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Debt and Loan Portfolio Management for Finance Officers

Whether an organisation is borrowing to grow or lending to members and customers, poorly managed debt destroys financial stability. This course builds practical skills in managing a portfolio of loans and borrowings, monitoring exposure, controlling arrears and reporting on debt health. It suits finance staff in lending institutions, cooperatives and any organisation carrying significant borrowings or receivables.

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Register for this course

What you will be able to do

  • Explain the components and risks of a debt or loan portfolio.
  • Monitor loan performance, arrears and ageing.
  • Assess borrowing capacity and debt service obligations.
  • Apply provisioning and impairment thinking to bad debt.
  • Design collections and restructuring approaches for distressed loans.
  • Report portfolio health clearly to management and lenders.

Course outline

  1. 01Anatomy of a Debt and Loan Portfolio
  2. 02Monitoring Performance and Arrears
  3. 03Ageing and Portfolio at Risk
  4. 04Borrowing Capacity and Debt Service
  5. 05Provisioning for Bad and Doubtful Debt
  6. 06Collections and Restructuring
  7. 07Portfolio Reporting and Dashboards
  8. 08Managing Portfolio Risk Over Time

Who should attend

Finance officers, credit and loans staff, treasury staff and managers in lending institutions, cooperatives and organisations carrying significant debt.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
28 to 30 Sep 2026Cape Town3R13,000Closed
29 Sep to 1 Oct 2026Durban3R13,000Register
30 Sep to 2 Oct 2026Pretoria3R13,000Register
5 to 7 Oct 2026Windhoek3US$1,500Register
6 to 8 Oct 2026Gaborone3US$1,500Register
7 to 9 Oct 2026Maseru3US$1,500Register
12 to 14 Oct 2026Mbabane3US$1,500Register
13 to 15 Oct 2026Lusaka3US$1,500Register
14 to 16 Oct 2026Harare3US$1,500Register
19 to 21 Oct 2026Lilongwe3US$1,500Register
20 to 22 Oct 2026Blantyre3US$1,500Register
21 to 23 Oct 2026Mozambique3US$1,500Register
26 to 28 Oct 2026Nairobi3US$1,500Register
27 to 29 Oct 2026Dar es Salaam3US$1,500Register
28 to 30 Oct 2026Kigali3US$1,500Register
2 to 4 Nov 2026Kampala3US$1,500Register
3 to 5 Nov 2026Accra3US$1,500Register
4 to 6 Nov 2026Lagos3US$1,500Register
9 to 11 Nov 2026Cairo3US$1,500Register
10 to 12 Nov 2026Mauritius3US$1,500Register
11 to 13 Nov 2026Dubai3US$1,500Register
16 to 18 Nov 2026Online3US$900Register
9 to 11 Dec 2026Johannesburg3R13,000Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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