Course Agenda

Programme Timings
Registration will be at 08:00 on the first morning. The course will commence at 08:30 and conclude at 14:30 on all days with two breaks for refreshments. Lunch will be served at the end of each day. The order of topics may vary from this outline depending on the requirements and dynamics of the group – topics may not be addressed in the order stated herein

Day Four – Wednesday, 9 July 2008

Financial Projections And Analysis
• Development of a loan portfolio
• Asset management
• Loan funding techniques
• Balance sheet impact
• Marketing opportunities for loan portfolio development
• Business and industry analysis

Group Exercise
• Construct a loan portfolio and undertake a risk assessment
• Further development of your individual loan manager’s handbook

Advanced Analytical Techniques
• Methods of generating and determining growth
• Break-even analysis and building a business for ROI
• Customer and segmentation profitability
• Mergers and Acquisitions (M&A)
• Finalise the loan manager’s handbook

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