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Be credible and prepared when speaking to a banker

Be credible and prepared when speaking to a banker

COST: Free

DURATION: 45 minutes


LANGUAGE: Available in English or French

DEVICE COMPATIBILITY: Computer (optimal), tablet

CATEGORY: Money and finance

LEVEL: Basic


Knowing how to prepare yourself to make a loan request can be challenging. There are several factors to think about in advance so you’re prepared to explain your business and its needs to a banker with confidence and clarity.

In this course, you will follow Zoe, an entrepreneur we met in Financial Fundamentals I. This time, she gets mentoring on how to prepare for a loan request and how to present it to her banker clearly and confidently.

This course covers the following topics:

  • Three key factors for a successful loan conversation
  • Determining your business’s unique value
  • Preparing your supporting financial documents
  • Understanding loan details
  • The loan conversation: How best to communicate with a banker
  • What to do if you’re refused

This module is also presented as part of the Financial Fundamentals II course.

NOTE: To have the best learning experience, we recommend you do this course on a computer with the latest version of Google Chrome and a strong Wi-Fi connection.

Enroll for free and enjoy many benefits:

  • stop anytime and save your session
  • easily resume your course
  • keep your course history
  • win awards and badges