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Date/Time
Mar 13, 2018-Mar 15, 2018
All Day
Category(ies)
A two-day program designed to give a soup to nuts overview of the ABL and factoring industries. Instructors explore the sales process including understanding the borrower’s business needs, determining the advance, financial analysis and due diligence, and working with the prospect through this process. If you have pieced together your learning on-the-job or are just starting out, this workshop will provide the systematic foundation you need to succeed.
Agenda includes:
- Cash flow cycle for typical borrower
- Basic credit skills
- Evaluating the borrower’s financial statements
- Due diligence
- Salesmanship
- Operations
- Enforcement – introduction to the basic concepts
Please note: this is now a virtual workshop. Call-in instructions will be e-mailed to participants.
Further information, including how to register, is available via the CFA event page.