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:
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:
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:
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:
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:
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:
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:
This course will introduce the learner to the various means by which combined balance sheets and income statements are analyzed at the financial institution. The course will familiarize the learner with how to use Rate of Return, Pro Forma balance Sheets, and Financial Projections, among other strategies, when analyzing balance sheets and income statements. After completing this course, the learner will understand: