Program Description
Credit is the silent engine of the enterprise. Knowing how to analyze, structure, and evaluate it separates the adviser who guides decisions from the one who merely observes them.
Corporate Credit and Financing is a program of real depth: 30 hours of live instruction devoted to the discipline of corporate financing. Participants develop the judgment to analyze a company's creditworthiness, understand the financing alternatives available, and evaluate the appropriate structure for each situation.
Delivered in Virtual Live format starting in May 2026, the program is designed for professionals who advise companies and family wealth with capital needs: the intersection where private wealth banking meets the family business.
General Objective
To train professionals capable of analyzing, structuring, and evaluating corporate credit and financing transactions with technical rigor, in order to advise companies and family wealth on their capital decisions.
Learning Objectives
- 01Analyze a company's creditworthiness with rigorous methodology.
- 02Understand the principal corporate financing alternatives and their implications.
- 03Evaluate the appropriate financing structure for different corporate situations.
- 04Identify the risks associated with credit transactions and the mechanisms to mitigate them.
- 05Develop the judgment to guide corporate clients through their capital decisions.
- 06Integrate credit analysis into the wealth advisory of business-owning families.
Why Take This Program
- Real depth: 30 hours of live instruction devoted to a single discipline.
- A topic in permanent demand: financing is a constant decision in every company.
- Virtual Live format: live sessions with direct interaction, no travel required.
- A comprehensive approach: from credit analysis to financing structure.
- Relevant to private wealth banking: business-owning families concentrate both wealth and capital needs.
- A Private Wealth Management Institute program, built to an institutional standard.
- Begins in May 2026, within the extended catalog of PWM programs.
- Investment of $30,000 MXN, VAT not included, for 30 hours of specialized training.
- A format compatible with the professional agenda: remote, live, and structured.
- Judgment that can be applied immediately in advising companies and family wealth.
Syllabus — Key Topics