Onboarding Series

A quick, engaging overview of how equipment finance powers businesses across the United States. Learn who the key players are, what equipment finance companies do and why nearly eight out of ten U.S. companies rely on financing to acquire equipment. This course gives new hires a clear picture of the industry, the value it provides and its significant role in the U.S. economy.

Learn how equipment finance helps businesses stay flexible, conserve cash and manage risk. Through quick, interactive scenarios, you will explore real customer challenges and discover the practical advantages of financing.

Understand the key players in equipment finance and what sets each one apart. This course introduces banks, captives, independents and service providers through engaging customer scenarios that show when and why each institution is the best fit.

Get a clear overview of the major market segments in equipment finance and why they matter. This quick course explains how businesses use financing across different sectors and how those segments shape opportunities for industry professionals. A great way to build context and deepen your understanding early on.

Learn the key differences between leases and loans in a fun, game-show format. This course breaks down ownership, payments, collateral, taxes and equipment risk so learners can quickly understand how each option works and when it makes the most sense. A fast, interactive way to build practical confidence in lease and loan concepts.

Gain a clear view of how tax treatment works across loans, conditional sale leases, non-tax leases, true tax leases and sale-leasebacks. See how tax ownership shapes deal structure and value, and understand how these considerations influence both your customers and your organization. Ideal for sales and client-facing professionals who want to strengthen deal conversations. A downloadable comparison chart is included for quick reference.

Examine how finance leases, operating leases, sale-leasebacks and loans flow through the balance sheet, income statement and cash flow statement. Identify who holds accounting ownership and see how each structure affects financial reporting. A downloadable comparison chart provides an easy reference across all key statements.

Understand how the Hell or High Water clause in the Master Lease Agreement protects payment obligations once equipment is accepted. See how risk shifts after delivery and acceptance through a practical scenario, and why suppliers—not lessors—are responsible for resolving equipment defects. This short course gives new hires a clear sense of why the clause matters and how it protects both the deal and the lessor.

Build real confidence in equipment finance with a comprehensive next step beyond basic onboarding. The Fundamentals of Equipment Leasing and Finance gives learners a clear understanding of why equipment financing is good business, how transactions work from start to finish, and how tax, legal and accounting concepts shape every deal. You will also explore how different structure types impact risk, return and customer satisfaction.

Alongside seven focused lessons, the interactive “Be the Boss” game lets you practice real-world decision making through the full transaction lifecycle. This course delivers practical knowledge and hands-on application that help professionals strengthen conversations with customers, improve deal quality and accelerate their readiness in the industry.