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  Name SKU Description Category Additional data
Understanding Cash Cycles and Cash Flow

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.
Banking & Financial
Typical Financial Models

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.
Banking & Financial
IRAs

Seat Time: 1hrs - Desc:

This course will include information on the history and development of Individual Retirement Accounts (IRAs). This course will provide a brief overview of the various types of IRAs that exist, and will provide a list of frequently asked questions that the learner should be able to answer. After completing this program, the learner will be able to:

  • Answer any questions that customers may have concerning IRAs.
  • Understand how the IRAs have been shaped by previous legislation.
  • Use different reports to fulfill reporting requirements to the IRS.
Compliance & Regulatory
Sarbanes-Oxley Act of 2002

Seat Time: 1hrs - Desc:

This course will provide the learner with an introduction to and overview of the Sarbanes-Oxley Act of 2002 (SOX). The course will detail the history and purpose of the Act and will also provide insight into the types of publically held companies that SOX covers. After completing this course, the learner will understand:

  • Requirements imposed by SOX that must be met by the organization.
  • The specific responsibilities of independent auditors in making reports.
  • How the additional sections of SOX affect the organization.
Compliance & Regulatory
Overview of Mortgage Loan Fraud

Seat Time: 1.25hrs - Desc:

This course will provide a brief overview of facets of mortgage loan fraud. The learner will become acquainted with fraud for profit and housing, and how to detect, prevent, and report mortgage fraud. After completing this program, the learner will understand how to:

  • Identify and differentiate between various types of mortgage fraud.
  • Implement procedures and policies for preventing mortgage fraud.
  • Use different types of reports to report mortgage fraud.
Mortgage Lending
Overview of Mortgage Lending

Seat Time: 0.75hrs - Desc:

This course will introduce the learner to the different components of a mortgage. The course will also familiarize the learner with the various types of loans, including fixed rate, adjustable rate, balloon, and equity mortgages. After completing this program, the learner will have a strong understanding of the following:

  • Individual applications.
  • Joint applications.
  • Third-party pledger applications.
Mortgage Lending
Budgeting

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the various features of budgeting. The course will give an in-depth analysis of Generally Accepted Accounting Principles (GAAP), budget categories, and successfully handling budgets. Upon successful completion of the course, the learner will have a solid understanding of the following:

  • Understanding ratios.
  • Impacts on Finances.
  • Components of budgeting.
Professional Skills
Overview of Information Security

Seat Time: 1.75hrs - Desc:

This course will introduce the learner to the importance of information security when handling confidential information and the ways in which security breaches could compromise bank and customer information. The course will also provide the learner with an overview of how the bank collects and handles customer information. After completing this program, the learner will understand:
 
  • The definition of social engineering and how criminals use social engineering to commit financial crimes.
  • Different types of spyware and the way that each kind operates.
  • The crime of identity theft and how identity theft occurs.
Professional Skills