ABA Self-Paced E-Learning

With the financial services industry moving faster and faster each year, you must master new challenges at an incredible pace. ABA eLearning now helps you meet these challenges. We offer the financial services industry a comprehensive curriculum delivered through the most engaging online format. With online course access 24/7 from work or home, ABA’s self-paced format allows you to begin the class when it is convenient for you, and move through the class at your own pace. Over 100 classes in several banking subject areas are available through CFTEA, in length from one hour to ten. Online quizzes and exer-cises validate learning. The program’s My Notes feature allows you to record notes online and later print for reference.

Once you sign up for a self-paced class, you will receive a confirmation by email and may begin any time you like. Once you begin your class you may leave the site and sign back in repeatedly until you reach the final assessment. The assessment must be taken in one sitting and the class will be closed to you once it is completed or after six months. After you complete the final assessment your grade will be processed. Please call or email our office at any time during the program should you have questions.

A $10.00 non-refundable shipping, recordkeeping and administrative fee will be added to all self-paced enrollments.

Course Descriptions and Tuition for ABA Self Paced E-learning classes listed in each category below.

Changes Coming to ABA Self-Paced for Spring 2018

 

ABA Self-Paced Categories:

ABA Self-Paced eLearning Bundled Certificates.

If you enjoy using ABA’s self-paced eLearning classes to increase your knowledge and expertise in banking, now you can enroll into a bundle and earn one of the following certificates. Enroll into a bundled certificate through CFTEA and when you go online into your eLearning account “my courses” and launch the curriculum "course”, you will have each of the individual courses for your chosen program listed. Each course is finished on its own and will have its own final assessment. Each class should take you an average of 3 hours to complete. Each certificate includes a maximum of 11 classes. You may take these pro-grams at your convenience, on your own time. You decide how long it will take you to earn your certificate! When you complete all of the courses in the bun-dle you will be eligible to receive your certificate.

Please enroll with CFTEA’s alternative study enrollment form under Registration Options.

If you have already taken one or more of the courses included in the bundle you don’t need to retake it. Courses within the curriculum can be applied to other diplomas and certificates since they are each individual full courses.

Each bundle is priced at one tuition rate of $595.00* unless otherwise indicated. This bundled price is less than should you enroll into each required class individually. *(plus one $20.00 administrative fee for online class enrollment.)

Business Banking and Commercial Lending

Certificate in Business & Commercial Lending Bundle $600
Level 1: Understanding Business Borrowers $150
Level 2: Analyzing Business Financial Statements and Tax Returns $150
Level 3: Analyzing Personal Financial Statements and Tax Returns $150
Level 4: Qualitative Analysis and Determining a Credit Risk Rating $150
Level 5: Loan Structuring, Documentation, Pricing and Problem Loans $150

Small Business Banker Certificate (updated January 2018) $595
Calling on Small Business Customers $95
Credit Products for Small Businesses $95
Deposit Products and Services for Small Businesses $95
Fundamentals of Small Business Banking Suite: $95
    Small Business Basics $55
    Small Business Operating and Life Cycles $55
Introduction to Analyzing Financial Statements $95
Personal Tax Return Analysis $95
Relationship Selling to Small Business Customers $95
Retirement Products for Small Businesses $95
Sales Planning Suiye: $95
    Servicing and Growing Small Business Relationships $95
    Small Business Borrowing $95

The Commercial Real Estate Lending Decision Process Package $720
Series 1: Types of CRE Loans, Risk Areas and Performance Drivers $125
Series 2: The CRE Underwriting Process $125
Series 3: Financing Different Types of Commercial Properties $125
Series 4: Understanding & Evaluating Leases, Appraisals & Environmental Assessments $175
Series 5: Loan Structure and Documentation Considerations $125
Series 6: Construction Lending $175

The Lending Decision Process Complete Package $720
Series 1: Industry, Management and Economic Influences $100
Series 2: Interpreting Quality of Financial Reports and Accounts $100
Series 3: Analyzing the Company's Financial Performance and Condition $200
Series 4: The Cash Cycle, Seasonality & Discovering Borrowing Causes & Repayment Sources $150
Series 5: Analyzing Cash Flow Statements to Measure Long-Term Repayment Ability $150
Series 6: Using Financial Projections to Fine Tune the Credit Analysis $150

