Negotiating confidently with banks
Appearing confident in credit discussions and obtaining financing
Contents
Overview of various forms of financing and their possible applications
- What types of financing are available?
- How can you use them for your business?
- Which form of financing is best for your company?
Criteria for bank ratings understand
- How do banks assess your company's creditworthiness?
- What criteria play a role in the rating?
- How can you influence them?
Optimal compilation of documents for the loan interview
- What documents do you need in your day-to-day business dealings?
- What documents do you need to submit when applying for a loan?
- How do you prepare the documents?
Know and use the basic rules of corporate finance
- What do you need to consider when financing a business?
- What should you avoid?
- Which criteria are more important than others?
Selecting the right financing partner Selecting the right partner
- When is your house bank the right point of contact?
- When should you use a development bank?
- What does "modular financing" mean?
Public development loans and grants
- What can you use public funds for?
- How does the application process work?
- What advantages does a promotional loan offer over financing from your regular bank?
Confident negotiation: Negotiating with the bank on equal terms
- Which internal processes within the bank do you need to be familiar with in the credit decision-making process?
- Who are your contacts?
- What is the best way to deal with these partners?
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
- You understand how banks think and make decisions.
- You will learn what information is persuasive and how to present your company effectively.
- You improve your negotiating position and increase your chances of obtaining attractive terms.
- You are aware of funding opportunities and use them specifically for your financing strategy.
Methods
Practical mix of methods including keynote speeches, case studies, and group exercises. Participants receive checklists and templates for direct application in their own companies.
Recommended for
Employees in commercial management, CFOs, managing directors, and all other persons involved in bank negotiations on the company side.
Further recommendations for "Negotiating confidently with banks"
42380
Start dates and details
Monday, 13.04.2026
09:00 am - 5:00 pm
Thursday, 09.07.2026
09:00 am - 5:00 pm
Monday, 23.11.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Thursday, 18.02.2027
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
