The foundation of all of our training is the provision of structured analytic frameworks that can be applied in the workplace.

This bridge between theory and practice is a critical element to building the skills base of the participants; they leave our courses with a methodology and conceptual understanding that can be applied in their daily roles.

Our training style is highly interactive:

  • Technical topics are illustrated through short exercises based on live companies, demonstrating specific analytic issues / techniques.
  • Lecture time is minimised, with the exercises interspersed throughout to enable participants to “learn by applying” – putting theory into practice.

“Working in groups to assess scenarios or case studies. This enabled best practice and experience to be shared.”

Our workshops use relevant, topical case studies:

  • Case studies reflect the types of companies / business propositions that participants deal with in their daily roles.
  • Practical exercises and case studies provide participants with the opportunity to practice applying the concepts taught during the course.

“Now I have more knowledge of structured approach to credit analysis which I will apply in my daily work.”

Our methodology is intensive:

  • We challenge participants to be concise, logical and, above all, to articulate a well-considered position.
  • Debrief discussion can take a variety of formats: mock credit committee, client presentations, term sheet presentations, sample pitch books etc.

“There was an excellent blend of lecturing and team participation. The trainer was extremely engaging and maintained a good pace. Therefore I always felt engaged in the content. Her experience in banking and related business is clearly evident.”