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Self-Paced Online Courses Update Schedule

Business Banking and Commercial Lending

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
34:00CERTIFICATE IN BUSINESS AND COMMERCIAL LENDINGJun-20Jun-2038
6:30Understanding Business Borrowers (5 courses)Feb-19Sep-152
6:00Analyzing Business Financial Statements and Tax Returns (6 courses)Jan-19Feb-162
6:30Analyzing Personal Financial Statements and Tax Returns (4 courses)Jan-19Feb-162
6:30Qualitative Analysis and Determining a Credit Risk Rating (4 courses)Jan-19May-185
7:30Loan Structuring, Documentation, Pricing and Problem Loans (5 courses)Jan-19Feb-162
0:45

FUNDAMENTALS OF SMALL BUSINESS BANKING SUITE (2 courses)

Feb-18Jan-181
0:20Small Business BasicsJan-18Jan-181
0:25Small Business Operating and Life CycleFeb-18Feb-181
11:38Small Business Banker CertificateSep-19Sep-192
0:50SMALL BUSINESS BORROWING SUITESep-19Sep-191
0:20SMALL BUSINESS PRODUCTS SUITEOct-19Oct-191

THE LENDING DECISION PROCESS SERIES (RMA)Feb-20Feb-2019
3:45Series 1: Industry, Management, and Economic InfluencesFeb-20Feb-203
8:15Series 2: Interpreting Quality of Financial Reports and AccountsFeb-20Feb-203
12:00Series 3: Analyzing the Company's Financial Performance and ConditionFeb-20Feb-205
8:00Series 4: The Cash Cycle, Seasonality and Discovering Borrowing Causes and Repayment SourcesFeb-20Feb-204
5:30Series 5: Analyzing Cash Flow Statements to Measure Long-Term Repayment AbilityFeb-20Feb-204
6:15Series 6: Using Financial Projections to Fine Tune the Credit AnalysisFeb-20Feb-204
19:00COMMERCIAL REAL ESTATE LENDING DECISION PROCESS FULL CURRICULUMMay-21May-21
1
14:00COMMERCIAL REAL ESTATE LENDING DECISION PROCESS CORE CURRICULUMMay-21
May-21
1
4:15COMMERCIAL REAL ESTATE LENDING DECISION PROCESS UNDERWRITING BUNDLEMay-21
May-21
1
0:30CRE Lending OverviewMay-21
May-21
1
2:00Risk Areas May-21
May-21
1
0:30Drivers of PerformanceMay-21
May-21
1
2:00Underwriting – BasicsMay-21May-21
1
1:15Underwriting – Different Types of Commercial PropertiesMay-21May-21
1
1:00Underwriting – Example CalculationsMay-21
May-21
1
2:30AppraisalsMay-21
May-21
1
1:15LeasesMay-21May-21
1
1:00Environmental Assessments
May-21
May-21
1
1:00Loan Structure
May-21
May-21
1
1:00Due Diligence and DocumentationMay-21
May-21
1
3:00Construction LendingMay-21
May-21
1
2:00Homebuilder LendingMay-21
May-21
1

CEO and Leadership

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
0:30Conscious BiasMay-22May-221
0:55Culturally Respectful Customer ServiceMay-22May-221
0:15Emerging Leaders: Developing a Personal Value PropositionSep-20Sep-201
0:15Emerging Leaders: Emotional IntelligenceSep-20Sep-201
0:25Emerging Leaders: Mastering the Art of InquirySep-20Sep-201
ABA-WHARTON EMERGING LEADERSHIP CERTIFICATESFeb-19Feb-191
12-16 hrsStrategyFeb-19Feb-191
8-12 hrs

