ABA Online Training Self-Paced Price and Credit List Credit Hours

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1 ABA Online Training Self-Paced and Credit List Credit Revision: Nov Banking Basics Catalog Business Lending ABA Small Business Banker Certificate $595 $ Credit Products for Small Businesses $95 $ Fundamentals of Small Business Banking $95 $ Intro. to Analyzing Financial Statements $95 $ CLBB,CTFA (FP) Small Business Borrowing $95 $ General Banking Knowledge ABA Bank Service Provider Certificate $355 $ Banking Today $95 $ Ethical Issues for Bankers $95 $ All Understanding Bank Products $95 $ Management and Leadership ABA Supervisor Certificate $595 $ ABA Team Leader Certificate $595 $ Coaching for Success $95 $ Corrective Action $95 $ Hiring the Best $95 $ Leveraging the Benefits of a Diverse Workforce $95 $ Managing Employee Relations $95 $ Managing Employee Performance $95 $ Rewards and Recognition $95 $ Retail Banking and Consumer Lending ABA Universal Banker Certificate $595 $ NA ABA Bank Teller Certificate $595 $ ABA Branch Manager Certificate $995 $1, NA AIB Call Center Representative Certificate $595 $

2 Credit ABA Customer Service Representative Certificate $595 $ ABA Personal Banker Certificate $595 $ Consumer Credit Products $95 $ Fundamentals of Consumer Lending $95 $ CLBB Introduction to IRAs $95 $ CISP, CRSP, CSOP, CTFA (FP) Personal Tax Return Analysis $95 $ CLBB, CTFA (FP) Referring Insurance & Annuity Clients $95 $ Referring Investment Clients $95 $ Referring Trust Clients $95 $ Revitalizing Customer Service: Part 1 $95 $ Revitalizing Customer Service: Part Robbery & Bank Security $95 $ Teller Basics $150 $ Business and Retail Sales and Marketing Building and Retaining Customer Relationships: Part 1 $95 $ Building and Retaining Customer Relationships: Part Calling on Small Business Customers $95 $ Cross-Selling Deposit Products $95 $ Deposit Products for Small Business $95 $ Effective Client Referrals $95 $ CLBB Event Based Selling $95 $ CFMP Introduction to Relationship Selling $95 $ Qualifying Mortgage Prospects $95 $ Relationship Selling to Small Business Customers $95 $ Retirement Products for Small Businesses $95 $ Sales Coaching Curriculum $95 $ CFMP 0.00

3 Credit Servicing and Growing Small Business Relationships $95 $ Successful Sales Campaigns $95 $ Tele-consulting: Parts 1 and 2 $95 $ Workplace Fundamentals Essentials of Workplace Conduct $95 $ Dealing Effectively with Co-workers $95 $ Improving Productivity $95 $ Managing Change $95 $ Managing Time at Work $95 $ Meetings That Work $95 $ Presentation Skills $95 $ Effective Telephone Communication $95 $ Effective Written Communication $95 $ Frontline Compliance Americans with Disabilities (ADA) $95 $ Bank Bribery Act $55 $ CFSSP Bank Protection Act $35 $ Bank Secrecy Act $95 $ CCTS,CFSSP,CLBB,CSOP,CTFA Bank Secrecy Act (BSA) for Lenders $95 $ Bank Secrecy Act (BSA) for Tellers $55 $ Community Reinvestment Act (Reg BB) $55 $ CLBB Completing a Currency Transaction Report $95 $ Customer Identification Program $95 $ Elder Financial Abuse $55 $ CRCM, CTFA(FP) Electronic Funds Transfer Act (Reg E) $95 $ CFSSP Equal Credit Opportunity Act -- Regulation B $95 $ CLBB

