Type: online

Period: continuously accessible

Price: free

Access from the current date for 60 days.

Education is accessible for financial organizations in the region.

The system of monitoring a client and his business, assessing the current situation and development prospects, and taking measures in response to early warning signals of increased risks relative to a concrete borrower and/or to problems with loan repayment are an integral part of the work carried out by financial institutions to prevent arrears. "Monitoring of outstanding loans and managing problem clients" is a course that aims to cover all these aspects.

A separate block of the course deals with the specifics of working with borrowers during an unfolded economic crisis or a general economic recession.

The course has been designed for a wide range of specialists and middle managers of financial institutions servicing small business borrowers.

After studying this course, you will:

  • familiarize yourself with the various practical approaches to monitoring;
  • learn about early warning signals of an increased risk of default on a loan; learn how to recognize such signals and what measures should be taken;
  • familiarize yourself with different types of problem borrowers;
  • learn about the recommended measures to be taken with respect to different types of problem borrowers;
  • study the algorithm of work with clients in the conditions of a current economic crisis or an ongoing general economic recession at the level of territorial divisions of financial institutions.

You will consolidate your knowledge gained through practical case studies, based on real-life practice of financial institutions.

The course consists of five lessons.

Upon completion of the course, you will be asked to take the final test. Based on the testing results, an electronic certificate of the course completion will be formed.

The average duration of the course is 3-4 weeks. Each lesson takes 45 minutes on average. We recommend studying one or maximum two lessons per week.