AIB - Fundamentals of Small Business Banking

AIB - FUNDAMENTALS OF SMALL BUSINESS BANKING

Course Description:  This course will provide students with the background required to interact successfully with small business customers. Core business terminology such as business legal structures, business types (industry sectors), operating cycles, and business life cycles will be defined and explored. Business cycles and how they drive the need for bank products and services will be examined.

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 the small business market, including business statistics and owner demographics.

  • Describe the different types of 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 a business

Course Credits:  AIB credits -  0.5; CEU credits - 0.5

Delivery Methods:  This course is available in the following formats:

For further information, please call Elisa Legg at 212-297-1679 or elegg@nyba.com.

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