Self-Paced Online Courses Update Schedule

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This comprehensive alphabetical list does not include Frontline Compliance courses. For the Frontline course updates, please go to our dedicated Frontline Course Update Schedule.​​​
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 Alphabetical Course Update Schedule

 

*Subject to change based on required regulatory update.
**Reviewed to meet current regulations, but no changes were made.

Course Title Course Length
(hr:min)
Last Review/Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
Reversion Planned*
(yes/no)
A Guide to Ethics in Fiduciary and Trust Activities 0:35 Jan-17** Jun-16 2 No
A Guide to Ethics in Financial Planning 0:20 Jan-17 Jun-16 2 No
A Guide to Ethics in Investments 0:40 Jan-17 Jun-16 2 No
A Guide to Ethics in Tax Law and Tax Planning 0:25 Jan-17 Jul-16 5 No
Account Acceptance and Termination 0:55 Jan-17 Jun-16 2 No
Analyzing Business Financial Statements and Tax Returns 6:00 Nov-16 Mar-16 2 Yes
Analyzing Personal Financial Statements and Tax Returns 6:50 Nov-16 Mar-16 2 Yes
Anatomy of a Regulation for Compliance Professionals 1:40 Mar-17 Jun-16 2 No
Asset Allocation and Portfolio Management 0:55 Jan-17 Feb-17 2 No
Banking Today 2:35 Jan-16 Jun-16 5 No
Basic Characteristics of a Trust 0:55 Jan-17 Jun-16 2 No
Bond Selection and Analysis 0:55 Feb-17 Jun-16 2 No
BSA/USA Patriot Act for Compliance Professionals 1:00 Sep-17 Jul-15 1 No
Building and Retaining Customer Relationships 0:40 Oct-15 Oct-15 2 No
Calling on Small Business Customers 1:30 Jul-17 Aug-16 3 No
Coaching for Success 2:00 Mar-16 Feb-16 3 No
Community Reinvestment Act, Community Bank (CRA) for Compliance Professionals 1:40 Sep-17 Jun-16 3 No
Community Reinvestment Act, Large Bank (CRA) for Compliance Professionals 1:40 Sep-17 Jun-16 2 No
Consumer Credit Products 1:25 May-17 Aug-16 4 Yes
Corrective Action 2:00 Apr-16 Feb-16 3 No
Credit Card Regulations for Compliance Professionals 1:40 Mar-17 Jun-16 2 No
Credit Products for Small Businesses 0:40 Apr-17** Jun-16 5 No
Cybersecurity Management 1:00 Jul-17** Jul-16 1 No
Dealing Effectively with Co-workers 3:00 Sep-16 Jun-16 4 No
Deposit Products and Services for Small Businesses 0:30 Jun-17 Jun-16 4 No
Digital Compliance for Compliance Professionals 0:40 Jul-16 Jul-15 1 No
Discretionary Distributions 2:00 Feb-17 Jun-16 2 No
Duties and Powers of the Trustee 0:55 Jan-17 Jun-16 2 No
Economics & Markets 0:55 Feb-17 Jun-16 2 No
Education Planning Solutions for Minors 0:55 Feb-17 Jun-16 2 No
Effective Client Referrals 1:30 Sep-15 Sep-15 4 No
Effective Telephone Communication 2:00 May-16 Apr-16 4 No
Effective Written Communication 2:00 May-16 Apr-16 4 No
Electronic Funds Transfer Act (Reg E) for Compliance Professionals 1:10 Mar-17 Jul-15 1 No
Elements of a Compliance Program for Compliance Professionals 1:40 Mar-17 Jun-16 2 No
Employment Law - New 1:00 Feb-17 Feb-17 1 No
Equal Credit Opportunity Act (ECOA) for Compliance Professionals 2:30 Oct-17 Oct-16 4 No
Essentials of Workplace Conduct 1:40 Jun-16 Jun-16 4 No
Estate and Guardian Administration 0:55 Feb-17 Jun-16 2 No
Estate Planning for Charitable Giving 0:55 Feb-17 Jun-16 2 No
Estate Planning for IRAs and Qualified Plan Balances 0:55
Feb-17
Jun-16 2 No
Estate Planning for the Marital Deduction 0:55 Mar-17 Jun-16 2 No
Estate Planning Solutions for the Business Owner 0:55 Mar-17 Jun-16 2 No
Estate Planning to Achieve Client Goals 0:55 Feb-17 Jul-16 2 No
Ethical Issues for Bankers 1:25 Jul-16 Feb-16 4 No
Event Networking 0:30 Aug-13 Dec-16 1 No
Expedited Funds Availability Act (Reg CC) for Compliance Professionals 0:40 Sep-17 Jul-15 1 No
Fair Credit Reporting Act (FCRA) for Compliance Professionals 2:30 Nov-17 Jun-16 2 No
Fiduciary Income Tax 1:45 Feb-17 Jun-16 2 No
Fiduciary Law 2:25 Mar-17 Jun-16 2 No
Fundamentals of Alternative Investment Products 0:55 Mar-17 Jun-16 2 No
Fundamentals of Consumer Lending 2:40 Apr-17 Jun-16 4 No
Fundamentals of Life Insurance 0:55 Jul-17 Jun-16 2 No
Fundamentals of Small Business Banking 2:15 Apr-17** Jun-16 4 No
Generation-Skipping Transfer Tax 0:55 Feb-17 Jun-16 2 No
Gift Taxation 0:55 Mar-17 Jun-16 2 No
