Apply the relevant accounting and disclosure treatment to mixed-use property financing.
Building Financing Strategies for Mixed-Use Property Projects
A concise, decision-focused programme covering mixed-use property financing end to end.
Course Overview
The audit trail behind mixed-use property financing matters as much as the decision itself. Regulators no longer accept intent as evidence of control over the financial and banking practice capability. The level assumes working familiarity with the business line but no prior formal training in the practice within financial and banking practice. They gain the ability to sequence improvements to mixed-use property financing in an order their organisation can absorb. Exercises escalate in difficulty, ending with the ambiguous situations that make the financial and banking practice discipline hard in practice. Plans for the practice within financial and banking practice often fail at the handover point between functions. Post-incident reviews keep identifying weaknesses in mixed-use property financing that were visible long before the incident. It treats this area of financial and banking practice as an operating discipline and equips participants to run it as one. Participants finish with a short, specific brief on the financial and banking practice capability ready to put in front of a decision maker.
Expected Learning Outcomes
Prepare the regulatory submissions arising from mixed-use property financing.
Distinguish the parts of mixed-use property financing that must be standardised from those that require judgement.
Assess the concentration risk building up inside mixed-use property financing.
Reduce avoidable variation in how mixed-use property financing is carried out across teams.
Set early warning indicators that flag deterioration in mixed-use property financing.
Assign clear ownership for each element of mixed-use property financing across the functions involved.
Who Should Attend
Investment and portfolio managers exposed to mixed-use property financing.
Analysts producing the data on which decisions about mixed-use property financing rest.
Treasury and asset-liability staff managing mixed-use property financing.
Risk managers assessing the exposure created by mixed-use property financing.
Financial technology and change staff modernising mixed-use property financing.
Board risk committee members overseeing mixed-use property financing.
Course Modules
Mixed-use property financing: audit evidence and examiner readiness
2 sessions · 8 pointsSession 1Keeping mixed-use property financing alive after the initial push
- Identify the key controls over mixed-use property financing and who tests them.
- Test mixed-use property financing against a scenario the organisation would rather not model.
- Confirm segregation of duties across initiation, approval and settlement of mixed-use property financing.
- Define acceptance criteria for mixed-use property financing in advance.
Session 2The assumption inside the model for mixed-use property financing that nobody revisits
- Assess the capital consumed by mixed-use property financing under current and stressed conditions.
- Map the handovers in mixed-use property financing between functions and secure them.
- Confirm reporting on mixed-use property financing reaches the committee that can act on it.
- Set the review interval for mixed-use property financing and who attends.
Mixed-use property financing: capital, liquidity and balance sheet effect
2 sessions · 8 pointsSession 1Concentration building quietly inside mixed-use property financing
- Check that mixed-use property financing still works when volumes rise unexpectedly.
- Agree who signs off mixed-use property financing and record that they did.
- Set out how exceptions to mixed-use property financing are requested and approved.
- List the assumptions in any model supporting mixed-use property financing and when each was last challenged.
Session 2What a supervisor will ask about mixed-use property financing, and in what order
- Agree what will be standardised in mixed-use property financing and what will not.
- Define the trigger that would require mixed-use property financing to be redesigned.
- Reduce the variation in how mixed-use property financing is carried out between teams.
- Review concentration by counterparty, sector and geography inside mixed-use property financing.
Mixed-use property financing: exceptions, breaches and remediation
2 sessions · 8 pointsSession 1What mixed-use property financing does to capital and liquidity under stress
- Review the pricing of mixed-use property financing against the risk being assumed.
- Remove steps in mixed-use property financing that add effort without adding assurance.
- Document the remediation plan for each known weakness in mixed-use property financing.
- Translate the appetite for mixed-use property financing into limits someone monitors daily.
Session 2Setting a limit on mixed-use property financing that will actually be respected
- Test the procedure for mixed-use property financing against a realistic scenario.
- Record what was learned when mixed-use property financing did not go as planned.
- Check that records of mixed-use property financing answer the questions likely to be asked.
- Confirm regulatory reporting on mixed-use property financing is complete, timely and reconciled.
Mixed-use property financing: pricing, profitability and risk-adjusted return
2 sessions · 8 pointsSession 1Comparing mixed-use property financing with recognised practice
- Set early warning indicators for mixed-use property financing with defined action thresholds.
- Identify where judgement in mixed-use property financing is legitimate and where it is not.
- Prepare the summary of mixed-use property financing that senior management will read.
- Write down the assumptions underpinning the approach to mixed-use property financing.
Session 2The paperwork for mixed-use property financing that is actually needed
- Verify six months later that changes to mixed-use property financing have held.
- Verify reconciliation and settlement controls covering mixed-use property financing.
- State the risk appetite for mixed-use property financing as a number, not an adjective.
- Confirm client due diligence standards applied to mixed-use property financing are current.
Choose the package that suits you
Silver Package
At least 3 people
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.