This course introduces Ramp Treasury, a cash management solution that empowers businesses to optimize cash flow while maximizing yield. You will explore the platform's business1 and investment2 accounts, learn how to navigate its key features, and discover how automation simplifies financial operations. By the end, Ramp partners will be equipped to effectively communicate the Ramp Treasury’s value and address common client needs.
In order to successfully complete this course and earn 1 CPE credit, you must:
- Complete the course content
- Answer the review questions throughout the course
- Complete the qualified assessment with a minimum of 75% accuracy within one year of course enrollment
For a list of key terms, check out our Course Glossary.
Looking for details on certificates, CPE credits, or support? Visit the FAQs.
Ramp Business Corporation is a financial technology company and is not a bank. Bank deposit services provided by First Internet Bank of Indiana, Member FDIC.
Investment Account portfolios managed by Moment Advisors, LLC. Investing involves risk, including possible loss of principal. Asset allocation does not guarantee profit or protect against loss. Past performance does not guarantee future results. Securities products offered by Apex Clearing Corporation, member FINRA, SIPC. The Investment Account is not insured by the FDIC, not a deposit product, and may lose value.