Small Business Finance Institute

Name

Small Business Finance Institute

Legal name

Small Business Finance Institute, Inc.

Website

https://sbfi.org

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Professional Training and Education

NAICS

Computer Training (611420), Credit Intermediation and Related Activities (522)

SIC

Investment Advice (6282)

akta.pro primary industry

Small Business & Self-Employment Personal Finance (Income, Expenses, Cash Reserves) (EDAAAJAL)

akta.pro secondary industries

SBA/Government-Backed & Development Finance Loans (FSAKAGAI), SME Credit Underwriting, Scoring & Risk Analytics (FSAKAGAL), Alternative Data & Credit Scoring (Cashflow, Telco, Utility, Open Banking) (FSAGAHAC)

Keywords

• Commercial lender training
• Professional development courses
• SBA lending education
• Video-on-demand training
• Small business finance

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Training Course Subscriptions: Revenue generated from commercial lender training programs offered through streaming video-on-demand. Training is available for individual and group viewing with subscription access to course content.
2. Book Sales: Sale of books authored by Charles H. Green on small business financing and SBA lending, including 'Get Financing Now' ($18.00) and 'The SBA Loan Book, 3rd Edition' ($15.95).
3. Training Materials and Resources: Sale of additional training materials, course notes, and educational resources for commercial lending professionals.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Small Business Finance Institute provides video-on-demand commercial lender training, industry analysis, news, and educational resources to commercial lending professionals. Its core offering is a web-based streaming training platform with tiered curriculum (Core, Intermediate, Senior-Executive), supplemented by the AdviceOnLoan newsletter, Capital Movements personnel news, Lending Trends statistical reporting, and a curated bookstore. The platform targets business developers, underwriters, credit analysts, senior lending management, and board members at banks and non-bank lending companies.

Product overview

Small Business Finance Institute operates as a training and information platform for commercial lenders. The core offerings include AdviceOnLoan, a free newsletter delivering industry news and analysis; a comprehensive Lender Training Platform providing video-on-demand courses; Capital Movements for personnel news; and Lending Trends for statistical reporting. The training system follows a tiered structure with Core Training (entry-level), Intermediate Training (mid-level), and Senior-Executive Training (executive-level), supplemented by Study Hall resources. The Financial Bookstore offers related publications including The SBA Loan Book and Get Financing Now authored by Managing Director Charles H. Green.

Differentiator

Problem solved

Functional benefit

Brands

• AdviceOnLoan: Free online newsletter for commercial lenders and capital markets participants focused on delivering capital to small business owners

Products and services

• Lender Training Platform Video-on-demand professional development platform for commercial lenders offering streaming video courses available 24/7, covering topics from entry-level lending to executive training, with downloadable handouts, quizzes, and tracked student/certificate records.
• Core Training Entry-level commercial lending courses covering core lending topics, financial analysis, collateral due diligence, and lending channels for new commercial lenders.
• Intermediate Training Mid-level courses for commercial lenders expanding their expertise in lending topics, financial analysis, and lending channels.
• Senior-Executive Training Executive-level courses covering senior credit management, board credit training, and executive credit management for senior lending professionals and board members.
• AdviceOnLoan Newsletter Free online newsletter for commercial lenders and capital markets participants focused on delivering capital to small business owners, providing news, insight, commentary, and tutorials on commercial lending topics.
• The SBA Loan Book, 3rd Edition Bestselling comprehensive guide to SBA-guaranteed financing, written by veteran banker Charles H. Green, providing step-by-step instructions for obtaining SBA 7(a) and 504 loans. Priced at $15.95 per copy.
• Get Financing Now Guide for small business owners on navigating business financing and obtaining capital, written by Charles H. Green and published by McGraw-Hill. Priced at $18.00 per copy.

Quantifiable outcome

• Addresses training gap created by reduction in employer investment in professional development (historically 8+ weeks of training in first two years)
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered minor.

• American Bankers Association (ABA)minorOthersABA is referenced as a resource link on SBFI's site - a leading voice of the U.S. $14 trillion commercial banking industry. ABA provides educational resources and professional development for bankers.
• Risk Management Association (RMA)minorOthersRMA is referenced as a resource link - a not-for-profit professional association serving the financial services industry since 1914, focused on advancing sound risk principles.
• National Association of Development Companies (NADCO)minorOthersNADCO is referenced as a resource link - trade association of SBA Certified Development Companies and lenders using SBA 504 loan program.
• National Association of Government Guaranteed Lenders (NAGGL)minorOthersNAGGL is referenced as a resource link - principal trade association for participating lenders using SBA 7(a) and 504 loan programs.
• U.S. Small Business Administration (SBA)minorOthersSBA is referenced as a capital reading resource on the website, providing guidance and resources related to small business lending programs.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• American Bankers Association (ABA): The leading U.S. commercial banking industry association, offering professional development, certifications, and training to the same commercial lender audience SBFI targets. Already referenced as a resource on SBFI's site, it competes with substantially greater scale.
• Risk Management Association (RMA): A long-standing not-for-profit professional association serving the financial services industry with risk-focused training and credit lending courses, including the well-known RMA Credit Risk Certification. Directly overlaps with SBFI's credit underwriting and risk training content.
• BAI (Bank Administration Institute): Long-established organization providing training, research, and certification to retail and commercial banking professionals. Overlaps with SBFI in lending fundamentals, executive education, and industry benchmarking for banks.
• Association for Financial Professionals (AFP): Association offering treasury, corporate finance, and banking education with certifications and training. Comparable in delivering continuing professional education to banking and lending professionals, though with a broader treasury focus.

Emerging players

• National Association of Government Guaranteed Lenders (NAGGL): Principal trade association for SBA 7(a) and 504 lenders, offering lender training, conferences, and resources on government-guaranteed lending. Directly overlaps with SBFI's SBA-focused content tier.
• OnCourse Learning (financial division): Provides regulatory and lending compliance training to banks, credit unions, and lenders via online courses. Comparable to SBFI in delivery format (online) and target buyer (financial institutions seeking professional development).
• New York Institute of Finance: Provides professional training, certifications, and continuing education in capital markets, banking, and corporate finance. Comparable on the basis of instructor-led and online training content targeted to working finance professionals.
• LenderLogix: Technology and training provider to the mortgage and lending industry with online courses and certifications for originators and processors. Comparable in the niche of web-based training content for lending professionals.
• CEU Institute: Online continuing education and professional development platform for finance, insurance, and lending professionals. Comparable in online self-serve delivery and B2B subscriptions to financial-services practitioners.
• National Association of Development Companies (NADCO): Trade association of SBA Certified Development Companies and 504 lenders offering training, conferences, and resources. Directly comparable in audience (SBA lenders) and in the educational / training services it provides.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/adviceonloan
• YouTubeyoutube.com/channel/sbfi
• Facebookfacebook.com/Small-Business-Finance-Institute
• LinkedInlinkedin.com/company/small-business-finance-institute
• Instagraminstagram.com/sbfi

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Small Business Finance Institute