Lesson 1: Banking services and financing · 9 min
Before you begin · Choosing a bank · Deposit insurance · Ways to finance a business
Three pieces that work together
Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 2 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.
What would you do?Your supplier email says its bank details have changed and asks you to pay this week's invoice to a new account
Live deckContent · 3 slidesQuiz · 3 slidesWord cloud · 1 slideScale · 1 slide
Feedback surveyHow much do you agree with each statement? I can:Have you managed a business budget or accounts?What do you want to get out of this course?How recently have you dealt with this topic at work or at home?
7 lessons, about 45 minutes
What learners can do at the end of each lesson. Minutes are an estimate.
Lesson 2: Cash flow and the cash conversion cycle · 7 min
Meet Bob and The Wired Cup · The cash conversion cycle · Valves you control
Lesson 3: Negotiating better terms · 5 min
Win-win terms · The seasonal rent idea
Lesson 4: Recordkeeping · 5 min
Why keep good records · How long to keep records
Lesson 5: Business credit · 7 min
Why credit matters · Credit utilisation, worked example · The five C's of credit
Lesson 6: Tax planning and reporting · 7 min
Business type and tax forms · Paying as you go · Getting help
Lesson 7: Final assessment · 5 min
Final assessment · Course complete
Source and credit: Adapted from Federal Deposit Insurance Corporation (FDIC) Money Smart material; the FDIC does not endorse AhaSlides. AhaSlides condensed and rewrote this material for workplace learners and added quizzes and activities. Source: Banking Services for Your Small Business (Participant Guide) (opens in a new tab) · Source: Managing Cash Flow (Participant Guide) (opens in a new tab) · Source: Recordkeeping (Participant Guide) (opens in a new tab) · Source: Building a Strong Business Credit (Participant Guide) (opens in a new tab) · Source: Tax Planning and Reporting (Participant Guide) (opens in a new tab) · Source: Money Smart for Small Business, curriculum page (opens in a new tab)
Often taught together
Courses teams often run alongside this one.
Banking & Financial Services Training
Responsible lending, credit assessment and collections (opens in a new tab)
Banking & Financial Services Training
Investment advice: Client risk profiling and suitability (opens in a new tab)
Banking & Financial Services Training
Life, health and pension advice: Needs-based selling and product rules (opens in a new tab)
Common questions
Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.
Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.
At onboarding or as continuing professional development, with a yearly refresher (best practice).
Employees running or planning a side business, finance-adjacent managers in owner-operator networks, outplacement programmes.
Record completion in your own LMS or record system, so you can show who finished the course and when.
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.
Your own details, each highlighted inside the course:
- Link to your live session deck
- Link to the self-paced course