In this session we will be looking into the subject of a client’s financial report, how to understand it and its importance to helping you become a trusted advisor to your client.We will break down a typical financial report and analyse what it can tell us about the business, especially any insurance requirements.This course is suitable to anyone who is dealing with limited companies and is interested in developing their business relationship with their client.
-To be able to read and understand a set of financial reports-To be able to obtain this from your client-To use a set of financial reports to better understand your client