| AIB Certificate Curricula |
| Bank Service Provider Certficate Curriculum |
Small Business Banking Certificate Curriculum |
| Bank Teller Certificate Curriculum |
Supervisor Certificate Curriculum |
| Call Center Representative Certificate Curriculum |
Team Leader Certifiicate Curriculum |
| Customer Service Representative Certificate Curriculum |
|
| Basic Banking Knowledge |
| Banking Today ** |
| Fundamental Business Skills |
| Business Etiquette ** |
Meetings That Work |
| Dealing Effectively with Co-workers |
Presentation Skills |
| Ethical Issues for Bankers ** |
Telephone Etiquette |
| Managing Time at Work |
Writing Bank Correspondence |
| Management and Leadership |
| Coaching for Success |
Managing Employee Relations |
| Corrective Action |
Performance Management |
| Hiring the Best |
Project Management Fundamentals |
| Improving Productivity |
Rewards and Recognition |
| Managing Change |
|
| Regulatory Compliance |
| Americans with Disabilities Act (ADA) ** |
| Bank Bribery Act ** |
| Bank Protection Act ** |
| Bank Secrecy Act (BSA) ** |
| Bank Secrecy Act (BSA) for Tellers |
| Community Reinvestment Act (CRA) ** |
| Completing the Currency Transaction Report |
| Credit Practices Rule (Reg AA) for Consumer Lenders ** |
| Deposit-Related Regulations (Reg E, Reg D) 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 (Reg B) ** |
| Expedited Funds Availability Act (Reg CC) ** |
| Extending Credit to Bank Insiders (Reg O) ** |
| Fair Credit Reporting Act (FCRA) ** |
| Fair Housing Act ** |
| Fair Lending ** |
| FDIC Deposit Insurance ** |
| Flood Disaster Protection Act ** |
| Home Mortgage Disclosure Act (HMDA) ** |
| Information Security and Red Flags ** |
| Office of Foreign Assets Control (OFAC) ** |
| Privacy for Customer Contact Personnel ** |
| Real Estate Settlement Procedures Act (RESPA) |
| Regulatory Compliance for Call Center Representatives |
| Regulatory Compliance for Consumer Lenders |
| Regulatory Compliance for Customer Service Representatives |
| Regulatory Compliance for Personal Bankers |
| Regulatory Compliance for Bank Tellers |
| Reserve Requirements (Reg D) for Depository Institutions ** |
| Serving Your Military Customer ** |
| Sexual Harassment in the Workplace |
| Sexual Harassment in the Workplace for Managers |
| Truth in Lending Act (Reg Z) ** |
| Truth in Savings Act (Reg DD) ** |
| USA PATRIOT Act ** |
| Retail Banking |
| Retail Banking Fundamentals |
| Business of Bankcard Overview |
Referring Insurance & Annuities Customers |
| Consumer Credit Products ** |
Referring Mutual Funds & Securities Customers |
| Fundamentals of Consumer Lending |
Referring Trust Customers |
| Fundamentals of Mortgage Lending |
Revitalizing Customer Service ** |
| Introduction to Financial Planning Products |
Teller Training Essentials |
| Introduction to IRAs - NEW! |
Understanding Bank Products |
| Personal Tax Return Analysis |
Understanding Financial Planning |
| Retail Banking Sales Skills |
| Building & Retaining Customer Relationships ** |
Introduction to Relationship Selling ** |
| Cross-selling Deposit Products ** |
Profiling Mortgage Prospects |
| Effective Referrals |
Sales Coaching in the Bank |
| Event Based Selling |
Successful Sales Campaigns |
| Introduction to IRAs - NEW! |
Teleconsulting ** |
| Small Business Banking |
| Small Business Banking Fundamentals |
| Credit Products for Small Businesses ** |
Overview of Financial Statements |
| Deposit Products & Services for Small Businesses ** |
Retirement Products for Small Businesses |
| Fundamentals of Small Business Banking ** |
Small Business Borrowing |
| Introduction to Analyzing Financial Statements ** |
|
| Small Business Banking Sales Skills |
| Calling on Small Business Customers ** |
| Relationship Selling to Small Business Customers ** |
| Servicing and Growing Small Business Relationships ** |
| Wealth Management and Trust |
| Introduction to IRAs - NEW! |
| Case Studies/Assessments |
| ABA Case Study for Wealth Advisors: The Corporate Executive |
| Building Trust Expertise Level 1 |
| Introduction to Estate Planning |
| Introduction to Investment Management |
| Introduction to Trust Administration |
| Building Trust Expertise Level 2 |
| Discretionary Distributions |
Fiduciary Law |
| Estate Planning Overview |
Investments I |
| Estate Planning for Marital Deduction |
Managing Trust Accounts |
| Federal Estate and Gift Taxes |
Retirement Planning |
| Fiduciary Income Taxes |
|
| Building Trust Expertise Level 3 |
| Estate Planning for Charitable Giving |
Financial Planning Skills |
| Estate Planning for Lifetime Gifts |
Generation Skipping Transfer Tax |
| Estate Planning for the Business Owner |
Investments II |
| Estate Planning Final Case Study |
Life Insurance and Annuities |
| Microsoft Office Courses |
| Microsoft Office 2007 |
Microsoft Office 2003 |
| Microsoft Access 2007: Level 1 |
Microsoft Access 2003: Level 1 |
| Microsoft Access 2007: Level 2 |
Microsoft Access 2003: Level 2 |
| Microsoft Excel 2007: Level 1 |
Microsoft Access 2003: Advanced |
| Microsoft Excel 2007: Level 2 |
Microsoft Excel 2003: Level 1 |
| Microsoft Excel 2007: Level 3 |
Microsoft Excel 2003: Level 2 |
| Microsoft Outlook: Level 1 |
Microsoft Excel 2003: Advanced |
| Microsoft Outlook: Level 2 |
Microsoft Outlook 2003: Introduction |
| Microsoft Outlook: Level 3 |
Microsoft Outlook 2003: Advanced |
| Microsoft PowerPoint 2007: Level 1 |
Microsoft PowerPoint 2003: Introduction |
| Microsoft PowerPoint 2007: Level 2 |
Microsoft PowerPoint 2003: Advanced |
| Microsoft Word 2007: Level 1 |
Microsoft Word 2003: Level 1 |
| Microsoft Word 2007: Level 2 |
Microsoft Word 2003: Level 2 |
| Microsoft Word 2007: Level 3 |
Microsoft Word 2003: Advanced |
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NEW Introduction to IRAs course – just in time!
