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Negotiating confidently with banks

Appearing confident in credit discussions and obtaining financing

training
This training is held in German.
Bank meetings are among the most crucial moments of entrepreneurial responsibility. Whether it's a line of credit, investment financing, or subsidies—those who are well-prepared and competent have a real advantage. In this training , you training practical know-how to conduct bank meetings confidently and purposefully. You will learn about the rating systems used by banks and credit agencies and, after the training take advantage of alternative financing options. You will understand the criteria used to assess creditworthiness and will be able to prepare the optimal documentation for your loan application. This will equip you to successfully negotiate on equal terms with public and private lenders.

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.

trainer

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.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

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Further recommendations for "Negotiating confidently with banks"

On-site training together
Booking number
42380
€ 840,- plus VAT
1 day
in Berlin
on 23.11.2026
German
In-person trainings
Joint online training
Booking number
42381
€ 840,- plus VAT
1 day
Online
3 Events
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
1 day
In-person or Online

Start dates and details

  Select time period
0 events
13.04.2026
Live-Online
Booking number: 42381
€ 840,- plus VAT.
€ 999.60 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Monday, 13.04.2026

09:00 am - 5:00 pm

09.07.2026
Live-Online
Booking number: 42381
€ 840,- plus VAT.
€ 999.60 incl. VAT.
Course
zoom
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Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Thursday, 09.07.2026

09:00 am - 5:00 pm

23.11.2026
Berlin
Booking number: 42380
€ 840,- plus VAT.
€ 999.60 incl. VAT.
Venue
centrovital Hotel
centrovital Hotel
Brauereihof 6, 13585 Berlin
Room rate: € 127,84 plus VAT.
Arrival via Deutsche Bahn
Travel at reduced rates by booking via the learning environment.
Days & Times
1 day
Limited number of participants

Monday, 23.11.2026

09:00 am - 5:00 pm

Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
18.02.2027
Live-Online
Booking number: 42381
€ 840,- plus VAT.
€ 999.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
1 day
Limited number of participants

Thursday, 18.02.2027

09:00 am - 5:00 pm

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Booking number: 42380
€ 840,- plus VAT.
€ 999.60 incl. VAT.
Details
1 day
Limited number of participants
Fee includes
The participation fee includes
  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.
Participants will be charged directly by the hotel for their hotel accommodation. You will find a reservation form for hotel bookings in your learning environment.
Booking number: 42381
€ 840,- plus VAT.
€ 999.60 incl. VAT.
Details
1 day
Limited number of participants
Book later
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