Ultimate SME Fact Find Workshop
A quality Fact Find is essential for brokers seeking sustainable growth in Commercial Lending. This workshop is your launch pad to a deeper conversation centric to SME business funding and growth needs.
Time & Location
24 July 2024, 11:00 am – 12:30 pm AEST
Virtual Interactive Workshop
About the Event
The Ultimate SME Fact Find Workshop is for brokers seeking to grow their Commercial Lending portfolio. A quality Fact Find is an essential component to writing business loans. This workshop is your launch pad to deeper conversations with your SME clients to support them with their business funding and growth needs.
Participants will walk away with the ultimate fact find process and template. Plus, how to undertake preliminary financial analysis and conduct a servicing test.
The workshop is interactive and delivered in plain English to help brokers obtain what their customers need and want for financial success
- 90-minute live Workshop
- Numbers capped to maximise engagement
- Includes access to financial analysis tools and templates
With a combined 50 years of banking and broking experience focussed on assisting SME clients, the Accendo Team are bringing the Ultimate SME Fact Find Workshop to lending professionals who are keen to demystify finance and enhance their SME clients' needs.
The cost is $75 per person (plus GST)
CPD hours allocated upon completion
Tickets
Ultimate SME FactFind Workshop
$75.00Tax: +$7.50 GST+$2.06 service fee
Total
$0.00