Fundamentals of Small Business Banking

Provides descriptions of small business client characteristics, expectations, and business operations to develop and sustain successful small business relationships. This course emphasizes the types, elements, and characteristics of the legal structures and business types to understand the clients’ business and industry. This course also explains the steps in each type of operating cycle and the stages of the life cycle of a business.

Reviewed: Apr. 2017 (no changes necessary)
Re-versioned: June 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Identify common characteristics of small business markets
  • Describe different business legal structures
  • Match business products and services to business cycles
  • Compare the operating cycles of various business types
  • Identify the life stages of businesses


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

Course Credits

ABA Certificates​: This course applies to the following ABA Certificates:
​Questions? Please contact for more information.

 Benefits of Self-Paced Training

  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available

 Registration & Pricing


Individual Purchase:
ABA Member
 • $95
Non-Member • $130

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.


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