4 Credit Expedited Funds Availability (Reg CC) $95 $ CFSSP Extending Credit to Bank Insiders (Reg O) $35 $ CLBB Fair Credit Reporting Act (FCRA) $95 $ CLBB Fair Debt Collection Practices Act $95 $ Fair Housing Act $55 $ Fair Lending $95 $ CLBB FDIC Insurance Coverage $95 $ CSOP Flood Disaster Protection Act $35 $ CLBB Home Mortgage Disclosure Act (HMDA) $95 $ CLBB Home Owners Protection Act $95 $ CFMP Information Security and Red Flags $95 $ CCTS,CFSSP,CLBB, CSOP OFAC $55 $ CCTS,CFSSP,CLBB,CSOP Privacy for Customer Contact Personnel $55 $ CLBB Real Estate Settlement Procedures Act (RESPA) $95 $ CLBB Recognizing and Preventing UDAAP $95 $ CSOP Reg Z Adjustable Rate Mortgages $55 $ Reg Z Advertising $95 $ CFMP Reg Z Credit Cards $55 $ CLBB Reg Z HOEPA and High-Cost Mortgage Loans $95 $ CLBB Reg Z HELOCs (Open-End Credit) $55 $ CLBB Reg Z Installment and Home Equity Loans (Closed- $55 $ CLBB Reg Z Mortgages(Closed-End Credit) $55 $ CLBB Reg Z Non Home Secured (Open-End Credit) $55 $ CLBB Reg Z Overview $95 $ CLBB Reg Z Private Higher Education Loans $55 $ CLBB Reg Z Reverse Mortgages $55 $ CLBB

5 Credit Reg Z Right of Rescission $55 $ CLBB Reserve Requirements (Reg D) for Depository $55 $75 Institutions Robbery & Bank Security $95 $ Serving your Military Customer $55 $ Sexual and Workplace Harrassment $95 $ Sexual and Workplace Harrassment for Managers $95 $ The Consumer Remittance Rule $95 $ The S.A.F.E. Act $95 $ Truth-in-Savings Reg DD $55 $ CCTS,CFSSP,CSOP Unlawful Internet Gambling Enforcement Act (UIGEA) (Reg GG) $55 $ CFSSP USA PATRIOT Act $55 $ CCTS,CFSSP,CSOP Professional Compliance s ABA Certificate in Lending Compliance $1,995 $2, Anatomy of a Regulation for Compliance Professiona $275 $ CRCM CRA, Community Bank, for Compliance Professionals $275 $ CRCM, CLBB CRA, Large Bank, for Compliance Professionals $275 $ CRCM, CLBB Credit Card Regulations for Compliance Professional $275 $ CRCM Elements of a Compliance Program for Compliance P $275 $ CRCM Equal Credit Opportunity Act (ECOA) for Compliance $275 $ CRCM Fair Credit Reporting Act (FCRA) for Compliance Prof $275 $ CRCM Home Mortgage Disclosure Act (HMDA) for Complian $275 $ CRCM Loans to Insiders (Reg O) for Compliance Profession $275 $ CRCM, CLBB National Flood Insurance for Compliance Professiona $275 $ CRCM Reg Z Closed-End Credit for Compliance Professiona $275 $ CRCM Reg Z Open-End Credit for Compliance Professionals $275 $ CRCM RESPA for Compliance Professionals $275 $ CRCM Servicemembers Civil Relief Act (SCRA) for Complian $275 $ CRCM

6 Credit Unfair, Deceptive, or Abusive Acts or Practices (UDAA $275 $ CRCM ABA Commercial and Business Banking Evaluating & Structuring Commercial Loans: A Decis $600 $ Level 1: Understanding Business Borrowers $150 $ CLBB yzing Business Financial Statement and Tax Returns $150 $ CLBB yzing Personal Financial Statements and Tax Returns $150 $ CLBB itative Analysis and Determining a Credit Risk Rating $150 $ CLBB cturing, Documentation, Pricing and Problems Loans $150 $ CLBB RMA Commercial and Business Banking The Lending Decision Process RMA Lending Decision Process Curricula $720 $1, ries 1: Evaluating Industry, Markets and Management $100 $ CLBB valuating Quality of the Borrower's Financial Reports $100 $ CLBB the Company's Financial Performance and Condition $200 $ CLBB covering Borrowing Causes and Repayment Sources $150 $ CLBB h Flow Statements and Measuring Repayment Ability $150 $ CLBB Series 6: The Cash Cycle and Seasonality $150 $ CLBB CRE Lending Decision Process CRE Lending Decision Process $720 $1, s of CRE Loans, Risk Areas, and Performance Drivers $125 $ CLBB Series 2: The CRE Underwriting Process $125 $ CLBB : Financing Different Types of Commercial Properties $125 $ CLBB Leases, Appraisals, and Environmental Assessments $175 $ CLBB : Loan Structure and Documentation Considerations $125 $ CLBB Series 6: Construction Lending $175 $ CLBB AllRegs Appraisal Procedures $95 $ Completing the HUD 1 $95 $ Discovering FHA Programs $95 $

