Self-Study Course Details
This course will help business owners and their advisors better understand the purpose of SBA loan programs, who's eligible, and whether U. S. Small Business Administration (SBA) loans are the right funding for the business. People are often surprised to learn that many businesses can benefit from the funding and resources from the SBA. The SBA definition of a "small business" might be bigger than you think.
The course will begin by introducing some basics about business loans and the SBA. Next, you will learn about the players in the SBA loan process. We'll then move to the general eligibility requirements for the SBA's largest loan programs and an overview of the application process.
You'll get important details about specific SBA loan programs. We'll look at:
- The Standard 7(a) program
- 7(a) specialized programs
- The 504/CDC loan program
- Other SBA loan programs
You'll learn the pros and cons of SBA loans to help you decide if SBA funding is right for your clients.
This program does not cover temporary COVID relief programs that are no longer open to new applications, such as the PPP and the COVID-19 EIDL program.
- Recognize major SBA loan programs
- Recall eligibility requirements for SBA programs
- Identify the key players in the SBA loan process
Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Business Insider, Business News Daily, and many other news sources. Rob has a 25-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union. Rob is an adjunct instructor for the MBA program at Gonzaga University.
Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.
Encoursa 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 through its website: NASBAregistry.org.
Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.