Financial Awareness Training

Transform your team with FREE financial awareness training

This one-session, interactive module is for anyone who wants to better understand the meanings and markers of company finances – and so be able to have a better, more informed conversation about finance with clients.

The free module includes:

• How to interpret the key elements of a client’s financial statement – including profit and loss, balance sheet and cash flow.
• What are the key financial skills – and who needs to exercise them.
• What does a client consider when looking at their payment options – and why different options make sense at different moments and in different situations.
• How to present the range of payment options to help today’s clients – especially in today’s market conditions.

Click on the PDF to read more about this module.