Engaging and Motivating Talent

Feb-19Feb-191
4-12 hrs

Advanced Emerging Leadership

Feb-19Feb-191
0:25

Ethical Issues for Bankers

Dec-19Feb-164
1:15LEADERSHIP IN ACTION SUITEFeb-18Jan-181
0:15

Authentic Leadership

May-18May-182
0:15

Building Collaborative Teams

May-18May-182
0:15

Communicating Vision

May-18May-182
0:15

Empowerment

May-18May-182
0:15

Managing Change

May-18May-182
0:55

Leveraging the Benefits of a Diverse Workforce

Jul-19Jul-162
2:30BANK DIRECTOR TRAINING SERIESSep-18Sep-181
0:09

Beyond the Welcome: New Director Onboarding

Jul-20Jul-201
0:15

Board Oversight: Compliance Management

Apr-19Aug-181
0:15

Board Oversight: Compliance Control Activities

Apr-19Aug-181
0:05

Board Oversight: Effective CMS

Jan-21Jul-201
0:15

Board Oversight: Preparing for the Compliance Exam

Jul-19Aug-181
0:15

Board Oversight: Post Compliance Exam Activities

Jul-19Aug-181
0:15

Board Oversight: BSA/AML/OFAC

Dec-20Aug-181
0:15

Board Oversight: Insiders and Regulation O

Aug-18Aug-181
0:15

Board Oversight: Fair Lending

Jan-21Aug-181
0:15

Digital Trends: Cybersecurity

Aug-18Aug-181
0:15

Digital Trends: Blockchain

Aug-18Aug-181
0:15

Digital Trends: Payments

Feb-21**Aug-181
0:11

Diversifying the Board: Strategies and Best Practices

Jun-22Jul-201
0:11

Encouraging Women to Accept the Ask

Jun-22Jul-201
0:07

What Do Bank Boards Do?

Jun-22Jul-201

Compliance

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
7:15ABA Certificate in BSA and AML ComplianceJan-16Jan-161
0:30
Bank Bribery Act for Compliance ProfessionalsApr-22Apr-221
0:30Bank Protection Act for Compliance ProfessionalsApr-22Apr-221
1:20BSA/Anti-Money Laundering for Compliance ProfessionalsDec-21Dec-212
0:30CAN-SPAM Act for Compliance Professionals
Apr-22Apr-221
11:55Certificate in Deposit ComplianceFeb-22Feb-2212
18:50Certificate in Lending ComplianceFeb-22Feb-2228
0:45Community Reinvestment Act, Community Bank (CRA) for Compliance ProfessionalsSep-21Sep-214
1:00Community Reinvestment Act, Large Bank (CRA) for Compliance ProfessionalsOct-21Oct-213
1:00Credit Card Regulations for Compliance ProfessionalsJan-22Jan-223
0:55Digital Compliance for Compliance ProfessionalsOct-21Oct-212
1:30Electronic Funds Transfer Act (Reg E) for Compliance ProfessionalsDec-21Dec-212
0:55Elements of a Compliance Program for Compliance ProfessionalsNov-21Nov-213
1:30Equal Credit Opportunity Act (ECOA) for Compliance ProfessionalsDec-21Dec-215
0:50Expedited Funds Availability Act (Reg CC) for Compliance ProfessionalsNov-21Nov-212
1:45Fair Credit Reporting Act (FCRA) for Compliance ProfessionalsJan-22Jan-223
0:25Fair Housing Act for Compliance Professionals
Apr-22Apr-221
0:50FDIC Coverage for Compliance Professionals
May-22May-221
1:00Flood Disaster Protection Act for Compliance ProfessionalsDec-21Dec-215
1:15Home Mortgage Disclosure Act (HMDA) for Compliance ProfessionalsDec-21Dec-213
0:40Homeowners Protection Act for Compliance ProfessionalsMay-22May-221
0:30Loans to Insiders (Reg O) for Compliance ProfessionalsAug-21Aug-213
0:35Military Lending Act for Compliance ProfessionalsFeb-22 Feb-221
1:00Navigating Laws, Rules, and Regulations for Compliance ProfessionalsJan-22Jan-223
0:55Office of Foreign Assets Control (OFAC) for Compliance ProfessionalsDec-21Dec-212
1:40Privacy/Information Sharing for Compliance ProfessionalsDec-21Dec-212
0:45Real Estate Settlement Procedures Act (RESPA) for Compliance ProfessionalsJan-22Jan-223
0:50Reg Z Ability to Repay (ATR) and Qualified Mortgage (QM) for Compliance ProfessionalsJan-22Jan-223
1:10Reg Z Closed-End Mortgage Credit for Compliance ProfessionalsFeb-22Feb-221
1:15Reg Z Foundations and Closed-End Non-Mortgage Credit for Compliance Professionals
Mar-22Mar-221
0:50Reg Z Open-End Credit for Compliance ProfessionalsOct-21Oct-213
1:10Reg Z TILA-RESPA Integrated Disclosures (TRID) for Compliance ProfessionalsFeb-22Feb-221
0:30Reserve Requirements for Depository Institutions Act (Reg D) for Compliance ProfessionalsJun-21Jun-212
0:40Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act for Compliance ProfessionalsMay-22May-221
1:00Servicemembers Civil Relief Act (SCRA) for Compliance ProfessionalsOct-21Oct-213
1:10Truth in Savings Act (Reg DD) for Compliance ProfessionalsDec-21Dec-212
1:10Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) for Compliance ProfessionalsSep-21Sep-213

