FiNET | Financial Management Education & Training
+ (603) - 2116 5926
training@finetglobal.com
Facebook
Instagram
  • HOME
  • COURSES
    • GENERAL FINANCIAL INTELLIGENCE
    • ESSENTIAL SKILLS FOR BANKING
    • MANAGEMENT COMPETENCY
    • BUSINESS IMPROVEMENT
    • PERSONAL EMPOWERMENT
  • CALENDAR
  • REGISTER
  • APPLIED DIPLOMA SERIES
    • ANZI APPLIED DIPLOMA IN ACCOUNTING AND BUSINESS
  • GALLERY
    • Our Training Gallery
  • CONTACT
  • MORE ON ANZI

FA022 – CREDIT & FINANCIAL REPORT WRITING (CFR)

Financial Skills for Banking & FinanceAugust 24, 2020finetadmin

Credit executives are always engaged in various functions — from credit marketing to credit assessment and in monitoring loan conditions of various borrowers. Clarity of reports, appropriate content and timely submission to management is invaluable, both to facilitate credit decision making and as well to customer service by a faster turnaround response. Good communication to management is not a matter of just good English, but also adequate and relevant subject coverage, factual in content with a good analysis, and of suitable writing styles. Until the credit issues are well communicated, they might never be known or appreciated in the credit decision process. This 2-day workshop is aimed at developing a practical and structured writing approach for credit reporting. Participants are likely to be credit analysts and banking executives.

Subject Description
Objective To provide participants an understanding and eventually competencies in writing credit proposals – from planning all the way to execution.
Methodology Instructor led topical discussions and scenario analyses, and case studies
Audience Loan officers, Loan reviewers from Compliance and Internal Audit and their managers
Duration 2 days
Code CRS

COURSE OUTLINE

Subject Description
Introduction to corporate credit writing
  • Objectives of credit writing
  • Audience analysis
  • Essentials of reporting
  • Short comings of reports
Structure of corporate credit reports
  • Types of credit reports
  • Information and data need
  • Planning the credit report
Content for new and existing credit
  • New credit proposals
  • Credit facilities & rationale
  • Credit analysis and review
  • Supporting information
  • What is relevant
Organization of the credit report
  • The executive summary
  • Main content and its organization
  • Conclusions
  • Recommendations
Writing tips
  • Planning and organization
  • Summarization of facts
  • Editing the draft report
  • Writing styles
  • Using the annexure
Debriefing and conclusion

Our Services

  • GENERAL FINANCIAL INTELLIGENCE
  • ESSENTIAL SKILLS FOR BANKING
  • MANAGEMENT COMPETENCY
  • BUSINESS IMPROVEMENT
  • PERSONAL EMPOWERMENT

About FiNET

Financial skills are fundamental to business success. Financial skills are part of business competency today. These skills range from the basic ability to read and understand financial reports to budgeting and investment feasibility assessment to the ability to manage corporate cash flows and implementing cost control.

Quick Links

  • GENERAL FINANCIAL INTELLIGENCE
  • ESSENTIAL SKILLS FOR BANKING
  • MANAGEMENT COMPETENCY
  • BUSINESS IMPROVEMENT
  • PERSONAL EMPOWERMENT

Connect With Us

Finet Associates

Contact Info

Suite 33-01, 33rd Floor, Menara Keck Seng, 203 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia
+ (603) - 2116 5926
+ (603) - 4260 41992
training@finetglobal.com
©2019 All rights reserved. Finet Associates Sdn Bhd (215938-D)