Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Search in posts
Search in pages

Writing Credit Reports

Master the art of structuring, analyzing, and presenting high-impact Credit Reports. In today’s financial landscape, clear, concise, and well-structured credit reporting is essential.

  • Real-world case studies and business simulations
  • Interactive group work and role play
  • Personal feedback and coaching
  • Includes the ‘Pocket Guide: Manual for Writing Credit Applications’ for post-course reference

 

A strong credit report enables decision-makers to quickly and confidently assess financing proposals. Yet, many professionals struggle to find the right balance between technical content, analysis, and effective communication.

Incompany training available: Content is tailored after a consultation with your organization to address specific challenges or focus areas.

The Writing Credit Reports course is specifically designed to help financial professionals master the skills needed to draft compelling, accurate, and decision-ready credit reports. From identifying key credit risks to structuring clear conclusions, this course empowers you to write with clarity and impact—every time.

What you will learn:

✅ How to write credit reports that are clear, concise, and easy to assess
✅ How to identify and highlight the most relevant credit risks
✅ Techniques to structure your business analysis to align with the credit proposal
✅ How to distinguish between core information and secondary details
✅ How to turn complex financial data into actionable insights

This practice-based course uses real-life case studies, interactive sessions, and feedback from seasoned experts. Whether you’re an account manager, credit analyst, or involved in the KYC process, this course will elevate your credit writing to a professional level.
Course Program Overview

Before the Course:
• Participants submit one of their own credit reports for expert review and feedback.

Day 1:
• Fundamentals of high-impact credit reporting
• Identifying credit risks and structuring your report
• Case study: assessing a real-life credit proposal
• Group exercises and writing sessions
• Assignment: write a credit report based on a provided business case

Between Sessions:
• Participants work independently on their credit report assignment

Day 2:
• Peer and expert feedback on submitted credit report
• Role-play and discussion: presenting your credit analysis
• Advanced techniques for analyzing financial and non-financial data
• Integrating your business analysis into the credit proposal
After completing this course, participants will be able to:

• Write credit reports that are structured, focused, and decision-oriented
• Pinpoint key credit risks and address them effectively
• Execute a sound financial and business analysis
• Translate complex data into practical recommendations
• Confidently justify credit decisions and support stakeholder communication

Before the start of the training, participants will send a credit report to the presenter, who will provide feedback on its content.

Between day 1 and day 2 of the training, participants will draft a credit report based on an assignment provided by the presenter at the end of day 1. After the training, the participant will receive the pocket guide ‘Manual for writing credit applications’.

Niveau:

Variant:

Dag(deel): ,

Duur: ,

Any questions?

Let us know.
We love to hear from you.

Frequently Asked Questions

In Dutch or English.

The trainers at 3Masters work within the field of the training. They are specialists who engage with the training content daily. At 3Masters, we believe it is important that trainers have extensive experience and are enthusiastic about sharing their knowledge with participants.

Together with our trainers, we aim for an optimal trainer-to-participant ratio. Therefore, we work with training groups of approximately 12 participants, ensuring a good balance between experience, knowledge, and skills.

The training sessions can be organized both in-company and virtually. Together with the client, we determine what works best for the participants. Everything is possible, and our trainers are flexible.

The timing of the training will be determined in consultation with the client. Morning, afternoon, and evening sessions are all possible.

Chat openen
1
Scan de code
Hallo
Kunnen we je helpen?