SME Loan Structuring and Documentation Course Tech For Development (T4D)

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SME Loan Structuring and Documentation Course

Foundation | 5 days | Face to Face / Online / Elearning | Certificate

Course Overview

Course Summary

Course Title	SME Loan Structuring and Documentation Course
Organization	Tech For Development (T4D)
Venue	Tech For Development (T4D) Training Centre
Duration	5 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face)	USD 1,500/KES 99,000 (Exclusive of VAT)
Course Fees (Virtual)	USD 1,000/KES 70,000 (Exclusive of VAT)
Training Modes	Virtual and face-to-face training
Payment	Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation	Tech For Development Certificate of Course Completion

Introduction

This course focuses on the intricacies of structuring and documenting loans for SMEs. Participants will learn best practices in loan structuring, legal documentation, and compliance to ensure the soundness and enforceability of SME loans.

Duration

5 days

Target Audience

Loan Officers, Credit Analysts, Relationship Managers, and Legal Advisors in the banking sector.

Organizational Impact

Reduced default rates through well-structured loans.
Improved legal compliance and risk management.
Enhanced ability to meet SME financing needs effectively.

Personal Impact

Advanced skills in loan structuring and documentation.
Greater confidence in handling SME loan transactions.
Expanded career opportunities in credit and legal roles.

Course Objectives

Understand the principles of loan structuring for SMEs.
Learn best practices in legal documentation and compliance.
Develop skills to structure loans that meet both client needs and bank policies.
Enhance risk management through effective loan documentation.

Course Modules

Course Outline

Module 1 Principles of Loan Structuring

Overview of loan structuring principles
Identifying financing needs and structuring solutions
Balancing client needs and bank policies

Module 2 Legal Documentation Basics

Key components of loan agreements
Legal considerations in loan documentation
Common terms and conditions

Module 3 Advanced Loan Structuring Techniques

Structuring complex loan facilities
Syndicated loans and co-lending arrangements
Case studies in SME loan structuring

Module 4 Compliance and Regulatory Requirements

Understanding regulatory frameworks
Ensuring legal and regulatory compliance
Best practices for documentation and record-keeping

Module 5 Risk Management in Loan Documentation

Identifying and mitigating legal risks
Effective use of collateral and guarantees
Monitoring and reviewing loan documentation

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

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Date	Cost
2026 Schedules
Nairobi
23 Nov - 27 Nov	KES 99,000 \| $1,500	Register
14 Dec - 18 Dec	KES 99,000 \| $1,500	Register

Johannesberg
23 Nov - 27 Nov	$3,100	Register
14 Dec - 18 Dec	$3,100	Register

Mombasa
23 Nov - 27 Nov	KES 115,000 \| $1,500	Register
14 Dec - 18 Dec	KES 115,000 \| $1,500	Register

Kigali
23 Nov - 27 Nov	$1,850	Register
14 Dec - 18 Dec	$1,850	Register

Addis Ababa
23 Nov - 27 Nov	$3,100	Register
14 Dec - 18 Dec	$3,100	Register

Kuala Lumpur
23 Nov - 27 Nov	$5,500	Register
14 Dec - 18 Dec	$5,500	Register

Accra
23 Nov - 27 Nov	$3,200	Register
14 Dec - 18 Dec	$3,200	Register

Cairo
23 Nov - 27 Nov	$4,200	Register
14 Dec - 18 Dec	$4,200	Register

Cape Town
23 Nov - 27 Nov	$3,800	Register
14 Dec - 18 Dec	$3,800	Register

Pretoria
23 Nov - 27 Nov	$3,100	Register
14 Dec - 18 Dec	$3,100	Register

Dar es Salaam
23 Nov - 27 Nov	$2,100	Register
14 Dec - 18 Dec	$2,100	Register

Naivasha
23 Nov - 27 Nov	KES 110,000 \| $1,500	Register
14 Dec - 18 Dec	KES 110,000 \| $1,500	Register

Kisumu
23 Nov - 27 Nov	KES 110,000 \| $1,500	Register
14 Dec - 18 Dec	KES 110,000 \| $1,500	Register

Arusha
23 Nov - 27 Nov	$2,100	Register
14 Dec - 18 Dec	$2,100	Register

Machakos
23 Nov - 27 Nov	KES 110,000 \| $1,500	Register
14 Dec - 18 Dec	KES 110,000 \| $1,500	Register

Nakuru
23 Nov - 27 Nov	KES 110,000 \| $1,500	Register
14 Dec - 18 Dec	KES 110,000 \| $1,500	Register

