Accendo Financial | SME Broker Advantage

Click to Enrol Today

Get Started With a 2 Month Free Trial

ongoing cost $47 per month, cancel at any time

Click to Get Started

Get the SME Boker Advantage

Become part of the only broker community focused on building successful SME focused finance professionals!

Low cost
Learn at your pace
Useful tips, tools & templates
Monthly live Q&A
Engaging broker community

SME Broker Advantage

Unlock new heights of success .

Click to Enrol

Course curriculum

1. Course Introduction
  FREE PREVIEW
1. "All In" Session - June 2025
2. "All In Session" - Jan 2025 #13
3. "All In" Session #12 - 20/12/2024
4. "All In" Session #11 - 29/11/2024
5. "All In" Session #10 - 04/10/2024
6. "All In" Session #9 - 23/08/2024
7. "All In" Session #8 - 19/07/2024
8. "All In" Session #7 - 14/06/2024
9. "All In" Session #6 - 17/05/2024
10. "All In" Session #5 - 19/04/2024
11. "All In" Session #4 - 13/03/2024
12. "All In" Session #3 - 13/02/2024
13. "All In" Session #2 - 23/01/2024
14. "All In" Session #1 - 14/11/2023
1. SMEBA - Module 1
  FREE PREVIEW
2. Download - Template Checklist
3. Download - Simple Process Guide
4. Download - Revenue Predictor
5. Module 1 - Test your knowledge
1. SMEBA Module 2
2. Download - Marketing Model
3. Download - Prospecting Tasks
4. Download - Accendo Planner & Tracker
5. Module 2 - Test your knowledge
1. SMEBA - Module 3
2. Download - 5 Things Successful businesses do
3. Download FOC & CFLOW
4. Module 3 -Test your knowledge
1. SMEBA - Module 4
2. Download - Case Study
3. Module 4 - Test your knowledge
1. SMEBA - Module 5
2. Download - Key Behaviours Worksheet
3. Download - Blog Article Sample
4. Download - Close Questions
5. Module 5 - Test your knowledge.
1. SMEBA - Module 6
2. Download - Client Discovery Template
1. SMEBA - Module 7 - Part 1
2. SMEBA - Module 7 - Part 2
3. Download - Home Loans for SME Workbook
4. Download - Home Loan Calc
5. Module 7 - Test your knowledge.
1. SMEBA - Module 8 - Preliminary Financial Analysis
2. Download - Business Structures
3. Download - Case Study Lummada Landscaping
4. Module 8 - Test your knowledge
1. SMEBA - Module 9
2. Module 9 - Case Study
3. Download - Tips for presenting a deal to a lender
4. Download - Tips for presenting to a client &obtaining a mandate
5. Download - Mandate Template
6. Module 9 - Test your knowledge
1. SMEBA - Module 10
2. Download - 15 PD Questions
3. Download - 35 ways to get into trouble when lending
4. Module 10 - Test your knowledge
1. SMEBA - Module 11
2. Download - Module 11 Case Study
3. Download - Your Client Checklist
4. Module 11 - Test your knowledge
1. SMEBA - Module 12
2. Download - Case Study Financials
3. Download - Business Credit Memo Template
4. Module 12 - Test your knowledge
1. SMEBA - Module 13
2. Download - Marketing Model
3. Module 13 - Test your knowledge
  FREE PREVIEW
1. SMEBA - Module 14
2. Download - Lodgement to Settlement - Broker Guide
3. Module 14 - Test your knowledge
1. SMEBA - Module 15
2. Download - 15 Suggestions to stay in touch with your existing clients
3. Download - 10 Tips to get the most from your CRM
4. Module 15 - Test your Knowledge
1. SMEBA - Module 16
2. Download - CAL's Catering Case Study
3. Module 16 - Test your knowledge
1. SMEBA - Module 17
2. Download - Accendo Profit Plan and Cash Flow Template
3. Module 17 - Test your knowledge
  FREE PREVIEW
1. SMEBA - Module 18
2. Download - 3 Steps to Business Valuation
3. Download - Business Valuation Calculator
4. Module 18 - Test your knowledge
1. SMEBA - Module 19
2. Download - Break even 4 Step Process
3. Download - Break-Even Calculator
4. Module 19 - Test your knowledge
1. SMEBA - Module 20
2. Download - Construction Finance Comparision Table
3. Download - Development Finance Feasibility Guide
4. Module 20 - Test your knowledge
1. SMEBA - Module 21
2. Download - 50 Cash Flow Tips
3. Module 21 - Test your knowledge
1. SMEBA - Module 22
2. Download -SMSF Case Study
3. Download -SMSF Fact Find Key Data
4. Download - SMSF Policy Guide
5. Module 22 - Test your knowledge
1. SMEBA - Module 23
2. Types of Asset Finance
3. Module 23 - Test your Knowledge
1. SMEBA - Module 24
2. Industry Overview - Quick Reference
3. Module 24 - Test your knowledge
1. Congratulations and Thank You!

