This topic is increasingly recognized as a significant skills gap in credit teams.
In the age of “cut and paste” and time pressures, credit approval documents are often excessively long yet omit the necessary insights. Although they possess strong analytical skills, many analysts lack the ability to summarize their findings.
This course focuses on the preparation of approval documents that summarize succinctly the institution’s credit risk exposure.
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Gain skills in imparting credit analysis insights so you can:
Write credit approval documents that are clear, concise, consistent, and complete.
Select information for inclusion in credit approval documents that is relevant for the decision-maker and focused on key risks and mitigants.
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.
Use executive summaries to communicate key issues to decision-makers.
Practically apply the learning through group exercises and case studies.
Who Attends?
(Senior) Relationship managers
Risk managers
Credit analysts and any other personnel actively involved in writing credit approval documents
This is a sample only. Upon request, Moody’s Analytics shall provide an invitation letter for those attendees who require a visa. You can request the visa invitation letter via email to learningsolutions@moodys.com only after your registration for the respective course is completed and the proof of payment is attached in the request email.
