Topics and Learning Objectives

  1. Identify the banking services commonly available to a small business.
  2. Explain how small business owners decide which banking services are best for their businesses.
  3. Consider the important factors when choosing a financial institution.
  4. Explore the value of building a relationship with a financial institution.

Marketing Teaser

Building a relationship with a financial institution is critical to the success of all businesses. Services vary across different financial institutions, so it’s important to consider your unique needs before selecting a business banking provider.

After completing this lesson you’ll understand:

  • How to pick the right financial institution partner
  • How a healthy relationship with your financial institution can contribute to the success of your business
  • The types of accounts and services typically available for small businesses

Post on Twitter

Does your financial institution understand your small business? Explore how building the right relationship can contribute to the long-term success of your business: [LINK]

Post on Facebook/LinkedIn

Understanding the financial products and services available to support your small business is the first step to achieving success. Explore this course to learn how establishing a long-term, healthy relationship with a financial institution can benefit your business: [LINK]

Image Package

Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.

Topic List

Explore more

Wealth Transfer

Learn more about the ways wealth can be transferred.

Understanding Your Student Loan

Student loans are designed to help students pay for higher education. Learn more about the different types of student loans, important student loan terms and student loan repayment options.

Healthy Financial Habits

Learn more about how you can develop healthy financial habits needed for financial well-being.


Understand what an annuity is and its role in retirement planning.