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Seat Time: 1.75hrs - Desc:

This course will provide an overview of the various types of risk that can occur. This course will detail credit, market, operational, strategic, interest rate, liquidity, and reputational risk. After completing this program, the learner will understand how to:

  • Differentiate between the types of risk that can occur.
  • Identify, address, and avoid risk by implementing various procedures and preventative measures.
  • Understand the bank products, services, and individuals which are most likely to pose these risks.

Seat Time: 1hrs - Desc:

This course will introduce the learner to the many aspects of the corporate planning model, including history and goals of corporate modeling. This course will also provide the learner with information regarding security valuation and determining the values of securities, bonds, and common stocks. After completing this program, the learner will have a solid understanding of:

  • How to forecast a stock price.
  • The types and methods of capital budgeting.
  • Factors to be considered when determining capital expenditures.

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to cash cycles and will educate him/her about how to measure the cash cycle, as well as benefits and limitations of cash cycle analysis. Additionally, the course will also provide information regarding seasonal cash cycles. Upon successful completion of this course, the learner will have a solid understanding of the following:

  • Borrowing, including the sources of borrowing and the standards by which borrowing should be analyzed.
  • Interpreting repayment risks.
  • Cash flow statements.

Seat Time: 1.25hrs - Desc:

This course will introduce the learner to the concept of managing change within an organization, and the learner will understand the importance of dealing with transitional periods properly. This course will provide the learner with important information regarding how change is received in the workplace, and they will know how to effectively evaluate the change management process at an organization. Upon successful completion of this course, the learner will have a strong understanding of the following:

  • How individuals adapt to change.
  • Effective techniques for implementing change at an organization.
  • How to deal with resistance to change within an organization.

Seat Time: 0.75hrs - Desc:

This course will examine best methods for communicating. The learner will become familiar with the CLEAR system and how to handle difficult or upset customers. After completing this program, the learner will be able to:

  • Handle unreasonable and difficult customers and situations.
  • Use effective problem-solving techniques.
  • Use proper communication etiquette.
Seat Time: 1hrs - Desc:

This course will introduce the learner to the USA PATRIOT Act. This course will also detail the Act's impact, including the laws amended by the Act. After completing this course of study, the learner will be able to:

  • Understand the history and purpose of the USA PATRIOT Act.
  • Explain the functions and provisions of the Act.
  • Adhere to the regulations mandated by the Act.

Seat Time: 3.5hrs - Desc:

This course will outline the appropriate uses and purposes of effective email. This course will also present to the learner various terms, jargon, and common email problems. After completing this program, the learner will be able to:

  • Send and respond to email professionally and effectively.
  • Identify and avoid common email problems, spam, chain letters, and unprofessional correspondence.
  • Maintain confidentiality while using email and other forms of eCommunication.

Seat Time: 1hrs - Desc:

This course will introduce the learner to whistleblowing and the laws, policies and procedures that relate to whistleblowing and retaliation. The course will define terms associated with whistleblowing and will explain how whistleblowers are protected from retaliation. After completing this course, the learner will understand:

  • The various whistleblower protection laws that have been passed by the government and implemented by the financial institution.
  • How to file a claim under the False Claims Act.
  • How the Dodd-Frank act affects filing whistleblower claims.