BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Credit Evaluation, Assessment, and Appraisal

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

Deal Documentation & Post-Trade Support

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...

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

Developing Business Case

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

Documentation, Reporting & Record-Keeping  

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

Effective Presentation Skills for Managers & Frontliners

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,...

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