Onboarding Courses (Members Only)

• NEW! Understanding Tax Treatment in Equipment Finance

  Duration: 20 minutes
  Member Price: $0
  Non-Member Price: n/a

  Description
  This course explores the tax treatment of common equipment finance structures, including loans, conditional sale leases, non-tax leases, true tax leases, and sale-leasebacks. You will learn who is considered the tax owner in each case, how the transactions are typically structured, and the key tax benefits involved. While the course provides valuable insights for a range of roles within your organization, it is especially beneficial for sales and client-facing teams. By the end of this course, you will understand the tax ownership and benefits associated with these structures, recognize how tax treatments impact both your customers and your company, and be prepared to use this knowledge to support deals that deliver greater value.
  

• *Introduction to the Equipment Finance Industry

  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

  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

  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

  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

  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.

• *Hell or High Water

  Duration: 15 minutes
  Member Price: $0
  Non-member price: n/a

  Welcome to "Hell or High Water". This course will provide a thorough understanding of the Hell or High Water clause, its importance, and its real-world applications. Explore the fundamentals of the "Hell or High Water" clause, learn about its implications through a practical case study, and grasp its significance in ensuring uninterrupted payment obligations. By the end of this course, you will have a clear and actionable understanding of why this clause is included in lease agreements and how it protects financial interests.
  
  

• Fundamentals of Equipment Leasing and Finance

  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.