Day Courses
The ABFA day course programme has been designed to deliver high quality training to all staff across the industry, and support and supplement the ABFA’s Distance Learning Programme. All ABFA day courses and distance learning programmes are open to non-members.
2017 Course ProgrammeClick here to download the programme or for printed copies call Anee Aktar on +44 (0)20 8332 9955 or email [email protected]. |
2017 Day Courses – Click here to book any of our courses
Account Management (10 -11 October 17 – Northampton: 2 days)Price: £525 Members/Affiliates or £795 Non-Members (Price EX VAT) For existing Client Managers with less than 12 months experience in the role and who monitor and manage clients on a day-to day basis. The course overview is listed below or click here for the full course PDF. |
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• Role and responsibilities of Account Managers |
• Client visits and reviews |
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Audit and Survey Training (19 – 20 April 17- Warwickshire: 2 days)Price: £525 Members/Affiliates including accommodation, course material and refreshments. £795 Non-Members (Price EX VAT) For auditors, surveyors and managers looking to gain a basic to intermediary understanding of the best ways to complete an audit or survey visit. The course overview is listed below or click here to download the course PDF |
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| • Debtor analysis • Creditor analysis • Stock auditing • Business systems |
• Transaction testing |
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Certificate Course – Introductory Seminar – Modules 1 & 2 (22 February 17 – Birmingham or 21 June 17 Birmingham: 1 day)Price: £275 per person including course material and refreshments. (Price EX VAT) For students who are studying for the Certificate Course. The course will aim to assist delegates in preparing for the first two sections of the Certificate Workbook.The course overview is listed below or click here to download the course PDF. |
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| • History of invoice finance products • International marketing and sales |
• Audit and survey |
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Certificate Course – Legal Aspects Review- Module 3 (23 February 17- Birmingham or 22 June 17 – Birmingham: 1 day)Price: £275 per person including course material and refreshments. (Price EX VAT) The course will assist delegates in preparing for the Certificate exam by providing them with additional learning support material. The course overview is listed below or click here to download the course PDF. |
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| • Business structures • Basic law of contract • Factoring and invoice discounting agreements • Assignment of debts • Notices of Assignment • Ban on Assignment • Reservation of title clauses |
• Master agreement terms |
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Financial Analysis 9 November 17 – London: 1 day)Price: £360 Members/Affiliates or £490 Non-Members (Price EX VAT) Your opportunity to learn how to assess and monitor the financial performance of Clients. The course overview is listed below or click here for the full course PDF. |
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| • Assessing financial health • Cash flow calculations • Debt capacity |
• The warning signs of business failure |
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Fraud and Loss Prevention (28 -29 March 17 – Birmingham: 2 days)Price: £525 Members/Affiliates including accommodation, course material and refreshments. £795 Non-Members (Price EX VAT) Your opportunity to raise your vigilance to fraud. The course overview is listed below or click here to download the course PDF. |
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• Characteristics of fraudsters • Suspicious transactions |
• How to minimise losses and maximise recoveries |
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Introduction to Invoice Finance & ABL (7 March 17- London, 16 May 17- Birmingham, 28 June 17- Manchester, 21 September 17- London: 1 day)Price: £275 including course material and refreshments. (Price EX VAT) Designed to give delegates an understanding of how this industry has developed and a detailed but simple explanation of how the main invoice finance products work. The course overview is listed below or click here to download the course PDF |
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| • Brief history of the industry • Factoring and Invoice Discounting defined |
• The Benefits of Invoice Finance |
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Legal Aspects of Receivables Financing (25-26 April 17 – Manchester: 2 days)Price: £525 Members/Affiliates including accommodation, course material and refreshments. £795 Non-Members (Price EX VAT) For those wishing to develop their existing knowledge of the law affecting the operation of receivables financing and asset based lending facilities. The course overview is listed below or click here to download the course PDF. |
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| The legal and practical implications of terms contained in: • Receivables financing agreements • Fixed and floating charges • Guarantees and indemnities • Deeds of priority • Waivers |
• Issues to considere when financing: |
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Professional Business Development (28 September 17 – London: 1 Day)Price: £360 Members/Affiliates or £545 Non-Members (Price EX VAT) For Business Development staff working for invoice finance and asset based lending providers, with up to 2 years’ experience in their role. The course overview is listed below click here to download course PDF. |
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| • The ABL marketplace • Legal aspects • Understanding the needs of prospects • Lead generation |
• The selling process |
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Recovery of Distressed Situations (7 November 17 – London: 1 day)Price: £360 Members/Affiliates or £545 Non-Members (Price EX VAT) Your opportunity to improve your knowledge of corporate recovery, insolvency procedures and insolvency law. The course overview is listed below or click here for the full course PDF. |
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| • The warning signs of insolvency • The features of a failing Client • Handling the Client in the initial stages |
• How to work with recovery professionals |
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Stock and Plant and Machinery as Collateral for Lending ( 3- 4 October – Manchester: 2 days)Price: £525 Members/Affiliates including accommodation, course material and refreshments. £795 Non-Members (Price EX VAT) This course is aimed at New Business Development, Risk and Underwriting and Client and Portfolio Managers who are engaged in, or who are considering, lending against stock and plant & machinery (P&M). It is also for those who are looking to gain a full and comprehensive understanding of stock and P&M lending that goes beyond a basic appreciation. Click here to download the course PDF. |
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| • Introduction – relationship between Accounts Receivables and Inventory risks • New Business • Collateral Management • Client changes/distress/exit options • Checking Legal Security • Working case studies |
• Monitoring in the event of company |
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Stock as Collateral for Lending (9- 10 May 17- London: 1.5 days)Price: £525 Members/Affiliates or £795 Non-Members Including course material and refreshments (Price EX VAT) For New Business Development, Risk and Underwriting and Client and Portfolio Managers who are engaged in, or who are considering, lending against stock. The course overview is listed below or click here to download the course PDF. |
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| • Introduction – relationship between Accounts Receivables and Inventory risks • New Business • Collateral Management • Client changes/distress/exit options • Checking Legal Security • Working case studies |
• Monitoring in the event of company |
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CANCELLATION POLICY
FOR DAY COURSES
Cancellations will only be accepted in writing (email is acceptable) and will be refunded in full up to four weeks prior to the event date, subject to a £30 administration fee. Cancellations received between four weeks and two weeks prior to the event date will be charged at 65 per cent of the cost. No refunds will be given for cancellations received within two weeks of the event date. Name changes can be made free of charge at any time.






















