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.