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Digital Learning Libraries / Add-on

Receivables finance training for every role · a digital learning library

Receivables Finance Essentials

How receivables finance works, for everyone in the business.

24 courses · 7 case scenarios · 24 refreshers

Twenty-four short courses in five parts, from why businesses need receivables finance to what happens when a client fails. One running example carries through them: Stanmore Electrical Wholesale, a Sheffield wholesaler moving from an overdraft to confidential invoice discounting.

For everyone who works at a financier: part 1 for every new starter, parts 2 to 5 role by role.

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The courses

24 courses, one job each.

Every course teaches a single task or idea the learner needs at work, with hands-on activities and a scored review.

Part 1

Foundations

Why receivables finance exists, who does what, and the right language for it. For every new starter.

  1. 01 Why Businesses Need Receivables Finance
  2. 02 Client, Debtor and Financier
  3. 03 Buying Debts, Not Lending
  4. 04 Inside a Financier: Who Does What
Part 2

Products

Factoring, invoice discounting, asset-based lending and the rest, and which suits which business.

  1. 05 Factoring
  2. 06 Invoice Discounting
  3. 07 Other Facility Types
  4. 08 Asset-Based Lending
  5. 09 Recourse and Non-Recourse
  6. 10 Choosing the Right Product
Part 3

Funding mechanics

Prepayments, availability, ineligible debts, limits and fees, worked through on a real ledger.

  1. 11 Prepayments and the Client Current Account
  2. 12 Calculating Availability
  3. 13 Ineligible Debts
  4. 14 Concentration and Credit Limits
  5. 15 Fees and Charges
Part 4

Legal and risk

What the financier owns, what notice does, the facility agreement and the security behind it.

  1. 16 Assignment of Debts
  2. 17 Notice of Assignment and the Debtor’s Rights
  3. 18 The Facility Agreement
  4. 19 Security: Debentures, Guarantees and Waivers
  5. 20 Suitability and Dilution
Part 5

The client lifecycle

From survey to first prepayment, through take-overs and audits, to a client that fails.

  1. 21 Onboarding a New Client
  2. 22 Taking Over from Another Financier
  3. 23 Monitoring and Audits
  4. 24 When a Client Fails

7 case scenarios

Investigate, decide, and see the cost of delay.

Seven case files that take a facility from the first conversation to the last collection.

Ellwood Fabrications

A client from survey to collect-out, with a set-off claim along the way.

Haxby Precision

A confidential client goes quiet.

Felling Fresh Foods

An asset-based lending facility under strain.

Masham Joinery

Onboarding a prospect who wants funding today.

Hawes Logistics

Taking over a client from another financier.

Pocklington Packaging

One debtor grows to 55% of the ledger.

Bainbridge Electronics

What non-recourse protection does and doesn’t cover.

24 refreshers

Five minutes each, all year, so it sticks.

Each refresher is a short story with one activity, released every two weeks and pointing back to the course it reinforces.

  • Before the Letter Arrived
  • Busier Than Ever, Shorter Than Ever
  • “But We’re Covered”
  • Can We Have It Today?
  • Counted Twice
  • One Customer, Half the Ledger
  • Over Ninety by Monday
  • Paid Into the Wrong Account
  • Paid to the Old Funder
  • The Charge Nobody Mentioned
  • The Customer Who Rang the Client
  • The Friday Credit Note
  • The Minimum Fee
  • The Note Nobody Passed On
  • The Numbers That Don’t Match
  • The Promise in Clause 9
  • The Promotion Deduction
  • The Retention in the Application
  • The Week It Went Quiet
  • The Wrong Fit
  • “We Never Got Your Letter”
  • Where Did the Fifteen Per Cent Go?
  • Who Pays Whom?
  • “Your Loan Is Approved”

Your branding

Your logo, colours and fonts on every course.

Your LMS, or a link

Upload to your LMS, or send learners a link: no LMS needed.

Tracked

Progress and scores, ready for audit, risk committees and funders.

Kept current

New courses, cases and refreshers are added to your subscription as they are released.

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See what learners see in Receivables Finance Essentials.

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Try a course

A short course, as your learners see it: real ledgers, hands-on activities and a scored review.

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Try a case scenario

Work a client file from the first warning sign to a decision, and watch what each delay costs.

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Try a refresher

Five minutes, one story, one activity: how the learning sticks between courses.

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See every interaction

The activities our courses are built from, in one place.

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Book a demo

See Receivables Finance Essentials in your own branding.

A 20-minute walkthrough of one course and one case scenario, with pricing for the learners you need.

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Spot it sooner. Stop it earlier.

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Collect more. Fund safely.

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Credit Control for Clients

A better-run ledger, on both sides.

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  • Working with Your Funder’s Verification and Audits
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Your custom library

Your own processes, taught like the rest.

Onboarding checklists, audit processes, escalation routes, your client portal or your existing training material, turned into interactive courses in your branding and tracked alongside every other course.

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