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The biggest fear that banks and investors have when investing in your company is knowing how they will get their money back. When you know your business numbers, you will be able to answer confidently any difficult questions that they may throw at you.
This course will teach you how to understand the financial language that finance professionals, banks and investors all use. Once demystified, this understanding and knowledge will stay with you for a lifetime, for you to apply in all business situations.
Who is this course for?
For owners and managers of small and medium-sized businesses, who want to be better prepared for those dreaded meetings with the bank manager or investors.
Why might I need this course?
It can be challenging running your own business, particularly when you need access to finance and you and your bank manager seem to be speaking a different language. This could be your only chance this year of securing that overdraft or raising finance – why risk losing a golden opportunity? You wouldn't go into a sales meeting unprepared, without the right knowledge and language – why should it be any different when meeting your bank manager?
What am I going to get from this course?
Not for you? No problem.
30 day money back guarantee.
Learn on the go.
Desktop, iOS and Android.
Certificate of completion.
|Section 1: Please begin by printing the Study Guide!|
|Lecture 1||10 pages|
Study Guide for Bank Manager Course
Please download and print this study guide before starting the course!
|Section 2: Welcome and Introduction|
This lecture sets the scene, describes some of the presenter's own personal experiences and outlines the benefits and value that students will take away from the programme.
This lecture describes the details of what students will learn in handling difficult questions from their bank manager.
|Section 3: The Five Essential Points|
In this lecture students will receive an overview of five key areas of business finance, knowledge of which will give them more confidence in answering difficult questions and in forming a better relationship with their bank manager.
|Section 4: Essential Points 1 & 2|
This lecture looks in detail at essential points 1 and 2, (1) Understanding the three financial statements and (2) Monitoring cash flow.
|Section 5: Essential Point 3|
This lecture explores essential point 3, understanding why profit isn't usually the same as cash.
|Section 6: Essential Point 4|
Essential point 4 is knowing what to check every day.
|Section 7: Essential Point 5|
This lecture explains essential point 5, 'The 3 N's' that comprise the tell-tale warning signs...
|Section 8: B. Build Your Cast-Iron Backup Plan, part 1|
For the financial security of your business, you must have a backup plan - and be able to demonstrate this to your bank manager when looking for additional finance. This lecture outlines 3 key areas that can make your backup plan cast-iron.
|Section 9: B. Build Your Cast-Iron Backup Plan, part 2|
In this lecture we look in detail at the 3 elements of your backup plan: (1) Including a clear sales plan in your budget, (2) Having adequate banking facilities and (3) Knowing what to say to suppliers if you have to.
|Section 10: C. Understand Your Finances Like A Pro|
This lecture details a few simple tips that will give you confidence in understanding your finances like a pro, thereby giving the bank manager more confidence in you and your business: (1) Knowing what to look for and where to find it, (2) Making it a habit and (3) The crucial difference between efficiency and effectiveness.
|Section 11: Summary and Conclusion|
In this lecture we pull everything together and summarise the key points from the training course.
Jeremy is a Chartered Accountant who has worked at finance director level for many years with major corporates, charities and SME's. He has run his own business since 1996, providing finance director, training and coaching services to a wide range of clients. During this time he has trained over 3,000 people in financial and general management skills.