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1 - Prior Learning Assessment - Corporate Articulation CENTER FOR FINANCIAL TRAINING INC, OHIO Credit Recommendation Guide (CRG) The following courses have been evaluated by Corporate Articulation to potentially fulfill General Education or Elective credits for an Undergraduate Degree. In order to receive any of the credits recommended below, students should submit supporting documents to Prior Learning Assessment. For more information on PLA visit: ecampus.phoenix.edu/pla or contact the department toll free at *NOTE: Fees are applicable for credits evaluated. PLA will not award credit for certifications or coursework that duplicates the content of credits earned through PLA, transfer credit, National Testing Program credit or. Clock hour to semester credit hour conversions are made based on current academic standards as outlined in the academic policy of the University. : (General Education or Elective category to which credit can be applied) Combinable: s may only be combined with courses of similar content, modality and General Education/Elective areas. Non-Academic: Lack of college level theory and/or principle necessary for credit recognition. Company specific and skill-based training. Too Few : s/training that cannot receive credit because they are less than 1 hour total in length. Similar content in a 1(+) hour timeframe may be eligible for credit. : Indicates the total amount of actual learning time. Any breaks or lunch time included in the initial clock hours have been removed. Title *NOTE THE ASTERISKS IN THE APPLICABLE HOURS COLUMN INDICATES PREVIOUSLY EVALUATED COURSES ANALYZING BANK PERFORMANCE 12/ * 2 or MANAGING FUNDING, LIQUIDITY AND CAPITAL 7811 MANAGING INTEREST RATE RISK 4261 MANAGING THE BANK'S INVESTMENT PORTFOLIO 7335 ABA ONLINE REVIEW COURSE FOR THE CRCM EXAM 3670 AIB LAW AND BANKING: APPLICATIONS 3660 AIB LAW AND BANKING: PRINCIPLES 4288 CALLING ON SMALL BUSINESS CUSTOMERS 12/ * 1 12/ * 2 or / * 0.5
2 Title 6350 AIB COMMERCIAL LENDING 6652 CREDIT PRODUCTS FOR SMALL BUSINESSES DEPOSIT PRODUCTS AND SERVICES FOR SMALL BUSINESSES AIB FUNDAMENTALS OF SMALL BUSINESS BANKING 6916 INTRODUCTION TO AGRICULTURAL LENDING 6952 INTRODUCTION TO ANALYZING FINANCIAL STATEMENTS 6951 OVERVIEW OF FINANCIAL STATEMENTS 6366 AIB PROBLEM LOAN WORKOUTS 7762 RELATIONSHIP SELLING TO SMALL BUSINESS CUSTOMERS 6542 RETIREMENT PRODUCTS FOR SMALL BUSINESS SERVICING AND GROWING SMALL BUSINESS RELATIONSHIPS AIB UNDERSTANDING YOUR CONSTRUCTION BORROWER 6920 AIB ANALYZING FINANCIAL STATEMENTS 1325 AIB BANKING TODAY 2310 AIB ECONOMICS FOR BANKERS 1000 AIB FINANCIAL ACCOUNTING 1002 AIB GENERAL ACCOUNTING 1350 AIB MONEY AND BANKING 1370 AIB PRINCIPLES OF BANKING 6953 UNDERSTANDING BANK PERFORMANCE ACE EVALUATION 12/ * COMBINABLE 12/ * COMBINABLE 12/ * 2 or / * 2 or 3 12/ * COMBINABLE 12/ * 3 12/ * 3