Understanding Business Borrowers $150

Digital and Social Media Marketing

Marketing in a Digital World Suite – Social and Digital Suites $599
Social Campaigns Suite $299 The Power of Facebook $129
Leveraging LinkedIn $129
Strategic Twitter $129
Digital Campaigns Suite $299
Search Engine Optimization $129
Build Your Campaign $129
Find Your Audience $129

Mortgage Lending

Handling Mortgage Inquiries and Making Referrals $95

Residential Mortgage Lending Certificate $775
Banking Basics Suite $595
Appraisal Procedure $95
Basics of Mortgage Processing $95
Completing the HUD-1 $95
Discovering FHA Programs $95
Effective Client Referrals $95
Elements of Title Insurance $95
Essentials of Mortgage Lending $95
Ethical Issues for Bankers $95
Explaining Loan Modifications $95
Gathering the Facts on Mortgage Fraud $95
Mortgage Customer Counseling and Prequalification $95
Personal Tax Return Analysis $95
Preparing the Closing Disclosure $95
Preparing the Loan Estimate $95
Processing and Underwriting Credit $95
Processing Income and Assets $95
Reviewing the Appraisal Report $95

Regulatory Compliance - Compliance Professionals

 

Certificate in BSA and AML Compliance Bundle $1595

Introduction to BSA/AML

SARs and Information Sharing

Currency and Correspondent Banking Accounts

Electronic Banking and Funds Transfer Activities

Higher Risk Accounts and Activities

BSA Requirements for Business Accounts

BSA Requirements for Foreign Customers and Accounts

Components of an AML Compliance Program

International Partners in AML

Office of Foreign Assets Control (OFAC) for Compliance Professionals

 

Certificate in Fraud Prevention $795

Introduction to Fraud Management

Establishing a Fraud Prevention Program

Types of Fraud and Prevention Strategies

Operating a Fraud Prevention Program

Maintaining a Compliant Fraud Prevention Program

 

Certificate in Lending Compliance Bundle: $2195(+$20 admin fee)

Anatomy of a Regulation for Compliance Professionals $275

CRA, Community Bank, For Compliance Professionals $275

CRA, Large Bank, for Compliance Professionals $275

Credit Card Regulations for Compliance Professionals $275

Elements of a Compliance Program for Compliance Professionals $275

Equal Credit Opportunity Act (ECOA) for Compliance Professionals $275

Fair Credit Reporting Act (FCRA) for Compliance Professionals $275

Home Mortgage Disclosure Act (HMDA) for Compliance Professionals $275

Loans to Insiders (Reg O) for Compliance Professionals $275

National Flood Insurance for Compliance Professionals $275

Real Estate Settlement Procedures Act for Compliance Professionals $275

Reg Z Abiltiy to Repay (ATR) and Qualified Mortgage for Compliance Professionals $275

Reg Z Closed-End Credit for Compliance Professionals $275

Reg Z Open-End Credit for Compliance Professionals $275

Servicemembers Civil Relief Act (SCRA) for Compliance Professionals $275

Unfair, Deceptive or Abusive Acts or Practices for Compliance Professionals $275

 

Certificate in Deposit Compliance Bundle: $1595(+$20 admin fee)

Anatomy of a Regulation for Compliance Professionals $275

BSA/USA Patriot Act for Compliance Professionals $275

Digital Compliance for Compliance Professionals $275

Electronic Funds Transfer Act (Reg E) for Compliance Professionals $275

Elements of a Compliance Program for Compliance Professionals $275

Expedited Funds Availability Act (Reg CC) for Compliance Professionals $275

Office of Foreign Asset Control (OFAC) for Compliance Professionals $275

Privacy/Information Sharing for Compliance Professionals $275

Reserve Requirements for Depository Institutions Act (Reg D) for Compliance Professionals $275

Truth-in-Savings Act (Reg DD) for Compliance Professionals $275

Unfair, Deceptive or Abusive Acts or Practices (UDAAP) for Compliance Professionals $275