Marketing

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
0:12Bank Marketing: Building Customer RelationshipsNov-17Nov-171
3:30MARKETING IN A DIGITAL WORLD: DIGITAL CAMPAIGNS SUITEOct-18Nov-165
0:45Build Your CampaignOct-18Oct-183
1:15Find Your AudienceOct-18Oct-183
1:00Search Engine OptimizationOct-18Oct-183

Payments

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
1:20PAYMENTS SYSTEM SUITESep-18Sep-181
0:40Payments System Emerging ProductsSep-18Sep-181
0:40Payments System TrendsSep-18Sep-181

Residential Mortgage

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
2:00Handling Mortgage Inquiries and Making ReferralsDec-21**Jul-162
2:30Mortgage Customer Counseling and PrequalificationAug-19**Jul-162
1:00Appraisal ProceduresJan-19Apr-164
0:45Basics of Mortgage ProcessingApr-16Apr-162
0:30Determining Your Role in Fraud PreventionOct-18Oct-181
1:00Discovering FHA ProgramsApr-16Apr-164
1:30Essentials of Mortgage LendingJan-19Apr-162
1:00Explaining Loan ModificationsJan-19Apr-162
0:30Mitigating Potential Fraud in Your OrganizationOct-18Oct-181
1:00Preparing the Closing DisclosureApr-16Apr-162
1:00Preparing the Loan EstimateApr-16Apr-162
1:00Processing and Underwriting CreditApr-16Apr-164
1:00Processing Income and AssetsApr-16Apr-164
1:00Reviewing the Uniform Residential Appraisal ReportApr-16Apr-164
22:00Residential Mortgage Lender Certificate
Mar-21Mar-218

