This course introduces Ramp Banking, 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 Banking'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.
1 Annual Percentage Yield (APY) on eligible funds in your Ramp Checking Account. Interest is paid by First Internet Bank of Indiana, Member FDIC. Rate is accurate as of 06/18/2026. The interest rate and APY are variable and subject to change without notice. See the Checking Account Addendum for more information.
2 Investment Account yield information provided refers to the 1-day SEC yield for mutual funds and the market-value-weighted yield to maturity (YTM) for fixed income securities. "Yield to maturity" (YTM) is a portfolio characteristic shown as of 06/16/2026, assuming a sample investment of $10M. It is a market-value-weighted average of security-level YTMs based on current market prices and stated cash flows, assuming securities are held to maturity, all coupons are paid when due, and coupons are reinvested at the YTM rate. YTM does not reflect advisory fees, fund or portfolio expenses, transaction costs, leverage or financing costs, defaults, downgrades, or calls/prepayments, and it may exclude cash and cash equivalents. YTM is hypothetical and is not the actual return of any portfolio over any period. It is not a prediction, target, objective, or guarantee of future performance. Actual investor returns will differ, including due to fees and expenses, trading activity, credit events, calls/prepayments, and changes in reinvestment rates. For additional information about individual portfolios, see the investment disclosure. Important information about the mutual fund options and a copy of each fund's prospectus are available here. Average yields shown are dollar-weighted based on a flat numerical rating scale, are not a guarantee of future performance, and are provided for informational purposes only.