Regulatory Compliance - Front Line

Active Aggressor for Employees $55
Active Aggressor for Managers $95
ADA Accessibility $55
ADA Interacting with People Who Have Disabilities $55
ADA Overview and Employment $95
Bank Bribery Act $55
Bank Protection Act $35
Banking Law and Referrals $95
BSA/AML: CIP Advanced $55
BSA/AML: CIP Basics $55
BSA/AML: Communicating with Customers about CTRs $55
BSA/AML: Completing the CTR $95
BSA/AML: Complying with the BSA $55
BSA/AML: Exempting Customers for the CTR Reporting $55
BSA/AML: Overview $55
BSA/AML: Recordkeeping–Wires, Money Orders & Other Challenges $55
BSA/AML: Reporting $55
BSA/AML: Risk Assessment & Customer Due Diligence $55
BSA/AML: SAR Reporting $95
BSA/AML: USA Patriot Act $55
Community Reinvestment Act $55
Cybersecurity Fundamentals $55
Elder Financial Abuse $55
Equal Credit Opportunity Act (Reg. B) $95
E-Sign Compliance $55
Expedited Funds Availability (Reg. CC) $95
Extending Credit to Bank Insiders (Reg. O) $35
Fair Credit Reporting Act (FCRA) $95
Fair Debt Collection Practices $95
Fair Housing Act $55
Fair Lending $95
FDIC Insurance Coverage $95
Flood Disaster Protection Act $35
Good Faith Estimate and HUD-1 $95
Home Mortgage Disclosure Act (HMDA) $95
HMDA: Preparing for 2018 – NEW $95
Home Owners Protection Act $95
Information Security and Red Flags $95
Military Lending Act $95
OFAC $55
Mortgage Servicing: ARM Notices – NEW $55
Mortgage Servicing: Early Intervention and Continuity of Contact – NEW $55
Mortgage Servicing: Error Resolution - NEW $95
Mortgage Servicing: Escrow Account - NEW $95
Mortgage Servicing: Force-Placed Insurance - NEW $95
Mortgage Servicing: Loan Origination and Servicing Transfers - NEW $95
Mortgage Servicing: Loss Mitigation - NEW $95
Mortgage Servicing: Overview – NEW $95
Mortgage Servicing: Payment Crediting and Periodic Statements – NEW $95
Privacy for Customer Contact Personnel $55
Real Estate Settlement Procedures Act (RESPA) $95
Recognizing and Preventing UDAAP $55
Reg E Consumer Liability $55
Reg E Consumer Remittances $95
Reg E Disclosure Requirements $55
Reg E Error Resolution Requirements $55
Reg E Gift Cards $55
Reg E Overdrafts $55
Reg E Overview $55
Reg E Payroll Cards $35
Reg E Preauthorized Transfers $35
Reg Z Adjustable Rate Mortgages $55
Reg Z Advertising $95
Reg Z Credit Cards $55
Reg Z HEOPA Loans and Higher Priced Mortgage Loans $95
Reg Z HELOCs (Open End Credit) $55
Reg Z Installment and Home Equity Loans $55
Reg Z Mortgages $55
Reg Z Non Home Secured $55
Reg Z Overview $95
Reg Z Private Higher Education Loans $55
Reg Z Reverse Mortgages $55
Reg Z Right of Rescission $55
Reserve Requirements for Depository Institutions (Reg. D) $55
Robbery and Bank Security $95
S.A.F.E Act – Secure and Fair Enforcement for Mortgage Licensing Act $95
Servicemember Civil Relief Act $95
Sexual and Workplace Harassment $95
Sexual and Workplace Harassment for Managers $95
Social Media – Managing the Risks $95
Telephone Consumer Protection Act (TCPA) - NEW $95
TILA-RESPA Integrated Disclosures $55
Truth-in-Savings (Reg. DD) $55
Unlawful Internet Gambling Enforcement Act (UIGEA) $95

