myCPE
myCPE

SBA Loans vs. Traditional Financing: What's Best for Your Business? 1.5 Credits

SBA Loans vs. Traditional Financing: What's Best for Your Business? 1.5 Credits

  • Rating

    4.6
  • Published on

    December, 2024
  • Subject Area

    Finance

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • Differentiate between traditional and fintech lending platforms.
  • Identify the best financing products for various business scenarios.
  • Navigate the SBA loan types and application process effectively.
  • Evaluate lending partners, including SBA-preferred lenders.
  • Prepare complete documentation for diverse loan applications.

Course Overview

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. 

Major Topics:

  • Traditional Lending vs. Fintech
  • Exploring Financing Options
  • SBA Loan Eligibility Guide
  • Choosing Lending Partners
  • Loan Application Essentials

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!

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.

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

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Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

About Instructor

RJ Muto
RJ Muto

President, Project Blue Signature Capital

  • 4.6
  • rating
  • rating
  • rating
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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 Cottle
Mark Cottle

EVP & GM, Embedded Lending, Lendio

  • 0

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.

Natalie Campion
Natalie Campion

Sales Manager, SBA Lending, Lendio

  • 0

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. 

On Demand FAQs

What is Self Study (QAS)?

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.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

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.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

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.

Ratings and Review

out of 5

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1,824 ratings

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JW

Judy West, CPA (US)

Little interest when the lecturer upspeaks at the end of her sentences. Lack of confidence and assertiveness.

LG

Lindon Greene, CPA (US)

good course

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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