General information

Fundamentals of Small Business Banking

Course Description:

Fundamentals of Small Business Banking provides participants with the knowledge and skills to interact successfully with small business customers. It defines and explores core business terminology, such as business legal structures, business types (industry sectors), operating cycles, and business life cycles. The course also examines business cycles and how they drive the need for bank products and services.

Audience:

Personnel who have limited exposure to the small business market, but are responsible for servicing or selling to small business customers.

Objectives:

At the conclusion of this workshop participants will be able to:

  • Identify common characteristics of the small business market
  • Describe the different business legal structures
  • Describe the most common small business types
  • Identify four general financial needs
  • Explain how operating cycles drive needs for bank products and services
  • Describe the life stages of a small business

Note: Fundamentals of Small Business Banking is printed on demand as ordered. The Participant’s Handbook(s) and Trainers Guide may not be returned to ABA. 

Participant’s Handbook © 2008/rev. 2011
Catalog #3007345
$73.50 List Price / $47.25 Members
 

Trainer’s Guide 
Catalog #3007346
$135 List Price / $95 Members

To order, please complete and return the ABA Book Order Form to CBA.

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