This one-day client financials training workshop provides a foundation for people who have had little formal exposure to business finance, the sources and uses of money in business, its measurement, and the jargon.
A good broker discusses client needs as part of the sales process. But the best broker talks the client’s own financial language.
Financial considerations influence client’s decisions: what they insure, the amount of cover they buy and the size of deductibles they retain. Brokers must be able to appreciate the financial dynamics of their client’s business; interpreting their financial statements, discussing financial aspects of their business strategy and appreciating the critical indicators of the company’s health (or otherwise!)
Those attending our client financials training workshop will receive a set of comprehensive stand-alone business finance support notes combining key visuals with additional explanation, detail and examples to become a permanent reference document. Delegates will also have post-workshop tutor follow up support if required.
Participants need have no previous financial knowledge. The conduct of the training is highly experiential, going at the pace of the participants.
It balances: input sessions, practical exercises and example case studies, as well as discussion of real-life cases.