Syndicated Lending – Lisa Dorian – CFI Education

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Exploring the Essential Features of “Syndicated Lending – Lisa Dorian – CFI Education”

Syndicated Lending
Sometimes borrowers need credit facilities that are too large for a single bank’s balance sheet. This course explores how syndicated lending may work for these borrowers and their lenders.

• Appreciate the importance of syndicated lending to borrowers and banks
• Make the most of your institution’s risk appetite and put a syndicate to work
• Understand your role and fee structure in a lending syndicate

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.  

What you’ll learn

• Syndicated Lending
  Introduction and Objectives  
  Downloadable Files
  Structure and Participation – Bilateral Lending 
  Structure and Participation – Multilateral Lending
  Structure and Participation – Why a Bank would Participate  
  Alternative Financing : Club Loans Pt 1
  Alternative Financing : Club Loans Pt 2
  Interactive Exercise
  Types and Features of Syndicated Loans
  Borrowers and Importance of Syndicated Lending
• 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
  Syndicated Lending Fees
  Upfront Fee Splitting
  Case Study
• Secondary Markets
  Syndicated Loan Market Growth
  Selling a Syndicated Loan in the Secondary Market
• Course Summary and Conclusion
  Course Summary and Conclusion
• Qualified Assessment
  Qualified Assessment

This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional.
 
Commercial Banking & Credit Analyst (CBCA)® 
Syndicated Lending is part of the Commercial Banking & Credit Analyst (CBCA)®, which includes 58 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)®, which includes 41 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

Please see the full list of alternative group-buy courses available here: https://lunacourse.com/shop/