Last year I wrote about why education is at the heart of your partner journey here at Capitalise and I took a look at our suite of CPD education.
A year on we’ve added even more courses to continue to support you in rolling out Capital Advisory in your firm and helping your SMEs grow healthy, sustainable balance sheets.
Core Certification - 2 CPD hours
Our Core Certification is your first step into the world of funding and to Capitalise. With access to the platform, your Partnership Manager or support team will run you through how it all works.
With the Core Certification, you'll develop an understanding of the funding basics. It touches on how to approach your clients, and then how you use the platform to create your first search. Additionally, you'll learn how SMEs work (and how to approach funding in conversations), how banking has changed and how this has impacted your client relationships – you could be considered, after all, their new finance relationship manager.
The modules give an oversight as to what funding is available, how the industry works and what can and can't be funded. You'll then be able to put this into practice and use the Capitalise.com platform.