BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Credit Evaluation & Financial Analysis for Credit Card Products
Duration 4 days – 28 hrs Overview This course trains participants to evaluate credit card applicants using practical financial analysis (income/cashflow, capacity, stability), credit behavior data (incl. bureau/CIC when applicable), and risk policy decisioning—then connects underwriting choices to profitability and billing outcomes (APR/finance charges, fees, statement cycle, delinquency). It includes key PH compliance...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Credit Evaluation, Assessment, and Appraisal equips banking and finance professionals with the knowledge and practical skills to evaluate credit risk, assess borrower financial health, and support effective lending decisions. Duration 3 days – 21 hrs. Overview This training equips participants with end-to-end credit evaluation techniques used in banks and lending institutions—covering financial statement...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration 3 days – 21 hrs. Overview This training equips participants with end-to-end credit evaluation techniques used in banks and lending institutions—covering financial statement analysis, credit scoring and policy alignment, data-driven assessment, and practical verification methods. Participants will learn how to assess borrower capacity, validate and appraise collaterals, and strengthen background investigation /...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration 3 days – 21 hrs Overview This onsite course provides a comprehensive understanding of deal documentation, trade processing, and post-trade support workflows commonly used in banks, investment firms, financial services, and treasury operations in the Philippines. Participants will learn how trades are documented, validated, confirmed, settled, reconciled, and reported, while complying with...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Department of Trade and Industry (DTI) Credit Product Marketing Billing
Duration 4 days – 28 hrs Overview This program is designed for DTI Philippines teams involved in promoting and operating credit/financing products. It connects the full lifecycle—product positioning and marketing, customer onboarding, billing and payment processing, collections and dispute handling, and reporting—so the credit product is easy to market, easy to understand, and...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration: 3 days – 21 hrs Overview This training course provides participants with the knowledge and skills required to develop comprehensive and persuasive business cases. Participants will learn how to identify business needs, analyze potential solutions, and present business cases to stakeholders effectively. Objectives • Understand the importance and purpose of a business...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration 3 days – 21 hrs Overview This training course equips participants with essential skills for creating accurate, consistent, and professional documentation, reports, and records. It covers organizational standards, compliance requirements, documentation best practices, effective writing techniques, and proper data management. Participants will learn how to prepare clear reports, maintain reliable records, and...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration 3 days – 21 hrs Overview This practical, hands-on course helps managers and customer-facing frontliners deliver clear, confident, and persuasive presentations in typical Philippine workplace settings—client meetings, internal updates, product demos, service briefings, huddles, and branch/field discussions. Participants will learn how to structure messages, simplify complex info, present with confidence, handle Q&A,...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration 3 days – 21 hrs Overview This course provides participants with a comprehensive understanding of electronic payment systems and financial services, covering how digital payments are designed, processed, settled, secured, and regulated. Participants will gain practical knowledge of payment instruments, transaction flows, payment networks, risk management, compliance, and emerging payment technologies, enabling...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration: 2 days – 14 hrs Overview The “Establishing Effective Metrics” training course is designed to help professionals understand the importance of metrics in measuring performance, tracking progress, and driving organizational success. This course covers the principles of creating, implementing, and managing effective metrics, ensuring they align with business goals and provide actionable insights....
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration: 2 days – 14 hrs Overview The “Establishing Effective Metrics: KPIs and Dashboard” training course is designed to equip professionals with the knowledge and skills to develop, implement, and manage key performance indicators (KPIs) and dashboards. This course aims to help participants understand the importance of metrics, how to select and create effective...
BUSINESS / FINANCE / BLOCKCHAIN / FINTECH
Duration 3 days – 21 hrs Overview This course builds practical skills in interpreting financial statements and converting insights into a structured, realistic budget. Participants will learn how to analyze business performance using key financial tools (ratios, trends, variance analysis), develop driver-based budgets, forecast revenue and costs, and produce budget reports that...