Retail Banking

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
4:58Bank Solutions Provider CertificateJul-20Jul-203
14:12Bank Teller CertificateDec-18Dec-184
2:20BANKING BASICS SUITENov-17Nov-171
0:12  Bank Marketing: Building Customer RelationshipsNov-17Nov-171
0:12  Bank Payment Systems and TechnologyNov-17Nov-171
0:12  Bank Sales and Service: Expanding Customer RelationshipsNov-17Nov-171
0:12  Banks and Personal Wealth ManagementNov-17Nov-171
0:12  Banks and the Deposit FunctionNov-17Nov-171
0:12  Banks and the EconomyNov-17Nov-171
0:12  Banks as a BusinessNov-17Nov-171
0:12  Business and International Banking ServicesNov-17Nov-171
0:12  Introduction to BankingNov-17Nov-171
0:12  Lending as a Cornerstone of BankingNov-17Nov-171
0:12  Safeguarding Bank Assets and the NationNov-17Nov-171
0:12  Safeguarding the Customer and the BankNov-17Nov-171
14:40Branch Manager CertificateOct-19Oct-197
0:20Coaching to Support the Sales Process SuiteJan-18Dec-183
0:15Communicating VisionMay-18May-182
0:20Communication Basics SuiteDec-19**Nov-171
5:40Community Bank Suite – Foundational SkillsApr-19Apr-191
2:03Community Bank Suite – Management SkillsOct-18Oct-181
1:12Community Bank Suite – Onboarding BasicsOct-18Oct-181
0:35Community Bank Suite – Sales SkillsDec-18Sep-193
0:30Conscious BiasMay-22May-221
0:55Culturally Respectful Customer ServiceMay-22May-221
10:00Customer Service Representative CertificateJul-18Jul-188
3:00Dealing Effectively with Co-workersJan-22**Jun-164
2:50Digital Banker CertificateSep-20Sep-201
1:00Digital Banker SuiteSep-20Sep-201
1:00Employment LawJul-19Feb-171
0:15EmpowermentMay-18May-182
1:40Essentials of Workplace ConductMay-20**Jun-164
1:30ESSENTIAL SELLING SKILLS BUNDLEJan-18Sep-197
0:15  Effective Referrals SuiteJan-18Dec-184
0:20  Making the Client Call SuiteJan-18Dec-184
0:20  Overcoming Objections SuiteJan-18Dec-183
0:15  Relationship Sales SuiteJan-18Sep-195
0:20  Sales Planning SuiteJan-18Dec-183
0:30Event NetworkingDec-18**Dec-161
0:40FUNDAMENTAL OF CONSUMER LENDING SUITE Jan-22**Jan-181
0:20  Consumer Credit BasicsJan-18Jan-181
0:20  Consumer Loan ProcessJan-18Jan-181
0:12Growing Small Business Relationships SuiteOct-19Oct-191
3:00Improving ProductivityDec-18**Aug-163
3:00Introduction to Analyzing Financial StatementsMay-20Jul-164
1:30MANAGMENT ESSENTIALS SUITENov-19**Sep-171
0:15  CoachingNov-19**May-182
0:15
  Corrective ActionNov-19**May-182
0:15  Effective MeetingsNov-19**May-182
0:15  Employee RecognitionNov-19**May-182
0:15  InterviewingNov-19**May-182
0:15  Managing PerformanceNov-19May-182
2:00Managing ChangeMay-18May-182
2:00Managing Time at WorkNov-19**Apr-163
0:10Online Communication SuiteNov-17Nov-171
0:50Presentation Skills SuiteNov-19**Nov-171
13:45Personal Banker CertificateJul-20Jul-2010
6:00Personal Tax Return AnalysisJun-21Feb-164
2:00Referring Insurance and Annuity ClientsJun-20Feb-164
0:35Referring Investment ClientsMar-20Feb-164
0:40Referring Trust ClientsJan-22**Feb-163
0:25Relationship Sales for Small Business Clients Suite
Oct-19Oct-19
1
0:40Sexual and Workplace HarassmentJan-20**Nov-164
1:00Sexual and Workplace Harassment for ManagersJan-20**Nov-164
2:00Successful Sales Campaigns (Creating Sales Campaigns)Jul-16Jul-163
11:30Supervisor/Team Leader Certificate
Dec-18Dec-185
1:35Tele-ConsultingDec-18**Sep-142
4:55TELLER BASICS SUITEDec-20Nov-172
0:50  Cash HandlingNov-20Feb-16

