Programs.
Light up your business
Building finance professionals business acumen.
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Accendo is constantly building, updating and developing new course content for our clients needs.
A summary of our core programs is detailed below:
COMMERCIAL LENDING SKILLS WORKSHOP
​Commercial Lending Skills strips out the mystery of business financials and helps brokers to confidently and seamlessly engage in their SME clients’ plans.
Understand the success factors for each business, the cause and effect of financial distress and importantly how to read and analyse financial statements.
Walk away learnings:
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Understand financial statements like an expert.
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Determine the appropriate loan and likely success – quickly!
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Add value in each client interaction
CASH FLOW LENDING
Some commercial loan applications are heavily supported by financial forecasts, rather than just the historical performance. Capable brokers can interpret and sensitise budgets and submit them with confidence.
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​Walk away learnings:
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Read and interpret cash flow forecasts
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Be able to provide commentary and anticipate questions lenders will have
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Understand the important relationship between sales, profit and cash
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BUSINESS CREDIT WRITING WORKSHOP
Your pathway to faster turnaround times, better relationships with your key banking partners and most importantly happy SME clients.
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Building or providing instructions to build a quality business credit submission across industries is an invaluable skill for brokers. Being able to share the client’s story, past, present and future, is essential to achieve the right outcomes.
We will be constructing a submission end to end as well as covering the critical post approval process.
Walk away learnings:
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How to build a commercial credit submission
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The calculations of loan grades, their impact and how to influence them
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Key actions and oversights for post approval including annual reviews and expired facilities
ULTIMATE SME FACT FIND WORKSHOP
The Ultimate SME Fact Find Workshop is for brokers seeking to grow their Commercial Lending portfolio.
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A quality Fact Find is an essential component to writing business loans. You will walk away with the ultimate fact find process and template.
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This workshop will help you in your quest to obtain what your clients need and want for financial success.
IGNITION BROKER MENTOR PROGRAM
This 6-month program helps brokers to develop their skills and competencies as they seek to expand and / or build on their pathway to commercial and SME lending.
The end game is that you will not identify as a ‘Commercial broker’ nor a ‘Residential broker’, rather a Broker who services SME business owners to meet all their funding needs.
It combines both elements of sales/marketing with core financial analysis and credit writing skills from the above courses, to help Brokers develop a sustainable approach to finding clients, executing at the first opportunity for a new client, and then nurturing clients to build valuable long-term profitable relationships.
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Places are limited per group to maximise engagement and learning.
