CFTEA OnCourse learning offerings

OnCourse Learning is a leading self-paced online training partner for the financial services industry. For nearly 40 years, they have earned considerable customer loyalty and an unmatched reputation for accurate courses, exceptional and responsive service, and training technology that inspires learning.

Comprised of more than 550 courses, the OnCourse Learning Course Catalogs are a comprehensive training solution designed specifically for financial institutions. Topics within the catalog include regulatory compliance, financial and professional skills, case studies, consultative selling, refresher courses, and ICB-approved continuing education. OnCourse Learning has also expanded their catalog to include AML/BSA compliance training as well as Microsoft Office training.

OnCourse Learning has a comprehensive mortgage lending learning library for depository institutions, which is populated from content approved by the Nationwide Mortgage Licensing System (NMLS). This gives your mortgage lending professionals access to content deemed significant and relevant by the NMLS. Also included is their expanded series of courses on Commercial and Consumer Lending.

CFTEA’s OnCourse Learning partnership provides self-paced online classes in the following topics:

Registration Information
Click on the category of your choice and you will see the targeted audience for the listed programs and a course description and length of time for each class.

Choose your class(es), and click on the registration link on the OCL directory to register for your class(es). When CFTEA receives and processes your registration, you will receive an email message with the site access and log-in information.
Each individual class is $99.00 plus $10.00 administration fee.
Tuition for bundles are indicated beside the program title.

Withdrawal Policy: No withdrawal is accepted once you have registered for an on-line compliance course, however you may request a substitute in your place; with the approval of CFTEA. No refunds will be given should you withdraw from the course after registration has been received at the CFT office.

Certificate Programs through CFTEA
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Enroll into one of these OnCourse Learning certificate bundles and upon successful completion receive the certificate in your chosen topic.h CFTEA

 

Self-paced online training through OnCourse Learning is also available to CFTEA financial institutions as per-user license agreements.

Contact Tanya at tanya@cftea.org or 207-688-6226 for more information.
 

Consultative Selling Certificate

Tuition: $360 plus $20 administrative fee

Through OnCourse Learning partnership with ASLAN Training and Development, instead of the typical sales tactics this curriculum has equipped financial professionals with the essential skills they need to successfully engage decision makers and effectively position their solutions in a way that gets past the typical customer’s anti sales rep bias.

The Steps of Consultative Selling:

Engage
Discovery
Build Value
Advance

The Sales Experience Certificate

Tuition: $450 plus $20 administrative fee

Sales are the core of every business, and are the barometer through which growth is measured. OnCourse Learning Sales Experience courses teach you how to deepen customer relationships using a variety of proven techniques.. From ways to increase the value of transactions through cross-selling, to the art of anticipating and overcoming prospective customers’ objections, this effective curriculum links theory with practice to accelerate success.

Cross-Selling
REAL Sales 1 – The Other Side of Service
REAL Sales 2 – Adding Value Through Cross-Selling
REAL Sales 3 – Adding Value Through Up-Selling
REAL Sales 4 – Overcoming Resistance

The Customer Service Experience Certificate

Tuition: $690 plus $20 administrative fee

To be a leader in the marketplace, employees at every touch point must go the extra miles and deliver a consistent, world-class experience. OnCourse Learning Customer Service courses are a comprehensive curriculum that teaches em-ployees how to provide stellar customer service that will set your institution apart from the competition.

Customer Service
REAL Customer Service 1 – Showing Customers Your Care
REAL Customer Service 2 – Using Language to Service the Customer
REAL Customer Service 3 – Opening the Conversation
REAL Customer Service 4 – Diagnosing Customer Needs
REAL Customer Service 5 – Responding to Customer Requests
REAL Customer Service 6 – Taming Challenging Conversations
REAL Customer Service 7 – That’s a Wrap – Closing the Conversation

Leadership Development

Tuition: $690 plus $20 administrative fee

OnCourse Learning Leadership Development courses teach employees how to improve performance in their current positions, and prepares them for roles that entail more responsibility down the road. Ten modules comprise the curriculum, which addresses business letter-; memo-, and email-writing; conflict resolution; time management, and interview preparation and conduct.

Introduction to Management Basics
Time Management
Business Writing
How to Lead and Participate Effectivley in Meetings
Leading People Through Change
Handling Conflict
Sharpening Your Interviewing Skills
Managing Multiple Generations at Work

Consumer Lending Certificate

Tuition: $990 plus $20 administrative fee

To be successful in their roles, loan officers must first build a strong consumer lending foundation by mastering all aspects of the borrowing process. OnCourse Learning Consumer Lending courses get back to basics by focusing on loan-program fundamentals, such as residential mortgage loan origination, processing, underwriting and closing. Other topics addressed in the curriculum include federal flood insurance regulations, Regulation C, HOEPA rules and SBA eligibility requirements.

Analyzing Personal Financial Statements
Fundamentals of Consumer Lending
Fundamentals of Mortgage Lending
High-Cost Mortgages (HOEPA)
Home Equity (Open-End Credit)
IRS Reporting for Real Estate Transactions
Mortgage Fraud Awareness
Private Mortgage Insurance
Residential Mortgage 1-2-3: Mortgage Process
Reverse Mortgage
Second Lien Real Estate Mortgage Loans/Junior
Real Estate Mortgage Loans

Member Services for Credit Unions

Tuition: $690 plus $20 administrative fee

The following Member Service courses teach credit union employees how to improve member communications. From ways they can increase the value of transactions through cross-selling, to the art of teller service standards, this effective curriculum links theory with practice to accelerate success.

Customer Service
REAL Customer Service 1 - Showing Customers You Care
REAL Customer Service 2 - Using Language to Serve the Customer
REAL Customer Service 3 - Opening the Conversation
REAL Customer Service 4 - Diagnosing Customer Needs
REAL Customer Service 5 - Responding to Customer Requests
REAL Customer Service 6 - Taming Challenging Conversations
REAL Customer Service 7 - Closing the Conversation