7 Credit Elements of Title Insurance $95 $ Essentials of Mortgage Lending $95 $ Explaining Loan Modifications $95 $ Gathering the Facts on Mortgage Fraud $95 $ Processing and Underwriting Credit $95 $ Processing Income and Assets $95 $ Reviewing the Appraisal Report $95 $ Wealth Management and Trust Trust Ethics A Guide to Ethics for Trust Professionals $275 $ CTFA (ETH) A Guide to Ethics in Fiduciary and Trust Activities $95 $ CTFA (ETH) A Guide to Ethics in Financial Planning $95 $ CTFA (ETH) A Guide to Ethics in Investments $95 $ CTFA (ETH) A Guide to Ethics in Tax Law & Tax Planning $95 $ CTFA (ETH) Trust Fundamentals Trust Fundamentals suite $750 $ Introduction to Estate Planning $335 $ CTFA (TAX), CISP Introduction to Investment Management $335 $ CTFA (INV),CCTS,CRSP,CSOP Introduction to Trust Administration $335 $ CTFA (FID),CCTS,CSOP Estate Planning and Trust Activities Account Acceptance and Termination $175 $ CSOP, CTFA(FID) Basic Characteristics of a Trust $175 $ CSOP, CTFA(FID) Discretionary Distributions $175 $ CTFA(FID) Duties and Powers of the Trustee $175 $ CSOP, CTFA(FID) Estate and Guardian Administration $175 $ CSOP, CTFA(FID) TBD Estate Planning to Achieve Client Goals $175 $ CTFA(FP) Estate Planning for Charitable Giving $175 $ CISP, CTFA(TAX)

8 Credit Estate Planning for the Marital Deduction $175 $ CTFA (TAX) Estate Planning Solutions for the Business Owner $175 $ CTFA(FP) Fiduciary Law $175 $ CISP, CRSP, CSOP, CTFA(FID) A Guide to Ethics in Fiduciary and Trust Activities $95 $ CTFA (ETH) Minimizing Fiduciary Risk and Litigation $175 $ CISP, CRSP, CSOP, CTFA(FID) Special Needs Trusts $175 $ CTFA(FP) Investment Planning Asset Allocation and Portfolio Management $175 $ CRSP, CSOP, CTFA(INV) Bond Selection and Analysis $175 $ CRSP, CSOP, CTFA(INV) Economics & Markets $175 $ CRSP, CSOP, CTFA(INV) Fundamentals of Alternative Investment Products $175 $ CRSP, CSOP, CTFA(INV) A Guide to Ethics in Investments $95 $ CTFA (ETH) Investment Policy $175 $ CRSP, CSOP, CTFA(INV) Investment Products $175 $ CRSP, CSOP, CTFA(INV) Prudent Portfolio Management $175 $ CISP, CRSP, CSOP, CTFA(FID) Stock Selection and Analysis $175 $ CRSP, CSOP, CTFA(INV) Tax Law and Tax Planning Fiduciary Income Tax $175 $ CISP, CTFA(TAX) Generation-Skipping Transfer Tax $175 $ CISP, CTFA(TAX) Gift Taxation $175 $ CISP, CTFA(TAX) A Guide to Ethics in Tax Law & Tax Planning $95 $ CTFA (ETH) How Trusts are Taxed $175 $ CTFA(TAX) Planning for Estate Tax $175 $ CISP, CTFA(TAX) Understanding Transfer Tax $175 $ CISP, CTFA(TAX) Financial Planning

