Trainer-led course · Receivables Financing

Principles of Stock Financing

An essential course for all involved in stock financing facilities, either as an add-on to invoice financing or as a stand-alone facility.

Delivery
In person at your premises, or live online
Length
One day
Group size
6 or more delegates
Before the course
A pre-course questionnaire for every delegate

Who it's for

Who should attend.

Lending against assets is fundamentally different from factoring or invoice discounting. Covering the basic principles of lending right the way through to the practical means of exiting a stock-lending facility, you will learn about collateral security and the operational aspects of the lending facility, making this course suitable for all.

It is particularly suitable for sales staff, client managers and auditors, plus all operational staff involved in managing stock financing facilities. Prior experience of a range of clients in various sectors will enable delegates to quickly assimilate their learning during this course.

Content summary

What the course covers.

  • Legal differences: purchasing receivables vs inventory financing
  • Suitable sectors for stock financing
  • Stock profiling
  • Calculating funding facilities on inventory
  • Security retentions
  • Unsecured creditors
  • Costing & pricing of stock facilities
  • Security
  • Auditing inventory
  • In-house management of stock financing facilities

Outcomes

What delegates take away.

  • Delegates learn to securely provide financing against inventory
  • Loss minimisation whilst maintaining income & service levels is a focal learning outcome
  • Understand how lending differs fundamentally from purchasing receivables
  • How to spot a good inventory-funding prospect
  • Effective auditing of the collateral and why it is essential to security
  • Pre-determined secure exit strategies are a must-have skill, which is developed during the course

My trainer had exceptional specialist knowledge.

Matthew, a delegate on this course

Book Principles of Stock Financing for your team.

In person at your premises or live online, for groups of 6 or more.

Book this course