SBA Loans vs. Traditional Financing: What's Best for Your Business? 1.5 Credits
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The business lending landscape is evolving at lightning speed—are you ready to keep pace? This lively course dives headfirst into the rapidly shifting world of financing, covering everything from traditional bank loans to the latest fintech solutions. Whether you're a business owner on the hunt for the perfect financing option or a financial pro guiding clients, this course is packed with insights that will help you make sense of it all. Sure, small business lending is more complex than ever, but you'll quickly be cruising through these choppy waters with the right know-how.
In this course, we'll cover an array of financing options, breaking down the details of lines of credit, term loans, and merchant cash advances—no stone left unturned. And when it comes to SBA loans? We've covered you with a detailed roadmap for navigating the application process and crushing those eligibility requirements. Plus, you'll walk away armed with practical tools to evaluate lending partners, seize the best opportunities, and craft loan applications that stand out.Â
Major Topics:
Join us to level up your lending game, fuel your business growth, and make smarter financial decisions that pave the way to success. Don't let the world of modern lending leave you behind!
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1.5 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.
RJ Muto, based in New York, is the visionary founder and driving force behind Project Blue Signature Capital, a premier financial consulting firm that delivers Fortune 500-level strategies to small and mid-sized business owners poised for growth. With an unwavering focus on transforming every department into a revenue-generating engine, RJ works with businesses globally to craft tailored financial strategies that unlock rapid growth and long-term success.
Specializing in Capital Consulting, such as lending, business consulting, and groundbreaking financial planning, RJ offers an unparalleled range of services. From start-up funding and B2B Lending to Venture Capital, his firm connects businesses with top-tier FinTech lenders.
For larger ventures, Project Blue Signature Capital provides worldwide lending opportunities ranging from $30 million to $5 billion, ensuring businesses—large or small—can access the capital they need to thrive.
But RJ’s expertise goes beyond just financing. Through access to over 1,100 government tax credits, rebates, and incentives—such as R&D tax credits, solar energy incentives, and more—he helps businesses reduce tax liabilities while driving innovation and sustainability.
RJ is passionate about helping businesses maximize revenue from every department. Whether it is transforming HR into a profit center, optimizing sales and AR/AP, or creating streamlined exit plans, RJ’s innovative programs turn underperforming departments into highly efficient, revenue-generating powerhouses.
With a client-first philosophy, RJ tailors every solution to meet the unique needs of each business. Grounded in integrity, hard work, and fairness, his mission to “Juice Your Potential” is all about empowering businesses to rise above challenges and achieve exceptional growth. By collaborating with top-tier bankers, accountants, and attorneys, RJ delivers powerful, comprehensive financial strategies that navigate complex landscapes and set businesses on the path to lasting success.
Ready to elevate your business? Whether you are seeking funding, strategic planning, or innovative solutions, RJ Muto and Project Blue Signature Capital are here to help you unlock your full potential and achieve the extraordinary success you have always envisioned. Let’s make it happen!
Mark joined the Lendio team in the first year of its franchising program. His work has not only helped to launch dozens of Lendio Local “offices” across the country but also to ensure these franchise locations continue running successfully. Throughout his career, Mark has directly worked with hundreds of franchisees in several industries and various capacities. Since 2018, Mark has been leading all aspects of the Lendio Local business, from recruiting new franchisees to ongoing training. Mark is passionate about small businesses as the lifeblood of national and local economies and loves working closely with individuals who embody the "if it is to be, it's up to me" mindset.
As a Sales Manager at Lendio, I lead a team of SBA analysts and relationship managers to help small businesses access financing solutions. I leverage my business degree from Florida State University and my customer success expertise to optimize the sales process, increase customer satisfaction, and drive revenue growth.
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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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Are the self-study courses approved by NASBA and other regulatory bodies?
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What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
EP
This was a great refresher in financial planning for Small Businesses
JY
Thank you
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