This training is for Small Business Development Center Advisors (SBDC) and licensed accounting professionals and licensed financial planners only. If you do not meet this criteria, please click below to be directed to the course you need.

Upon successful completion, you’ll be able to:

  • Quickly evaluate which types of financing are a good fit for your client

  • Give actionable advice to build strong business credit so clients can access more small business financing options at lower cost

  • Suggest alternative financing options for startups or credit-challenged clients

  • Access free tools and printed materials you can share with clients

Special Offer: Only $149 for lifetime certification. Enroll now!

On-demand training to fit your schedule:

You’ll be able to complete this course on your schedule. All modules are offered on demand through videos and printed resources. Quizzes assess your knowledge, and downloadable resources make it easy to share that knowledge with clients. Lessons include:

  • 2

    Business Credit

    • Business Credit Overview

    • Business Credit Reports and Scores

    • How to Build Business Credit

    • Business Credit Challenges

    • Business Credit Quiz

  • 3

    Personal Credit for Business Owners

    • Personal Credit Overview

    • Credit Scores Overview

    • Personal Credit: Payment History

    • Personal Credit Scores: Debt

    • Credit Scores: Inquiries, Credit Mix & Credit Age

    • Personal credit quiz

    • Credit Repair FAQs

    • Medical Debt on Credit Reports: Update

  • 4

    Financing

    • Financing Introduction & Overview

    • Business Bank Statements & Financing

    • Credit Cards

    • Credit Lines, Cash Advances and Factoring

    • Equipment Leasing

    • Trade Credit

    • Bank and SBA loans

    • Crowdfunding

    • Financing Quiz

  • 5

    Resources

    • Build Business Credit client presentation

    • Eguides - SBDC cobranded

    • Where's the Money Now? Financing Your Business in 2021

    • Smart Credit Strategies for Entrepreneurs

  • 6

    Course Survey

    • Course Survey

Register now!

  • 8+ Hours of on-demand training covering personal credit for entrepreneurs, business credit and financing options.

  • ​Handouts to share with clients.

  • Lifetime certification with no renewal fees: access to new materials as they become available!

  • BONUS: Desk plaque to display your certification and badge for your email & LinkedIn profile.

  • BONUS: Live Q & A events!

Your Unconditional Money-Back Guarantee: If you complete the certification and don’t find it helpful for working with your clients, we will refund your tuition.

FAQ

  • Can I pay by check, submit a purchase order etc?

    Yes, we can typically accommodate these requests from SBDCs and other similar organizations. Please email [email protected] with your request.

  • When will classes be held?

    This training is now fully online and lessons are available on demand. While we may hold live events from time to time you may complete the coursework on your own schedule.

  • I attended the live workshop at the ASBDC conference. Can I get access to the online course?

    Yes! Please send your request to [email protected] so we can enroll you in the online version.