Categories
Financial & Insurance Services
Discover easy-to-use Financial and Insurance Services templates and training courses for service quotes, proposal, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Financial and Insurance Services industry with confidence.
- Template
Petty Cash Log Template
This easy-to-use petty cash log template can help you maintain an accurate record of all petty cash expenses. Use your mobile device to easily update or reconcile expenditures anytime anywhere. Prevent delays in the expected replenishment of petty cash by being timely in submitting records using this petty cash log template.
by SafetyCultureGetDownloads: 75 - Template
Procurement Request Form Template
Use this procurement request from template to enter the type of supply needed, number of units, intended supplier/s, and cost. Affix signature for authorization.
by SafetyCultureGetDownloads: 61 - Template
Simple Business Case Template
Use this template to document the reason for the project, different options available, anticipated improvements, estimated costs, underlying risks such as unforeseen costs and extra labor, schedule with milestones, assessment e.g. what could happen if the project isn't undertaken, and recommendation.
by SafetyCultureGetDownloads: 60 - Template
Commercial Property Insurance Inspection
This template is used by insurance inspectors in complying with the required pre-insurance inspections for commercial properties and buildings. It specifically lists all the important areas to check, as well as essential information needed with the inspections. Inspectors can also attach images, or put additional notes and recommendations after the inspection.
by SafetyCultureGetDownloads: 57 - Template
Business Case Study Template
Use this template to write an overview of the business case, baseline and alternatives, risk comparisons, and conclusions or recommendations. This template includes informational images of sample screening criteria and risk cubes for easier visual reference.
by SafetyCultureGetDownloads: 48 - Template
Vendor Payment Form
Businesses working with vendors or suppliers can use this vendor payment form to collect the payment details of suppliers for processing. Specifically, this form gathers the following data: 1. Remittance contact information including supplier contact's full name 2. Payment type, bank name, bank address, and/or check remittance address. 3. Digital sign off for authorization purposes.
by SafetyCultureGetDownloads: 37 - Template
BUSINESS CONTINUITY CONTACT LIST FOR PANDEMIC VIRUS
The material in this template draws together key points from the planning guide, in a form that may assist individual businesses and other organizations in preparing their own business continuity plan for pandemic. The material is necessarily generic and will need to be adapted to meet the circumstances and needs of individual businesses and organizations. Source: https://cme-mec.ca/wp-content/uploads/2020/05/Pandemic-Guide-Updated-April-2020.pdf
by SafetyCultureGetDownloads: 33 - Template
Business Case Proposal Template
Use this template to cover the details of the proposed project with a focus on the problem to be addressed or opportunity to be harnessed. It mainly consists of the background, what initiated the project, why its sponsors want to do the project, options analysis and its outcome, and conclusion.
by SafetyCultureGetDownloads: 28 - Template
Project Business Case Template
Use this template to detail the contribution of the project to the overall business strategy, options considered, benefits, timescales, costs, expected return on investment, and risks. This template also provides an example for each element.
by SafetyCultureGetDownloads: 28 - Course
Introduction to International Financial Markets
Understand the global negotiating environment and prepare for multilateral, bilateral and commercial negotiations. Also learn to weigh the relative advantages and disadvantages of a particular financial transaction. This course is for those working in the financial sector. It is part of a UNITAR series on finance.
by UNITARGetDownloads: 20 - Template
Car Insurance Inspection
This template can be used to perform an inspection when an insured vehicle suffers any type of damage and after a claim is made. It also lists down important details such as specific location, if there's another vehicle involved in the incident, or if there are witnesses in the scene.
by SafetyCultureGetDownloads: 16 - Template
Liste de contrôle de l'audit des actifs fixes
Ce modèle permet aux comptables internes des actifs fixes et aux auditeurs tiers de s'assurer que l'entreprise tient des dossiers appropriés sur les immobilisations, que l'amortissement des actifs fixes est correctement calculé et que les normes comptables sont respectées.
by SafetyCultureGetDownloads: 11 - Template
Lista de comprobación de las adquisiciones
Se utiliza una lista de verificación de adquisiciones para garantizar que se cumplan los procesos internos para evitar demoras o incluso el rechazo de adquisiciones. Los directores de adquisiciones pueden usar esta lista de verificación de adquisiciones para cubrir todas las consideraciones necesarias en las adquisiciones. Digitalizada a partir de un formulario de contratación pública, puede utilizar esta lista de verificación de adquisiciones con la aplicación de SafetyCulture.
by SafetyCultureGetDownloads: 11 - Course
Introduction to the Financial System
This UNITAR course defines the financial system and introduces the six elements that it is composed of. It also defines the financial entities that facilitate the flow of funds in the financial system and the four sectors of the economy that make up the non-financial lenders and borrowers. This course is for those interested or working in the financial sector. It is part of a UNITAR series on finance.
by UNITARGetDownloads: 10 - Course
Lo básico de mi negocio
Este es un curso introductorio para todos los cursos que tienen que ver con tu negocio, finanzas y estrategia. Te invitamos a tomarlo antes que cualquier otro curso. Vamos.
by MoveUpGetDownloads: 10 - Course
Introduction to Capital Market Development
Have you ever wondered how context affects capital market development? This UNITAR course brings together a knowledge of institutions and the challenges that developing and emerging economies face when growing their financial sector. This course is for those working in the financial sector. It is part of a UNITAR series on finance.
by UNITARGetDownloads: 3 - Course
Finanzas Personales (Audio y video)
En este curso vamos a aprender a manejar nuestras finanzas personales y familiares para poder lograr mayor estabilidad económica en nuestros hogares. Este curso contiene audio y videos.
by MoveUpGetDownloads: 2 - Course
Finanzas Personales
En este curso vamos a aprender a manejar nuestras finanzas personales y familiares para poder lograr mayor estabilidad económica en nuestros hogares.
by MoveUpGetDownloads: 1 - Course
Property Fundamentals (AU)
Athletic Ventures has teamed up with property expert and Director at Solvere Wealth, John Pidgeon to help break down the basics of property in Australia, helping you set savings goals and navigate deposits.
by Athletic VenturesGetDownloads: 0 - Course
El ahorro: parte 2
En este curso vamos a reforzar el tema del ahorro, hablando sobre el ahorro como prioridad, ahorro para emergencias, ahorros según su plazo y mucho más.
by MoveUpGetDownloads: 0
