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Self-study course

The course consists of the 2 hour video accessed via Vimeo for 60 days and the course material.

It costs $85 Canadian plus applicable taxes (charged to Canadian customers only).  To purchase access to this material consisting of the video on Vimeo and the course material via PDF,  click hereIt is 40% cheaper with our Passport. For international customers, approximately one US dollar will purchase $1.20 Canadian on a credit card.

There is an optional quiz for accountants whose body requires one to obtain verifiable or structured CPD hours.   If you have any questions, please email 

Up-coming live sessions

There are currently no announced webinars.

Sharpen Your Business Loan Negotiating Skills

Learn a range of bank and financial institution negotiation tips, by working through and negotiating an in-depth, realistic bank offer letter to a business, full of practical tips and examples.



•    Analyzing and responding to a realistic bank offer letter
•    Negotiating security, interest rates, guarantees, covenants, margining, fees and costs
•    Dealing with bank outs and veto rights, financial reporting & more
•    Negotiation principles and points are applicable across banks, industries and type of financing offers

This course is a 2 hour  topical extract from the course Practical Tips for Controllers & CFOs - The Case Course

This session was created and is presented by a veteran CFO Stephen Priddle who has created courses that nearly 28,000 accountants have attended and are known for practicality, examples, and humour, who is prolific writer of published cases.  

About 80% of the course content applies outside Canada, so it is of interest to accountants from anywhere in the world.

Who will benefit

This course is interest to anyone who negotiates with banks or financial institutions, at any level, and those who advise clients on this topic.

It will help you with new negotiations, and even to improve your existing loan agreements at renewal time.


  • We just had our yearly review with our bank and I applied several of the items from your course with great success

  • I was a 30 plus year Corporate/Commercial Banker and was impressed by the practicality of dealing with a financial institution.  There were numerous suggestions throughout the presentation that would aid in getting a more beneficial arrangement with your Bank

  • The course content is excellent, with great advice and tips on how to negotiate the loans

  • the course tries to cover almost everything a small to mid size organization would encounter when negotiating financing with its lenders

  • The banking offer case was most informative

  • I also enjoyed learning some of the things that we can ask for from Banks, some of this can be helpful in negotiations with other banks.  The main lesson is that most people don’t think that almost all aspects of a contract can be negotiated

  • Bank agreement case was fun

  • I liked all the suggestions on negotiating different terms depending on your situation

  • Thanks for another great course

  • Your course content was fantastic - it gave me some excellent practical tips for bank negotiation

  • Thank you for such an informative session

  • Very good information

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