Business Finance Fundamentals

£250 per learner

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Understanding business finance fundamentals is essential when working with commercial customers. This course gives participants the knowledge and structure to confidently discuss financial solutions that align with business needs, support long-term goals, and reflect a professional, compliant approach.

Participants will gain insight into key areas such as finance options, taxation, compliance responsibilities, and how to qualify business requirements. The course focuses on delivering tailored financial guidance that drives value for both the customer and the dealership. With an emphasis on trust, clarity, and relationship-building, participants will learn to embed business vehicle finance naturally into their sales process and create stronger commercial outcomes.

Objectives:

  • Explain the benefits of business vehicle finance for customers and the dealership: Describe how finance options support loyalty, operational flexibility, and long-term profitability
  • Demonstrate compliance in business finance discussions: Apply key rules and responsibilities that protect the customer and maintain professional standards
  • Qualify business needs and priorities effectively: Use advanced questioning and listening techniques to understand commercial objectives and tailor financial recommendations
  • Integrate finance into the sales conversation with confidence: Position finance as a natural and valuable part of the business customer journey
  • Match finance products and tax benefits to business profiles: Explain relevant tax allowances and how they support better financial decisions
  • Support business customers with a relationship-led approach: Deliver consistent, informed communication across the finance journey to build lasting trust

Duration: 30 minutes

Format

eLearning

Role

Dealer Principal, Finance Manager, Sales Executive, Sales/Assistant Manager