Private Credit Investment Training Course

Name: Private Credit Investment and Debt Structuring Training Course
Availability: InStock

Assess, structure, monitor, and govern negotiated private loans from origination through investment committee review.

Private Credit Investment Training Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Baku, Abu Dhabi, Prague, Chicago, Istanbul, Amsterdam and more
Next session: 12 – 16 October 2026, Baku
Average fee: 5,800 €

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Private Credit Investment and Debt Structuring Training Course

Overview

Private Credit Investment and Debt Structuring Training Course is a five-day advanced course for private-credit investors, analysts, portfolio managers, corporate-finance teams, risk professionals, and deal-support functions, who leave with a Private Credit Investment Committee Memorandum. The course connects market structure, origination, borrower analysis, cash flow, leverage, pricing, loan terms, covenants, security, due diligence, portfolio construction, monitoring, workouts, valuation, performance, and governance. Agile Leaders Training Center delivers private credit investment training for professional practice.

Who Should Attend

Investment functions responsible for sourcing, assessing, and approving private-credit opportunities
Credit functions responsible for borrower analysis, underwriting, structuring, and monitoring
Portfolio functions responsible for concentration, liquidity, valuation, and performance
Corporate-finance functions responsible for evaluating private funding alternatives
Risk functions responsible for limits, stress analysis, covenant breaches, and escalation
Legal and operations support functions responsible for documentation coordination, closing, records, and servicing

The course assumes participants already support lending, credit, investment, corporate finance, risk, legal coordination, or operations and leaves out personal investment advice and jurisdiction-specific legal or tax advice.

Departments and Industries

The course supports departments that originate, analyze, structure, approve, monitor, or service private debt investments.

Private-credit, alternative-investment, and asset-management teams
Banking, direct-lending, specialty-finance, and fund-management functions
Corporate treasury, finance, and capital-structure teams
Credit risk, portfolio risk, compliance, and internal-audit departments
Legal coordination, documentation, collateral, and loan-operations functions
Insurance, pension, family-office, and institutional-investment organizations

Learning Objectives

By the end of this course, participants will be able to:

Analyze private-credit segments, structures, and investment risks
Apply borrower, sponsor, cash-flow, and leverage assessment methods
Build pricing, covenant, security, and documentation term frameworks
Evaluate due-diligence, portfolio, monitoring, and valuation evidence
Use amendment, workout, governance, and performance-review controls
Build a Private Credit Investment Committee Memorandum

Course Agenda

Day 1: Private Credit Markets and Origination

Private Credit Segment and Strategy Map
Fund Structure, Capital, and Liquidity Profile
Origination Channel and Deal-Sourcing Matrix
Opportunity Screening and Eligibility Scorecard
Investment Process and Decision-Rights Framework

Day 2: Borrower Analysis and Underwriting

Borrower Business and Industry Risk Profile
Sponsor Quality and Support Assessment
Earnings Quality and Cash-Generation Analysis
Leverage, Coverage, and Debt-Capacity Model
Downside Scenario and Margin-of-Safety Test

Day 3: Structuring, Pricing and Due Diligence

Loan Structure and Repayment Profile Canvas
Pricing, Fees, Return, and Risk Comparison
Covenant Package and Headroom Matrix
Security, Seniority, and Intercreditor Issues Checklist
Financial, Commercial, Operational, and Legal Due-Diligence Register

Day 4: Portfolio Monitoring and Remediation

Portfolio Concentration and Diversification Dashboard
Borrower Monitoring and Early-Warning Indicator Set
Amendment, Waiver, and Consent Decision Tree
Workout, Recovery, and Escalation Framework
Valuation, Performance, ESG, and Governance Review Pack

Day 5: Private Credit Investment Practice

Suggested Exercise: Deal Screening and Borrower Assessment
Suggested Exercise: Debt Structure and Covenant Design
Suggested Exercise: Portfolio Monitoring and Valuation Review
Suggested Exercise: Amendment and Workout Decision
Capstone Exercise: Private Credit Investment Committee Memorandum

Practical Exercises

The course uses suggested activities to connect borrower evidence, transaction terms, portfolio controls, and approval decisions.

