Loan Structuring & Corporate Credit Analysis Bespoke Courses

The client and the requirement:

The training requirements for the team in a Private Bank were 2 x 3 hour sessions focusing on the below;

The first part of the course should focus on loan structures and the loan agreement with the second focusing more on the fundamental analysis (understanding the business, financial analysis, waterfall and valuation methodologies). The course should be at high level.

The training:

Redcliffe Training has designed a bespoke course delivered by 2 trainers;

Credit Markets & Loan Analysis

• Understanding key terms in the Loan Agreement
• Confidentiality agreement
• Mandate Letter / Commitment Letter*
  • Note terms are sometimes used interchangeably but Mandate Letter from Borrower to MLA and Commitment Letter vice versa
• Term Sheet
• Bank Book / Information memo
• Due diligence report
• Credit Agreement
• Security Documentation
• Intercreditor Agreement (if any)
• Fee letters
• Utilisation Notices
• Compliance Certificates

This bespoke Credit Markets & Loan Analysis course was put together based on the specific training requirements of our private banking firm client. If you would like to speak with us regarding your specific training needs please submit a contact form or give us a call on +44 (0)20 7387 4484 today.

Corporate Credit Analysis

• Understanding the business of the borrower
• Analysing the financial statements and any forecasts of the borrower group
• Understanding structural factors including ownership, subordination and security
• Undertaking a loan valuation analysis, including comparable and relative value analysis of the borrower with a peer group

This tailored version of our Fundamentals of Corporate Credit Analysis course was put together based on the specific training requirements of our private banking firm client. To view the technical content or to enquire about running your own in-house version, click here.