Finance Education Centre

Courses for Finance Brokers and Funders

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Specialist training for finance brokers and funders

The Finance Education Centre designs training courses exclusively for funders and brokers in the Asset and Commercial finance industries. Our courses are tailored to meet the strict regulatory requirements of the industry whilst equipping participants with the diverse skills needed to start, progress, and sustain a career in business finance.

We have assembled a team of training professionals who not only possess engaging training skills but also have extensive experience in relevant industry positions across business finance.

Our offering includes a variety of standalone course modules that can be attended individually or combined to create a specific learning pathway. We also offer bespoke training at your premises, customised to meet your needs. 

We are continually developing our course library with new material being added and would be delighted to discuss your training requirements.

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Our Courses

Coming Soon: Product Knowledge: Commercial Finance Introduction to Commercial Finance

Introduction for Brokers

Introduction to
Finance Brokers

1 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Introduction to Finance Brokers

This course will provide an introduction into the asset and commercial broker world by outlining how brokers operate in their chosen area, why businesses use brokers and their position/role within the marketplace. You will understand why a broker would consider approaching a specific funder. It follows the life cycle of a broker deal and in turn will learn how to improve interaction with brokers.

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Introduction to Asset Finace

Product Knowledge: Asset Finance

3 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Product Knowledge: Asset Finance

This 3-day course gives the delegates a core understanding of the key asset finance products and provides them with the ability to be able to articulate the features and benefits of each facility to a customer. There is a deep dive into the main asset finance products and each one is considered from a customer’s perspective with regards to possible ownership, tax and rates. In addition to the mechanics of each product the course also covers how they may be tailored to provide customer solutions through balloons, residual values, seasonal payments and buybacks.

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Commercial Finance

Introduction to Asset Finance

 1 day course delivered as an open or closed face to face course/In person training. Available Nationwide. 

Introduction to Asset Finance

Covering all aspects of asset finance this one-day face-to-face course introduces you to the world of asset finance and includes why businesses use asset finance, the role of the broker and the industry as a whole. It also looks at asset finance from a funder’s perspective and covers asset security and suitability and depreciation. This is the ideal course for people new to the asset finance industry or those that are already in the industry but would like a wider perspective of the industry that they are in.

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Credit Skills

Credit Skills - Core

2 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Credit Skills For Brokers and Funders

This 2-day course helps the delegates understand the importance of taking full responsibility for the preparation & production of an asset or commercial finance proposal in addition to giving them the tools to do so. Delegates develop a wide and broad understanding of the type of information required to complete a comprehensive asset or commercial finance proposal including using both financial and non -financial information. The delegates are walked through a full set of accounts and simple accounting concepts helping them to structure their proposal effectively. They also consider non-financial information such as reasons for purchase, asset type and additional security that can be taken.

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Credit Skills

Credit Skills - Intermediate

2 day course delivered  an open or closed face to face course/In person training. Available Nationwide.

Credit Skills - Intermediate

This course serves as a natural progression for delegates who have completed Credit Skills or for those who currently have industry experience and knowledge of basic accounting principles. It builds on the delegates understanding of credit skills helping them to really explore a business’s position through a variety of information that is available.

Delegates will explore all information available to them when looking at a business including audited and management accounts, cashflow and working capital cycles. The delegates will also learn how to scrutinise a business over time by comparing accounts through the use of ratios, margins and gearing. This course also covers a more in depth look at the non-financial information such as company structures, reasons for purchase, asset types and additional security that can be taken.

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Credit Skills

Credit Skills - Advanced

2 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Credit Skills - Advanced

This 2-day course is for those who want to fully understand what customer information is available to them and the detail that sits behind this information.

Delegates will take a more forensic look at the information available from a business to really understand how it is running day to day and the other influences on that business. Delegates will look at debtors and creditors, shareholders and dividend policies and more complex group structures. In addition the course covers ‘what if’ scenarios and gives the delegates the tools to carry out sensitivity testing and build cashflows and forecasts.

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Leadership and Management FEC Training

Leadership & Management

2 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Leadership and Management

This course is designed to help you manage and lead people more effectively.

