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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MORTGAGE TERMS Acceleration Clause This is a clause used in a mortgage that can be enforced to make the entire amount of the loan and any interest due immediately. This is usually stipulated if you default
Regulatory Practice Letter February 2013 RPL 13-07
Regulatory Practice Letter February 2013 RPL 13-07 High Cost Mortgages and Homeownership Counseling; Escrow Requirements - CFPB Final Rules Executive Summary The Bureau of Consumer Financial Protection