Retail Banking: General Banking

Banking Basics Suite - NEW $595 (Replaces Banking Today)
Bank Marketing: Building Customer Relationships $55
Bank Payment Systems and Technology $55
Bank Sales and Service: Expanding Customer Relationships $55
Banks as a Business $55
Banks and the Deposit Function $55
Banks and the Economy $55
Banks and Personal Wealth Management $55
Business and International Banking Services $55
Introduction to Banking $55
Lending as a Cornerstone of Banking $55
Safeguarding Bank Assets and the Nation $55
Safeguarding the Customer and the Bank $55
Ethical Issues for Bankers - REIMAGINED $55
Robbery and Bank Security $95
Teller Basics - REIMAGINED $150

Retail Banking: Management Skills

Employment Law $95
Leveraging the Benefits of a Diverse Workforce $95
Leadership in Action Suite (Coming Soon)
   Authentic Leadership NEW $55
   Building Collaborative Teams (Coming Soon)
   Communicating Vision NEW $55
   Empowerment NEW $55
   Managing Change – REIMAGINED $55
Management Essentials Suite NEW $275
   Coaching (replaces Coaching for Success) $55
   Corrective Action - REIMAGINED $55
   Effective Meetings (replaces Meetings that Work) $55
   Employee Recognition (replaces Rewards and Recognition) $55
   Interviewing (replaces Hiring the Best) $55
   Managing Performance (replaces Managing Employee Performance) $55
Sexual and Workplace Harassment for Managers $95

Retail Banking: Sales Skills

Calling on Small Business Customers $95
Coaching to Support the Sales Process Suite: $55
Essential Selling Skills Bundle: $195
    Effective Referrals Suite $55
    Making the Client Call Suite $55
    Overcoming Objections Suite $55
    Relationship Sales Suite $55
    Sales Planning Suite $55
Event Networking $95
Referring Insurance and Annuity Clients $95
Referring Investment Clients $95
Referring Trust Clients $95
Relationship Selling to Small Business Customers $95
Selling in a Social World Suite - NEW $129
   Extend Your Reach $89
   Engage Your Audience $49
Servicing and Growing Small Business Relationships $95
Successful Sales Campaigns $95
Tele-consulting $95
Why Quality Customer Service Matters Suite $95

Retail Banking: Workplace Skills

Communication Basics Suite - NEW $55
Dealing Effectively with Co-Workers $95
Essentials of Workplace Conduct $95
Improving Productivity $95
Managing Time at Work $95
Online Communication Suite - NEW $55
Presentation Skills Suite - REIMAGINED $95
Sexual and Workplace Harassment $95
Verbal Communication Suite - NEW (replaces Effective Telephone Communication) $55
Written Communication Suite - NEW (replaces Effective Written Communication) $55

Risk Management

Certificate in Fraud Prevention $795
Introduction to Fraud Management
Establishing a Fraud Prevention Program
Types of Fraud and Prevention Strategies
Operating a Fraud Prevention Program
Maintaining a Compliant Fraud Prevention Program

Certificate in Operational Risk Management Bundle $1595
Cybersecurity Management $275
Board and Management Involvement (coming soon) TBD
Elements of an Operational Risk Management Program $275
Fraud and Crime $275
Incident Management and Resilience $275
Model Risk Management Framework (coming soon) TBD
Management $275
Model Risk Management Framework $275
Payments and Settlements $275
Physical Security $275
Regulatory Exam Management $275
Risk and Control Self-Assessment (RCSA) $275
Vendor Risk Management $275

Wealth Management and Trust

 

Certificate in Trust: Foundational – NEW $1495
A Guide to Ethics in Fiduciary and Trust Activities $95
A Guide to Ethics in Investments $95
Estate and Guardian Administration $175
Introduction to Estate Planning $335
Introduction to Investment Management $335
Introduction to IRAs $175
Introduction to Planning for Retirement Assets $175
Introduction to Trust Administration $335
Minimizing Fiduciary Risk and Litigation $175

