Onboarding Courses (Members Only)

• Introduction to the Equipment Finance Industry

  Author(s): On-demand with multiple contributors
  Format: Online
  Duration: 8 minutes
  Member Price: $0
  Non-Member Price: n/a

  Description
  This micro-course introduces learners to the equipment finance industry, including a description of the industry, the key players, what equipment finance companies do, and the size of the industry. 

• Types of Equipment Finance Companies

  Author(s): On-demand with multiple contributors
  Format: Online
  Duration: 10 minutes
  Member Price: $0
  Non-Member Price: n/a

  Description
  Learn about the different types of equipment finance companies while playing the game show Biz Whiz.  Match each customer to the correct equipment finance company.

• Market Segments

  Author(s): On-demand with multiple contributors
  Format: Online
  Duration: 10 minutes
  Member Price: $0
  Non-Member Price: n/a

  Description
  Become a Market Master by playing the Biz Whiz game about industry market segments, also referred to as ticket sizes.  Learn why market segments matter and what the three most common market segments are. 

• Benefits of Equipment Finance

  Author(s): On-demand with multiple contributors
  Format: Online
  Duration: 10 minutes
  Member Price: $0
  Non-Member Price: n/a

  Description
  Teach your customers about the benefits of equipment finance as you play Biz Whiz – Office Edition. 

• Lease versus Loan

  Author(s): On-demand with multiple contributors
  Format: Online
  Duration: 10 minutes
  Member Price: $0
  Non-Member Price: n/a

  Description
  Become the Lease and Loan Biz Whiz as you explore the differences between leases and loans and how each can benefit your customers.

• Fundamentals of Equipment Leasing and Finance

  Author(s): On-demand with multiple contributors
  Format: Online
  Duration: 1 ½ hours
  Member Price: $500
  Non-Member Price: $850

  Description
  The Fundamentals of Equipment Leasing and Finance is a self‐paced, online course designed to get you started in the equipment leasing and finance industry.

  • Discover why equipment financing is good business;
  • Follow the lifecycle of a transaction, from origination to termination;
  • Learn about the tax laws, legal issues, and accounting practices and regulations that govern the industry; and
  • Examine the various ways to structure a transaction and maximize customer satisfaction.

   

  BE THE BOSS game! Take what you've learned and “be the boss” at Strategic Equipment Leasing and Finance, Inc. (S.E.L.F) – navigating through customer interactions, identifying the departments and individuals that should be involved in each step, and earning badges and upgrades as they go! From closing the sale to fielding customer requests and reviewing end-of-lease options, the learner will experience it all and will receive guided feedback to reinforce learning.