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
01Anatomy of a Debt and Loan Portfolio
02Monitoring Performance and Arrears
03Ageing and Portfolio at Risk
04Borrowing Capacity and Debt Service
05Provisioning for Bad and Doubtful Debt
06Collections and Restructuring
07Portfolio Reporting and Dashboards
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
Dates
Venue
Days
Fee
Calendar
17 to 19 Aug 2026
Dubai
3
US$1,500
24 to 26 Aug 2026
Lagos
3
US$1,500
31 Aug to 2 Sep 2026
Harare
3
US$1,500
7 to 9 Sep 2026
Kampala
3
US$1,500
14 to 16 Sep 2026
Dar es Salaam
3
US$1,500
21 to 23 Sep 2026
Pretoria
3
R13,000
28 to 30 Sep 2026
Cape Town
3
R13,000
12 to 14 Oct 2026
Online
3
US$900
19 to 21 Oct 2026
Mozambique
3
US$1,500
26 to 28 Oct 2026
Cairo
3
US$1,500
2 to 4 Nov 2026
Accra
3
US$1,500
9 to 11 Nov 2026
Lusaka
3
US$1,500
16 to 18 Nov 2026
Kigali
3
US$1,500
23 to 25 Nov 2026
Nairobi
3
US$1,500
30 Nov to 2 Dec 2026
Durban
3
R13,000
7 to 9 Dec 2026
Johannesburg
3
R13,000
21 to 23 Dec 2026
Mauritius
3
US$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.