Certificate in Trust: Intermediate – NEW $2295
A Guide to Ethics in Financial Planning $95
A Guide to Ethics in Tax Law and Tax Planning $95
Account Acceptance and Termination $175
Basic Characteristics of a Trust $175
Bond Selection and Analysis $175
Discretionary Distributions $175
Duties and Powers of a Trustee $175
Estate Planning to Achieve Client Goals $175
Fiduciary Income Tax $175
Fiduciary Law $175
Fundamentals of Life Insurance $175
How Trusts are Taxed $175
Investment Policy $175
Investment Products $175
Stock Selection and Analysis $175
Types of Insurance $175
Understanding Transfer Tax $175

Certificate in Trust: Advanced – NEW $2295
Asset Allocation and Portfolio Management $175
Economics and Markets $175
Education Planning Solutions for Minors $175
Estate Planning for Charitable Giving $175
Estate Planning for IRAs and Qualified Plan Balances $175
Estate Planning for the Marital Deduction $175
Estate Planning Solutions for Business Owners $175
Fundamentals of Alternative Investment Products $175
Generation-Skipping Transfer Tax $175
Gift Taxation $175
Income Tax Planning $175
Managing Life Insurance Policies $175
Planning for Estate Tax $175
Prudent Portfolio Management $175
Special Needs Trusts $175

Health Savings Account (HSA) Expert Certificate $795

BANK SOLUTIONS PROVIDER CERTIFICATE ($495)

You must complete the following courses:

Banking Basics Suite

Ethical Issues for Bankers

Fundamentals of Consumer Lending

Fundamentals of Small Business Banking

Understanding Bank Products

BANK TELLER CERTIFICATE ($695)

You must complete the following courses:

Banking Basics Suite

Communication Basics Suite

Dealing Effectively with Co-Workers

Effective Referrals Suite

Essentials of Workplace Conduct

Ethical Issues for Bankers

Online Communicatiopn Suite

Teller Basics

Verbal Communication Suite

Written Communication Suite

BRANCH MANAGER CERTIFICATE ($1295)

You must complete the following courses:

Banking Basics Suite

Coaching to Support the Sales Process Suite

Employment Law

Ethical Issues for Bankers

Fundamentals of Consumer Lending Suite

Fundamentals of Small Business Banking Suite

Leadership in Action Suite (coming soon)

Leveraging the Benefits of a Diverse Workforce

Making the Client Call Suite

Management Essentials Suite

Overcoming Objections Suite

Presentation Skills Suite

Relationship Sales Suite

Sales Planning Suite

Servicing and Growing Small Business Relationships

Verbal Communication Suite

Why Quality Customer Service Matters Suite

Written Communication Suite

CERTIFICATE IN BSA AND AML COMPLIANCE ($1595)

You must complete the following courses:

Introduction to BSA/AML

SARs and Information Sharing

Currency and Correspondent Banking Accounts

Electronic Banking and Funds Transfer Activities

Higher Risk Accounts and Activities

BSA Requirements for Business Accounts

BSA Requirements for Foreign Customers and Accounts

Components of an AML Compliance Program

International Partners in AML

Office of Foreign Assets Control for Compliance Professionals

CERTIFICATE IN BUSINESS AND COMMERCIAL LENDING BUNDLE ($600)

You must complete the following courses:

Level 1: Understanding Business Borrowers

Level 2: Analyzing Business Financial Statements and Tax Returns

Level 3: Analyzing Personal Financial Statements and Tax Returns

Level 4: Qualitative Analysis and Determining a Credit Risk Rating

Level 5: Loan Structuring, Documentation, Pricing and Problem Loans

CERTIFICATE IN DEPOSIT COMPLIANCE BUNDLE ($1,595)

You must complete the following courses:

Anatomy of a Regulation for Compliance Professionals

BSA/USA Patriot Act for Compliance Professionals

Digital Compliance for Compliance Professionals

Electronic Funds Transfer Act (Reg E) for Compliance Professionals

Elements of a Compliance Program for Compliance Professionals

Expedited Funds Availability Act (Reg CC) for Compliance Professionals

Office of Foreign Assets Control (OFAC) for Compliance Professionals

Privacy/Information Sharing for Compliance Professionals

Reserve Requirements for Depository Institutions Act (Reg D) for Compliance Professionals

