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Seat Time: 2.25hrs - Desc:

This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth. Additionally, the course will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends. Upon successful completion of the course, the learner will have a strong understanding of:

  • The duties of the wealth manager.
  • Relationship building, communication, and presentation.
  • Performance measurement.

Seat Time: 3.75hrs - Desc:

This course will introduce the learner to the various bank products that s/he will encounter as a teller. Some of these bank products and services are checking and savings accounts, loans, IRAs, and negotiable instruments. After completing this program the learner will understand:

  • The differences between checking and savings accounts.
  • The different account add-ons.
  • The role of additional products and services, such as wire transfers, savings bonds, and safe deposit boxes.

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the notion of compliance and the organization's commitment to adhering to laws and regulations surrounding compliance factors. The learner will also be exposed to the risks of non-compliance and the regulatory agencies involved. After completing this program, the learner will be able to:

  • Recognize regulatory agencies responsibility for the laws that affect the financial industry.
  • Understand the necessity for compliance and recognize the risks of non-compliance.
  • Apply commitment to compliance to customer relations.

Seat Time: 1.75hrs - Desc:

This course will introduce the learner to financial models by familiarizing the learner with aspects of financial models like financial forecasting, revenue projections, and expense and margin. After completing this program the learner will understand:

  • The overall objectives to remember when creating a financial model.
  • How historical data is used to measure the growth of a company‚Äôs net income.
  • The importance of structuring spreadsheets properly.

Seat Time: 1hrs - Desc:

This course will provide the learner with an introduction to Flexible Spending Accounts (FSAs) and will detail the specific types of FSAs that are available to individuals. After completing this course, the learner will understand:

  • What the advantages of FSAs are for individuals and employees.
  • How FSA contributions work.
  • How FSA distributions are made.
Seat Time: 0.75hrs - Desc:

This course will provide the learner with an introduction to Health Reimbursement Arrangements (HRAs) and the ways in which they function. After completing this course, the learner will understand:

  • How HRA contributions work.
  • How HRA distributions are made.
  • What the advantages of HRAs are for individuals and employees.
Seat Time: 1.25hrs - Desc:

This course provides information about Health Savings Accounts (HSAs), including information for eligibility. The learner will also be able to differentiate between requirements for contributions and distributions. Upon completing this program, the learner will be able to:

  • Understand the difference between HSAs and MSAs.
  • Adhere to contribution and distribution policies where HSAs are concerned.
  • Uphold eligibility requirements for use of HSAs.

Seat Time: 0.75hrs - Desc:

This course will introduce the learner to the process by which performance and condition are analyzed. The course will familiarize the learner with spreading financial statements and the proper analysis of balance sheets and income statements. After completing this program the learner will understand:

  • How to transfer data from financial statements to the accountant.
  • How the company is able to meet short-term obligations.
  • How to use income statements to measure and analyze profits.