9 Credit Education Planning Solutions for Minors $175 $ CISP, CRSP, CTFA(FP) Estate Planning for IRAs and Qualified Plan $175 $ CISP, CTFA(FP) Fundamentals of Life Insurance $175 $ CRSP, CTFA(FP) A Guide to Ethics in Financial Planning $95 $ CTFA (ETH) Income Tax Planning $175 $ CTFA(TAX) Introduction to Planning for Retirement Assets $175 $ CISP, CRSP, CTFA(FP) Managing Life Insurance Policies $175 $ CRSP, CTFA(FP) Types of Insurance $175 $ CTFA(FP) Software Skills Microsoft Office s Member NonMember Microsoft Access 2003: Level 1 Microsoft Access 2003: Level 2 MICROSOFT OFFICE 2003: BEGINNING ACCESS $75.00 Microsoft Access 2003: Level 3 Microsoft Access 2003: Level 4 MICROSOFT OFFICE 2003: ADVANCED ACCESS $75.00 Microsoft Excel 2003: Level 1 MICROSOFT OFFICE 2003: BEGINNING EXCEL $75.00 Microsoft Excel 2003: Level 2 MICROSOFT OFFICE 2003: ADVANCED EXCEL $75.00 Microsoft Outlook 2003: Level 1 Microsoft Outlook 2003: Level 2 MICROSOFT OFFICE 2003: BEGINNING OUTLOOK $75.00 Microsoft Outlook 2003: Level 3 MICROSOFT OFFICE 2003: ADVANCED OUTLOOK $75.00 Microsoft PowerPoint 2003: Level 1 MICROSOFT OFFICE 2003: BEGINNING POWERPOINT $75.00 Microsoft PowerPoint 2003: Level 2 MICROSOFT OFFICE 2003: ADVANCED POWERPOINT $75.00 Microsoft Word 2003: Level 1 $75.00 Microsoft Word 2003: Level 2 MICROSOFT OFFICE 2003: BEGINNING WORD Microsoft Word 2003: Level 3 MICROSOFT OFFICE 2003: ADVANCED WORD $75.00 Microsoft Access 2007: Level 1 MICROSOFT OFFICE 2007: BEGINNING ACCESS $75.00 Microsoft Access 2007: Level 2 MICROSOFT OFFICE 2007: ADVANCED ACCESS $75.00 MICROSOFT OFFICE 2007: ACCESS FOR THE POWER USER $75.00 Microsoft Excel 2007: Level 1 MICROSOFT OFFICE 2007: BEGINNING EXCEL $75.00 Microsoft Excel 2007: Level 2 MICROSOFT OFFICE 2007: ADVANCED EXCEL $75.00

10 Credit Microsoft Excel 2007: Level 3 MICROSOFT OFFICE 2007: EXCEL FOR THE POWER USER $75.00 Microsoft Outlook 2007: Level 1 MICROSOFT OFFICE 2007: BEGINNING OUTLOOK $75.00 Microsoft Outlook 2007: Level 2 MICROSOFT OFFICE 2007: ADVANCED OUTLOOK $75.00 Microsoft Outlook 2007: Level 3 MICROSOFT OFFICE 2007: OUTLOOK FOR THE POWER USER $75.00 Microsoft PowerPoint 2007: Level 1 MICROSOFT OFFICE 2007: BEGINNING POWERPOINT $75.00 Microsoft PowerPoint 2007: Level 2 MICROSOFT OFFICE 2007: ADVANCED POWERPOINT $75.00 Microsoft Word 2007: Level 1 MICROSOFT OFFICE 2007: BEGINNING WORD $75.00 Microsoft Word 2007: Level 2 MICROSOFT OFFICE 2007: ADVANCED WORD $75.00 Microsoft Word 2007: Level 3 MICROSOFT OFFICE 2007: WORD FOR THE POWER USER $75.00 Microsoft Access 2010: Level 1 MICROSOFT OFFICE 2010: BEGINNING ACCESS $75.00 Microsoft Access 2010: Level 2 Microsoft Access 2010: Level 3 MICROSOFT OFFICE 2010: ADVANCED ACCESS $75.00 Microsoft Excel 2010: Level 1 MICROSOFT OFFICE 2010: BEGINNING EXCEL $75.00 Microsoft Excel 2010: Level 2 MICROSOFT OFFICE 2010: ADVANCED EXCEL $75.00 Microsoft Excel 2010: Level 3 MICROSOFT OFFICE 2010: POWER USER EXCEL $75.00 Microsoft Outlook 2010: Level 1 MICROSOFT OFFICE 2010: BEGINNING OUTLOOK $75.00 Microsoft Outlook 2010: Level 2 Microsoft Outlook 2010: Level 3 MICROSOFT OFFICE 2010: ADVANCED OUTLOOK $75.00 Microsoft PowerPoint 2010: Level 1 MICROSOFT OFFICE 2010: BEGINNING POWERPOINT $75.00 Microsoft PowerPoint 2010: Level 2 MICROSOFT OFFICE 2010: ADVANCED POWERPOINT $75.00 Microsoft Word 2010: Level 1 Microsoft Word 2010: Level 2 MICROSOFT OFFICE 2010: BEGINNING WORD $75.00 Microsoft Word 2010: Level 3 MICROSOFT OFFICE 2010: ADVANCED WORD $75.00 Project Management Fundamentals: Second Edition Project Management Fundamentals $75.00

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