Structured Finance Transaction Design Course

Name: Advanced Structured Finance Transaction Design Course
Availability: InStock

Build asset-backed, project, and cash-flow structures with traceable risk allocation, payment priorities, and decision evidence.

At a glance

Duration: 1 Week
Format: Classroom
Cities: Tbilisi, Munich, Cape town, Istanbul, Seoul, Bangkok and more
Next session: 26 – 30 October 2026, Tbilisi
Average fee: 5,750 €

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Advanced Structured Finance Transaction Design Course

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Overview

Advanced Structured Finance Transaction Design Course is a one-week advanced course for corporate finance leaders, bankers, treasury professionals, investment analysts, credit specialists, and infrastructure finance teams, who leave with a Structured Finance Transaction Design Pack. Participants build SPV architecture, cash-flow waterfalls, credit enhancement, risk allocation, covenant design, due diligence, rating evidence, documentation interfaces, and scenario analysis across asset-backed and project transactions. Agile Leaders Training Center develops structured finance transaction design capability.

Who Should Attend

Corporate finance teams responsible for funding structures, transaction economics, and approval evidence
Banking teams responsible for origination, credit assessment, structuring, and syndication
Treasury teams responsible for liquidity, funding diversification, and cash-flow resilience
Investment teams responsible for asset analysis, tranche selection, and downside review
Infrastructure finance teams responsible for project vehicles, contractual risks, and debt-service capacity
Legal and advisory teams responsible for documentation interfaces, due diligence, and closing conditions

The course assumes participants can interpret financial statements, credit metrics, and transaction documents, and it leaves introductory corporate finance and basic accounting outside its scope.

Departments and Industries

The course supports departments and industries that originate, fund, assess, document, or invest in structured transactions.

Corporate finance, treasury, credit, investment, and risk
Commercial banking, investment banking, asset management, and insurance
Infrastructure, energy, transport, utilities, and real estate
Manufacturing, telecommunications, technology, and healthcare
Legal, audit, rating, and financial advisory services

Learning Objectives

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

Compare asset-backed, project, and cash-flow transaction structures
Build SPV architecture and stakeholder responsibility maps
Apply cash-flow waterfall and debt-service modeling
Evaluate credit enhancement, covenants, and trigger design
Analyze due diligence, rating, and documentation evidence
Design scenario tests and risk allocation decisions

Course Agenda

Day 1: Transaction Architecture and Economics

Structured Finance Product Selection Matrix
Asset-Backed and Project Structure Comparison Map
Transaction Parties and Responsibility Chart
SPV Purpose and Isolation Architecture
Sources, Uses, and Funding Economics Model

Day 2: Cash Flows and Payment Priorities

Underlying Asset Cash-Flow Forecast
Debt-Service Capacity and Coverage Model
Cash-Flow Waterfall Priority Schedule
Tranche Allocation and Loss Absorption Grid
Prepayment, Default, and Recovery Assumption Register

Day 3: Credit Protection and Risk Allocation

Credit Enhancement Sizing Framework
Reserve, Subordination, and Excess Spread Toolkit
Contractual Risk Allocation Matrix
Covenant and Trigger Design Catalogue
Security Package and Recourse Boundary Map

Day 4: Due Diligence and Transaction Challenge

Commercial and Financial Due Diligence Checklist
Asset Eligibility and Data Quality Test
Rating Consideration Evidence Grid
Documentation Interface and Closing Condition Tracker
Scenario, Sensitivity, and Break-Even Analysis Model

Day 5: Structured Finance Design Practice

Exercise: Select a Transaction Architecture
Exercise: Build an SPV and Party Map
Exercise: Model a Payment Waterfall
Exercise: Challenge Enhancement, Covenants, and Scenarios
Capstone Exercise: Structured Finance Transaction Design Pack

Practical Exercises

The course uses suggested activities that connect asset evidence, cash flows, protection mechanisms, documents, and decisions.

Suggested activity: compare asset-backed and project structures for receivables and infrastructure cases
Suggested activity: model payment priorities, losses, recoveries, and trigger effects
Suggested activity: allocate construction, operating, market, credit, and liquidity risks among transaction parties
Suggested activity: present a term structure with covenants, enhancement, evidence gaps, and scenario results

FAQs

Who suits advanced structured finance transaction design training?

