Self-Paced Online Courses Review List

Business Banking and Commercial Lending

Course Length (hr:min)	Course Title	Current Version (#)
33:55	CERTIFICATE IN BUSINESS AND COMMERCIAL LENDING	2
6:30	Understanding Business Borrowers (5 courses)	1
7:00	Analyzing Business Financial Statements and Tax Returns (6 courses)	1
6:00	Analyzing Personal Financial Statements and Tax Returns (4 courses)	1
6:00	Qualitative Analysis and Determining a Credit Risk Rating (4 courses)	1
7:30	Loan Structuring, Documentation, Pricing and Problem Loans (5 courses)	1
19:00	CRE LENDING DECISION PROCESS: FULL CURRICULUM	1
0:30	CRE Lending Overview	1
2:00	Risk Areas	1
0:30	Drivers of Performance	1
2:00	Underwriting – Basics	1
1:15	Underwriting – Different Types of Commercial Properties	1
1:00	Underwriting – Example Calculations	1
2:30	Appraisals	1
1:15	Leases	1
1:00	Environmental Assessments	1
1:00	Loan Structure	1
1:00	Due Diligence and Documentation	1
3:00	Construction Lending	1
2:00	Homebuilder Lending	1
0:45	FUNDAMENTALS OF SMALL BUSINESS BANKING SUITE (2 courses)	1
0:20	Small Business Basics	1
0:25	Small Business Operating and Life Cycle	1
11:38	SMALL BUSINESS BANKER CERTIFICATE	1
0:21	SMALL BUSINESS BORROWING SUITE	1
0:20	SMALL BUSINESS PRODUCTS SUITE	1

CEO and Leadership

Course Length (hr:min)	Course Title	Current Version (#)
0:30	Conscious Bias	1
0:55	Culturally Respectful Customer Service	1
0:15	Emerging Leaders: Developing a Personal Value Proposition	1
0:15	Emerging Leaders: Emotional Intelligence	1
0:25	Emerging Leaders: Mastering the Art of Inquiry	1
0:25	Ethical Issues for Bankers	2
	ABA-WHARTON EMERGING LEADERS CERTIFICATES	1
12-16 hrs	Strategy	5
8-12 hrs	Engaging and Motivating Talent	6
4-12 hrs	Advanced Emerging Leadership	15
1:15	LEADERSHIP IN ACTION SUITE	2
0:15	Authentic Leadership	2
0:15	Building Collaborative Teams	2
0:15	Communicating Vision	2
0:15	Empowerment	2
0:15	Managing Change	2
0:55	Leveraging the Benefits of a Diverse Workforce	2
1:45	BANK DIRECTOR TRAINING SERIES	3
0:09	Beyond the Welcome: New Director Onboarding	1
0:04	Board Oversight: Compliance Management	1
0:04	Board Oversight: Compliance Control Activities	1
0:05	Board Oversight: Effective CMS	1
0:04	Board Oversight: Preparing for the Compliance Exam	1
0:05	Board Oversight: Post Compliance Exam Activities	1
0:04	Board Oversight: BSA/AML/OFAC	1
0:07	Board Oversight: Insiders and Regulation O	1
0:05	Board Oversight: Fair Lending	1
0:04	Digital Trends: Cybersecurity	1
0:05	Digital Trends: Blockchain	1
0:05	Digital Trends: Payments	1
0:11	Diversifying the Board: Strategies and Best Practices	1
0:11	Encouraging Women to Accept the Ask	1
0:07	What Do Bank Boards Do?	1

