Venus Michael
Founder, One21 Account-Ability
A Certified Profit First Professional with over two decades of experience helping creative entrepreneurs, attorneys, and service pros turn financial chaos into clarity.
Your clients already trust you with their books. Banking’s next.
Relay’s Banking Partner Certification teaches accountants and bookkeepers how to advise clients on their banking and grow into strategic financial partners. Join 2,000+ already certified.
Get certified
Join 2,000+ already certified.
Join 2,000+ already certified.
Banking is the key to understanding what’s actually happening with a client’s business.
In this course, you’ll learn how to read the banking landscape, evaluate the right setup for each client, and use what you see to catch problems before they hit—so clients make better calls, and your firm gets harder to replace.
Get certified
68%
of small businesses fail because of cash flow
Take the course.
This is a hands-on course taught through short, animated modules and built on decades of advisory experience. You’ll walk away with a clear picture of how small business banking actually works today, and a vendor-neutral framework for evaluating any bank, for any client.
Free to enroll- Self-paced modules
- 60 minutes
Make it official.
Once you’re certified, you’ll have new ways to prove it. Add a verified digital badge to your LinkedIn, website, or email signature. Get a certificate that recognizes the work. And show up in the Relay Directory, where clients and prospects can find you as a Certified Banking Partner before you even bring it up.
Get certified
Who you’ll learn from.
Jason Snider
Founder, Main Street Financial
A serial founder who has helped dozens of business owners improve their financial position, streamline operations, and make better decisions under stress.
Omari Kamal
Founder & CEO, P&G Advisors
A seasoned financial professional, business advisor, and deal strategist with over 24 years of experience across investment management, private equity, public accounting, mergers & acquisitions, and small business advisory services.
Meet your newest competitive advantage.
Strategic advice is the kind of work clients pay for, and the kind of relationship they don’t leave.
Your questions,answered.
No, you do not need to be a Relay customer or partner to enroll. The course is built to be vendor-agnostic, so you walk away with a stronger understanding of the banking landscape.
The course takes about an hour. It’s self-paced, so you can do it in one sitting or spread it out. Your progress will be saved.
Yes, your whole team can get certified. Each person needs their own Relay Academy account and earns their own certificate.
The previous certification has been retired. While the themes remain similar, the majority of the content has been updated and refreshed, including new downloadable content. We recommend taking the course again to have the most up-to-date training.
No. Relay Academy uses a separate account. However, we advise that you use the same work email address as you did for your Relay account.