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Credit Application Basics

Introduction to Credit Applications & Credit Due Diligence

Credit Application Basics

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Investment: $153.00

  • Do you need help putting a credit application together?
  • Are you uncertain of the implications of using the right logic, words, and charts in your analysis?
  • Do you need assistance in ensuring that you audience absorb your message quickly, efficiently and in full?
  • Do you lack the confidence in persuading readers of your point of view?
If you answered yes to any of the above, then the Credit Analysis and Application course is right for you. This course is designed to help you understand how to structure your thoughts prior to creating a credit application, how to use charts to help you bring out the message, and which words to use to ensure that the style and tone of delivery is appropriate.If you’re already analyzing obligors, and generating credit risk ratings for individual clients, the next step would be to portray your analysis in a professional manner. No more copy paste from the last credit application, no more paying lip service to the due diligence process, and more focus on how to persuade readers of your point of view.This course provides useful tools for Risk Managers and Relationship Managers looking to analyze their corporate and commercial clients.
The Credit Analysis and Application course covers the following curriculum:
  1. Credit Due Diligence Introduction
  2. Logical Thinking and Structuring
  3. The Opening Statement
  4. Reader Expectations
  5. Tackling Issues
  6. Example of a Good Opening
  7. Headings
  8. Using Charts
  9. Type and Example of Charts Used
  10. Chart Headings
  11. Examples and Exercises in Charting
  12. Using Words
  13. How to be Specific
  14. How to use the right Style and Tone
  15. The Dos and Donts
  16. Exercises in Good Writing forms.
This module carries exercises related to each section, provides for a demo at the end, and is valid for 6 months.

Credit Facility Structuring

After completing this course, you can expect to:

  1. Better understand how to structure your thoughts, and therefore your analysis.
  2. How to use Charts in a Presentation
  3. How to best use the right words to reflect your message and ensure audience interaction.

This program is for you if any of the following scenarios apply:

  • You are a seasoned relationship manager and want to gain a better understanding of how to structure your analysis and deliver messages.
  • You are a new Relationship Manager and you want to learn all about Credit Due diligence and present your report.
  • You are a Risk Manager or Credit Auditor and want to better understand how analysis should be structured in order to advise others on how to do it.
  • You are someone who has a general interest in structured thinking and due diligence, and how to deliver messages effectively and efficiently.

Delivery Method:

Our courses are hosted on an e-learning platform. Within two working days of submitting your online payment, you will receive access details to our e-learning platform (with a 6-month validity period). You will also receive supporting powerpoint presentations in PDF format that can be saved for future use.

Each module within the course contains a quiz that can be taken upon completion at your discretion. When agreeing to undertake the testing, you are entering into a contract with the 6 Sigma Group and you therefore confirm your understanding of all the requirements, including copyrights.

The quizzes are independent of the e-learning course, and can be accessed at your leisure during the period allotted for each module. Once accessed, the quizzes are time bound, which means they need to be taken within a certain period once started. As a reminder, a clock appears at the top right hand corner of the screen for each quiz. Once the time is up, the quiz is closed and the score is calculated using whatever answers provided on screen. The score is then immediately advised to you and to the administrator at 6 Sigma Group.

6 Sigma Group may issue you with a certificate to confirm your taking the e-learning module and passing the related quizzes. The issuance on that certificate depends on several factors, including the assurance that the quizzes were taken under supervised conditions.