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Applying Credit Assessment Practices & Methodologies

About The Course

Lending is the principal business activity for most credit providers – the business of providing credit. During this course, you will learn to process credit applications by conducting a credit investigation as well as assessing the credit risk of potential clients and determining their repayment ability. After completing this course, you will be able to make wise credit decisions throughout the entire loan process – from performing an affordability assessment to granting the loan, completing the administration, and paying out the loan.

What you will learn

At the end of this programme, you should be able to:

  • Understand the microfinance and banking environment and clients.
  • Understand and apply a responsible loan decision-making process.
  • Apply best-practice methods to determine the repayment ability of a client.
  • Use objective criteria to assess the credit risk of a client.
  • Recommend or reject a loan application and inform the client.
  • Complete the administration of the loan for loan approvals.

Course Content

Section 1: The Botswana Credit Landscape & Credit Customers

Section 2: Responsible Lending Practices

Section 3: Collecting & Verifying Customer Information

Section 4: Calculating a Customer’s Credit Risk & Affordability

Section 5: Processing and Paying Out the Loan

Course Structure

Facilitation of content, structured classroom discussions, calculations, and practical workplace assignments.

Assessments

Formative assessment is done in the classroom through facilitator-led activities, and summative assessment through a portfolio of evidence (PoE) consisting of knowledge questions and two practical activities.

Accreditation

This programme is registered and accredited as a learning programme on the BNVQF (Botswana National Vocational Qualifications Framework).

Certification

Certification of learning achievement will be issued upon successful completion of the learning programme summative assessment and endorsement from the relevant authority.

Entry Requirements

It is assumed that learners are currently employed, or will be employed, in a credit-providing business. Financial literacy at Level 4.

Duration

Two days

Technical Banking & Financial Courses as well as Management Development Courses