These courses are available in a virtual classroom environment, complete with fellow students, instructor guidance and feedback. Facilitated online training courses offer banking-specific content supported by:
Experienced instructors with banking expertise
Exercises and exams to validate your understanding
A flexible weekly schedule with no set day or time
Description: Analyzing Bank Performance gives participants tools and techniques to analyze and improve a bank’s financial performance. Participants will observe the impacts of certain kinds of risk on a bank’s financial track record, and the correlation of risk optimization and superior financial performance. Student will use their own bank’s Uniform Bank Performance Report as one of the principal resources in this course, providing the primary means for a hands-on experience in analyzing the bank.
Description: Analyzing Financial Statements is a practical introduction to financial analysis from the viewpoint of the commercial loan officer. This program gives you the skills you need to effectively assess the borrower’s ability to repay loans. It focuses on understanding business industries and types, plus why they borrow money. It also introduces basic concepts of business financial accounting and entity structures and explains the analysis of business financial statements and tax returns, including cash flow statements. Finally, the course discusses personal financial statements and tax returns, as well as combining business and personal cash flows into a global analysis.
Description: Bank Lines of Business is a comprehensive review of the products and services that banks offer customers—from deposit products to insurance and investments—and strategies for retaining and growing market share. This program deepens and broadens your bank employees understanding of how banks serve individual, small business and corporate customers’ financial service needs.
Bank Lines of Business is one of three Banking Fundamentals courses that explore the principles of the banking industry. Enroll in one, two, or all three to meet your needs.
Description: Basic Administrative Duties of a Trustee is a foundational, skill-building course for trust professionals. A fiduciary has a duty to hold the assets of an estate or trust, to administer the assets solely in the interest of the beneficiaries, and to carry out the terms of the trust. Many of the specific categories of duties that fall under these broad classifications are discussed in the course including basic trust administration, agency relationships, guardianships, and wills and the probate process.
Description: Building Customer Relationships guides students through the strategies for earning customer loyalty, value-added sales and marketing, and creating and maintaining strong bank customer and partner relationships. It builds the critical relationship management skills so essential to successful banking careers.
Building Customer Relationships is one of three Banking Fundamentals courses that explore the principles of the banking industry. Enroll in one, two, or all three to meet your needs.
Description: Commercial Lending provides the knowledge and skills required to identify the credit needs of various types of business customers and to sell a “total banking” relationship. It covers both the technical side of commercial lending and the interpersonal skills required to be a successful loan officer.
Description: Consumer Lending provides the insider’s view of consumer lending and offers essential information about the regulations governing credit practices, and reviews loan processing, cross-selling and collections.
Description: Candidates who plan to earn the prestigious Certified Regulatory Compliance Manager (CRCM) designation from the Institute of Certified Bankers will find this course is a comprehensive and convenient way to prepare. This 10-week course is designed as a facilitated companion study tool to the ABA Reference Guide to Regulatory Compliance, and is updated each summer with the release of the new guide. This online course includes 10 hours of recorded lectures featuring industry-expert Carl Pry. Each lecture supplements the weekly readings and discussions and provides a unique opportunity to validate your understanding of the content. Student feedback overwhelmingly states the recordings helped them better understand the course materials and prepare for the exam.
Description: Candidates who plan to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation will find this course a convenient way to prepare for the exam. It is designed as a facilitated companion tool to the ABA Wealth Advisory and Personal Trust Series (WAPTS).The course includes nine hours of recorded lectures featuring, among others, industry expert Charles D. (Skip) Fox IV, partner, McGuire Woods LLP. This course is updated at the beginning of each calendar year.
Description: Economics for Bankers introduces you to the fundamental principles of economics. Special emphasis is placed on macroeconomics and topics of importance to you as a banker. The course covers the basics of economic theory and includes examples of the application of economics to banking.
Description: Explore key elements in the mortgage lending industry. Course topics include the major mortgage financing programs and guidelines, construction lending and land development financing, the impact of regulations on the mortgage process; property appraisals review and types of mortgage fraud.
Description: General Accounting provides the knowledge and skills required to identify the credit needs of various types of business customers and to sell a “total banking” relationship. It covers both the technical side of commercial lending and the interpersonal skills required to be a successful loan officer.
Description: Introduction to Agricultural Lending will provide participants with the basic skills needed to begin to undertake credit analysis, loan structuring, and monitoring, as well as provide guidance on dealing with problem loans for agricultural customers. This course was developed in conjunction with the Schools of Banking, Inc., a jointly-owned subsidiary of the Kansas and Nebraska Bankers Associations.
Description: Introduction to Trust Products and Services is a foundational, skill building course for trust professionals. It will help new trust professionals understand the fundamentals of the business, how a trust works, the types of assets commonly held in a trust and the basics of estate planning. The course describes the personal trust document and the process by which trust officers establish a trust for their clients.
Description: IRA Online Institute is an intensive 12-week course developed and supported by Ascensus’ professional instructors that teaches in-depth, essential IRA information on Traditional IRAs, Roth IRAs, SEP plans, and SIMPLE IRA plans. Ascensus has tailored its premier on-site IRA training so attendees can conveniently access the web-based study material and submit assignments. Students should expect to spend 15-20 hours a week completing the readings and assignments depending on the student’s prior knowledge of IRAs. The Online Institute is an Institute of Certified Bankers-approved educational program for the Certified IRA Services Professional (CISP) designation.
Description: Law and Banking: Applications reflects the ways that banks do business and how they are affected by laws and regulations — in plain English for the non-lawyer. It is devoted to the basic laws and banking regulations that govern deposit accounts, lending, real estate lending, bankruptcy, non-deposit products and services, international banking, marketing, safety and soundness, and information reporting.
Description: Law and Banking: Principles is a foundation on the business law principles underlying banking law as well as a description of the context for and process of creating banking law and regulations. Knowing the basics of business law enables every banker to more easily understand laws pertaining to bank products, services and transactions.