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Description

Bond Financing: Structuring, Documenting and Placing an Issue

Select the right bond financing format and master the process from structuring through to settlement

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

A company looking to diversify its funding sources turns to the bond market without always appreciating what this entails: documentation, financial communication and the undertakings given to bondholders. On the bank side, teams have to explain structuring choices that bind the issuer for several years.

Two hours to review the available bond financing formats, price construction, contractual documentation and the run of an operation through to settlement and delivery. Unlike an approach centred on sustainable finance, this session addresses bond financing across all of its formats.

Learning objectives

  • Compare the available bond financing formats
  • Describe the run of a bond issue operation
  • Analyse the main clauses of the documentation
  • Explain how the price and the yield offered are built
  • Identify the undertakings given by the issuer to bondholders

What makes this programme different

The full run of an operation tracked from mandate to settlement
A guided reading of the clauses that bind the issuer
A reasoned comparison between bank lending and bond financing

Programme

1Bond financing formats

Choosing before structuring

  • Public bond issues and private placements
  • Fixed-rate and floating-rate instruments
  • Convertible bonds and hybrid instruments
  • Selection criteria according to the issuer profile

2Structuring and documenting

What the issuer actually signs

  • Roles of the banks and advisers
  • Contractual documentation and investor disclosure
  • Covenants and events of default
  • Rating and financial communication

3Placing and monitoring the operation

From mandate to settlement

  • Building the price and the yield offered
  • Order collection and allocation
  • Settlement, delivery and listing
  • Monitoring the instrument on the secondary market

Who is it for

Financing relationship managers and corporate and investment banking staff, together with finance departments of issuing companies.

Prerequisites

Familiarity with interest rate and discounting concepts and with capital markets terminology.

Dates & locations

36 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.