3 Title 4508 EVENT-BASED SELLING 2749 FINANCIAL AND BUSINESS PLANNING FOR BANK MARKETERS 7740 AIB MARKETING FINANCIAL SERVICES 4510 SALES COACHING IN THE BANK 7787 SUCCESSFUL SALES CAMPAIGNS 6494 BUILDING AND RETAINING CUSTOMER RELATIONSHIPS 7016 CONSUMER CREDIT PRODUCTS 7008 AIB CONSUMER LENDING 6268 CROSS-SELLING DEPOSIT PRODUCTS 4506 EFFECTIVE REFERRALS 7018 FUNDAMENTALS OF CONSUMER LENDING 7836 FUNDAMENTALS OF MORTGAGE LENDING 6544 INTRODUCTION TO FINANCIAL PLANNING PRODUCTS 7820 AIB INTRODUCTION TO MORTGAGE LENDING 4504 INTRODUCTION TO RELATIONSHIP SELLING 8008 PERSONAL TAX RETURN ANALYSIS 7814 PROFILING MORTGAGE PROSPECTS REFERRING INSURANCE AND ANNUITIES CUSTOMERS REFERRING MUTUAL FUNDS AND SECURITIES CUSTOMERS 8264 REFERRING TRUST CUSTOMERS 12/ * 1 12/ * COMBINABLE 12/ * COMBINABLE 12/ * COMBINABLE 12/ * COMBINABLE
4 Title 6496 REVITALIZING CUSTOMER SERVICE 1884 TELE-CONSULTING 6384 TELLER TRAINING ESSENTIALS 6832 AIB TODAY'S TELLER: DEVELOPING BASIC SKILLS 7766 UNDERSTANDING BANK PRODUCTS 1106 UNDERSTANDING FINANCIAL PLANNING 2506 BUSINESS ETIQUETTE 6876 COACHING FOR SUCCESS 4227 CORRECTIVE ACTION 2534 DEALING EFFECTIVELY WITH CO-WORKERS 162 ETHICAL ISSUES FOR BANKERS 4116 HIRING THE BEST 2532 IMPROVING PRODUCTIVITY 6808 MANAGING CHANGE 2504 MANAGING EMPLOYEE RELATIONS 4342 MANGING TIME AT WORK 1877 MEETINGS THAT WORK 4226 PERFORMANCE MANAGEMENT 5415 PRESENTATION SKILLS 4192 PROJECT MANAGEMENT FUNDAMENTALS, PART 1 12/ * COMBINABLE 12/ * 2 or / * / * COMBINABLE 12/ * COMBINABLE 12/ * COMBINABLE 12/ * COMBINABLE 12/ * COMBINABLE 12/ * COMBINABLE
5 Title 4193 PROJECT MANAGEMENT FUNDAMENTALS, PART REWARDS AND RECOGNITION 4310 SUPERVISION 4322 AIB SUPERVISOR CERTIFICATE 4814 TELEPHONE ETIQUETTE 1858 WRITING BANK CORRESPONDENCE 8725 IRA ONLINE INSTITUTE 8327 INVESTMENT MANAGEMENT 8328 TAXATION AND ESTATE PLANNING 8329 TRUST ADMINISTRATION 8400 DISCRETIONARY DISTRIBUTIONS 8402 ESTATE PLANNING FOR THE MARITAL DEDUCTION 8401 ESTATE PLANNING OVERVIEW 8403 FEDERAL ESTATE AND GIFTS TAXES 8404 FIDUCIARY INCOME TAXES 8405 FIDUCIARY LAW 8406 INVESTMENTS 8408 MANAGING TRUST ACCOUNTS 8407 RETIREMENT PLANNING 8410 ESTATE PLANNING FOR LIFETIME GIFTS 12/ * COMBINABLE 12/ * 3 or / * / * COMBINABLE 12/ * 1
6 Title 8411 ESTATE PLANNING FOR CHARITABLE GIVING 8412 ESTATE PLANNING FOR THE BUSINESS OWNER 8413 ESTATE PLANNING FINAL CASE STUDY 8414 FINANCIAL PLANNING SKILLS 8415 GENERATION SKIPPING TRANSFER TAX 8416 INVESTMENTS II 8417 LIFE INSURANCE AND ANNUITIES 8261 AIB TRUST BASICS 8325 AIB TRUST OPERATIONS BUSINESS COMMUNICATIONS BUSINESS MATH CUSTOMER SERVICE EXCELLENCE DEPOSIT ACCOUNTS AND SERVICES FRAUD IDENTIFICATION HUMAN RELATIONS SALES EXCELLENCE WRITTEN COMMUNICATIONS REAL ESTATE APPRAISAL REAL ESTATE LAW 12/ * 3 or / * 1 *NOTE- Please see the Apollo Quicklist for policies regarding Real Estate pre-licensure courses.
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