Good Faith Estimate and HUD-1 for Compliance Professionals 0:20 Aug-17** Aug-15 1 No
Handling Mortgage Inquiries and Making Referrals 2:00 Apr-17 Jul-16 2 No
Hiring the Best 2:00 Sep-16 Feb-16 3 No
Home Mortgage Disclosure Act (HMDA) for Compliance Professionals 2:00 Mar-17 Jun-16 2 No
How Trusts Are Taxed 0:55 Jan-17 Jul-16 2 No
Improving Productivity 3:00 Aug-13 Aug-16 3 Yes
Income Tax Planning 0:55 Mar-17 Jul-16 2 No
Introduction to Analyzing Financial Statements 3:00 Jun-17 Jul-16 4 No
Introduction to Estate Planning 3:35 Nov-16 Jul-16 4 No
Introduction to Investment Management 3:25 Nov-16 Oct-16 4 No
Introduction to IRAs 0:30 Feb-17 Jul-16 2 No
Introduction to Planning for Retirement Assets 0:55 Apr-17 Jul-16 2 No
Introduction to Relationship Selling 2:20 Apr-14 Aug-16 4 Yes
Introduction to Trust Administration 2:25 Oct-16 Jul-16 3 No
Investment Policy 0:55 Mar-17 Jul-16 2 No
Investment Products 0:55 Mar-17** Jul-16 2 No
Leveraging the Benefits of a Diverse Workforce 0:55 May-17 Jul-16 2 No
Loan Structuring, Documentation, Pricing and Problem Loans 7:50 Dec-16 Dec-16 2 No
Loans to Insiders (Reg O) for Compliance Professionals 1:00 Oct-17 Jun-16 1 No
Managing Change 2:00 Nov-16 Nov-16 3 No
Managing Employee Performance 2:30 Jul-15 Jul-16 4 No
Managing Life Insurance Policies 0:55 Feb-16 Jul-16 2 No
Managing Time at Work 2:00 Apr-16 Apr-16 3 No
Meetings That Work 1.00 Aug-13 Aug-16 3 Yes
Minimizing Fiduciary Risk and Litigation 0:55 Mar-17
Jul-16 2 No
Mortgage Customer Counseling and Prequalification 2:30 Apr-17 Jul-16 2 No
National Flood Insurance Regulations for Compliance Professionals 1:00 Aug-17 Jun-16 2 No
Needs-Based Selling 2:00 Oct-16 Jun-16 6 No
Office of Foreign Assets Control (OFAC) for Compliance Professionals 0:45 Mar-17 Jul-15 1 No
Personal Tax Return Analysis 6:00 Oct-16 Feb-16 4 No
Planning for Estate Tax 0:55 Apr-17 Jul-16 2 No
Presentation Skills 2:00 Sep-13 Aug-16 3 Yes
Privacy/Information Sharing for Compliance Professionals 1:30 Mar-17** Jul-15 1 No
Prudent Portfolio Management 0:55 Apr-17 Jul-16 2 No
Qualitative Analysis and Determining a Credit 6:50 Nov-16 Feb-16 2 No
Real Estate Settlement Procedures Act (RESPA) for Compliance Professionals 2:00 Jun-17** Jun-16 2 No
Referring Insurance and Annuity Clients 2:00 Apr-16 Feb-16 4 No
Referring Investment Clients 0:35 May-16 Feb-16 4 No
Referring Trust Clients 0:40 Jul-16 Feb-16 3 No
Reg Z Ability to Repay (ATR) and Qualified Mortgage (QM) for Compliance Professionals 0:30 Aug-17 Jun-16 2 No
Reg Z Closed-End Credit for Compliance Professionals 2:30 Aug-17 Jun-16 2 No
Reg Z Open-End Credit for Compliance Professionals 2:30 Aug-17 Jun-16 2 No
Relationship Selling to Small Business Customers 1:25 Jun-17 Aug-16 4 Yes
Reserve Requirements for Depository Institutions Act (Reg D) for Compliance Professionals 0:20 Oct-17
Jul-15 1 No
Retirement Products for Small Businesses 2:00 Jun-17 Jul-16 3 No
Revitalizing Customer Service 2:35 May-14 Aug-16 3 Yes
Rewards and Recognition 2:00 Jul-16 Feb-16 3 No
Robbery and Bank Security 0:45 Sept-17 Aug-16 2 No
Sales Coaching 2:00 Aug-16 Aug-16 2 No
Servicemembers Civil Relief Act (SCRA) for Compliance Professionals 1:40 May-17 Jun-16 5 No
Servicing and Growing Small Business Relationships 0:50 Oct-17 Aug-16 4 Yes
Sexual and Workplace Harassment 0:40 Nov-16 Nov-16 4 No
Sexual and Workplace Harassment for Managers 1:00 Nov-16 Nov-16 4 No
Small Business Borrowing 0:50 Apr-17** Aug-16 4 Yes
Special Needs Trusts 0:55 Jan-17 Jul-16 2 No
Stock Selection and Analysis 0:55 Apr-17 Jul-16 2 No
Successful Sales Campaigns (Creating Sales Campaigns) 2:00 Nov-13 Jul-16 3 Yes
Tele-consulting 1:35 Sep-14 Jul-16 3 No
Teller Basics 5:05 Sep-17 Feb-16 2 No
Truth-in-Savings Act (Reg DD) for Compliance Professionals 1:00 Aug-17** Jul-15 1 No
Types of Insurance 1:00 Feb-16 Sep-16 3 No
Understanding Bank Products 2:15 Oct-14 Jul-16 4 No
Understanding Business Borrowers 6:50 Nov-16 Mar-16 2 No
Understanding Transfer Tax 0:55 Jan-17 Jul-16 2 No
Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) for Compliance Professionals 1:40 Jun-17 Jun-16 2 No
Vendor Risk Management 1:00 Jul-17** Jul-16 1 No

 

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