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Description

Structured Finance: Building the Deal, Securing Collateral and Monitoring Risk

Master the structuring and ongoing monitoring of structured finance transactions in the large corporate market

  • 2 days — 14 h
  • In-person or virtual
  • Expert
  • Up to 6 participants

Large corporate relationship managers handle transactions where conventional lending is no longer sufficient. The structure combines several tranches, extensive security packages and dense contractual documentation. A poorly calibrated clause or a loosely monitored covenant becomes costly at the first sign of stress.

These two days are designed for experienced practitioners. Participants review the main families of structured finance and the rationale for using each one. They work on tranche structuring and debt sizing, then on contractual documentation and security. Risk monitoring throughout the life of the facility is addressed through a distressed case file.

Learning objectives

  • Distinguish the main families of structured finance and the rationale for using each one
  • Size debt on the basis of the transaction's repayment capacity
  • Structure tranches and determine ranking between creditors
  • Analyse contractual documentation and the security package granted
  • Organise risk monitoring and the response to a covenant breach

What makes this programme different

The structure is built tranche by tranche, then tested against a downside earnings scenario
Contractual documentation is analysed clause by clause using a real anonymised case file
The handling of a covenant breach is role-played between bank and borrower

Programme

1Overview and Rationale for Use

Identifying the structure suited to the transaction

  • Asset acquisition finance and asset-backed structures
  • Leveraged finance and balance sheet transactions
  • Criteria for choosing between conventional lending and a structured deal
  • Roles of the parties involved and organisation of a bank syndicate

2Sizing and Structuring the Debt

Aligning the structure with repayment capacity

  • Building the cash flow model and the base case scenarios
  • Leverage and coverage ratios used in debt sizing
  • Splitting into tranches and differentiated amortisation profiles
  • Creditor ranking and intercreditor arrangements

3Documentation and Security

Securing the deal before drawdown

  • Architecture of the credit documentation and key structuring clauses
  • Financial covenants together with positive and negative undertakings
  • Real and personal security and the conditions for enforcement
  • Conditions precedent to drawdown and points requiring particular attention

4Risk Monitoring Through the Life of the Facility

Reacting before the file closes in

  • Organising covenant monitoring and the expected reporting package
  • Early warning signals of deterioration in a structured transaction
  • Options available in the event of a breach of undertaking
  • Renegotiating and restructuring existing debt

Who is it for

Large corporate relationship managers, credit analysts, structurers and heads of credit exposure within banking institutions.

Prerequisites

Working in corporate lending and being confident with credit analysis.

Dates & locations

24 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.