Compliance

Course Length (hr:min)	Course Title	Current Version (#)
7:35	ABA Certificate in BSA and AML Compliance	1
12:30	ABA Certificate in Compliance Essentials	6
5:30	ABA Certificate in Deposit Compliance for Compliance Professionals	2
8:25	ABA Certificate in Lending Compliance Core Concepts for Compliance Professionals	1
13:45	ABA Certificate in Mortgage Lending Compliance for Compliance Professionals	2
0:30	Bank Bribery Act for Compliance Professionals	1
0:30	Bank Protection Act for Compliance Professionals	1
1:20	BSA/Anti-Money Laundering for Compliance Professionals	1
0:30	CAN-SPAM Act for Compliance Professionals	1
0:45	Community Reinvestment Act, Community Bank (CRA) for Compliance Professionals	1
1:00	Community Reinvestment Act, Large Bank (CRA) for Compliance Professionals	1
1:00	Credit Card Regulations for Compliance Professionals	1
0:55	Digital Compliance for Compliance Professionals	1
1:30	Electronic Funds Transfer Act (Reg E) for Compliance Professionals	1
0:55	Elements of a Compliance Program for Compliance Professionals	1
1:30	Equal Credit Opportunity Act (ECOA) for Compliance Professionals	1
0:50	Expedited Funds Availability Act (Reg CC) for Compliance Professionals	1
1:45	Fair Credit Reporting Act (FCRA) for Compliance Professionals	1
0:35	Fair Debt Collection Practices for Compliance Professionals	1
0:25	Fair Housing Act for Compliance Professionals	1
0:50	FDIC Coverage for Compliance Professionals	1
0:40	Federal Benefit Payment Garnishment Rule for Compliance Professionals	1
1:00	Flood Disaster Protection Act for Compliance Professionals	1
1:15	Home Mortgage Disclosure Act (HMDA) for Compliance Professionals	1
0:40	Homeowners Protection Act for Compliance Professionals	1
0:30	Loans to Insiders (Reg O) for Compliance Professionals	1
0:35	Military Lending Act for Compliance Professionals	1
1:00	Navigating Laws, Rules, and Regulations for Compliance Professionals	1
0:55	Office of Foreign Assets Control (OFAC) for Compliance Professionals	1
1:40	Privacy/Information Sharing for Compliance Professionals	1
0:45	Real Estate Settlement Procedures Act (RESPA) for Compliance Professionals	1
0:50	Reg Z Ability to Repay (ATR) and Qualified Mortgage (QM) for Compliance Professionals	2
1:10	Reg Z Closed-End Mortgage Credit for Compliance Professionals	1
1:15	Reg Z Foundations and Closed-End Non-Mortgage Credit for Compliance Professionals	1
0:50	Reg Z Open-End Credit for Compliance Professionals	1
1:10	Reg Z TILA-RESPA Integrated Disclosures (TRID) for Compliance Professionals	1
0:30	Reserve Requirements for Depository Institutions Act (Reg D) for Compliance Professionals	1
0:40	Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act for Compliance Professionals	1
1:00	Servicemembers Civil Relief Act (SCRA) for Compliance Professionals	1
0:45	Title III of the Americans with Disabilities Act for Compliance Professionals	1
1:10	Truth in Savings Act (Reg DD) for Compliance Professionals	1
1:10	Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) for Compliance Professionals	1

Marketing

Course Length (hr:min)	Course Title	Current Version (#)
0:12	Bank Marketing: Building Customer Relationships	1
3:30	MARKETING IN A DIGITAL WORLD: DIGITAL CAMPAIGNS SUITE	5
0:45	Build Your Campaign	3
1:15	Find Your Audience	3
1:00	Search Engine Optimization	3

Residential Mortgage

Course Length (hr:min)	Course Title	Current Version (#)
1:40	Handling Mortgage Inquiries and Making Referrals	2
2:30	Mortgage Customer Counseling and Prequalification	2
1:00	Appraisal Procedures	4
0:45	Basics of Mortgage Processing	2
0:30	Determining Your Role in Fraud Prevention	1
1:00	Discovering FHA Programs	4
1:30	Essentials of Mortgage Lending	4
1:00	Explaining Loan Modifications	3
0:30	Mitigating Potential Fraud in Your Organization	1
1:00	Preparing the Closing Disclosure	2
1:00	Preparing the Loan Estimate	2
1:00	Processing and Underwriting Credit	4
1:00	Processing Income and Assets	4
0:27	Reviewing the Uniform Residential Appraisal Report	4
22:24	Residential Mortgage Lender Certificate	1