Truth-in-Savings Act (Reg DD) for Compliance Professionals

Unfair, Deceptive or Abusive Acts or Practices (UDAAP) for Compliance Professionals

CERTIFICATE IN FRAUD PREVENTION BUNDLE ($795)

You must complete the following courses:

Introduction to Fraud Management

Establishing a Fraud Prevention Program

Types of Fraud and Prevention Strategies

Operating a Fraud Prevention Program

Maintaining a Compliant Fraud Prevention Program

CERTIFICATE IN LENDING COMPLIANCE BUNDLE ($2,195)

You must complete the following courses:

Anatomy of a Regulation for Compliance Professionals

Community Reinvestment Act, Community Bank (CRA) for Compliance Professionals

Community Reinvestment Act, Large Bank (CRA) for Compliance Professionals

Credit Card Regulations for Compliance Professionals

Elements of a Compliance Program for Compliance Professionals

Equal Credit Opportunity Act (ECOA) Reg B for Compliance Professionals

Fair Credit Reporting Act (FCRA) for Compliance Professionals

Home Mortgage Disclosure Act (HMDA) for Compliance Professionals

Loans to Insiders (Reg O) for Compliance Professionals

National Flood Insurance Regulations for Compliance Professionals

Real Estate Settlement Procedures Act (RESPA) for Compliance Professionals

Reg Z Ability to Repay (ATR) and Qualified Mortgage (QM) for Compliance Professionals

Reg Z Closed-End Credit for Compliance Professionals

Reg Z Open-End Credit for Compliance Professionals

Servicemembers Civil Relief Act (SCRA) for Compliance Professionals

Unfair, Deceptive or Abusive Acts or Practices (UDAAP) for Compliance Professionals

CUSTOMER SERVICE REPRESENTATIVE CERTIFICATE ($795)

You must complete the following courses:

Banking Basics Suite

Communication Basics Suite

Dealing Effectively with Co-Workers

Effective Referrals Suite

Ethical Issues for Bankers

Online Communication Suite

Overcoming Objections Suite

Relationship Sales Suite

Understanding Bank Products

Verbal Communication Suite

Why Quality Customer Service Matters Suite

Written Communication Suite

PERSONAL BANKER CERTIFICATE BUNDLE ($795)

You must complete the following courses:

Banking Basics Suite

Communication Basics Suite

Effective Referrals Suite

Ethical Issues for Bankers

Fundamentals of Consumer Lending Suite

Fundamentals of Small Business Banking Suite

Introduction to Analyzing Financial Statements

Making the Client Call Suite

Managing Time at Work

Online Communication Suite

Overcoming Objections Suite

Relationship Management Suite

Sales Planning Suite

Understanding Bank Products

Verbal Communication Suite

Written Communication Suite

RESIDENTIAL MORTGAGE LENDING CERTIFICATE ($775)

You must complete the following courses:

Appraisal Procedures

Banking Basics Suite

Basics of Mortgage Processing

Discovering FHA Programs

Effective Referrals

Elements of Title Insurance

Essentials of Mortgage Lending

Ethical Issues for Bankers

Explaining Loan Modifications

Gathering Facts on Mortgage Fraud

Mortgage Customer Counseling and Prequalification

Personal Tax Return Analysis

Preparing the Closing Disclosure

Preparing the Loan Estimate

Processing and Underwriting Credit

Processing Income and Assets

Reviewing the Appraisal Report

Optional: Completing the HUD-1

SMALL BUSINESS BANKER CERTIFICATE ($895)

You must complete the following courses:

Calling on Small Business Customers

Credit Products for Small Businesses

Deposit Products and Services for Small Businesses

Fundamentals of Small Business Banking Suite

Introduction to Analyzing Financial Statements

Personal Tax Return Analysis

Relationship Selling to Small Business Customers

Retirement Products for Small Businesses

Sales Planning Suite

Servicing and Growing Small Business Relationships

Small Business Borrowing

ABA Supervisor/Team Leader Certificate ($895)

You must complete the following courses:

Banking Basics Suite

Building Collaborative Team (coming soon)

Communication Basics Suite

Employment Law

Empowerment (coming soon)

