View PDF


Financial management
Demo | Guidelines for future training

 Unit 2: Working with banks

[ Keywords: financial management, banks ]

Please download the PPT version to click on links and view videos.

Unit 2: Working with banks
  Preparatory actions
  Business plan
  Building relationships
  Negotiation (1/2)
  Negotiation (2/2)
  Types of financing (1/2)
  Types of financing (1/2)
  Sources of financial support
  What micro-enterprises should avoid
  Principles of borrowing

Preparatory actions
  • When planning a new venture, and before contacting a bank, there should be an understanding with the financial department.
  •  Ensure that the financial tool is necessary and that the risk is as low as possible.
  • Conduct a business plan for the new venture
  • Conduct a bank assessment survey