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Handle difficult questions the bank manager will ask you

Show you know your business numbers, to your bank manager, investors and business angels
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Last updated 9/2015
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  • 1 hour on-demand video
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
Handle difficult questions the bank manager may ask them.
View Curriculum
  • Download the course study guide!

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?

  • The course is 51 minutes long, over 10 videos
  • An exclusive feature is the study guide to download, ahead of the course, so that you can complete the guide as the programme unfolds

What am I going to get from this course?

  1. Learn about the 3 financial statements you must understand before meeting your bank manager
  2. Get to grips with cash flow
  3. Know why profit isn't usually the same as cash
  4. Look out for the warning signs in your business and know what to check every day
  5. Gain the respect of your bank manager through demonstrating financial competency
  6. Know what to say to suppliers when times get tough
  7. Be prepared with 360° control over your finances
  8. Get started on budgeting
  9. Make it easier for yourself in managing finance on a daily basis
  10. Free training guide to follow with the course
Who is the target audience?
  • This course is desiged for owners and managers of small businesses and charities.
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Curriculum For This Course
Expand All 12 Lectures Collapse All 12 Lectures 01:01:42
Please begin by printing the Study Guide!
1 Lecture 00:00

Study Guide for Bank Manager Course

Please download and print this study guide before starting the course!

Study Guide
10 pages
Welcome and Introduction
2 Lectures 05:29

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.

Preview 03:29

This lecture describes the details of what students will learn in handling difficult questions from their bank manager.

Preview 02:00
The Five Essential Points
1 Lecture 02:59

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.

Preview 02:59
Essential Points 1 & 2
1 Lecture 04:41

This lecture looks in detail at essential points 1 and 2, (1) Understanding the three financial statements and (2) Monitoring cash flow.

Preview 04:41
Essential Point 3
1 Lecture 05:17

This lecture explores essential point 3, understanding why profit isn't usually the same as cash.

Essential Point 3
Essential Point 4
1 Lecture 05:40

Essential point 4 is knowing what to check every day.

Essential Point 4
Essential Point 5
1 Lecture 04:08

This lecture explains essential point 5, 'The 3 N's' that comprise the tell-tale warning signs...

Essential Point 5
B. Build Your Cast-Iron Backup Plan, part 1
1 Lecture 05:45

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.

B. Build Your Cast-Iron Backup Plan, part 1
B. Build Your Cast-Iron Backup Plan, part 2
1 Lecture 06:31

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.

B. Build Your Cast-Iron Backup Plan, part 2
C. Understand Your Finances Like A Pro
1 Lecture 08:56

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.

C. Understand Your Finances Like A Pro
1 More Section
About the Instructor
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2 Students
1 Course
CA with 37 years experience, has trained over 3,000 people

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.

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