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Course Curriculum

The full 20-module curriculum

From fundamentals to advanced deal structuring — sequenced for the way real brokers learn.

20
Modules
83
Lessons
35+ hrs
Content
247
Quiz Questions
Foundation Modules 1-3 | 90 min
1
Welcome to SBA 7(a) Lending
3 lessons 25 min 10 quiz Q

Your launch point into the world of SBA lending - understand why this market matters and how the system works.

  • 1 Why SBA Lending
  • 2 The Three-Player Game
  • 3 The Opportunity
2
Understanding SBA 7(a) Fundamentals
3 lessons 35 min 16 quiz Q

Deep dive into the SBA 7(a) program structure, eligibility, and the sub-programs that expand your toolkit.

  • 1 What Is 7(a)?
  • 2 Who SBA Helps
  • 3 Sub-Programs
3
SBA Rules as Competitive Edge
3 lessons 30 min 10 quiz Q

Turn regulatory knowledge into a competitive advantage - understand how rules change and how to stay ahead.

  • 1 Rules as Your Weapon
  • 2 When Rules Change
  • 3 Staying Current
Economics Modules 4-5 | 70 min
4
Rates, Terms & Pricing
5 lessons 45 min 15 quiz Q

Master the financial mechanics of SBA loans - from interest rate structures to client-facing pricing discussions.

  • 1 Interest Rate Fundamentals
  • 2 Term Structures
  • 3 Weighted Average Terms
  • 4 Pricing & Margins
  • 5 Working With Borrowers on Costs
5
How Brokers Get Paid
3 lessons 25 min 8 quiz Q

Understand the compensation landscape for SBA brokers, from Form 159 compliance to building sustainable income.

  • 1 Compensation Structure
  • 2 Form 159 Mastery
  • 3 Building Your Income
Deal Structuring Modules 6-8 | 170 min
6
Use of Proceeds: Deal Types
12 lessons 90 min 20 quiz Q

The most comprehensive module - master every type of SBA deal from acquisitions to construction to debt refinancing.

  • 1 Use of Proceeds Drives Everything
  • 2 Business Acquisition
  • 3 Partner Buyout
  • 4 Startup Financing
  • 5 CRE Purchase
  • 6 CRE Refi
  • 7 Construction
  • 8 Equipment
  • 9 Working Capital
  • 10 Leasehold Improvements
  • 11 Debt Refi
  • 12 Combining Uses
7
Equity Injection Mastery
3 lessons 40 min 12 quiz Q

Navigate the critical equity injection requirements that make or break SBA deals - from standard amounts to creative solutions.

  • 1 Required Injection Amounts
  • 2 Acceptable Sources
  • 3 Creative Solutions
8
Ownership & Affiliates
4 lessons 40 min 12 quiz Q

Decode the complex web of ownership, guarantor requirements, and affiliate rules that trip up even experienced lenders.

  • 1 Guarantor Requirements
  • 2 Spouse Requirements
  • 3 Entity Structures
  • 4 Affiliate Traps
Documentation Modules 9-10 | 100 min
9
SBA Form Mastery
5 lessons 50 min 15 quiz Q

Master every critical SBA form - know what goes where, common mistakes, and how to get it right the first time.

  • 1 Form 1919
  • 2 Form 413
  • 3 Form 159
  • 4 Form 4506-C
  • 5 Debt Schedule
10
Credit & Underwriting
4 lessons 50 min 15 quiz Q

Think like an underwriter - analyze cash flow, evaluate collateral, assess character, and spot red flags before they kill a deal.

  • 1 Cash Flow Analysis (DSCR)
  • 2 Collateral Requirements
  • 3 Character Assessment
  • 4 Red Flags
Execution Modules 11-12 | 80 min
11
The Closing Process
4 lessons 45 min 15 quiz Q

Navigate the closing process from timeline management to final conditions - handle challenges and get deals funded.

  • 1 Timeline Phases
  • 2 Third-Party Reports
  • 3 Final Conditions
  • 4 Closing Challenges
12
Packaging Like a Pro
3 lessons 35 min 12 quiz Q

Learn the art of loan packaging that gets lender attention - from document strategy to executive summary craft.

  • 1 Document Strategy
  • 2 Executive Summary Craft
  • 3 File Organization
Business Building Modules 13-14 | 85 min
13
Navigating Lenders
4 lessons 35 min 10 quiz Q

Build your lender network strategically - know the differences between lender types and how to match deals to the right partner.

  • 1 Banks vs Non-Banks
  • 2 PLP vs Standard
  • 3 Lender Fit
  • 4 Building Relationships
14
SBA Marketing Warfare
6 lessons 50 min 15 quiz Q

Build a deal pipeline that never runs dry - from harvesting your existing network to content marketing and partner channels.

  • 1 Harvesting Residential Book
  • 2 Targeting Business Owners
  • 3 Content Marketing
  • 4 Ad Copy
  • 5 Partner Channels
  • 6 Funnel Management
Advanced Products Module 15 | 30 min
15
International Trade Loans
3 lessons 30 min 10 quiz Q

Expand into international trade financing - a specialized niche with strong demand and less competition.

  • 1 Export Advantage
  • 2 Eligibility & Structure
  • 3 Closing International Deals

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