Module Six
Part 1 – Leasing and Finance

Positioning:

This Module is specifically designed to teach delegates who are new to Leasing what the product is, how it works, how it is administered and applied.

The structure of a Leasing Agreement, the financial implications for both the Lessee and Lessor, together with benefits and values.

Deliverables:

• Provides delegates with a working knowledge of Leasing as a financial tool and how its application can benefit customers

Contents:

• Types of Leasing Products and Services
• Lease Rates and their Presentation
• Benefits and Values of Leasing
• Leasing Tax Implications:
  • Lease v Buy Evaluation
  • Accounting Treatment – FASB13, FRS5 and SSAP21
• Compiling and Presenting Leasing Proposals
• Credit Underwriting and Risk Assessment
• Lease Documentation
• Ascertaining Need for Financial Products
• Mid Term Upgrading and Technology Refresh
• End of Term Options
• Projects and Industry Specific Role-Plays

Who Should Attend?

• Sales resources responsible for selling capital goods where financial packages form part of their portfolio
• Sales people wishing to expand their working knowledge of the benefits of Leasing and / or tax implications and underwriting criteria