Credit Intermediation Course
This course equips finance experts with essential skills in credit intermediation, including thorough credit assessment, crafting investor-approved deal structures, evaluating competing proposals, bargaining favourable conditions, and delivering straightforward client guidance using practical resources for SME loans and lending scenarios.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Acquire hands-on expertise in evaluating client credit requirements, designing customised financing options, and assembling comprehensive lender packages. Gain proficiency in credit risk evaluation, offer benchmarking, term discussions, and regulatory compliance. Additionally, develop strong client interaction abilities, advisory documentation, and efficient templates covering the entire process from initial consultation through deal finalisation and oversight.
Elevify advantages
Develop skills
- Credit evaluation and financial modelling: analyse DSCR, debt ratios, and cash flows using actual examples.
- Deal design and structuring: align loan types, conditions, and security swiftly with client profiles.
- Preparation of lender packages: create compelling pitch documents, virtual data rooms, and robust forecast models.
- Benchmarking offers and negotiations: compare interest rates, clauses, and negotiate superior agreements.
- Client guidance provision: simplify intricate financing concepts in clear, succinct advisory reports.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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