Kampala
23 Nov - 27 Nov	$1,800	Register
14 Dec - 18 Dec	$1,800	Register

Dubai
23 Nov - 27 Nov	$3,900	Register
14 Dec - 18 Dec	$3,900	Register

Zanzibar
23 Nov - 27 Nov	$2,100	Register
14 Dec - 18 Dec	$2,100	Register
2027 Schedules
Dar es Salaam
25 Jan - 29 Jan	$2,100	Register
22 Feb - 26 Feb	$2,100	Register
15 Mar - 19 Mar	$2,100	Register
26 Apr - 30 Apr	$2,100	Register
24 May - 28 May	$2,100	Register
28 Jun - 02 Jul	$2,100	Register
26 Jul - 30 Jul	$2,100	Register
23 Aug - 27 Aug	$2,100	Register
27 Sep - 01 Oct	$2,100	Register
25 Oct - 29 Oct	$2,100	Register
22 Nov - 26 Nov	$2,100	Register
20 Dec - 24 Dec	$2,100	Register

Kigali
25 Jan - 29 Jan	$1,850	Register
22 Feb - 26 Feb	$1,850	Register
15 Mar - 19 Mar	$1,850	Register
26 Apr - 30 Apr	$1,850	Register
24 May - 28 May	$1,850	Register
28 Jun - 02 Jul	$1,850	Register
26 Jul - 30 Jul	$1,850	Register
23 Aug - 27 Aug	$1,850	Register
27 Sep - 01 Oct	$1,850	Register
25 Oct - 29 Oct	$1,850	Register
22 Nov - 26 Nov	$1,850	Register
20 Dec - 24 Dec	$1,850	Register

Addis Ababa
25 Jan - 29 Jan	$3,100	Register
22 Feb - 26 Feb	$3,100	Register
15 Mar - 19 Mar	$3,100	Register
26 Apr - 30 Apr	$3,100	Register
24 May - 28 May	$3,100	Register
28 Jun - 02 Jul	$3,100	Register
26 Jul - 30 Jul	$3,100	Register
23 Aug - 27 Aug	$3,100	Register
27 Sep - 01 Oct	$3,100	Register
25 Oct - 29 Oct	$3,100	Register
22 Nov - 26 Nov	$3,100	Register
20 Dec - 24 Dec	$3,100	Register

Kuala Lumpur
25 Jan - 29 Jan	$5,500	Register
22 Feb - 26 Feb	$5,500	Register
15 Mar - 19 Mar	$5,500	Register
26 Apr - 30 Apr	$5,500	Register
24 May - 28 May	$5,500	Register
28 Jun - 02 Jul	$5,500	Register
26 Jul - 30 Jul	$5,500	Register
23 Aug - 27 Aug	$5,500	Register
27 Sep - 01 Oct	$5,500	Register
25 Oct - 29 Oct	$5,500	Register
22 Nov - 26 Nov	$5,500	Register
20 Dec - 24 Dec	$5,500	Register

Accra
25 Jan - 29 Jan	$3,200	Register
22 Feb - 26 Feb	$3,200	Register
15 Mar - 19 Mar	$3,200	Register
26 Apr - 30 Apr	$3,200	Register
24 May - 28 May	$3,200	Register
28 Jun - 02 Jul	$3,200	Register
26 Jul - 30 Jul	$3,200	Register
23 Aug - 27 Aug	$3,200	Register
27 Sep - 01 Oct	$3,200	Register
25 Oct - 29 Oct	$3,200	Register
22 Nov - 26 Nov	$3,200	Register
20 Dec - 24 Dec	$3,200	Register

Cairo
25 Jan - 29 Jan	$4,200	Register
22 Feb - 26 Feb	$4,200	Register
15 Mar - 19 Mar	$4,200	Register
26 Apr - 30 Apr	$4,200	Register
24 May - 28 May	$4,200	Register
28 Jun - 02 Jul	$4,200	Register
26 Jul - 30 Jul	$4,200	Register
23 Aug - 27 Aug	$4,200	Register
27 Sep - 01 Oct	$4,200	Register
25 Oct - 29 Oct	$4,200	Register
22 Nov - 26 Nov	$4,200	Register
20 Dec - 24 Dec	$4,200	Register

Pretoria
25 Jan - 29 Jan	$3,100	Register
22 Feb - 26 Feb	$3,100	Register
15 Mar - 19 Mar	$3,100	Register
26 Apr - 30 Apr	$3,100	Register
24 May - 28 May	$3,100	Register
28 Jun - 02 Jul	$3,100	Register
26 Jul - 30 Jul	$3,100	Register
23 Aug - 27 Aug	$3,100	Register
27 Sep - 01 Oct	$3,100	Register
25 Oct - 29 Oct	$3,100	Register
22 Nov - 26 Nov	$3,100	Register
20 Dec - 24 Dec	$3,100	Register

