Debt and Cash Flow Management
This course is ideal for professionals in the tax, bookkeeping and financial services looking for more confident skills to proactively help clients plan for and manage their financial health, especially in a post-pandemic world. The focus is first on understanding the real cost of debt, both personally and in business, and how to use it in a healthy manner to meet financial goals, while minimizing expensive, or worse, catastrophic outcomes.
Further, when well managed and understood, the use of debt can help clients propel wealth creation activities forward. As important, continued access to credit facilities offered by financial institutions will depend on it.
Learn a strategic process for improving your clients’ relationship with debt in order to work towards a happy outcome: a healthy balance sheet and the affordable, responsible use of debt in building family wealth.
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