Retail Banking

Course Length (hr:min)	Course Title	Current Version (#)
5:58	Bank Solutions Provider Certificate	1
14:12	Bank Teller Certificate	5
2:24	BANKING BASICS SUITE	14
0:12	Bank Marketing: Building Customer Relationships	2
0:12	Bank Payment Systems and Technology	2
0:12	Bank Sales and Service: Expanding Customer Relationships	2
0:12	Banks and Personal Wealth Management	2
0:12	Banks and the Deposit Function	2
0:12	Banks and the Economy	2
0:12	Banks as a Business	2
0:12	Business and International Banking Services	2
0:12	Introduction to Banking	2
0:12	Lending as a Cornerstone of Banking	2
0:12	Safeguarding Bank Assets and the Nation	2
0:12	Safeguarding the Customer and the Bank	2
14:40	Branch Manager Certificate	1
0:20	Coaching to Support the Sales Process Suite	3
0:15	Communicating Vision	2
0:20	Communication Basics Suite	1
5:40	Community Bank Suite – Foundational Skills	5
2:03	Community Bank Suite – Management Skills	1
1:12	Community Bank Suite – Onboarding Basics	1
0:35	Community Bank Suite – Sales Skills	3
0:30	Conscious Bias	1
0:55	Culturally Respectful Customer Service	1
10:00	Customer Service Representative Certificate	8
3:00	Dealing Effectively with Co-workers	4
2:50	Digital Banker Certificate	1
1:00	Digital Banker Suite	1
0:45	Employment Law	2
0:15	Empowerment	2
0:40	Essentials of Workplace Conduct	3
1:30	ESSENTIAL SELLING SKILLS BUNDLE	7
0:15	Effective Referrals Suite	4
0:20	Making the Client Call Suite	4
0:20	Overcoming Objections Suite	3
0:15	Relationship Sales Suite	5
0:20	Sales Planning Suite	3
0:30	Event Networking	1
0:40	FUNDAMENTAL OF CONSUMER LENDING SUITE	1
0:20	Consumer Credit Basics	1
0:20	Consumer Loan Process	1
0:12	Growing Small Business Relationships Suite	1
3:00	Improving Productivity	3
3:15	Introduction to Analyzing Financial Statements	3
1:30	MANAGMENT ESSENTIALS SUITE	1
0:15	Coaching	2
0:15	Corrective Action	2
0:15	Effective Meetings	2
0:15	Employee Recognition	2
0:15	Interviewing	2
0:15	Managing Performance	2
2:00	Managing Change	1
1:00	Managing Time at Work	2
0:10	Online Communication Suite	1
0:48	Presentation Skills Suite	1
13:45	Personal Banker Certificate	1
6:00	Personal Tax Return Analysis	3
1:25	Referring Insurance and Annuity Clients	4
0:35	Referring Investment Clients	4
0:40	Referring Trust Clients	3
0:25	Relationship Sales for Small Business Clients Suite	1
0:40	Sexual and Workplace Harassment	4
1:00	Sexual and Workplace Harassment for Managers	4
2:00	Successful Sales Campaigns (Creating Sales Campaigns)	3
11:30	Supervisor/Team Leader Certificate	1
1:35	Tele-Consulting	2
5:00	TELLER BASICS: UPSKILL FOR A DIGITAL WORLD	12
0:50	Cash Handling	3
0:40	Handling Checks	3
1:15	Processing Transactions	3
1:00	Providing Quality Customer Service	3
0:45	Robbery and Bank Security	2
0:25	The Changing Role of the Teller	2
2:07	Transitioning Careers – Basic Bank Training for Veterans Suite	1
0:41	Understanding Business Bank Products Suite	1
1:18	Understanding Consumer Bank Products Suite	1
9:30	Universal Banker Certificate	1
0:20	Verbal Communication Suite	1
0:30	Why Quality Customer Service Matters Suite	3
0:21	Written Communication Suite	1

Risk Management

Course Length (hr:min)	Course Title	Current Version (#)
5:15	ABA CERTIFICATE IN FINANCIAL AND CREDIT RISK MANAGEMENT	1
0:50	Financial Risk Management: Interest Rate Risk	1
0:45	Financial Risk Management: Liquidity Risk	1
0:45	Introduction to Credit Risk Management	1
0:40	Credit Risk Management: Managing, Monitoring, and Measuring	1
0:40	Credit Risk Management: Retail Lending	1
0:45	Credit Risk Management: Commercial and Agricultural Lending	1
0:45	Credit Risk Management: Other Sources of Credit Risk	1
10:00	ABA CERTIFICATE IN OPERATIONAL RISK MANAGEMENT	1
0:50	Elements of an Operational Risk Management Program	2
1:00	Cybersecurity Management	2
0:55	Fraud and Criminal Threats	2
1:10	Incident Management and Resilience	3
1:10	Operational Risk Model Management	2
1:00	Oversight and Management of Operational Risk	2
0:55	Payments and Settlements	2
0:45	Physical Security	2
1:00	Regulatory Exam Management	3
1:00	Risk and Control Self Assessment	2
1:00	Vendor Risk Management	2
7:10	ABA CERTIFICATE IN RISK MANAGEMENT FRAMEWORKS	1
0:45	Introduction to Enterprise Risk Management	1
0:40	Board and Senior Management Oversight	1
0:40	Risk Identification	1
0:40	Risk Policies, Procedures & Limits	2
0:40	Risk Management Control Frameworks	1
1:15	Enterprise Risk Management Reporting	1
0:50	Risk Measurement & Evaluation	1
0:40	Risk Mitigation	1
1:00	Risk Monitoring	1
3:25	ABA CERTIFICATE IN FRAUD PREVENTION	6

