Diplomas & Certificates Student Guide

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1 Diplomas & s Student Guide CFTWS IS PROUD TO OFFER A SELECTION OF JOB SPECIFIC DIPLOMAS AND CERTIFICATES FOR FINANCIAL SERVICES PROFESSIONALS. This Student Guide will assist you in keeping track of diploma and certificate requirements for courses you have completed. Include the date, grade and total credits received for each completed course. Questions? Contact CFTWS 5310 Ward Road, Suite 211, Arvada, CO (303) / info@cftws.org Introduction to Financial Services Operations Financial Services Operations Diploma Introduction to Accounting Introduction to Human Resources Introduction to Credit Analysis Introduction to Lending Agricultural Lending Diploma Commercial Lending Diploma Consumer Lending Diploma Real Estate Lending Diploma Introduction to Financial Services General Financial Services Diploma Advanced Financial Services Diploma Professional Teller Universal Banker Universal Banker Diploma Introduction to Sales and Service Sales and Service Management Introduction to Financial Services Marketing Financial Services Marketing Diploma Introduction to Supervision Financial Services Management Diploma Project Management Diploma

2 Requirements & Eligibility Required courses have been successfully completed with a passing grade (D or better) Overall grade point average (GPA) must be All courses must carry 1.00 to 3.00 credits unless otherwise noted. Up to 50% of the course credits needed for a diploma or certificate may be transferred from a college, university, or other educational organization. CFTWS will also consider awarding credit for other training programs (including internal training) on a case-by-case basis. Please use this Student Guide to keep track of diploma and certificate eligibility requirements for courses you have completed. Include the date, grade and total credits received for each completed course. Example: Principles of Banking 1/1/11 A 2 Course Offerings All of the courses listed in this Student Guide are available through our Instructor-Led (IL) and Self-Paced Online Courses (SP), and Correspondence Study (CS) Courses. Visit our website at Learning Options for course descriptions and start dates and easily register online! The majority of the our 8 to 10-Week Instructor-Led Online Courses have received up to 3 College Credit Recommendations from the American Council on Education (ACE). ACE evaluates and makes credit recommendations, which are intended to guide colleges and universities as they consider awarding credit to persons who have successfully completed college-level instruction. Diplomas & s Bank Operations s & Diplomas Introduction to Financial Services Operations Financial Services Operations Diploma Plus the following SmartPros Self-Paced Online Courses: IRA s (min 1/4 credit) EFTA or equivalent (min 1/4 credit) Accounting Education Introduction to Accounting Accounting: College (IL, CS) Accounting: Financial (IL) Business Communications (IL, CS) Plus ONE of the following Courses: Statistics (IL, CS) Human Resource Introduction to Human Resources Human Resource Management (IL, CS) Plus TWO of the following Courses: Human Resource Development (CS) Human Resource Selection (CS) Employment & Labor Law (CS) Organizational Behavior (IL, CS) Page 2 of 6

3 Diplomas & s Continued Commercial Lending Diploma Page 3 of 6 Credit and Lending s & Diplomas Introduction to Credit Analysis Money and Banking (IL, CS) Real Estate Law (IL, CS) Introduction to Lending Marketing (IL, CS)) Agricultural Lending Agricultural Lending Diploma Agricultural Lending (CS) Real Estate Finance (IL, CS) Law & Banking: Principles IL, CS) Real Estate Finance (IL, CS) Real Estate Appraisal (IL, CS) Consumer Lending Diploma Accounting: College (IL, CS) OR Real Estate Lending Diploma Real Estate Law (IL, CS) Real Estate Finance (IL, CS) Real Estate Appraisal (IL, CS)

4 Diplomas & s Continued Financial Services s & Diplomas Introduction to Financial Services General Financial Services Diploma Accounting: College (IL, CS) OR Advanced Financial Services Diploma Analyzing Financial Statement s (IL, CS) Agricultural Lending (CS) Teller and Universal Banker & Diplomas Professional Teller Teller Training (IL, SP, CS) (PRACTELL Self-Paced Online Teller Course OR Teller Operations) Universal Banker Selling Fundamentals (IL, CS) Customer Service Excellence (IL, CS) Teller Operations (IL, CS) Universal Banker Diploma Selling Fundamentals (IL, CS) Customer Service Excellence (IL, CS) Teller Operations (IL, CS) Managing Change (CS) Motivating Your Staff (CS) Questions? Contact CFTWS at or info@cftws.org Page 4 of 6

5 Diplomas & s Continued Sales and Service s Introduction to Sales and Service Selling Fundamentals (IL, CS) Customer Service Excellence (IL, CS) Teller Operations (IL, CS) Sales and Service Management Selling Fundamentals (IL, CS) Customer Service Excellence (IL, CS) _ Supervision (IL, CS) Management (IL, CS) Bank Management (CS) Managing Change (CS) _ Teller Operations (IL, CS) Wills, Trusts and Estate Administration (CS) Financial Planning (CS) Marketing Education & Diploma Introduction to Financial Services Marketing ecommerce (CS) Financial Services Marketing Diploma Principles of Banking (IL, CS ecommerce (CS) Advertising (CS) Law and Banking: Applications (IL, CS) OR Law and Banking: Principles (IL, CS) Management (IL, CS) Accounting: College (IL, CS) Accounting: Financial (IL) Statistics (IL, CS) Questions? Contact CFTWS at or info@cftws.org Page 5 of 6

6 Diplomas & s Continued Management and Supervision s & Diplomas Introduction to Supervision _ Supervision (IL, CS) _ Leading Your People to Success (CS) Human Resource Management (IL, CS) Management (IL, CS) Managing Change (CS) Managing Performance & Productivity (CS) Interviewing and Hiring Techniques (CS) Motivating Your Staff (CS) Project Management Diploma Managing Change (CS) The Future of Business (CS) Project Management (CS) Project Management: New Product Development (CS) Project Management: The Managerial Process (CS) Human Resource Management (IL, CS) Management (IL, CS) Organizational Behavior (IL, CS) Bank Management (CS) Financial Services Management Diploma Principles of Banking (Il, CS) Organizational Behavior (IL, CS) _ Human Resource Management (IL, CS) OR Human Resource Selection (CS) Management (IL, CS) Bank Management (CS) The Future of Business (CS) Accounting: College (IL, CS) Accounting: Financial (IL) Fraud Examination (CS) Request for Diploma or Contact CFTWS at or info@cftws.org for a verification and review of your accomplishments. Upon completion of required courses for a particular diploma or certificate, contact CFTWS for a Diploma or Request Form. A fee of $25.00 is required per Diploma or. You will also receive an Official Transcript reflecting your accomplishment for your records! Revisions May Occur In order to keep pace with the ever-changing financial services landscape, it is necessary for CFTWS to revise the course requirements of certain diplomas and certificates from time to time. If you have already begun the process of completing the requirements for a specific CFTWS diploma or certificate, you can continue to do so under the previous guidelines. CFTWS 5310 Ward Road, Suite 211 Arvada, CO (fax) info@cftws.org CFTWS does not discriminate on the basis of race, color, gender, age, and national or ethnic origin. Updated November, 2015 Page 6 of 6

Diplomas & Certificates Student Guide

Diplomas & Certificates Student Guide Diplomas & s Student Guide CFTWS IS PROUD TO OFFER A SELECTION OF JOB SPECIFIC DIPLOMAS AND CERTIFICATES FOR FINANCIAL SERVICES PROFESSIONALS. This Student Guide will assist you in keeping track of diploma

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