Upon completion of this workshop, delegates will be able to:
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Write credit approval documents that are dear, concise, consistent, complete and cash-flow focused
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Select information for inclusion in credit approval documents that is relevant for the decision maker and focused on key risks and mitigants
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Write a financial risk analysis that is supported by facts, Describe the key facility risks and how these will be mitigated by the suggested loan structure
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Use executive summaries to communicate the key issues to decision makers, Practically apply the learning through group exercises and case studies
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Relationship managers
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Risk managers
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Credit analysts
Session 1: Qualities of a Good Credit Approval Document
Session 2: Effectively Summarizing Business Risk
Session 3: Effectively Summarizing Financial Risk
Session 4: Effectively Summarizing Transaction & Structure Risk
Session 5: The Executive Summary
Session 6: Workshop Summary