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Debt and Loan Portfolio Management for Finance Officers

Whether an organisation is borrowing to grow or lending to members and customers, poorly managed debt destroys financial stability. This course builds practical skills in managing a portfolio of loans and borrowings, monitoring exposure, controlling arrears and reporting on debt health. It suits finance staff in lending institutions, cooperatives and any organisation carrying significant borrowings or receivables.

What you will be able to do

  • Explain the components and risks of a debt or loan portfolio.
  • Monitor loan performance, arrears and ageing.
  • Assess borrowing capacity and debt service obligations.
  • Apply provisioning and impairment thinking to bad debt.
  • Design collections and restructuring approaches for distressed loans.
  • Report portfolio health clearly to management and lenders.

Course outline

  1. 01Anatomy of a Debt and Loan Portfolio
  2. 02Monitoring Performance and Arrears
  3. 03Ageing and Portfolio at Risk
  4. 04Borrowing Capacity and Debt Service
  5. 05Provisioning for Bad and Doubtful Debt
  6. 06Collections and Restructuring
  7. 07Portfolio Reporting and Dashboards
  8. 08Managing Portfolio Risk Over Time

Who should attend

Finance officers, credit and loans staff, treasury staff and managers in lending institutions, cooperatives and organisations carrying significant debt.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Dubai3US$1,500
24 to 26 Aug 2026Lagos3US$1,500
31 Aug to 2 Sep 2026Harare3US$1,500
7 to 9 Sep 2026Kampala3US$1,500
14 to 16 Sep 2026Dar es Salaam3US$1,500
21 to 23 Sep 2026Pretoria3R13,000
28 to 30 Sep 2026Cape Town3R13,000
12 to 14 Oct 2026Online3US$900
19 to 21 Oct 2026Mozambique3US$1,500
26 to 28 Oct 2026Cairo3US$1,500
2 to 4 Nov 2026Accra3US$1,500
9 to 11 Nov 2026Lusaka3US$1,500
16 to 18 Nov 2026Kigali3US$1,500
23 to 25 Nov 2026Nairobi3US$1,500
30 Nov to 2 Dec 2026Durban3R13,000
7 to 9 Dec 2026Johannesburg3R13,000
21 to 23 Dec 2026Mauritius3US$1,500

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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