Ethical Issues for Bankers

Leveraging the Benefits of a Diverse Workforce

Management Essentials Suite

Managing Change

Online Communication Suite

Presentation Skills Suite

Verbal Communication Suite

Why Quality Customer Service Matters Suite

Written Communication Suite

UNIVERSAL BANKER CERTIFICATE ($795)

You must complete the following courses:

Banking Basics Suite

Communication Basics Suite

Dealing Effectively with Co-Workers

Effective Meetings

Ethical Issues for Bankers

Managing Change

Online Communication Suite

Overcoming Objections Suite

Presentation Skills Suite

Relationship Sales Suite

Verbal Communication Suite

Why Quality Customer Service Matters Suite

Written Communication Suite

Retail Banking: Product Knowledge

Consumer Credit Products $95
Credit Products for Small Businesses $95
Deposit Products and Services for Small Businesses $95
Fundamentals of Consumer Lending Suite: $95
    Consumer Credit Basics $55
    Consumer Loan Process $55
Fundamentals of Small Business Banking Suite: $95
    Small Business Basics $55
    Small Business Operating and Life Cycles $55
Introduction to Analyzing Financial Statements $95
Introduction to IRAs $95
Personal Tax Return Analysis $95
Retirement Products for Small Businesses $95
Small Business Borrowing $95
Understanding Bank Products $95

CERTIFICATE IN OPERATIONAL RISK MANAGEMENT BUNDLE ($1595)

You must complete the following courses:

Elements of an Operational Risk Management Program

Cybersecurity Management

Fraud and Criminal Threats

Incident Management and Resilience

Operational Risk Model Management

Oversight and Management of Operational Risk

Payments and Settlements

Physical Security

Regulatory Exam Management

Risk Control and Self Assessment

Vendor Risk Management

CERTIFICATE IN TRUST: ADVANCED ($2295)

You must complete the following courses:

Asset Allocation and Portfolio Management

Economics & Markets

Education Planning Solutions for Minors

Estate Planning for Charitable Giving

Estate Planning for IRAs and Qualified Plan Balances

Estate Planning for the Marital Deduction

Estate Planning Solutions for the Business Owner

Fundamentals of Alternative Investment Products​

Generation-Skipping Transfer Tax​

Gift Taxation

Income Tax Planning

Managing Life Insurance Policies

Planning for Estate Tax

Prudent Portfolio Management

Special Needs Trusts​

CERTIFICATE IN TRUST: FOUNDATIONAL ($1495)

You must complete the following courses:

A Guide to Ethics in Fiduciary and Trust Activities

A Guide to Ethics in Investments

Estate and Guardian Administration

Introduction to Estate Planning

Introduction to Investment Management

Introduction to IRAs

Introduction to Planning for Retirement Assets

Introduction to Trust Administration

Minimizing Fiduciary Risk and Litigation​

CERTIFICATE IN TRUST: INTERMEDIATE ($2295)

You must complete the following courses:

A Guide to Ethics in Financial Planning

A Guide to Ethics in Tax Law & Tax Planning

Account Acceptance and Termination

Basic Characteristics of a Trust

Bond Selection and Analysis

Discretionary Distributions

Duties and Powers of the Trustee

Estate Planning to Achieve Client Goals

Fiduciary Income Tax

Fiduciary Law

Fundamentals of Life Insurance

How Trusts are Taxed

Investment Policy​

Investment Products

Stock Selection and Analysis

Types of Insurance

Understanding Transfer Tax​​

HEALTH SAVINGS ACCOUNT EXPERT CERTIFICATE BUNDLE ($795)
You must complete the following modules:

Overview of Health Savings Accounts

HSA Eligibility

HSA Contributions

HSA Distributions

HSA Account Administration

HSA Benefits, Strategies, and Best Practices

How Much Do You Know About HSAs?

Foundational Certificate in Bank Marketing ($1,195)

You must complete the following courses:

Facilitated Online:
Marketing in Banking
Marketing Planning
Marketing Management

Self-Paced Online:
Marketing in a Digital World
Recognizing and Preventing UDAAP