Credit Applications and Report Writing

To identify the importance of credit reports as a last phase of credit process
To prepare comprehensive and clear, concise and effective reports to convince the decision takers.
To explain the contents that should be included in the credit reports.

.Upon the completion of this course participants will be able to:

.1- Overview of Credit Applications

.2- Credit report writing

.3- How to prepare a credit report and what should be included.

.4- This module is delivered using real life case studies on different credit facilities and techniques for financing different companies.

.1- Description of Proposed Facility

.2- Purpose

.3- Back Ground and Operations

.4- Credit Risk Rating

.5- Borrower Rating

.6- Bank Strategy

.7- Management

.8- Financial Statement Analysis

.9- General Principles to be considered

.10- Profitability Analysis

.11- Facility Structure

.12- Conclusions and Recommendations

.13- Recommended Items

.14- The expectations

.Training Attendance certificate