2

0:40  Handling ChecksNov-20Nov-152
1:15  Processing TransactionsNov-20Feb-16

2

1:00  Providing Quality Customer ServiceNov-20Feb-162
0:45  Robbery and Bank SecuritySep-20Oct-152
0:25  The Changing Role of the TellerNov-20Sep-173
2:05Transitioning Careers – Basic Bank Training for Veterans SuiteNov-18Dec-183
0:40Understanding Business Bank Products Suite
Jun-20Jun-201
1:18Understanding Consumer Bank Products SuiteJun-20Jun-201
9:30Universal Banker CertificateSep-19Sep-196
0:20Verbal Communication SuiteNov-17Nov-171
0:30Why Quality Customer Service Matters SuiteJan-18Jan-183
0:20Written Communication SuiteNov-17Nov-171

Risk Management

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
5:15ABA CERTIFICATE IN FINANCIAL AND CREDIT RISK MANAGEMENTSep-19Sep-191
0:50Financial Risk Management: Interest Rate RiskOct-20Jul-19
1
0:45Financial Risk Management: Liquidity RiskOct-20Jul-19
1
0:45Introduction to Credit Risk ManagementJul-20Jul-19
1
0:40Credit Risk Management: Managing, Monitoring, and MeasuringJun-20Jul-19
1
0:40Credit Risk Management: Retail LendingJun-20Jul-19
1
0:45Credit Risk Management: Commercial and Agricultural LendingJun-20Jul-19
1
0:45Credit Risk Management: Other Sources of Credit RiskJul-20Jul-19
1
10:00ABA CERTIFICATE IN OPERATIONAL RISK MANAGEMENTFeb-17Feb-171
0:45Elements of an Operational Risk Management ProgramJul-20Feb-171
1:00Cybersecurity ManagementJul-20**Jul-161
0:45Fraud and Criminal ThreatsJul-20Feb-171
0:45Incident Management and ResilienceJul-20Mar-171
0:45Operational Risk Model ManagementJun-20Feb-171
0:45Oversight and Management of Operational RiskJul-20Feb-171
0:45Payments and SettlementsJul-20Mar-171
0:45Physical SecurityJul-20Mar-171
0:45Regulatory Exam ManagementJul-20Feb-171
0:45Risk and Control Self AssessmentJul-20Feb-171
1:00Vendor Risk ManagementJul-20Jul-161
7:10ABA CERTIFICATE IN RISK MANAGEMENT FRAMEWORKSJul-18Jul-181
0:45Introduction to Enterprise Risk ManagementJul-20Jul-181
0:40Board and Senior Management OversightJun-20Jul-181
0:40Risk IdentificationJun-20Jul-181
0:40Risk Policies, Procedures & LimitsJun-20Jul-182
0:40Risk Management Control FrameworksJul-20Jul-181
1:15Enterprise Risk Management ReportingJul-20Jul-181
0:50Risk Measurement & EvaluationJun-20Jul-181
0:40Risk MitigationJun-20Jul-181
1:00Risk MonitoringJul-20Jul-181
5:20ABA CERTIFICATE IN FRAUD PREVENTIONMar-16Mar-162

