Comprehensive Training for SME Lending Success
The SME Broker Advantage Program is an all-encompassing training solution designed for finance professionals who are committed to mastering the art of SME lending.
This program goes beyond the basics, offering a structured, in-depth approach to help you build your skills, enhance your knowledge, and confidently serve your SME clients.
Whether you're new to SME lending or looking to refine your expertise, this program is tailored to meet your needs.
​
What’s Included:​
-
24 Comprehensive Learning Modules: Dive deep into the world of SME lending with our expertly crafted modules. These cover everything from the fundamentals to advanced strategies, ensuring you’re equipped with the knowledge and tools needed to excel. Each module includes downloadable templates, guides, and tools that you can use in your daily practice, along with quizzes to test your understanding and reinforce your learning.
-
Community Membership: As part of the SME Broker Advantage Program, you’ll gain full access to our thriving community of brokers. This includes the Monthly “All-In” Sessions where you can engage in live Q&A with industry experts, lenders, and associations. Plus, you’ll have continuous access to our Community Page, a dedicated space for sharing insights, asking questions, and connecting with peers
Why Choose the SME Broker Advantage Program?
-
Structured Learning Path: The program offers a well-organized, step-by-step approach to mastering SME lending. With 24 detailed modules, you’ll cover every aspect of the lending process, ensuring you’re fully prepared to handle any situation that arises.
-
Community Engagement: Beyond the structured learning, the program immerses you in a community of like-minded professionals. This collaborative environment encourages networking, sharing experiences, and building lasting professional relationships.
-
Flexible and Affordable: For just $47 per month, the SME Broker Advantage Program offers unmatched value in SME lending education. With no long-term commitment required, you have the flexibility to preview two modules for free before deciding if the program is right for you. If at any point you feel the need to adjust your learning path, you can downgrade to community only membership or cancel anytime.
​
Invest in your professional development today with the SME Broker Advantage Program and become a trusted advisor in SME lending.
-
MONTH 1: Why diversify your business with SME & build capacity
-
MONTH 2: Awareness - the art of being a problem solver
-
MONTH 3: Foundations of a small business
-
MONTH 4: Interpreting financial statements
-
MONTH 5: Consideration - why a business should choose you
-
MONTH 6: Home loans for small business owners
-
MONTH 7: Client fact find - uncovering your client's story
-
MONTH 8: Preliminary financial analysis - connecting the numbers with the client's story
-
MONTH 9: Deal workshopping - quickly qualifying deal with lending partners
-
MONTH 10: Focus of credit risk - become the first assessor
-
MONTH 11: Credit submission writing part 1 - know the story
-
MONTH 12: Credit submission writing part 2 - interpret the numbers
-
MONTH 13: Credit submission writing part 3 - logically present and mitigate the risks, terms and conditions
-
MONTH 14: Approval to settlement - maximise your value to your clients
-
MONTH 15: Nurturing your clients - know where the value in your business sits
-
MONTH 16: Understanding budgets and forecasts part 1 - profit planning for success
-
MONTH 17: Understanding budgets and forecasts part 2 - connective cashflow with funding opportunities
-
MONTH 18: Business valuation and client loan forecasting model
-
MONTH 19: Guest panellists - hear from SME clients, credit risk officers and accountants on the value of an SME focused broker
-
MONTH 20: Construction and development - uncover the nuances and policies that drive construction and development funding
-
MONTH 21: SMSF - unpack self managed superfund lending structures and options
-
MONTH 22: Equipment and asset purchases - understand the products and options available for business purchasing income producing assets
-
MONTH 23: Industry specialisations - learn about industry specialisations such as health, professional services, franchising and agribusiness
-
MONTH 24: Working capital solutions - the life blood to any business and how to fund different areas of the cashflow cycle.
Course Breakdown
Looking for something simple?
Try the SME Broker Advantage Community Only Membership
The SME Broker Advantage Community is your gateway to connecting with like-minded finance professionals dedicated to mastering the complexities of SME lending. For just $9.97 per month, this community offers an affordable and valuable resource for brokers looking to enhance their skills, expand their networks, and stay ahead in the industry.
​
What You Get:
-
Monthly “All-In” Sessions: Participate in live Q&A sessions where you can engage directly with industry experts, lenders, and associations. These interactive sessions are designed to provide real-time answers to your pressing questions, share industry insights, and keep you informed about the latest trends in SME lending.
-
Community Page Access: Become part of a dynamic online community where you can connect with peers, share your challenges, celebrate successes, and gain insights from others who are navigating the same landscape. This dedicated space is perfect for exchanging ideas, finding solutions, and building lasting professional relationships.
Why Join?
-
Supportive Network: Being part of a community of brokers who share your commitment to SME lending can be incredibly empowering. You’ll gain access to a wealth of knowledge and experience that can help you overcome obstacles and achieve your professional goals.
-
Affordable Learning: At just $9.97 per month, the SME Broker Advantage Community provides tremendous value. You’ll receive ongoing support and resources without breaking the bank, making it an ideal choice for brokers at any stage of their career.
-
Expand Your Network: Build meaningful connections with industry experts, stakeholders, and fellow brokers. The relationships you form here can lead to new opportunities, collaborations, and professional growth.
Flexible Engagement
We understand that flexibility is key, which is why there’s no minimum commitment required. You can join the SME Broker Advantage Community and upgrade to the full SME Broker Advantage Program or cancel anytime, giving you complete control over the level of your involvement.
​
Join today and start benefiting from a supportive, knowledgeable community that’s dedicated to helping you succeed in SME lending.
Get in touch for more information
