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  Name SKU Description Category Additional data
Overview of Treasury Products : Part II

Seat Time: 3.25hrs - Desc:

This course will introduce the learner to the principles of structured swaps and describe other OTC instruments, such as interest rate swaps and fixed-for-floating interest rate swaps. Additionally, the course will explore cross-currency swaps, exchange rates, and combining swaps. After completing the program, the learner will have a solid understanding of:

  • Options for purchasing and selling currency.
  • Commodity structures.
  • Index trackers.
Banking & Financial
Consumer Lending Basics

Seat Time: 3.25hrs - Desc:

This course will introduce the learner to the skills and standards necessary to be a successful consumer lender. This course will familiarize the learner with the various aspects of consumer lending, including the types of consumer loan applications, the 5 C’s of credit and the tools associated with them, credit bureaus and their reports, and how to communicate loan decisions, among many other aspects. After completing this program the learner will understand:

  • How to handle information in a way that ensures confidentiality.
  • How credit scoring works.
  • The institution’s consumer lending culture.
Banking & Financial
Consumer Driven Healthcare Plans (CDHPs) Seat Time: 1hrs - Desc:

This course will provide an overview of Consumer Driven Healthcare Plans (CDHPs) and will detail the various types of plans that are offered. After completing this course, the learner will understand:

  • How CDHPs function at the organization.
  • How national legislation affects CDHPs.
  • The four different types of CDHPs and how each is used.
Banking & Financial
Communication for Branch Managers

Seat Time: 2hrs - Desc:

This course will emphasize the importance of communication for branch managers. The learner will be able to utilize interpersonal skills to enhance face-to-face communication. After completing this program, the learner will be able to:

  • Establish rapport and communicate more adeptly.
  • Understand the 12 aspects of relationships so as to evaluate and influence them.
  • Implement interpersonal communication skills.
Banking & Financial
Common Fraud Schemes II

Seat Time: 2hrs - Desc:

This course will introduce the learner to common fraud schemes and how thieves profit from preying on vulnerable consumers. The course will provide a comprehensive overview of facets of various types of fraud, such as credit card, ATM, wire, disaster, and more. Upon completing this course, the learner will be able to:

  • Recognize red flags of various types of fraud.
  • Address red flags by adhering to reporting requirements and other preventative actions.
  • Understand the implications of fraud.
Banking & Financial
Common Fraud Schemes I

Seat Time: 2.5hrs - Desc:

This course will introduce the learner to common fraud schemes and how thieves profit from preying on vulnerable consumers. The course will provide a comprehensive overview of identity theft, phishing and vishing, impersonators, kiting, embezzlement, and other types of fraud. Upon completing this course, the learner will be able to:

  • Recognize red flags of various types of fraud.
  • Address red flags by adhering to reporting requirements and other preventative actions.
  • Understand the implications of fraud, such as identity theft, impersonation, money laundering, and more.
Banking & Financial
Commercial Lending Team Products and Services

Seat Time: 0.75hrs - Desc:

This course will provide information about the products and services offered by commercial financial institutions. This course will also detail the purpose and positions within the Credit Department and Marketing Team. After completing this program, the learner will be able to:

  • Understand the function and purpose of the Credit Department.
  • Understand the function and purpose of the Marketing Department.
  • Differentiate between products and services used by the business community.
Banking & Financial
Commercial Lending Procedures

Seat Time: 3hrs - Desc:

This course will introduce the learner to the extensive procedures involved in commercial lending. The learner will become familiar with application process and documentation, the 5 C’s of credit and the tools associated with them, credit bureaus and their reports, and how to communicate loan decisions, among many other aspects. After completing this program the learner will understand:

  • The underwriting process.
  • How to analyze financial information.
  • How to finalize a loan.
Banking & Financial