This course considers the human condition and how it impacts both the manager and employee. Delegates will learn the best practice for 1-2-1’s and reviews and get more comfortable with giving and receiving feedback. It also covers the concepts of coaching and mentoring and offers practical advice on how to perform both.

There is an option to include additional content on change management and continuous improvement to this course.

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Compliance Skills

Conduct and Compliance Risk

1.5 day course delivered  an open or closed face to face course/In person training. Available Nationwide.

Conduct and Compliance Risk

This course helps both asset and commercial finance delegates to develop an understanding of all aspects of the compliance obligations of a broker. Starting with the history of regulation including the Consumer Credit Act and the introduction of the Financial Conduct Authority this course covers how the regulator governs and what is indeed ‘regulated’. This course also covers the main obligations of a broker with regards to Treating Customers fairly, Vulnerable Customers and Consumer duty.

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Business Skills

Business Skills

3 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Business Skills

This course helps both asset and commercial finance delegates to be more aware of their own personal communication style and preferences and gives them time to practice how to structure, create, flex, and adapt their communication using the 4 Steps to Success framework. The course covers the use of visual aids whilst communicating in addition to voice tones and movements and gives the delegates the opportunity to get feedback from their peers whilst learning techniques to help them overcome their natural fear of public speaking.

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Sales Techniques

Sales Techniques

2 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Sales Techniques

This course helps both asset and commercial finance delegates explore a range of sales techniques whilst firstly understanding their own. ‘Types’ of salespeople are examined to help delegates understand how they may be perceived and how they may flex their style based on their audience in order to be better received by the customer. The course also covers building trust through relationship management and consultative selling. The topic of negotiation is also covered with time for delegates to demonstrate and receive feedback on their negotiation style to enable them to negotiate more confidently to a win/win outcome.

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Marketing Skills

Marketing Skills

2 day course delivered as an open or closed face to face course/In person training. Available Nationwide.

Marketing Skills

This course is designed for both asset and commercial finance delegates to leave with a marketing plan for their business and is very interactive. The topic of marketing plans and why they are important is discussed before the delegates discuss market research techniques and are encouraged to really understand their market by identifying potential customers and opportunities in the industry. The course then moves on to marketing techniques and customer engagement whilst considering costs and return on investment.

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Testimonials

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What our delegates say:

"My favourite module was surprisingly ‘Business Skills’. This was by far the most interactive group of sessions undertaken and whilst not being the topic I was looking forward to as I knew it involved presenting, I felt it was the most rewarding! I would certainly recommend the course! Whilst beneficial to anyone wanting to get involved it would most certainly benefit individuals starting their finance broker journey the most.
I can only praise the structure of the course. Well done everyone and good luck with future intakes."
Bespoke Funding Solutions Logo
Nicola Clarke
Bespoke Funding Solutions
"Another module that proved enjoyable and insightful was the Business Skills module with a 3 day workshop which stretched each participant and ultimately provided some amazing outputs and presentations that were barely imaginable at the start.
This course provides the opportunity for any participant, irrespective of age and experience, to improve their knowledge and their business and I look forward to what is still to come."
Amiga logo
Stephen Gomes
Amiga Finance Limited
“I didn’t expect this subject to be as interesting as it was – well done with making it so engaging."
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Caroline StoneHaydock Finance
"This course confirmed I want to work in the industry."
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Alyson PageSentient Investments Ltd
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Your Course - Your Way

Open Courses

An open course is scheduled for a specific date and location. Booking a place on an open course allows you to select a date and time from our schedule, subject to availability. These courses offer the added benefit of networking with other brokers or funders, providing broader perspectives and experiences.

Closed Courses

For training multiple staff members, consider our closed courses. We tailor our market-leading content to your business needs, making it ideal for embedding specific knowledge or skills across your team. All our courses can be delivered as either open or closed sessions.

Learning Pathways

Whether you seek a broad understanding of asset or commercial finance or wish to delve deeper into specific subjects, our learning pathways allow you to group courses towards a qualification. Example pathways include the Broker Academy, Credit Skills, and Sales and Marketing Skills. Contact us for specific pricing and details.

 

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