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The Fundamentals of Credit

About the course

Whether you are a new credit loan officer or one whom has been working in the field of credit for many years, it is imperative that you have a thorough understanding of the credit industry you are working in locally and globally. Every credit loan officer should have a good understanding of the business they are in, which is providing credit to different consumers, whether individuals, groups or businesses using a variety of lending methodologies. This programme is designed to build your knowledge and understanding of the occupation, helping you become a more effective CLO and an asset to any credit business.

What you will learn

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

  • Define the concept of credit, its uses, types, advantages, disadvantages, and costs.
  • Explain the different lending methodologies and the difference between responsible and reckless lending.
  • Delineate the role of the credit loan officer and what this career entails.
  • Give an overview of the global banking and credit industry and the different institutions and organisations that operate in this field.
  • Understand the importance of a credit control policy and system, including its role in anti-money laundering.
  • Discuss credit risks and its relationship to risk appetite in mitigating these risks.
  • Have a good understanding of ethics and confidentiality in their role as a credit loan officer.
  • Define fraud and understand its impact on the business so as to be able to take steps in identifying and managing it successfully.

Course Content

Section 1: Introduction to credit

Section 2: Introduction to the credit loan officer occupation

Section 3: Overview of the credit industry

Section 4: Having a best practice credit control policy and system

Section 5: Credit risks

Section 6: Ethics and confidentiality

Section 7: Fraud in the credit industry

Course Structure

Facilitation of content, structured classroom activities and a summative assessment to be completed by the individual.

Accreditation

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

Assessments

Formative assessment is done in the classroom through facilitator-led activities, and summative assessment through a portfolio of evidence (PoE) consisting of a knowledge questionnaire that has a mix of multiple-choice, paragraph-style questions and essays.

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 have fundamental communication competency.

Duration

Two days

Technical Banking & Financial Courses as well as Management Development Courses