What is Understanding Small Business?

    Understanding Small Business introduces the business-related concepts and terminology that precipitate meaningful, productive conversations with small business owners. It explores a variety of topics that are key to understanding how a small business operates, including the operating and capital investment cycles, forms of business organization, business growth stages, and the key components of business financial statements, business tax returns and Schedule C of the U.S. personal tax return.

What will you learn by taking this course?

  • Recognize a small business owner’s needs and ask knowledgeable questions about the business
  • Recognize the basic components of business financial statements and tax returns and explain how they are used to uncover business borrowing needs
  • Identify cross-selling opportunities based on conversations with small business owners
  • Discuss the benefits of financial solutions in ways that will resonate with small business owners

With Moody’s eLearning:

  • You have direct access to a lending expert via our unique Email a Mentor feature
  • You can download a comprehensive Reference Guide, replete with job aids and tools that you can use on the job
  • You elevate your professional currency by completing a course from a globally recognized leader in the credit training space

Product Brochure

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USD 310.00
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