected or the 2019 Credit Portfolio Handbook but not a combination of the Guides or Handbook. Chose one and utilize it for all of your submission years.

Guides and Handbooks

2019

Credit Portfolio Handbook

Access all documentation and forms.

2018

Credit Portfolio How-to Guide

Access all documentation and forms.

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