Portfolio Management 1

ABL Portfolio Management Level 1 will covers a comprehensive list of topics specifically related to portfolio and risk management responsibilities.

The curriculum offers a systematic overview of collateral eligibility and monitoring, as well as effective borrowing base reconciliation techniques, that are consistent with industry best practices.  This. Interactive curriculum also helps identify portfolio and client management red flags and how to handle them.

After attending this course, participants will be able to:

  • Describe the primary responsibilities of portfolio management team members;
  • Analyze a borrower’s collateral and financial trends to identify potential issues.
  • Recognize the credit implications of a borrower’s request and know how to respond appropriately.
  • Understand the importance of financial covenants and credit enhancements; and,
  • Interpret and respond appropriately to loan modification requests.
  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Summer Portfolio Management Level One
    June 17 to 20, 2024
    Our ABL Portfolio Management Level One curriculum is designed to give the participant an immersive look into portfolio management techniques that are consistent with industry best practices and standards.



Learn with SFNet Education 20/20

Knowledge to advance your organization and career


Begin with SFNet’s Level One courses to gain a thorough understanding of the secured finance ecosystem.

See our tracks & course descriptions