COURSE 2 — BANKING & BUSINESS SYSTEMS | LEVEL 1 5 segments × $225 = $1,125. DELIVERY MODEL: This is not a cookie-cutter self-study course. Online content explains the basics and prepares the trainee. The practical work is completed live by Zoom with a trained University Technicians specialist. The specialist reviews the trainee’s actual documents and circumstances, guides the applicable administrative/software workflow, checks the completion list, and identifies anything still outstanding. Matters requiring individualized legal, tax, accounting, financial, or court advice or representation are referred to an appropriately licensed professional. REQUIRED FOUNDATION VIDEO: Watch the assigned training video on UniversityTechnicians.com/videos before the first live walkthrough. Full assigned-video completion is required before advancement. SEGMENT 6 — DBA / ASSUMED-NAME FOUNDATION BASIC EXPLANATION: Learn what a DBA/assumed name does and does not do, and why filing requirements differ by state/local jurisdiction. PREPARE FOR ZOOM: Legal name, desired business name, business address, ownership information, and any prior filing/publication records. LIVE WALKTHROUGH: Specialist helps navigate the applicable filing website and organizes confirmation records. COMPLETION CHECK: Filing status documented; publication or follow-up requirements identified. SEGMENT 7 — BUSINESS BANKING PREPARATION BASIC EXPLANATION: Learn the documents banks commonly ask for and why business identity, EIN/SSN use, DBA records, and ownership information must be consistent. PREPARE FOR ZOOM: Identification, EIN/DBA documents, formation or sole-proprietor records as applicable, and existing account information. LIVE WALKTHROUGH: Review bank-readiness documents and application workflow. No guarantee of bank approval or credit is made. COMPLETION CHECK: Banking packet organized; missing documents listed. SEGMENT 8 — FEE SCHEDULE & PUBLICATION EDUCATION BASIC EXPLANATION: Learn how business fee schedules and any jurisdiction-specific notices/publication requirements should be separated from unsupported legal claims. PREPARE FOR ZOOM: Proposed services, prices, existing notices, and the specific jurisdiction involved. LIVE WALKTHROUGH: Build a clear customer-facing fee schedule and review any legitimate publication requirement that applies. COMPLETION CHECK: Fee schedule organized; applicable publication follow-up documented. SEGMENT 9 — BUSINESS CREDIT EDUCATION BASIC EXPLANATION: Learn secured vs. unsecured credit, utilization, payment history, personal guarantees, and why credit approval is lender-dependent. PREPARE FOR ZOOM: Current business identity records, banking status, existing credit accounts, and goals. LIVE WALKTHROUGH: Review credit-readiness and a responsible progression plan without promising approval or specific scores. COMPLETION CHECK: Credit-readiness gaps and next actions documented. SEGMENT 10 — MERCHANT, INVOICING & DIGITAL SYSTEMS BASIC EXPLANATION: Learn how merchant processors, invoices, domains, websites, and customer-payment records work together. PREPARE FOR ZOOM: Existing PayPal/Square/other processor access, website/domain details, product/service list, pricing, and invoice examples. LIVE WALKTHROUGH: Configure or review the trainee’s practical payment and invoicing workflow. COMPLETION CHECK: Payment path tested/reviewed; recordkeeping process documented. ADVANCEMENT: Completing Course 2 alone does not complete Level 1. Level 1 requires all 15 segments.