Finance, banking, treasury, investment, credit, infrastructure, legal, and advisory professionals who already interpret financial statements and transaction documents suit the training. The course assumes practical exposure to funding or investment decisions.

How does structured finance transaction design differ from introductory corporate finance training?

Structured finance transaction design focuses on ring-fenced vehicles, contractual cash flows, payment priorities, credit enhancement, risk allocation, triggers, and transaction documentation. Introductory corporate finance usually focuses on company-level financing, valuation, and capital decisions.

What is an SPV in structured finance transaction design?

An SPV is a special-purpose legal entity used to hold assets, undertake a project, issue obligations, or isolate defined transaction cash flows and risks. Its purpose, ownership, contractual role, and recourse boundaries must be documented.

How does a cash-flow waterfall work in structured finance?

A cash-flow waterfall sets the order in which available funds pay expenses, interest, principal, reserves, and residual amounts. Triggers may redirect payments when asset performance, coverage, or other agreed conditions deteriorate.

How is credit enhancement evaluated in structured finance?

Credit enhancement is evaluated against expected and stressed losses, payment priorities, asset performance, liquidity needs, recovery assumptions, covenants, and investor protection. Its form and size should align with the transaction's evidence and scenario results.

Conclusion

Participants take back a Structured Finance Transaction Design Pack containing the architecture, SPV map, cash-flow model, waterfall, enhancement logic, risk allocation, covenants, due diligence record, documentation tracker, and scenario results. It makes transaction assumptions and protection mechanisms traceable. Finance teams can use it to compare structures, challenge evidence, and support approval decisions.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 41-60 of 75 events

Location	Dates	Duration	Mode	Price
Madrid	Week 19, 2027 10 – 14 May 2027	1 Week	Onsite	€5,700
Cairo	Week 20, 2027 17 – 21 May 2027	1 Week	Onsite	€4,100
Casablanca	Week 21, 2027 24 – 28 May 2027	1 Week	Onsite	€4,100
Baku	Week 21, 2027 24 – 28 May 2027	1 Week	Onsite	€5,000
Marbella	Week 21, 2027 30 May – 3 June 2027	1 Week	Onsite	€5,700
Muscat	Week 22, 2027 6 – 10 June 2027	1 Week	Onsite	€5,700
London	Week 23, 2027 7 – 11 June 2027	1 Week	Onsite	€5,700
Paris	Week 24, 2027 14 – 18 June 2027	1 Week	Onsite	€5,700
Milan	Week 24, 2027 14 – 18 June 2027	1 Week	Onsite	€5,700
Phuket	Week 24, 2027 20 – 24 June 2027	1 Week	Onsite	€6,000
Johannesburg	Week 25, 2027 27 June – 1 July 2027	1 Week	Onsite	€4,500
Doha	Week 26, 2027 4 – 8 July 2027	1 Week	Onsite	€5,500
Dubai	Week 27, 2027 5 – 9 July 2027	1 Week	Onsite	€4,500
Tokyo	Week 28, 2027 12 – 16 July 2027	1 Week	Onsite	€10,000
Abu Dhabi	Week 28, 2027 12 – 16 July 2027	1 Week	Onsite	€4,700
Manama	Week 28, 2027 18 – 22 July 2027	1 Week	Onsite	€4,700
Bali	Week 29, 2027 25 – 29 July 2027	1 Week	Onsite	€5,700
Barcelona	Week 30, 2027 26 – 30 July 2027	1 Week	Onsite	€5,700
San Diego	Week 31, 2027 2 – 6 August 2027	1 Week	Onsite	€14,000
Trabzon	Week 31, 2027 8 – 12 August 2027	1 Week	Onsite	€6,800

Frequently asked questions

What does this course cover?

OverviewAdvanced Structured Finance Transaction Design Course is a one-week advanced course for corporate finance leaders, bankers, treasury professionals, investment analysts, credit specialists, and infrastructure finance teams, who leave with a Structured Finance Transaction Design Pack. Participants build SPV architecture, cash-flow waterfalls, credit…

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.

Structured Finance Transaction Design Course