Commercial Lending Skills - CFB Workshop 1

Learn how to read financial statements like an expert and use them as the foundation for deeper SME lending conversations. This workshop builds your commercial lending capability by helping you understand business risks, success factors, and how to communicate financial concepts in plain English.

Description

Demonstrate the power of using your client’s financial statements as the launch pad to a deeper conversation centred around their business funding and growth needs.

 

✓ Cement sustainable SME relationships

✓ Deliver better client outcomes

✓ Create new revenue stream

✓ Read financial statements like an expert

 

This workshop is delivered in partnership between FBAA and Accendo Financial and forms Workshop 1 of the CFB Foundational Workshops: Business Finance Mastery Series. Register to attend this interactive online workshop for just $75 per person, or bundle all three workshops and save. For full bundle information, please click here.

 

What You’ll Learn

  • An understanding of core business risks and success factors
  • How to read and analyse financial statements with confidence
  • How to use financial statements as a launch pad for funding and growth conversations
  • How to communicate financial terms and concepts in plain English

 

Inclusions

  • Templates and tools you can use immediately
  • A complete downloadable workbook
  • 1.5 CPD points

 

Who It’s For

  • Brokers new to commercial or asset finance
  • Residential brokers expanding into SME lending
  • Brokers preparing to move into Step 2 – CFB Course, Coaching & Certification

 

Available Dates 2025

 

Delivery & Format

  • Interactive online workshop (with occasional in-person availability)
  • Practical, case-study based learning
  • Designed as the first step in the CFB pathway

 

For complete CFB program information and Terms and Conditions, please click hereYou can also contact us at cfb@fbaa.com.au for any questions or further queries.

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