Seat Time: 0.25hrs - Desc:
This course will introduce the learner to the various provisions and guidelines of the Federal Credit Union Act (FCUA). The course will familiarize the learner with aspects of the FCUA, such as dual chartering and the Central Liquidity Facility (CLF). After completing this course, the learner will understand:
- The differences between the two types of CLF membership.
- The difference between federally and state chartered credit unions.
- The services that the FCUA allows credit unions to offer members.
This course will instruct the learner on the purpose and responsibilities of the Federal Deposit Insurance Corporation (FDIC). The learner will become familiar with the different types of account ownership and account ownership categories. After completing this program, the learner will be able to:
- Recommend appropriate accounts for consumers based on their needs and desires.
- Apply FDIC regulations and procedures.
- Differentiate between insured deposits and uninsured deposits.
This course will provide information on the Foreign Account Tax Compliance Act (FATCA), including details on financial institution exemptions and compliance requirements. The course explores how FATCA combats tax law noncompliance within the United States. Upon completion of the course, the learner will be able to:
- Effectively implement FATCA requirements in the institution.
- Understand the importance and requirements of the tax law.
- Prepare for FATCA application within the financial institution.
Seat Time: 3hrs - Desc:
This course will educate the learner on fair lending procedures and regulations. This course will also discuss marketing and advertising, and the interview process for loans. After completing this program, the learner will be able to:
- Inform consumers of the appraisal, interview, and underwriting process.
- Adhere to federal regulations surrounding fair lending.
- Understand requirements for taking credit applications and evaluations.
Seat Time: 2.75hrs - Desc:
This course will educate the learner on fair lending procedures and regulations. This course will also discuss marketing and advertising, and the interview process for loans. After completing this program, the learner will be able to:
- Inform consumers of the appraisal, interview, and underwriting process.
- Adhere to federal regulations surrounding fair lending.
- Understand requirements for taking credit applications and evaluations.
This course will introduce the learner to the Fair Credit Reporting Act (FCRA) by outlining how the Act ensures that credit reporting agencies accurately report customer credit information. The learner will also understand details concerning the FACT Act, identity theft, adverse action, and prescreening. After completing this program, the learner will be able to:
- Identify what the FCRA regulates and the means by which it does so.
- Identify negative information.
- Understand the procedures regarding adverse action and credit reports.
Microsoft Excel - Intermediate
01 - Intro
02 - Charts
03 - Headers, Footers & Layout Options
04 - What If
05 - Basic Tables in Excel
06 - Pivot Tables
07 - Manipulating Data Within the Pivot Tables
08 - Pivot Table Charts
09 - Data Validation
10 - Conclusion
Microsoft Excel - Basic
01 - Intro
02 - Interface & Functions
03 - Cells
04 - Entering Data into Cells
05 - Basic Formatting in Excel
06 - Creating a Worksheet
07 - The Intelligence of Excel
08 - Customizing Rows & Columns
09 - Creating Formulas
10 - Summary Pages and Moving Workbook to Workbook
11 - The Function Builder
12 - Conditional Formatting
13 - Sorting & Filtering Data
14 - Printing with Excel
15 - Conclusion