This suite of three courses, one exercise, and one toolkit deepens your product and market knowledge so you can better match products with your clients needs. Explore the features and benefits of credit products, retirement products, and treasury management products.
Completing this suite develops the key skills needed to create and sustain successful small business relationships. Through a blended-learning approach with micro-lessons, practice exercises and toolkits, lessons can be applied on-the-job immediately.
*Only available as a suite
- Presenting Credit Products
Gain the product and market knowledge needed for successfully matching credit products with your small business clients needs. Explore the features and benefits of Lines of credit, term loans, business credit cards, letters of credit, and SBA-guaranteed loans.
- Presenting Retirement Products
Build your knowledge of the types of retirement plans available to small businesses, and the advantages to small businesses of offering them. Get tips for recommending the best retirement products for your small business clients including IRAs, SEP IRAs, Simple IRA, 401ks, and Keoghs.
- Presenting Treasury Management Products
Discover the treasury management products available to your small business clients. Get tips for recommending appropriate Merchant services, Cash management services, Information services, Collections and disbursements services, and Fund management services to your clients.
- Knowing Your Small Business Products – Apply What Youve Learned
Practice matching your knowledge of product features and benefits to your small business clients needs.
- Small Business Products – Learner Toolkit
This course guides you through practical applications to increase learning retention and provides additional reference materials.
The estimated time to complete these four courses and exercises is approximately 20 minutes. Students have access to the curriculum for one year from date of purchase.