Capability Build-Up to Package Medium to Long-Term Loans & Engage in Loan Syndication


Rationale

Today, rural banks face the inevitable influx of various types of financial institution - be it formal or informal institution. These institutions have the capacity to provide an array of deposit and lending products in which the rural folks can avail of with greater flexibility. In contrast, rural banks still offer limited banking products and services.

The course will enable RBs to learn the tools and techniques in packaging medium and long-term loans and engage in loan syndication.

Course Objectives

At the end of the course, the participants will be able to acquire the necessary tools and techniques in packaging term loans and the basic knowledge in loan syndication.

Given an overview of the Medium to Long Term (MLT) loan packaging and projection, the participants will be able to:

1.) Familiarize themselves with the advantages of an MLT over a Short Term Loan.
2.) Learn how to prepare financila projections.
3.) Assess financial viability of the project using relevant tools and techniques.
4.) Apply the skills necessary in packaging MLT loans for evaluation and critiquing.
5.) Know the basic elements and features of Loan Syndication.
6.) Package an MLT loan as well as syndicate loan through CLF Programs.

Seminar Methodologies
- Lectures
- Case Studies
- Workshops

Course Topics

Day 1
Overview of MLT Loan Packaging & Financial Projections
Term Loan Packaging: Case Study & Analysis
Workshop: Financial Projections

Day 2
Overview of Loan Syndication
CLF Programs
Workshop: Preparation of CLF Application for Availment

Expected Participants
- Bank Presidents
- Managers
- Loan Officers
- Account Officers

REGISTRATION FEES

Manila Trainings : P3,000.00 per participant
Note:
* A maximum number of 30 participants.
* Registration fee per participant includes: payment for honorarium of resource speakers, hand-outs & kits, IDs, Certificates of Completion, invitation and coordination services of RBAP/RBRDFI staff, cost of the training venue, meals of resource speakers and RBAP/RBRDFI staff, transportation of the resource speakers to and from the venue, and secretariat services during the training.
*Participants who will be able to pay 2 weeks before the scheduled training are entitled to a 5% discount from the above registration fee.








Circular Letters/Memoranda
Speeches/ Presentations
Photo Gallery
The 2008 RBAP Charter Symposium
2008 CFI Awards
Rural Banking Week Celebration Golf Tournament
Client Satisfaction Survey for Licensing Management System of the Supervision and Examination Sector
Financial Reporting Package 2008
BSP releases regulations on liquidity, market risk weighting
Comments on BSP’s Reducing Restrictions on Bank Branching
35 RB Directors Completed Corporate Governance & Risk Management Course
27th Corporate Governance & Risk Management Seminar-Workshop Commends 29 RB Directors