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Regulatory Compliance for Customer Service Representatives (Curriculum)

Course List | ABA Member Registration | Non-Member Registration


Regulatory Compliance for Customer Service Representative Curriculum
 covers the regulations that affect most Customer Service Representatives in financial institutions. Effective Customer Service Representative must demonstrate a thorough knowledge of the regulations that affect bank policies and procedures and this curriculum will provide a thorough understanding of these regulations.

Price $160 Nonmembers / $125 Members
ABA Frontline Compliance This course is available to ABA Member banks at no cost under a license agreement. Learn more.
Course Credits AIB: 0.50 ; ICB: 0
Prerequisites None
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer


The courses included in Regulatory Compliance for Customer Service Representatives Curriculum are:

  • Americans with Disabilities Act
  • Bank Protection Act
  • Bank Secrecy Act
  • Community Reinvestment Act (Reg BB)
  • Electronic Funds Transfer Act (Reg E) 
  • Expedited Funds Availability Act (Reg CC)
  • Information Security and Red Flags 
  • Office of Foreign Asset Control (OFAC)
  • Privacy for Customer Contact Personnel
  • Reserve Requirements of Depository Institutions (Reg D)
  • Truth in Savings Act (Reg DD)
  • USA PATRIOT Act

​Questions? Please contact training@aba.com for more information.