SBA Loans: Funding & Resources for Small Businesses (2.5 hrs)

Current Status
Not Enrolled
Get Started
Course Description

SBA Loans: Funding & Resources Video Course

This course helps 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.

It begins by introducing some basics about business loans and the SBA. Next, you will learn about the players in the Small Business Association 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 loan programs with discussion of:

  • 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.


Course information

This course is included in our MEGA CPE and Video CPE Bundles 

Course No. S009
Format: Online video with final exam
Instructional Delivery Method: QAS Self-Study
Prerequisites: None
Advance Preparation: None
Level: Overview
CPE Credit: 2.5 hrs.
Field of Study: Finance: Technical
Course expiration:  You have one year from date of purchase to complete the course.
Course Revision Date: September 2022


After completing this course, participants should be able to:

  • Recognize major SBA loan programs
  • Recall eligibility requirements for SBA programs
  • Identify the key players in the SBA loan process

Table of Contents

Section 1: Basic Information About Loans and the Small Business Association
1.1 Welcome and Overview
1.2 Some Loan Basics
1.3 About the SBA
1.4 The Players in the Loan Process
1.5 General Eligibility Requirements

Section 2. Small Business Association Loan Programs
2.1 The Standard 7(a) Program
2.2 7(a) Specialized Programs and Pilot Programs
2.3 The 504 Loan Program

Section 3. Recap of Key Concepts
3.1 Pros and Cons of Small Business Association Loans
3.2 Key Takeaways

Ratings and Reviews

Avg. Rating
0 Ratings
What's your experience? We'd love to know!
No Reviews Found!
Show more reviews
What's your experience? We'd love to know!
Course Categories

Leave a Reply