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.
TemplateQuotation Details Form
This form is used to capture all the details required to build a quote for a specific job
by Lee Agar, from the CommunityGetDownloads: 50+- 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: 40+ - 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: 40+ - 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: 40+ - Template
Robzrisk- Sprinkler Inspection Checklist and Test Report
Checklist and test report for a regular and scheduled automatic fire sprinkler system inspection.
by Robert Hodgkiss, from the CommunityGetDownloads: 40+ - Template
Payroll Month End checklist
Checklist for monthly tasks that must be completed by the payroll department.
by Othmar Roos, from the CommunityGetDownloads: 40+ - 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: 30+ - 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: 30+ - 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: 30+ - Template
P1801 to 1804 - SIMPLY COMPLY FAIS COMPLIANCE MATURITY AND RISK AUDIT
FAIS COMPLIANCE MATURITY AUDIT
by Dawn Julyan, from the CommunityGetDownloads: 30+ - 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: 20+ - 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: 10+ - 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: 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+