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Capitalise Pro Launch Funding Team Training

Workshop

About the CPD Course

This course will provide an understanding of the SME & changing financial market. It will also cover how funding works and the tools available to help you and will walk you through all the core areas of providing funding as a service for your clients.

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CPD Provider

Capitalise

Capitalise

We believe in creating a diverse, sustainable future. So we come up with new ideas, and see existing ones in a new light. We work with the people who share our vision, taking action to make a difference. We challenge businesses to find new ways to guide their futures. We believe in deliberate planning and action, rather than speed when it comes to building strong businesses and a healthy economy. To create a better future, we need to think long term.
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Other courses from Capitalise

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Capitalise Adviser Certification

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A deeper dive into the funding market and wider funding products. Learn how lenders underwrite what banks look for how to discuss funding with clients and gain a deeper understanding of the available funding products.
Course type
Online Course
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Capitalise Advisory Capital Workshop

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The Capitalise Capital Advisory workshop gives your client managers and partners a more detailed look of how Capital Advisory works, what can and can't be funded or recovered and tasks you across 4 case studies to apply this knowledge to help you roll out these service for your clients.
Course type
Workshop
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Capitalise Core Certification

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An introduction to the funding market and wider funding products. Learn how to approach SME funding and win new clients and develop and strengthen your client relationships to generate new business and increase opportunities.
Course type
Online Course
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Capitalise Digital Partner Enablement training

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Capitalise Digital Partner funding team education training - from understanding the SME & changing financial market to how funding works and the tools available to help you, we walk you through all the core areas of providing funding as a service for your clients.
Course type
Workshop
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Capitalise Lunch and Learn Funding Workshop

Capitalise

The Capitalise Lunch and Learn Funding workshop will give your wider team an overview of funding including SME'’s and changing financial market, How funding works, What lenders need and the tools available to help you. It will go through all the core areas of providing funding as a service for your clients.
Course type
Workshop
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Capitalise Mastery Certification

Capitalise

You will learn how to advise your client so that all the aspects of a business’ capital position are supportive of your client’s goals and how you can contribute to your client achieving their desired destination.
Course type
Online Course
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