Fundamentals of Small Business Banking teaches students to build successful relationships with small business clients by gaining knowledge of the small business market. Students will learn the operating and business cycles of small businesses, and will learn to apply their knowledge to meet the financial needs of small business clients.

Audience

Bank personnel who have had limited exposure to the small business market but are responsible for servicing or selling to small business customers.

Learning Objectives

After completing this course, students will be able to:

• Identify common characteristics of small business markets
• Describe different business legal structures
• Identify common characteristics of small business markets
• Match business products and services to business cycles
• Compare the operating cycles of various business types
• Identify the life stages of businesses

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)