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  Name SKU Description Category Additional data

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
Investment Products and Services

Seat Time: 2.25hrs - Desc:

This course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:

  • Analyze customer cues and verbalized requests for different categories of investment products.
  • Understand the use and purpose of investment strategies and products, and tailor products to suit customer needs.
  • Differentiate between plans, products, and other investments.
Banking & Financial
Investment Banking and Regulatory Agencies

Seat Time: 1.75hrs - Desc:

This course will provide the learner with an introduction to the various investment banking and regulatory agencies that s/he will encounter and need to understand while working at the organization. After completing this course, the learner will understand the purpose and functions of the following agencies, among others:

  • The U.S. Securities and Exchange Commission (SEC).
  • The U.S. Federal Reserve.
  • The Office of the Comptroller of the Currency.
Banking & Financial
Introduction to Wealth Management

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.
Banking & Financial
Introduction to Compliance

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.
Banking & Financial
Introduction to Communication Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the skills and strategies that will ensure that clear and proper communication is used at all times at the organization.  The course will stress the importance of communication and will familiarize the learner with various aspects, including interpersonal skills, face-to-face communication, and communicating with teams. After completing this course, the learner will understand:

  • How perception can affect communication.
  • How communication can be used to influence and inspire other people.
  • How to overcome potential barriers to clear communication.
Banking & Financial
Introduction to Collections Seat Time: 2hrs - Desc:

This course will introduce the learner to the basic skills that are necessary in becoming a successful member of the institution’s Collections Department. The course will familiarize the learner with the various guidelines and strategies that make for timely and efficient collections. Upon the successful completion of this course, the learner will have a solid understanding of the following:

  • What delinquency is.
  • The various products offered by the institution and how they can affect the collections process.
  • How to make telephone calls to customers regarding collections.
Banking & Financial
Introduction to Branch Security

Seat Time: 0.75hrs - Desc:

This course will explore branch security, citing statistics and detailing all aspects of security. The learner will be exposed to breaches in security and how to react. After completing this program, the learner will be able to:

  • Utilize preventative measures against security breaches at the branch.
  • Adhere to security precautions and other measures.
  • Comply with laws and regulations to enhance the safety and security of employees, customers, information, and assets.
Banking & Financial