Private Markets · PC01

Private Credit: Underwriting and Portfolio Monitoring

A practitioner-oriented foundation in borrower analysis, debt structures, covenants, downside cases, monitoring and portfolio-level risk.

COURSE OVERVIEW

Designed for practical application.

A practitioner-oriented foundation in borrower analysis, debt structures, covenants, downside cases, monitoring and portfolio-level risk.

What you will be able to do

  • Structure a disciplined private-credit underwriting review.
  • Interpret covenants, documentation and downside protection.
  • Design post-close monitoring and escalation.

Course structure

01 Private-credit market and strategies
02 Borrower and cash-flow analysis
03 Capital structures and documentation
04 Covenants and downside cases
05 Monitoring and amendments
06 Valuation and portfolio risk

Assessment and evidence

ASSESSMENT

Underwriting case and assessment; proposed pass mark 70%.

LEARNING EVIDENCE

Completion record, score and certificate.

PC01

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