Wealth Management and Trust

Course Length (hr:min)	Course Title	Current Version (#)
9:00	ABA Certificate in Asset Management	1
3:15	ABA Certificate in Core Concepts and Ethics for Fiduciary Advisors	1
1:35	ABA Certificate in Fiduciary Principles and Ethics	1
4:45	ABA Certificate in Fiduciary Relationship Management	1
1:40	ABA Certificate in Fiduciary Risk and Compliance	1
12:00	ABA Certificate in Integrated Wealth Planning and Advice	1
5:30	ABA Certificate in Trust Administration	1
0:40	Account Acceptance and Termination	2
0:25	A Deeper Dive into Non-Financial Assets	1
0:40	Alternative Investment Products	1
0:54	Applied Behavioral Finance	1
0:30	Applying Fiduciary Principles and Ethics	1
0:30	Annuities	1
0:40	Asset Allocation and Diversification	1
0:50	Bond Selection and Analysis	1
0:30	Developing and Delivering a Compelling Personal Value Proposition	2
0:30	Developing a Personalized Wealth Management Strategy	1
0:40	Discretionary Distributions	1
0:40	Duties and Powers of the Trustee	1
0:55	Economics & Markets	2
0:40	Education Planning for Minors	1
0:30	Effective Client Engagement Through "Wealth Personas"	1
0:15	Emotional Intelligence for Wealth Advisors	1
0:30	Engaging in Multigenerational Conversations with Clients	1
0:25	Engaging with Centers of Influence	1
0:25	Environmental Liabilities of Fiduciaries	1
0:45	Estate and Probate Administration	1
0:45	Estate Planning for the Business Owner	1
0:40	Estate Planning for the Marital Deduction	2
0:30	Estate Planning Fundamentals	1
0:35	Federal Estate Tax	1
0:20	Fiduciary Compliance	1
0:35	Fiduciary Ethics	1
0:55	Fiduciary Income Tax	1
0:25	Full Balance Sheet Advice	1
1:10	Fundamentals of Insurance	1
0:55	Fundamentals of Life Insurance	2
1:00	Generation-Skipping Transfer Tax	1
0:40	Gift Strategy and Taxation	1
3:51	Health Savings Account (HSA) Expert Certificate	4
0:25	Importance of Proper Titling of Assets and Regular Titling Reviews	1
1:10	Individual Income Tax	1
0:30	Individual Retirement Accounts	1
0:20	Interacting with Financial Advisors	1
0:25	Introduction to Fiduciary Risk Management and Compliance	1
0:20	Introduction to Integrated Planning and Advice	1
0:25	Introduction to Investment Management	1
0:35	Introduction to Trust Administration	1
0:35	Investment Policy	1
1:00	Investment Products	1
0:20	Investment Strategies for Inherited Wealth	1
0:30	Know Your Competition	1
0:30	Life Insurance Policies	1
0:30	Managing Fiduciary Risk and Litigation	1
0:30	Managing the Dynamic Nature of Client Financial Needs	1
0:30	Mastering the Art of Inquiry	1
0:35	Philanthropic Planning	1
0:37	Planning Considerations for Life Insurance	1
0:45	Planning for Retirement	1
1:14	Post-Mortem Tax Planning	1
0:30	Preparing the 706	1
0:25	Prudent Portfolio Management	1
0:50	Qualified Retirement Assets	1
0:20	Selling Value	1
0:35	Special Needs Trusts	2
0:35	Stock Selection and Analysis	1
0:30	Structure Analysis and Advice	1
0:25	Sustainable and Responsible Investing	1
0:30	Trust Fundamentals	1
0:30	Types of Trusts	1
0:41	Understanding and Explaining Investment Performance	1
0:30	Understanding Fiduciary Principles	1
0:25	Understanding Gender, Culture, and Generational Influences in Managing Wealth	1