Business Banking (Video) (Course Id 2336)

• ho is this course for?
  This course is for anyone needing Continuing Professional Education (CPE), especially CPAs, accountants, or finance professionals interested in understanding business banking services.

• What is this course about or what problem does this course solve?
  The course addresses the need to understand business banking products and services, risk management strategies, deposit protection, and how to optimize banking relationships.

• How can the knowledge from this course be used?
  Participants can use this knowledge to manage business banking relationships more effectively, reduce fees, increase income from liquid cash, and secure better loan pricing.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Understanding business banking is vital for advising clients or managing company finances, especially in areas such as cash management, risk mitigation, and capital funding.

• When is this course relevant or timely?
  This course is particularly relevant following financial instability or news of bank failures, as it includes guidance on deposit insurance and monitoring bank health.

• How is a course like this consumed or used?
  This is a QAS Self Study video course that includes a 12-page guide, review and final exam questions, and can be completed entirely online with no additional materials required.

Companies look to banks to provide critical payment services, precious loan funds, and income on liquid cash. They are a key partner for cash management and capital expenditure funding.

This course first looks at common business deposit and loan products, as well as services banks provide to companies. We'll explore deposit protection, payment risk management, and loan risk management. You'll get tips on how to reduce bank fees and increase interest income, as well as how to get the best loan pricing you can.

This course also provides an overview of some of the key players in the banking system. It also discusses deposit insurance, which is something few people think about until bank failures hit the news. You'll learn options for monitoring the health of your bank.

Video - NASBA QAS - Text - NASBA Registry - 2336

Course Learning Objectives

• Recall common products and services banks provide for businesses
• Recognize ways to reduce risk when using banking products and services
• Identify methods of increasing income or reducing fees when using banking products and services

Chapter 1 - Business Banking

Chapter 1 Review Questions

Glossary