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Invoice Discounting and Receivables

About This Course

This practical workshop style course is designed for relationship managers and those working in sales or supporting the sales team together with colleagues from credit department, responsible for approving finance propositions.

Working capital finance either through Invoice Discounting or factoring (receivables finance) is a significant form of corporate finance widely used by small and medium sized businesses, often alongside other asset-based lending such as stock finance, hire purchase, term loans and trade finance. This course is designed to give practitioners an understanding of the peculiarities of this particular form of financing relationship, the problems which commonly arise during the recovery process and practical guidance on how to deal with risk identification and mitigation.

The training has been structured to focus particularly on risk assessment, delivery, need identification, and selling opportunities. The course encourages delegates to see issues from both the client’s and the bank’s relationship manager’s viewpoint.

The aim is to provide high quality working capital solutions to the bank's clients in a seamless and helpful manner and to assist delegates understanding of the trade flows and the precise nature of the banking risks undertaken.

4 x 3 hour live webinars at the advertised times. These sessions will include short breaks, case studies and Question and Answer sessions. Delegates will also have access to the recordings and course eLearning material on our LMS. The course will be run as a workshop style session, with detailed examples. Delegates are free to bring their own cases/examples to the sessions.

Course Director

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Mark Andrews

Our expert course presenter is a banker with over 40 years’ experience in the UK corporate, investment, private and retail banking sectors. He qualified as an associate of the Chartered Institute of Bankers in 1981 finishing as the top candidate for the year with distinctions in International Trade and winning the Whitehead Prize for Monetary Theory.He’s an accredited Master Trainer in the external training faculty at the world’s largest trade finance bank, HSBC. He has run programmes for them at all levels (including senior management) in risk management (including analytics), Basel III & IV, trade finance, financial crime compliance and regulatory compliance.