About this course

24 x $47.00
109 lessons

Instructors

Trent Carter

Partner

With the last 18 years in Finance Broking and Banking, Trent has always had a passion to assist SME clients. For the last 8 years as the Managing Director of Provident Lending & Business Solutions and EZ Business Loans he has developed a unique approach in being able to not only help his clients obtain credit but use the credit assessment process as a way to enlighten business owners. Trent is now focused on bringing these skills to finance professionals with the objective of improving the relationships and outcomes between businesses and their bankers/brokers. Trent is proud to be recognised as a Finalist in the 2021 Adviser Better Business Awards as Western Australian Broker Mentor of the Year.

John Sgambelluri

Partner

John has held executive manager roles in the Big 4 for over 25 years. Recently focusing on the SME sector, thorough understanding of the borrowing and approval process, he has helped business owners develop strong cashflows and obtain access to capital required fore growth. John is well known for delivering effective and powerful workshops breaking down the intricacies of business financials into simple concepts and language.

Join Our Free Mailing List

Add your email to the mailing list to get the latest in SME lending trends tips to grow your brokerage.

Discover your potential, start today

Enrol Today

Get Started With a 2 Month Free Trial

Get the SME Boker Advantage

SME Broker Advantage

Course curriculum

SME Broker Advantage Course Introduction

Monthly "All In" - Session Recordings

Module 1 - Why diversify your business with SME & build capacity

Module 2 - Awareness - the art of being a problem solver

Module 3 - Foundations of small business

Module 4 - Interpreting financial statements

Module 5 - Consideration - why a business should choose you

Module 6 - Client fact find - uncovering your clients story

Module 7 - Home loans for small business owners

Module 8 - Preliminary financial analysis - connecting the numbers with the client's story

Module 9 - Deal workshopping - quickly qualifying deal with lending partners

Module 10 - Focus of credit risk - become the first assessor

Module 11 - Credit submission writing part 1 - know the story

Module 12 - Credit submission writing part 2 - interpret the numbers

Module 13 - Credit submission writing part 3 - logically present and mitigate the risks, terms and conditions

Module 14 - Approval to settlement - maximise your value to your clients

Module 15 - Nurturing your clients - know where your the value in your business sits

Module 16 - Understanding budgets and forecasts part 1 - profit planning for success

Module 17 - Understanding budgets and forecasts Part 2 - connecting cashflow with funding opportunities

Module 18 - Business valuation - Understand what elements drive business value

Module 19 - Loan Forecasting Model - How to use the power of break-even analysis to unlock key decision making

Module 20 - Construction and development -uncover the nuances and polices that drive construction and development funding

Module 21 - Working capital solutions - the life blood to any business and how to fund different areas of the cashflow cycle

Module 22 - SMSF - unpack self managed superfund lending structures and options

Module 23 - Equipment and asset purchases - understand the products and options available for business purchasing income producing assets

Module 24 - Industry specialisations - learn about industry specialisations such as health, professional services, franchising and agribusiness

Course Completion

About this course

Instructors

Trent Carter

Partner

John Sgambelluri

Partner

Join Our Free Mailing List

Discover your potential, start today