Approaching Banks for Financing

Course description


This course explains the ways in which the financial needs of small enterprises are determined and the obstacles that they face in accessing adequate financing. It explores the various available sources of financing, as well as the loan requirements of banks, with particular focus placed on the ways in which enterprises can meet these requirements by putting together the required financial documents and other necessary information.

After completing this course, participants will be able to:

Analyse the financial needs of SMEs and identify suitable sources of financing; and
Advise SME exporters on the best ways of meeting bank requirements when applying for financing


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Participants who meet the course requirements will receive a Certificate of Completion issued in electronic format.


Lecture 1
Introduction to Access to Financing (L001)
Lecture 2
Financial Institutions (L002)
Lecture 3
Applying for Financing (L003)
Case Study Exercise 1 (C007)
Strategy to prepare for application for finance
Case Study Exercise 2 (C008)
Analysing Trade Finance Options for SMEs
Certificate of Completion
Approaching Banks for Financing Login to Sign Up
Course Language
English ‎(en)‎
Next start date
To be announced...
Time required
4 hours over 2 weeks
Course fee
Free of charge
Course access
Open for enrolment
Tutor Information

Shaun Lake (Tutor)

small enterprise loan banks financial documents smes access to financing financial institutions loan requirements finance and investment financial