Suggested activity: screen a lending opportunity and analyze the borrower, sponsor, cash generation, leverage, and downside resilience.
Suggested activity: design pricing, repayment, covenants, security, documentation issues, and due-diligence requirements for a proposed loan.
Suggested activity: evaluate concentration, monitoring signals, valuation evidence, performance, and governance for a private-credit portfolio.
Suggested activity: assemble the investment thesis, risks, mitigants, terms, monitoring plan, and recommendation in the capstone memorandum.

FAQs

Who suits private credit investment training, and what does it assume?

Private credit investment training suits professionals already involved in lending, credit, investment, corporate finance, risk, legal coordination, or operations who need an end-to-end investment and structuring method.

How does private credit investment differ from public bond investing?

Private credit investment relies on negotiated terms, borrower access, customized covenants, security, documentation, illiquidity, direct monitoring, and appraisal-based valuation, while public bonds generally trade with more standardized disclosure and market pricing.

What belongs in private debt due diligence?

Private debt due diligence should examine business resilience, industry risk, earnings quality, cash generation, leverage, debt capacity, sponsor support, operations, documentation, security, counterparties, ESG considerations, and downside scenarios.

How are private credit covenants designed and monitored?

Private credit covenants are designed around borrower risks, reporting needs, financial thresholds, permitted actions, remedies, headroom, testing frequency, responsibilities, and escalation triggers, then monitored against timely evidence.

How should a private credit portfolio be monitored?

A private credit portfolio should be monitored through borrower performance, payment behavior, covenant headroom, concentration, liquidity, valuation, risk migration, amendments, exceptions, ESG factors, recovery outlook, and documented actions.

Conclusion

Participants take back a Private Credit Investment Committee Memorandum containing borrower analysis, downside scenarios, proposed terms, covenants, security considerations, due-diligence findings, portfolio effects, monitoring actions, and a recommendation. The memorandum changes fragmented deal evidence into a traceable approval case. It supports disciplined underwriting, structured decisions, active monitoring, and reviewable governance.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Location	Dates	Duration	Mode	Price
Barcelona	Week 16, 2027 19 – 23 April 2027	5 Days	Onsite	€5,700
Frankfurt	Week 17, 2027 26 – 30 April 2027	5 Days	Onsite	€5,700
Munich	Week 18, 2027 3 – 7 May 2027	5 Days	Onsite	€5,700
Trabzon	Week 18, 2027 9 – 13 May 2027	5 Days	Onsite	€6,800
Cairo	Week 19, 2027 10 – 14 May 2027	5 Days	Onsite	€4,100
Dubai	Week 20, 2027 17 – 21 May 2027	5 Days	Onsite	€4,500
Lisbon	Week 20, 2027 17 – 21 May 2027	5 Days	Onsite	€5,700
Marbella	Week 20, 2027 23 – 27 May 2027	5 Days	Onsite	€5,700
Toronto	Week 21, 2027 30 May – 3 June 2027	5 Days	Onsite	€12,000
Seoul	Week 23, 2027 7 – 11 June 2027	5 Days	Onsite	€10,000
New York	Week 24, 2027 14 – 18 June 2027	5 Days	Onsite	€12,000
Madrid	Week 25, 2027 21 – 25 June 2027	5 Days	Onsite	€5,700
Johannesburg	Week 25, 2027 27 June – 1 July 2027	5 Days	Onsite	€4,500
Kuala Lumpur	Week 26, 2027 28 June – 2 July 2027	5 Days	Onsite	€5,200
Amsterdam	Week 27, 2027 5 – 9 July 2027	5 Days	Onsite	€5,700
Cairo	Week 28, 2027 12 – 16 July 2027	5 Days	Onsite	€4,100
Abu Dhabi	Week 28, 2027 12 – 16 July 2027	5 Days	Onsite	€4,700
Zanzibar	Week 28, 2027 18 – 22 July 2027	5 Days	Onsite	€5,500
Milan	Week 29, 2027 19 – 23 July 2027	5 Days	Onsite	€5,700
Geneva	Week 29, 2027 25 – 29 July 2027	5 Days	Onsite	€6,200

Frequently asked questions

What does this course cover?

OverviewPrivate Credit Investment and Debt Structuring Training Course is a five-day advanced course for private-credit investors, analysts, portfolio managers, corporate-finance teams, risk professionals, and deal-support functions, who leave with a Private Credit Investment Committee Memorandum. The course connects market structure, origination, borrowe…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Private Credit Investment Training Course