Cape Town
25 Jan - 29 Jan	$3,800	Register
22 Feb - 26 Feb	$3,800	Register
15 Mar - 19 Mar	$3,800	Register
26 Apr - 30 Apr	$3,800	Register
24 May - 28 May	$3,800	Register
28 Jun - 02 Jul	$3,800	Register
26 Jul - 30 Jul	$3,800	Register
23 Aug - 27 Aug	$3,800	Register
27 Sep - 01 Oct	$3,800	Register
25 Oct - 29 Oct	$3,800	Register
22 Nov - 26 Nov	$3,800	Register
20 Dec - 24 Dec	$3,800	Register

Johannesberg
25 Jan - 29 Jan	$3,100	Register
22 Feb - 26 Feb	$3,100	Register
15 Mar - 19 Mar	$3,100	Register
26 Apr - 30 Apr	$3,100	Register
24 May - 28 May	$3,100	Register
28 Jun - 02 Jul	$3,100	Register
26 Jul - 30 Jul	$3,100	Register
23 Aug - 27 Aug	$3,100	Register
27 Sep - 01 Oct	$3,100	Register
25 Oct - 29 Oct	$3,100	Register
22 Nov - 26 Nov	$3,100	Register
20 Dec - 24 Dec	$3,100	Register

Zanzibar
25 Jan - 29 Jan	$2,100	Register
22 Feb - 26 Feb	$2,100	Register
15 Mar - 19 Mar	$2,100	Register
26 Apr - 30 Apr	$2,100	Register
24 May - 28 May	$2,100	Register
28 Jun - 02 Jul	$2,100	Register
26 Jul - 30 Jul	$2,100	Register
23 Aug - 27 Aug	$2,100	Register
27 Sep - 01 Oct	$2,100	Register
25 Oct - 29 Oct	$2,100	Register
22 Nov - 26 Nov	$2,100	Register
20 Dec - 24 Dec	$2,100	Register

Arusha
25 Jan - 29 Jan	$2,100	Register
22 Feb - 26 Feb	$2,100	Register
15 Mar - 19 Mar	$2,100	Register
26 Apr - 30 Apr	$2,100	Register
24 May - 28 May	$2,100	Register
28 Jun - 02 Jul	$2,100	Register
26 Jul - 30 Jul	$2,100	Register
23 Aug - 27 Aug	$2,100	Register
27 Sep - 01 Oct	$2,100	Register
25 Oct - 29 Oct	$2,100	Register
22 Nov - 26 Nov	$2,100	Register
20 Dec - 24 Dec	$2,100	Register

Kisumu
25 Jan - 29 Jan	KES 110,000 \| $1,500	Register
22 Feb - 26 Feb	KES 110,000 \| $1,500	Register
15 Mar - 19 Mar	KES 110,000 \| $1,500	Register
26 Apr - 30 Apr	KES 110,000 \| $1,500	Register
24 May - 28 May	KES 110,000 \| $1,500	Register
28 Jun - 02 Jul	KES 110,000 \| $1,500	Register
26 Jul - 30 Jul	KES 110,000 \| $1,500	Register
23 Aug - 27 Aug	KES 110,000 \| $1,500	Register
27 Sep - 01 Oct	KES 110,000 \| $1,500	Register
25 Oct - 29 Oct	KES 110,000 \| $1,500	Register
22 Nov - 26 Nov	KES 110,000 \| $1,500	Register
20 Dec - 24 Dec	KES 110,000 \| $1,500	Register

Dubai
25 Jan - 29 Jan	$3,900	Register
22 Feb - 26 Feb	$3,900	Register
15 Mar - 19 Mar	$3,900	Register
26 Apr - 30 Apr	$3,900	Register
24 May - 28 May	$3,900	Register
28 Jun - 02 Jul	$3,900	Register
26 Jul - 30 Jul	$3,900	Register
23 Aug - 27 Aug	$3,900	Register
27 Sep - 01 Oct	$3,900	Register
25 Oct - 29 Oct	$3,900	Register
22 Nov - 26 Nov	$3,900	Register
20 Dec - 24 Dec	$3,900	Register

Mombasa
25 Jan - 29 Jan	KES 115,000 \| $1,500	Register
22 Feb - 26 Feb	KES 115,000 \| $1,500	Register
15 Mar - 19 Mar	KES 115,000 \| $1,500	Register
26 Apr - 30 Apr	KES 115,000 \| $1,500	Register
24 May - 28 May	KES 115,000 \| $1,500	Register
28 Jun - 02 Jul	KES 115,000 \| $1,500	Register
26 Jul - 30 Jul	KES 115,000 \| $1,500	Register
23 Aug - 27 Aug	KES 115,000 \| $1,500	Register
27 Sep - 01 Oct	KES 115,000 \| $1,500	Register
25 Oct - 29 Oct	KES 115,000 \| $1,500	Register
22 Nov - 26 Nov	KES 115,000 \| $1,500	Register
20 Dec - 24 Dec	KES 115,000 \| $1,500	Register

