Pitch Deck Essentials for Lenders is a course designed to help bankers and other credit professionals pitch loan proposals to their clients and prospects. In this course, we start with the essentials of a high-quality pitch deck or presentation before covering tips and design principles to help you produce sharp and accurate client correspondence that will really WOW your clients and prospects.
We’ve also included a pitch deck template for lenders, as well as some tricks and Macabacus resources to help turbo-charge your turnaround times so you can compete on speed and value (instead of price)!
Upon completing this course, you will be able to:
Aspiring or early-stage credit professionals, including business and commercial bankers, credit analysts, real estate lenders, equipment finance teams, loan & mortgage brokers, and other private (non-bank) lenders.
Level 1
1h 11min
100% online and self-paced
Field of Study: Specialized Knowledge
Start LearningWhy stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.