In my last blog, we took a look at why we place education at the heart of your partner journey at Capitalise, and we officially announced that our training is now CPD certified!
Now it's time to take a closer look at each training course and our Playbook to help you better understand what's available, the core objectives, and the associated CPD hours for each.
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 Partnerships Manager 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.