Nairobi
25 Jan - 29 Jan	KES 99,000 \| $1,500	Register
22 Feb - 26 Feb	KES 99,000 \| $1,500	Register
15 Mar - 19 Mar	KES 99,000 \| $1,500	Register
26 Apr - 30 Apr	KES 99,000 \| $1,500	Register
24 May - 28 May	KES 99,000 \| $1,500	Register
28 Jun - 02 Jul	KES 99,000 \| $1,500	Register
26 Jul - 30 Jul	KES 99,000 \| $1,500	Register
23 Aug - 27 Aug	KES 99,000 \| $1,500	Register
27 Sep - 01 Oct	KES 99,000 \| $1,500	Register
25 Oct - 29 Oct	KES 99,000 \| $1,500	Register
22 Nov - 26 Nov	KES 99,000 \| $1,500	Register
20 Dec - 24 Dec	KES 99,000 \| $1,500	Register

Nakuru
25 Jan - 29 Jan	KES 110,000 \| $1,500	Register
22 Feb - 26 Feb	KES 110,000 \| $1,500	Register
15 Mar - 19 Mar	KES 110,000 \| $1,500	Register
26 Apr - 30 Apr	KES 110,000 \| $1,500	Register
24 May - 28 May	KES 110,000 \| $1,500	Register
28 Jun - 02 Jul	KES 110,000 \| $1,500	Register
26 Jul - 30 Jul	KES 110,000 \| $1,500	Register
23 Aug - 27 Aug	KES 110,000 \| $1,500	Register
27 Sep - 01 Oct	KES 110,000 \| $1,500	Register
25 Oct - 29 Oct	KES 110,000 \| $1,500	Register
22 Nov - 26 Nov	KES 110,000 \| $1,500	Register
20 Dec - 24 Dec	KES 110,000 \| $1,500	Register

Machakos
25 Jan - 29 Jan	KES 110,000 \| $1,500	Register
22 Feb - 26 Feb	KES 110,000 \| $1,500	Register
15 Mar - 19 Mar	KES 110,000 \| $1,500	Register
26 Apr - 30 Apr	KES 110,000 \| $1,500	Register
24 May - 28 May	KES 110,000 \| $1,500	Register
28 Jun - 02 Jul	KES 110,000 \| $1,500	Register
26 Jul - 30 Jul	KES 110,000 \| $1,500	Register
23 Aug - 27 Aug	KES 110,000 \| $1,500	Register
27 Sep - 01 Oct	KES 110,000 \| $1,500	Register
25 Oct - 29 Oct	KES 110,000 \| $1,500	Register
22 Nov - 26 Nov	KES 110,000 \| $1,500	Register
20 Dec - 24 Dec	KES 110,000 \| $1,500	Register

Naivasha
25 Jan - 29 Jan	KES 110,000 \| $1,500	Register
22 Feb - 26 Feb	KES 110,000 \| $1,500	Register
15 Mar - 19 Mar	KES 110,000 \| $1,500	Register
26 Apr - 30 Apr	KES 110,000 \| $1,500	Register
24 May - 28 May	KES 110,000 \| $1,500	Register
28 Jun - 02 Jul	KES 110,000 \| $1,500	Register
26 Jul - 30 Jul	KES 110,000 \| $1,500	Register
23 Aug - 27 Aug	KES 110,000 \| $1,500	Register
27 Sep - 01 Oct	KES 110,000 \| $1,500	Register
25 Oct - 29 Oct	KES 110,000 \| $1,500	Register
22 Nov - 26 Nov	KES 110,000 \| $1,500	Register
20 Dec - 24 Dec	KES 110,000 \| $1,500	Register

Kampala
25 Jan - 29 Jan	$1,800	Register
22 Feb - 26 Feb	$1,800	Register
15 Mar - 19 Mar	$1,800	Register
26 Apr - 30 Apr	$1,800	Register
24 May - 28 May	$1,800	Register
28 Jun - 02 Jul	$1,800	Register
26 Jul - 30 Jul	$1,800	Register
23 Aug - 27 Aug	$1,800	Register
27 Sep - 01 Oct	$1,800	Register
25 Oct - 29 Oct	$1,800	Register
22 Nov - 26 Nov	$1,800	Register
20 Dec - 24 Dec	$1,800	Register

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SME Loan Structuring and Documentation Course

Course Overview

Course Modules

Course Administration

Methodology

Accreditation

Training Venue

Accommodation & Airport Transfer

Tailor-Made

Payment

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SME Loan Structuring and Documentation Course

Course Overview

Course Modules

Course Administration

Methodology

Accreditation

Training Venue

Accommodation & Airport Transfer

Tailor-Made

Payment

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