Overview
Syndicated Lending Course Overview
This Syndicated Lending course unpacks the core concepts behind syndicated lending. We will look at what syndicated lending is and why it is important for both clients and banks. By taking this course, you will examine and participate in the syndicated lending process from start to finish. This Syndicated Lending course will lead you through a case as you explore and apply the concepts of syndicated lending to a real example. This course prepares you for real lending situations as a credit analyst.
Syndicated Lending Learning Objectives
Upon completing this course, you will be able to:- Understand what syndicated lending is and why it is important to borrowers
- Understand the importance and attractiveness of syndicated lending to banks
- Appreciate how credit risk can be transferred through syndicated lending
- Map the syndicated lending process from initiation through execution
- Explore how fees are structured and charged
Who Should Take This Course?
This Syndicated Lending course is created for credit analysts that aspire to work at a major financial institution. This course explores concepts that are used every day in lending institutions and provides realistic scenarios that you will encounter as a credit analyst. By covering the entire syndicated lending process, you will gain perspective on what it is like to work on some of the largest deals in the financial world. The exercises and tools explored in this course will be useful for any financial analyst that wishes to work in credit analysis, business banking, commercial banking, corporate banking, and other areas of lending and credit evaluation.
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Syndicated Lending
Structure and Participation - Bilateral Lending
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Structure and Participation - Multilateral Lending
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Structure and Participation - Why a Bank would Participate
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Alternative Financing : Club Loans Pt 1
Alternative Financing : Club Loans Pt 2
Types and Features of Syndicated Loans
Borrowers and Importance of Syndicated Lending
Introduction and Objectives
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Downloadable Files
Interactive Exercise
Syndicated Lending Credit Process
Syndicate Structure: Roles ('Brackets') Played
Syndicate Structure as Shown by Market Data Providers
Syndicated Lending Legal Structure and Credit Process
Credit Process: #1 Mandate Process
Credit Process: #2 Syndication Process Pt 1
Syndication Process - Offering Documents
Contents of an Information Memorandum
Syndication Meetings and Roadshows
Running the Books
Selecting Participating Banks
League Tables
Fees and Due Diligence
Documentation and Counsel
Closure: Signing Ceremony and Tombstone
Making the Facility Operational
Syndicated Lending Fee Structure
Course Summary and Conclusion
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
Syndicated Lending is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.
- Skills Learned Financial Analysis, Credit Structuring, Risk Management
- Career Prep Commercial Banking, Credit Analyst, Private Lending
All Capital Markets & Securities Analyst (CMSA)® Courses
Syndicated Lending is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 42 courses.
- Skills Learned Trading strategies used in the finance and capital markets
- Career Prep Work in capital markets, whether on the buy-side or the sell-side
Learner Reviews
Syndicated Lending
The course is good for understanding the basics of Syndicated Lending.
The course is good for understanding the basics of Syndicated Lending.
venugopal rajamanuri
Very thorough presentation of syndicated lending.
The course has been delivered in a very proper and interesting manner. I really enjoyed the CFI's Bloomberg screen with a recent example of Covid-19 in this course. To be short, I received very good knowledge on syndicated lending from this program. I genuinely thank CFI for providing that new course.
The course has been delivered in a very proper and interesting manner. I really enjoyed the CFI's Bloomberg screen with a recent example of Covid-19 in this course. To be short, I received very good knowledge on syndicated lending from this program. I genuinely thank CFI for providing that new course.
Andrii Vasylchenko
Excellent course!!!
The instructor was very detailed and understandable. The material covered a lot of information. I have been an Asset Based Lending field examiner for over 25 years, and this course was an eye opener on many points I was unaware about Syndicated Lending. Excellent job! Excellent topic! Awesome learning experience.
The instructor was very detailed and understandable. The material covered a lot of information. I have been an Asset Based Lending field examiner for over 25 years, and this course was an eye opener on many points I was unaware about Syndicated Lending. Excellent job! Excellent topic! Awesome learning experience.
Guillermo Muniz
Interesting lending method
I have just known that there is such type of lending. This lending fits to the large business which needs large amount of loan and it is a good lending method that the bank can share the risk to the other bank for the large lending exposure.
I have just known that there is such type of lending. This lending fits to the large business which needs large amount of loan and it is a good lending method that the bank can share the risk to the other bank for the large lending exposure.