Wealth Management and Trust

Course Length
(hr:min)
Course TitleLast Review or Update
(month-yr)
Last Reversion
(month-yr)
Current Version
(#)
9:00ABA Certificate in Asset ManagementMay-21May-212
3:15ABA Certificate in Core Concepts and Ethics for Fiduciary Advisors
Jan-21Jan-212
1:35ABA Certificate in Fiduciary Principles and Ethics
Jul-20Jul-201
4:45ABA Certificate in Fiduciary Relationship Management
Jul-20Jul-201
2:30ABA Certificate in Fiduciary Risk and Compliance
Jan-21Jan-211
12:00ABA Certificate in Integrated Wealth Planning and Advice
May-21May-212
5:30ABA Certificate in Trust Administration
May-21May-212
0:40Account Acceptance and TerminationJan-21Jun-163
0:25A Deeper Dive into Non-Financial AssetsDec-20Dec-201
0:40Alternative Investment ProductsDec-20Dec-201
0:54Applied Behavioral Finance
May-21May-211
0:30Applying Fiduciary Principles and EthicsJul-20Jul-201
0:30AnnuitiesDec-20Dec-201
0:40Asset Allocation and DiversificationDec-20Dec-201
0:50Bond Selection and AnalysisDec-20Dec-201
0:25Developing and Delivering a Compelling Personal Value PropositionMar-20Mar-201
0:25Developing a Personalized Wealth Management StrategyMar-20Mar-201
0:40Discretionary DistributionsMar-22Dec-201
0:40Duties and Powers of the TrusteeDec-20Dec-201
0:55Economics & MarketsJan-21Jun-162
0:40Education Planning for MinorsDec-20Dec-201
0:25Effective Client Engagement Through "Wealth Personas"Mar-20Mar-201
0:15Emotional Intelligence for Wealth AdvisorsMar-20Mar-201
0:25Engaging in Multigenerational Conversations with ClientsMar-20Mar-201
0:25Engaging with Centers of InfluenceJul-20Jul-201
0:25Environmental Liabilities of FiduciariesDec-20Dec-201
0:45Estate and Probate AdministrationDec-20Dec-201
0:45Estate Planning for the Business OwnerDec-20Dec-201
0:40Estate Planning for the Marital DeductionJan-21Jun-162
0:30Estate Planning FundamentalsDec-20Dec-201
0:35Federal Estate TaxDec-20Dec-201
0:20Fiduciary ComplianceDec-20Dec-201
0:35Fiduciary EthicsJul-20Jul-201
0:55Fiduciary Income TaxDec-20Dec-201
0:25Full Balance Sheet AdviceDec-20Dec-201
1:10Fundamentals of InsuranceDec-20Dec-201
0:55Fundamentals of Life InsuranceJul-17Jun-162
1:00Generation-Skipping Transfer TaxDec-20Dec-201
0:40Gift Strategy and TaxationApr-22Sep-201
3:30Health Savings Account (HSA) Expert CertificateJan-21Jan-211
0:25Importance of Proper Titling of Assets and Regular Titling ReviewsDec-20Dec-201
1:10Individual Income TaxDec-20Dec-201
0:30Individual Retirement AccountsDec-20Dec-201
0:20Interacting with Financial AdvisorsJul-20Jul-201
0:25Introduction to Fiduciary Risk Management and ComplianceApr-22Jul-201
0:20Introduction to Integrated Planning and AdviceJul-20Jul-201
0:25Introduction to Investment ManagementJul-20Jul-201
0:35Introduction to Trust AdministrationDec-20Dec-201
0:35Investment PolicyDec-20Dec-201
1:00Investment ProductsDec-20Dec-201
0:20Investment Strategies for Inherited WealthDec-20Dec-201
0:30Know Your CompetitionMar-20Mar-201
0:30Life Insurance PoliciesDec-20Dec-201
0:30Managing Fiduciary Risk and LitigationDec-20Dec-201
0:25Managing the Dynamic Nature of Client Financial NeedsMar-20Mar-201
0:25Mastering the Art of InquiryMar-20Mar-201
0:35Philanthropic PlanningDec-20Dec-201
0:37Planning Considerations for Life Insurance
May-21May-211
0:45Planning for RetirementApr-22Sep-201
1:14Post-Mortem Tax Planning
May-21May-211
0:30Preparing the 706
May-21May-211
0:25Prudent Portfolio ManagementDec-20Dec-201
0:50Qualified Retirement AssetsDec-20Dec-201
0:20Selling ValueJul-20Jul-201
0:35Special Needs TrustsJan-21Jul-162
0:50Stock Selection and AnalysisDec-20Dec-201
0:20Structure Analysis and AdviceMar-20Mar-201
0:25Sustainable and Responsible InvestingDec-20Dec-201
0:30Trust Fundamentals
Jul-20Jul-201
0:30Types of TrustsDec-20Dec-201
0:41Understanding and Explaining Investment Performance
May-21May-211
0:25Understanding Fiduciary PrinciplesMar-20Mar-201
0:25Understanding Gender, Culture, and Generational Influences in Managing WealthJul-20July-201

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