Loan Documentation Drafting Course
Understand do’s and don’ts of loan documentation drafting and start producing effective, meaningful and quality documents.
About This Course
The Course on Drafting of Loan Documentation is developed with a view to equip you with drafting abilities. A touch of legal framework (though rules vary from place to place) is also given since Drafting of Deeds, Agreements & Documents is a general requirement because any company have to enter into agreements with their clients on regular basis.
An effort is made to highlight precautions which should be taken care while drafting of meaningful documents.
There are in total 8 Modules which cover Introduction to Documents, Drafting Principles, Do’s & Don’ts, Drafting of Agreements, Legal Implications, Various Types of Credit Facilities & Documents, Stamping, Standard Loan Agreement Provisions, Securities & Documents & much more.
At the end of each module there is a quiz that will let you know if you understood the concepts presented. The course is simple since explanation to various terminologies is covered in a lucid manner so as to enrich your learning experience .
In other words, it is a self-paced short duration course that you can follow without mediation of instructor. As far as possible, lot of care is taken to develop the content.
Devote just 20 minutes per Module and 10-15 minutes per quiz to understand & revive what is studied. (Due care is taken as time is very important for busy professionals).
Course Benefits
After completion of this course, you will gain confidence in the wide range of the following aspects:
• Recognize documentation as a critical aspect.
• Grasp the multiple purposes for documentation.
• Identify an effective documentation methodology.
• Understand the role of a documentation specialist in the process of drafting.
• Recognize common documentation errors related to risks inherent.
• Describe meaning of various clauses and terminologies used in drafting framework.
• Identify merits & demerits in the way of documentation and describe.
• Identify documentation requirements as per nature of credit facility, security documents or as per other requirements depending upon the nature of transaction.
For Who Is The Course Designed
All those who have analytical, communication & thinking skills with general working knowledge on computers can join. All those who are involved in the job of drafting of agreements, deeds or other documents or who wish to develop career in Drafting of Documents, this course can help to generate skills. Serving Technical Analysts in Drafting can also join since knowledge always pays.
What You Will Achieve After Completing This Course
After completing this course, you will gain enough confidence and knowledge of drafting principles & learn important terminologies which are used in the process of drafting. You will understand do’s and don’ts in drafting and will be able to draft effective, meaningful and quality documents.
You will get a good understanding of various terms and the relevance of such terms. You will be able to describe & use such terms quite effectively as a document specialist should do. Remember, an effective document covering of important clauses can help minimize & mitigate risk.
Upon successful completion of all quizzes and exercises you will get a Certificate of Completion from Global Risk Academy
Your Instructor
Ajay Kumar Jhingan is an International Speaker/Trainer and Consultant in Corporate and Retail Banking and remained a Senior Faculty in the domain of Banking & Finance.
He remained a Credit & Foreign Exchange Faculty at Canara Bank in India and has practical experience of more than three decades in various important positions in banking industry in India. He is a Certified Associate of Indian Institute of Bankers.
During his banking career, he has handled credit appraisal, credit disbursement, credit monitoring/review and recovery aspects at various large branches & at Large Borrowable Accounts Department at Circle Office of the Bank. By virtue of his experience, he remained instrumental in providing training to credit, forex and inspecting officials for preparation of credit proposals, meaningful credit assessment, credit monitoring, credit administration, credit audit, Risk Based Internal Audit & risk management techniques in handling and minimizing the risks associated in the field of banking.
He also has rich experience in handling various types of Inspections/Audits in the banking industry. He has not only delivered programs in banking & finance within India but also at international level for overseas banking community.
Having gained good number of years of practical working and teaching experience, he has now decided to educate the younger generation by way of online skill transfer courses in banking & finance which he thinks will not only serve the purpose as Hands on Banking Knowledge but also to learn it by yourself.
Class Curriculum
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PreviewModule 1. Introduction To Documentation
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PreviewQuiz Module 1
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StartModule 2. General Principles Of Drafting. Part 1
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StartQuiz Module 2
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StartModule 3. General Principles Of Drafting. part 2.
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StartQuiz Module 3
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StartModule 4. Drafting Of Agreements
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StartQuiz Module 4
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StartModule 5. Various Types of Credit Facilities
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StartQuiz Module 5.
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StartModule 6. Standard Loan Agreement Provisions
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StartQuiz Module 6
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StartModule 7. Commercial Banks Loan Procedure
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StartQuiz Module 7
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StartModule 8. Security Aspects & Principles
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StartQuiz Module 8
Frequently Asked Questions
Skills of communication, analysis, drafting, thinking etc can help largely with graduation degree. However, knowledge of law/finance/banking or similar subjects will be a boost for this course.