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Finance, Banking & Investment

Credit Analysis & Lending Decisions

A practical professional programme focused on credit analysis & lending decisions, designed to strengthen financial capability, analytical judgement and organisational performance.

Type
Specialist
Level
Advanced
Duration
5 days
Delivery
In person, Live online, In-house
Languages
English, Arabic

Credit Analysis & Lending Decisions develops the analytical capability required to assess borrower creditworthiness and support disciplined lending decisions.

The programme examines financial analysis, cash flow, repayment capacity, business risk, collateral, credit structure and lending recommendations. Participants learn to combine quantitative financial evidence with qualitative business assessment.

The emphasis is on sound credit judgement, clear documentation and balanced consideration of return, risk and repayment capacity.

Objectives

  • Understand the principles of credit analysis and lending decisions.

  • Assess borrower financial performance and repayment capacity.

  • Evaluate business, industry and management risks.

  • Analyse collateral and credit structure appropriately.

  • Develop well-supported lending recommendations.

Learning outcomes

  • Analyse borrower financial statements for credit purposes.

  • Assess cash flow and debt-servicing capacity.

  • Identify key business and credit risks.

  • Evaluate proposed loan structures and security.

  • Prepare a clear and evidence-based credit recommendation.

Who it is for

  • Credit analysts.

  • Relationship managers.

  • Lending officers.

  • Corporate and commercial banking professionals.

  • Risk professionals involved in credit decisions.

Programme modules

1. Credit Analysis Foundations
  • Purpose of credit analysis

  • Credit risk

  • Borrower assessment

  • Lending decision framework

2. Financial Statement Analysis for Credit
  • Profitability

  • Liquidity

  • Leverage

  • Financial trends

3. Cash Flow and Repayment Capacity
  • Operating cash flow

  • Debt service

  • Cash-flow forecasting

  • Repayment sources

4. Business and Industry Risk
  • Business model

  • Industry conditions

  • Management quality

  • Competitive position

5. Credit Structure and Security
  • Loan purpose

  • Tenor and repayment structure

  • Collateral

  • Covenants and conditions

6. Credit Recommendation and Decision
  • Risk summary

  • Credit strengths and weaknesses

  • Mitigating factors

  • Writing lending recommendations

Methodology

The programme uses borrower cases, financial analysis, cash-flow exercises and credit-decision scenarios. Participants evaluate lending proposals and develop structured recommendations based on both financial and qualitative evidence.

Assessment

Assessment includes borrower-analysis exercises and a final credit case requiring participants to evaluate risk, repayment capacity and structure and present a lending recommendation.

Certificate

Certificate of Completion

For your organisation

This programme can be delivered for a single organisation, team or institution, and adapted to your context, participants and objectives.

Organisational delivery is scoped and priced individually, and is not booked from this page.

Discuss this programme

Upcoming sessions

No dates are scheduled at present.

Training & Professional Development

Structured professional learning that develops practical, role-relevant knowledge and capability.

Consulting & Advisory

Structured advisory support for strategy, governance, performance, transformation and organisational decision-making.

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