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The Invoice Finance and Asset-Based Lending Foundation course provides a comprehensive introduction to the principles, practices, and processes of invoice finance and asset-based lending (IF/ABL).
Designed for individuals seeking to build a solid foundation in this specialised area of finance, this CPD-certified course explores the evolution of IF/ABL, its strategic application in business funding, client assessment and onboarding, ongoing client relationship management, and the structure and function of asset-based lending solutions.
By the end of the Invoice Finance and Asset-Based Lending Foundation course, learners will be able to:
STUDY TIME
The course is designed to be completed in three months. However, you will have access to the materials for 12 months, allowing you to complete it at your own pace.
REGISTRATION DETAILS
Registrations can be made throughout the year.
Students will have 12 months to complete the course from the date of registration.
Course content will become available for this course via our new learning platform, "The Knowledge Hub", which launches in September. We will notify you when your course is live with details of how to access your new online account and course joining instructions.
If you have any questions, please contact our Training Team: training@ukfinance.org.uk.
With no prior knowledge of invoice finance, the course was vastly beneficial for providing information on both the basics and finer details of the product; as well as its application to businesses and their respective industries.”I thought the course provided me with a good foundation in the understanding of invoice finance and would recommend it.
With no prior knowledge of invoice finance, the course was vastly beneficial for providing information on both the basics and finer details of the product; as well as its application to businesses and their respective industries.”
I thought the course provided me with a good foundation in the understanding of invoice finance and would recommend it.
We offer discounts for bulk bookings, making it easier and more cost-effective to support your teams career development. To discuss your requirements and find out more about available rates, please contact our Training Team.
The course consists of five modules, which you complete under the guidance of a coach, usually their line manager or another experienced member of their organisation.
The activities are designed to encourage you to learn more about your organisation and the industry in general.
MODULE ONE – The development of invoice finance
This module provides a comprehensive understanding of the fundamentals of Invoice Finance and Asset-Based Lending.
By mastering these concepts, you are well-equipped to navigate financial solutions effectively.
Estimated completion time: Approximately one hour to read all course materials. Please allow additional time to review key concepts, take notes, and consolidate your understanding.
Prerequisite: We recommend completing the Invoice Finance and Asset-Based Lending Introduction Webinar Series (also available on demand via The Knowledge Hub) before enrolling in the Foundation course.
MODULE TWO – Why companies use invoice finance
This is the second of five modules of the UK Finance IF/ABL Foundation course, giving you an excellent grounding in the fundamentals of Invoice Finance. This module thoroughly explores business funding options, with a focus on invoice finance and its role in managing cash flow and working capital. It also explores risk management strategies, various funding types, and practical applications through real-world examples.
By understanding these concepts, you will be well-equipped to make informed financial decisions and optimise business funding strategies.
Prerequisite: Must have completed Invoice Finance and Asset-Based Lending Foundation - Module 1: The Development of Invoice Finance.
MODULE THREE – Assessing the prospective client and the take-on process
This is the third of five modules of the UK Finance IF/ABL Foundation course, which will give you an excellent grounding in the fundamentals of Invoice Finance. This course provides a detailed exploration of the client assessment and onboarding process in Invoice Finance and Asset-Based Lending (IF/ABL). It emphasises understanding client suitability, managing risks, and utilising key legal and financial tools effectively.
Understanding these concepts will equip you to assess clients effectively and navigate the complexities of Invoice Finance and Asset-Based Lending.
Prerequisite: Must have completed Invoice Finance and Asset-Based Lending Foundation - Module 2: Why companies use Invoice Finance.
MODULE FOUR – Managing the client
This is the fourth of five modules of the UK Finance IF/ABL Foundation course, which will give you an excellent grounding in the fundamentals of Invoice Finance. This course provides a comprehensive understanding of managing client relationships and financial facilities within the context of invoice finance. It covers key concepts such as funding availability, risk mitigation, and the roles of invoice financiers and clients.
By understanding these principles, you will be well-equipped to manage invoice finance effectively and build sustainable client relationships.
Prerequisite: Must have completed Invoice Finance and Asset-Based Lending Foundation - Module 3: Assessing the prospective client and Take-on process.
MODULE FIVE – Asset-based lending
This course provides a comprehensive examination of Asset-Based Lending (ABL), its components, and its practical applications in financing. It highlights distinctions from Invoice Finance, asset valuation, and the legal and financial intricacies involved.
By understanding these concepts, you will be well-equipped to navigate the complexities of Asset-Based Lending with confidence.
Prerequisite: Must have completed Invoice Finance and Asset-Based Lending Foundation - Module 4: Managing the client
Assessment Objectives:
Upon completing the End Assessment, learners will be able to demonstrate:
This assessment confirms foundational competency and readiness for advanced study or practical application in invoice finance and asset-based lending.
The Foundation is suitable for any IF/ABL and Commercial Banking members who are seeking to take their first step in formalising their introduction to Invoice Finance and Asset-Based Lending learning. This could be a range of positions, such as:
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