Credit Writing and Presenting Credit Assessments
700 Louisiana St, Fl. 14
Houston, TX 77002
As part of the IECA's Credit Risk Management Certification Program (CRMCP), the Credit Reasoning, Writing and Presenting Credit Assessments two-day session teaches participants how to prepare credit approval documents that summarize succinctly the overall risk exposure an institution is asked to take on. Participants will gain practical experience and learn usable techniques for effective writing in a business environment. The course will also discuss how to best present one's message to transaction adjudicators by understanding their perspective, framing arguments in a convincing way, and adopting a delivery style that connects with the audience.
Upon completion of this seminar, delegates will be able to:
► Write clear, concise, consistent and complete credit approval documents
► Select relevant data and present information in accord with the reader’s focus
► Describe the key risks in a transaction and how these will be mitigated by the credit structure
► Understand the psychology of decision making in credit committees
► Use a range of communication techniques to deliver messages effectively
Credits: This course meets one of the required CRMCP elective courses. This course qualifies for CPE.
Program Level: Beginner/Intermediate
Who Should Attend: This is an intermediate level seminar, well suited for experienced personnel who wish to sharpen their skills in credit reasoning and writing. It is also suitable for new hires with knowledge of credit analysis or any staff involved with the preparation of credit approval documents including (Senior) Relationship Managers, Risk Managers, and Credit Analysts. This course may also be relevant to those in credit review, credit monitoring, portfolio risk and audit functions.
Prerequisites: This session does have Advance Preparation: A package of information on a case study will be sent out shortly before the seminar date. Participants should read this and be prepared to discuss the materials on the first day of the seminar.
Registration Deadline: April 26, 2017
*Includes 2017 membership