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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Financial Modelling for Lending Decisions
Duration
5 Days
Delivery
In-house, public or online
From
R18,000 per delegate
Certificate
On completion
Course overview
Credit models are only as good as the assumptions inside them, and most break under scenarios nobody tested. This course covers building borrower models that show how a loan performs when conditions change.
What you will be able to do
- Build a borrower financial model from statements
- Project cash flow available for debt service
- Model covenants and test headroom
- Run downside scenarios and stress the assumptions
- Structure debt schedules and repayment profiles
- Present model outputs to a credit committee
Who should attend
- Credit analysts and lending officers
- Corporate finance staff
- Risk professionals in lending
- Finance staff preparing borrowing proposals
Course outline
01
What a lending model needs to answer
02
Building projections from historic financial statements
03
Cash flow available for debt service
04
Debt schedules, amortisation and repayment profiles
05
Covenant modelling and headroom testing
06
Downside scenarios and stressing key assumptions
07
Presenting model outputs and their limitations
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 2 to 6 Nov 2026 | Pretoria | 5 Days | R18,000 |
| 23 to 27 Nov 2026 | Durban | 5 Days | R18,000 |
| 7 to 11 Dec 2026 | Cape Town | 5 Days | R18,000 |
| 11 to 15 Jan 2027 | Johannesburg | 5 Days | R18,000 |
| 1 to 5 Feb 2027 | London | 5 Days | US$1,800 |
| 12 to 16 Apr 2027 | Dubai | 5 Days | US$1,800 |
| 14 to 18 Jun 2027 | Pretoria | 5 Days | R18,000 |
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za