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eLearning Curriculum
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REGISTRATION
REGULATORY COMPLIANCE
Overview and
application of banking regulations as they impact frontline employees.
Americans With
Disabilities Act (ADA)
Americans with
Disability Act (ADA) for Call Center Representatives, Customer Service
Representatives, Personal Bankers, and Tellers
Bank Bribery Act
Bank Bribery Act for
Personal Bankers
Bank Protection Act
Bank Secrecy Act
Bank Secrecy Act (BSA)
for Call Center Representatives
Bank Secrecy Act (BSA)
for Customer Service Representatives
Bank Secrecy Act (BSA)
for Personal Bankers
Bank Secrecy Act (BSA)
for Tellers
Bank Secrecy Act for
Managers
Check 21 Overview
Community
Reinvestment Act (CRA)
Community
Reinvestment Act (CRA) for Customer Service Representatives, Personal
Bankers, and Tellers
Credit Practices Rule (Reg AA) for Consumer Lenders
Electronic Funds
Transfer Act (Reg E)
Electronic Funds
Transfer Act (Reg E) for Call Center Representatives and Personal
Bankers
Electronic Funds
Transfer Act (Reg E) for Customer Service Representatives
Electronic Funds
Transfer Act (Reg E) for Tellers
Equal Credit
Opportunity Act (ECOA) for Personal Bankers
Equal Credit
Opportunity Act (Reg B)
Expedited Funds
Availability (Reg CC) for Call Center Representatives
Expedited Funds
Availability (Reg CC) for Customer Service Representatives
Expedited Funds
Availability (Reg CC) for Personal Bankers
Expedited Funds
Availability (Reg CC) for Tellers
Expedited Funds
Availability Act (Reg CC)
Extending Credit To
Bank Insiders (Reg O)
Fair Credit
Reporting Act
Fair Credit
Reporting Act (FCRA) for Call Center Representatives
Fair Credit
Reporting Act (FCRA) for Personal Bankers
Fair Housing Act
Fair Lending
Fair Lending for
Personal Bankers
FDIC Deposit
Insurance
Flood Disaster
Protection Act
Home Mortgage
Disclosure Act (HMDA) for Personal Bankers
Home Mortgage
Disclosure Act/Regulation C (HMDA)
Office of Foreign
Asset Control (OFAC) for Call Center Representatives, Customer Service
Representatives, Personal Bankers, and Tellers
Office of Foreign
Asset Control Regulation (OFAC)
Privacy for Call
Center Representatives
Privacy for Customer
Contact Personnel
Privacy for Customer
Service Representatives
Privacy for Personal
Bankers
Privacy for Tellers
Real Estate
Settlement Procedures Act (RESPA)
Real Estate
Settlement Procedures Act (RESPA) for Personal Bankers
Regulatory
Compliance for Bank Tellers
Regulatory
Compliance for Call Center Reps
Regulatory
Compliance for Customer Service Reps
Regulatory
Compliance for Personal Bankers
Reserve Requirements
(Reg D) for Call Center Representatives, Customer Service
Representatives, and Tellers
Soldiers'and
Sailors' Civil Relief Act
Truth in Lending (Reg
Z) for Personal Bankers
Truth in Lending Act
Truth in Savings Act
(Reg DD)
Truth in Savings Act
(Reg DD) for Call Center Representatives
Truth in Savings Act
(Reg DD) for Customer Service Representatives
Truth in Savings Act
(Reg DD) for Personal Bankers
USA PATRIOT Act for
Call Center Representatives, Customer Service Representatives, Personal
Bankers, and Tellers
USAPATRIOT Act
RETAIL BANKING FUNDAMENTALS
Core
knowledge to prepare students to perform operational and lending
functions in support of the delivery of retail financial services.
Consumer Credit
Products
Event Based Selling
Fundamentals of
Consumer Lending
Fundamentals of
Mortgage Lending
Introduction to Financial Planning Products
Personal Tax Return Analysis
Referring Insurance and Annuities Customers
Referring Mutual Funds and Securities Customers
Referring Trust
Customers
Revitalizing
Customer Service
Teleconsulting
Understanding
Financial Planning
Understanding Bank Products
RETAIL BANKING SALES SKILLS
Skill-building courses that prepare students to sell
to a diverse base of customer clients.
Building and
Retaining Customer Relationships
Cross-Selling
Deposit Products
Effective Referrals
Event Based Selling
Introduction to Relationship Selling
Profiling Mortgage Prospects
Sales Coaching in the Bank
Successful Sales Campaigns
Teleconsulting
SMALL BUSINESS BANKING FUNDAMENTALS
Core knowledge to prepare students to manage a portfolio of small
business clients.
Credit Products for
Small Businesses
Deposit Products for Small Businesses
Fundamentals of
Small Business Banking
Introduction to
Analyzing Financial Statements
Overview of
Financial Statements
Retirement Products for Small Businesses
SMALL BUSINESS BANKING SALES SKILLS
Sales skill
building courses that prepare students to manage a portfolio of small
business clients.
Calling on Small Business Customers
Relationship Selling to Small Business Customers
Servicing and Growing Small Business Relationships
Wealth Management and Trust
Courses that introduce and enhance the knowledge and skills
of trust professionals.
Personal Trust Curriculum, Level 1
Building Trust Expertise-Investment Management
Building Trust
Expertise-Taxation & Estate Planning
Building Trust Expertise-Trust Administration
Personal Trust Curriculum Level II
Discretionary Distributions
Estate Planning for Marital Deduction
Estate Planning Overview
Federal Estate and Gift Taxes
Fiduciary Income Taxes
Fiduciary Law
Investments I
Managing Trust Accounts
Retirement Planning
Personal Trust Curriculum Level III
Estate Planning Final Case Study
Estate Planning for Charitable Giving
Estate Planning for Lifetime Gifts
Estate Planning for the Business Owner
Financial Planning Skills
Generation Skipping Transfer Tax
Investments II
Life Insurance and Annuities
Case Studies/Assessments
Case Study for Wealth Advisors: The Corporate Executive
MANAGEMENT AND LEADERSHIP
Courses to
build people management skills presented in a financial services
context.
Coaching for Success
Corrective Action
Hiring the Best
Improving Productivity
Managing Change
Managing Employee Relations
Performance
Management
Project Management Fundamentals, Part One
Project Management Fundamentals, Part Two
Rewards and Recognition
FUNDAMENTAL BUSINESS SKILLS
Skill building courses to introduce and enhance general business
skills of financial services professionals.
Business Etiquette
Dealing Effectively
with Co-workers
Ethical Issues for
Bankers
Managing Time at Work
Meetings That Work
Presentation Skills
Telephone Etiquette
Writing Bank
Correspondence
BASIC BANKING KNOWLEDGE
Overview
courses that give general information about the financial services
industry.
Banking Today
MICROSOFT OFFICE COURSE
Microsoft Access 2000: Level 1
Microsoft Access 2000: Level 2
Microsoft Access 2000: Advanced
Microsoft Excel 2000: Level 1
Microsoft Excel 2000: Level 2
Microsoft Excel 2000: Advanced
Microsoft Outlook 2000: Introduction
Microsoft Outlook 2000: Advanced
Microsoft PowerPoint 2000: Introduction
Microsoft PowerPoint 2000: Advanced
Microsoft Word 2000: Level 1
Microsoft Word 2000: Level 2
Microsoft Word 2000: Advanced
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