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9+ Financial Certificate Templates
Feb 05, 2020
Starting a new enterprise or business requires additional capital, which a company can raise by issuing shares or debentures to the general public. However, this can be accomplished only if the company proves it’s financial credibility. A financial certificate is a document issued by a bank or a certified auditor to guarantee the financial stability of an individual or agency/company.
5 Steps to Create a Financial Certificate
Step 1: Mention Details of the Applicant
The financial certificate should include the details of the applicant such as his name, address and bank details. It should also provide details about the number of years since when he has been a customer of the bank and that he has been satisfactorily operating the account since that time.
Step 2: State the Name and Address of the Addressee
The financial certificate should be addressed to the person or association concerned, to provide them with a suitable proof of financial stability. This certificate may also be addressed to foreign educational institutions to help students gain access to better educational facilities abroad.
Step 3: Specify the Name of the Auditor/Bank
Since a financial certificate can be issued only by those who are authorized to do so, such an authorized person can be a nationalized bank, a certified auditor or chartered accountant. The certificate must specify the complete details of the bank or the auditor who has issued the certificate.
Step 4: State the Reason for Issuing the Certificate
A financial certificate should also give sufficient reasons for the issue of the certificate. The usual reasons would be – for students who wish to gain admissions abroad, starting a new business or enterprise, expanding an existing business, raising additional capital from the public, applying for business loans and so on.
Step 5: Give a Declaration
The certificate issued for proving the financial details of the applicant should state a declaration at the bottom stating that all the details in the document are true and accurate. It should then be signed by the authorized signatory, i.e. whoever has the authority to do so. Usually, it is the person who has issued the financial certificate.
9+ Financial Certificate Templates
1. Basic Financial Certificate Template
admissions.unc.eduThis financial sample certificate is issued to give details about the financial ability of a student to fund his education for the current year. The certificate contains the names of the sponsors who are partly funding the education of the student. The declaration is signed by the applicant himself.
2. Simple Financial Credibility Certificate
mexnepal.comThis is a simple certificate template issued by a bank to a customer who has an operating account and wishes to join a mercantile exchange. The certificate will be issued on a letterhead, signed by an authorized person and stamped with the seal of the bank, thereby making it a valid document.
3. Modern Financial Certificate Sample
apply.emory.eduThis financial certificate is a compulsory document that will have to be submitted by foreign students to certify that they have sufficient funds to manage their expenses for the year. The certificate format template will give details about the available funds that the student possesses, his bank details and the names of his sponsors.
4. Financial Certificate Template Sample
niu.eduHere again, is a financial certificate sample template issued in compliance with the law regarding students who wish to graduate abroad. This certificate will, therefore, give details of all those who are sponsoring the education of the student as well as the funds he has available to cover the approximate cost of education for a year.
5. Professional Financial Certificate Sample
undergraduate.admissions.gwu.eduThis is a financial professional certificate template which has been certified by a sponsor to prove that the student in question can fund his education for the entire year, with the available funds in his account, some help from the sponsor himself and government funding. The sponsor will need to provide his details if he is not a resident.
6. Certificate of Financial Responsibility Example
admissions.umt.eduIf you are a student who wishes to educate yourself abroad and need to fill up a financial certificate; you can safely use this certificate template example. Along with the usual details regarding available funds and information about sponsors, you will also need to produce details of any dependents who will be studying with you abroad.
7. Financial Certificate Sample Template
cuesta.eduThis is a financial sample certificate template designed in PDF pages which gives details of the student and the academic fees for the year that he will be responsible to pay. It also provides a list of sources from where he will obtain his finances, including sponsors and banks. The certificate will be signed by the sponsors and the applicant.
8. Financial Certificate Format
applyweb.comThis is a simple financial certificate sample which states that the student will be allowed to get his visa and gain admission to the institute only if he submits proof of having sufficient finance to fund his education for the year. He will also have to fill up details regarding dependents if any and the expected period he will require to complete the course.
9. Editable Financial Certificate Template
education.qld.gov.auThis certificate template in Word is suitable for students who will need to provide a financial certificate to gain access to a student hostel run by the government. Such a certificate will be prepared by a certified auditor who is a chartered accountant and has the authority to issue the certificate to the student.
10. Printable Financial Certificate
montana.eduThis printable certificate template gives you the financial certificate that every student studying abroad will have to furnish, to prove that he is capable of managing the approximate fees for the year. It will also give details about the people who are sponsoring his education. The certificate will be signed by the sponsors as well.
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