CAFBA Credit Skills Workshop for commercial brokers

Start Date
10 November 2020
End Date
10 November 2020
Start Time
End Time
Max. Attendees
Who Can Register?

Due to an overwhelming response for registrations for the August workshop, , CAFBA is running another Credit Skills workshop in November to meet the demand.

CAFBA Credit Skills Workshop for commercial brokers.

The importance of sound credit skills for a commercial financial broker is crucial to their success. This detailed knowledge and the ability to analyse a client’s financial statements allows the commercial broker to ascertain the most suitable finance product. CAFBA has once again engaged the highly experienced team Stuart Donaldson and John Sgambelluri to conduct these workshops, which are invaluable for commercial brokers and their staff.

Key features include:

  • Credit Skills workshop offers opportunity for commercial brokers regardless of level of experience
  • Designed to meet the objectives of all CAFBA members as a sound foundation for analysing financial statements and as an excellent communication platform for brokers with sound analytical skills
  • For those considering the Diploma course this session will build knowledge and confidence and augment the educational journey you are about to embark on
  • A feature of the workshop is the plain English real world practical facilitation
  • The workshop demonstrates how to measure the performance of a business and articulate the SME story as part of the submission process when dealing with lenders
  • Significant relationship building benefits through more robust client interaction which in turn optimises credit approvals with fewer conditions
  • Highlights what lenders are looking for beyond EBITDA – know exactly what to ask of your clients
  • Includes an interactive workbook and ‘ratio calculator’ to work through the session and as a permanent resource
  • Workshop provides 2 CPD hours

Numbers will be strictly limited to 30 to ensure the session is hands on and interactive.


My team at Finlease recently attended the credit skills workshop conducted by Stuart Donaldson and John Sgambelluri and found them to be excellent (both the series put on by CAFBA as well as the dedicated session which at $95 per person was great value.) As our landscape moves back towards full assessment applications, the knowledge they provided was invaluable to our younger team members. Well worth doing.

Mark O’Donoghue Managing Director The Finlease Group