Name: Lending to Complex Structures
Availability: InStock
Rating: 4.83 (6 reviews)

Lending to Complex Structures

Overview

Lending to Complex Structures Overview

For a Credit Analyst, understanding complex business structures is extremely important in determining the optimal credit structure for both the financial institution and the borrower.

This course will walk you through understanding a group of companies and the issues that come up when lending to a corporate group. We will also look at mitigation strategies to address these risks through the proposed credit structure. Next, we will help you understand the importance of borrower selection and work through the complexity you may encounter in financial reporting. Then, we walk through how to identify beneficial ownership and control and how this may also impact your credit decision. Finally, we cover related party relationships and how they affect group lending.

Who should take this course?

The Lending to Complex Structures course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

The exercises and tools explored in this course will be useful for any financial analyst who wishes to work in credit analysis, commercial banking, and other areas of lending and credit evaluation.

Lending to Complex Structures Learning Objectives

Understand a group of companies
Consider issues in group lending and mitigating strategies
Understand the importance of borrower selection
Identify beneficial ownership and control in complex structures
Describe the relationships between related parties

Prerequisite Skills

Recommended skills to have before taking this course.

Financial accounting
Critical thinking

What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

What Our Members Say

LONG DISTANCE LEARNING

To those who are looking forward to take further step in advancing their career, look no further than Corporate Finance Institute for all you may need be it FMVA, CBCA, CMSA, among others. It's is beneficial and it's worth it. Try it now.

NABIRYO SALIMA

Excellent

Great detail and thoughtfully presented.

Robert Duncan

Considered as a must for professionals in Corporate Lending

Exceptionally good overview of corporate structures.

Gabor Andras Koltai

Great to learn

Happy to learn more, although this is such a complex structures to learn but it is a great fundamental to learn

Arvin winatha

Frequently Asked Questions

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

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Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Lending to Complex Structures

Overview

Lending to Complex Structures Overview

Who should take this course?

Lending to Complex Structures Learning Objectives

Prerequisite Skills

What You'll Learn

Introduction

Incorporation & Lending Groups

Key Considerations & Mitigation Strategies

Repayment Sources Exercise

Financial Reporting

Combined Statements Case Study

Other Topics in Group Lending

Course Summary