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Loan Documentation

An Interactive 2-Day Training Course

Loan Documentation

Mastering the Legal and Financial Frameworks for Secure Lending Agreements

NASBA
Classroom Schedule
Date Venue Fees
01 - 02 Jun 2026 Riyadh $ 2,950
02 - 03 Nov 2026 Riyadh $ 2,950

Introduction

This Loan Documentation training course is designed to provide professionals with comprehensive knowledge of the legal, financial, and structural elements of effective loan documentation. In today’s complex lending environment, clear, enforceable, and risk-mitigated documentation is critical to safeguarding the interests of lenders and ensuring compliance with regulatory standards.

This training course explores the full life cycle of loan documentation, including drafting, negotiation, interpretation, and enforcement of loan agreements. By attending, participants will gain valuable insights into structuring financial covenants, managing security interests, and understanding default mechanisms—ensuring they are fully equipped to manage risk and uphold the integrity of lending operations.

This GLOMACS Loan Documentation training course will highlight:

  • Key elements and clauses within loan agreements and facility letters
  • The legal enforceability of security and collateral documents
  • Strategies for mitigating default risks through structured documentation
  • Regulatory and compliance considerations in loan documentation
  • Negotiation best practices between lenders and borrowers

Objectives

At the end of this Loan Documentation training course, you will learn to:

  • Understand the key components and legal frameworks of loan agreements
  • Evaluate the enforceability of various security instruments and collateral arrangements
  • Apply best practices in drafting and reviewing loan documentation
  • Analyse borrower representations, warranties, and covenants in loan contracts
  • Design appropriate documentation strategies for syndicated and bilateral loans

Training Methodology

This Loan Documentation training course will be delivered through instructor-led sessions, practical case analyses, structured discussions, and real-life contract evaluations.

Organisational Impact

Organisations that invest in this training course will benefit from:

  • Improved quality and consistency of loan documentation
  • Enhanced risk management through legally sound contracts
  • Greater compliance with financial and regulatory standards
  • Strengthened internal capabilities in structuring complex loans
  • Reduced exposure to legal disputes and defaults
  • Enhanced stakeholder confidence in credit operations

Personal Impact

Participants to this Loan Documentation training course will gain valuable skills and insights that will enable them to:

  • Draft and assess loan agreements with greater legal and financial clarity
  • Identify red flags and legal risks in loan and collateral documents
  • Strengthen their negotiation capabilities in credit transactions
  • Improve collaboration with legal, compliance, and credit teams
  • Build technical expertise in secured and unsecured lending structures
  • Advance their career in credit, legal, or financial management roles

Who should Attend?

This GLOMACS Loan Documentation training course is ideal for professionals involved in corporate lending, credit structuring, or legal risk management.

  • Legal Counsels involved in banking or finance
  • Credit and Loan Officers
  • Corporate Bankers and Relationship Managers
  • Risk Management and Compliance Professionals
  • Treasury and Finance Executives
Course Outline
Day 1

Core Legal Framework and Key Loan Agreement Components

  • Overview of commercial loan types and their structures (bilateral, syndicated, term, revolving)
  • Legal foundations of loan documentation: governing law, capacity, authority, enforceability
  • Breakdown of a standard loan agreement and facility letter
  • Key clauses: interest rate terms, repayment schedules, prepayments, and fees
  • Representations and warranties: what they mean and why they matter
  • Covenants: types, significance, and implications (affirmative and negative)
  • Events of default: definition, triggers, and consequences
Day 2

Security Documentation, Risk Mitigation, and Enforcement

  • Introduction to security instruments: guarantees, charges, pledges, and mortgages
  • Legal principles of securing loans and perfecting security interests
  • Enforceability issues and local jurisdictional challenges
  • Handling defaults: rights, remedies, and restructuring strategies
  • Regulatory and compliance considerations (including KYC/AML and Basel-related aspects)
  • Best practices in loan documentation review and negotiation
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

Options & Brochure
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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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