$19

Any Course

Manage Your Business Banking Like a Pro 

Find ways you can reduce risk, reduce costs, and increase income

Business Banking

Join Now for $19

- OR -

MOST POPULAR

Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

Learn More About FAST

FAST participant? Click here for instant access.

Companies look to banks to provide critical payment services, precious loan funds, and income on liquid cash. They are a key partner for cash management and capital expenditure funding.


Are you sure:

  • Your company has the right deposit and loan products?
  • You're taking advantage of all the payment and cash management services?
  • You're bank is stable and financially healthy?

What You'll Learn ...

In this course, you'll learn:

  • The benefits of a good business banking relationship
  • Popular loan and deposit products
  • The latest payment services to receive or make payments
  • Ways to monitor the health of your bank - and why it matters
  • Tips to prevent costly payment fraud or mistakes
  • Ways to maximize interest income
  • How to get the best loan price you can
  • A few banking jokes

Sample Course Reviews


"Fast-paced, informative, and interesting."
"Great overview of the many products a bank offers; well explained and with provided examples."
"This is helpful and practical content. Thanks for this great course."

Course Outline

Section 1: Business Banking Products and Services

  • Welcome and Overview
  • The Banking System
  • Deposits
  • Loans
  • Services

Section 2: Reduce Risk, Increase Income, and Reduce Costs

  • Deposit Protection
  • Payments Protection
  • Loan Risk Mitigation
  • More Income and Less Costs
  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Learn How to Get CPE Credit

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. 

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Manage Your Business Banking Like a Pro

Get the tips for how you can increase income, reduce costs, and reduce risk

Join Now for $19

- OR -

MOST POPULAR

Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

The Business Banking course is one of the courses you get with FAST.

A one-time payment for the FAST program (Full Access Skills Toolkit) gives you a year of access to resources for better strategic financial management. You get:
ALL the CFO Perspective courses
Direct access to me
Over 60 downloads

The right tools can save you time, reduce your stress, and improve your effectiveness.

Learn More About FAST

FAST participant? Click here for instant access.

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