Center for Financial Training - North Central States
Search Online Self-Paced Course Listing
SCHEDULES
In-Person
Online Instructor-Led
  Online Self-Paced
  Independent Study
Calendar of Events Instructor-Led Schedule Icon
Register Now!

These courses can be enrolled in at any time; students have access for 3 to 6 months

Course Title

# of Credits

 

Tuition

Cross-Generational Teams
Attracting, Developing, and Retaining Generations
(BTL 003)

0

$89
Cross-Generational Workers in the 21st Century
(BTL 006)
0
$89
Introduction to Work Force Generations (BTL 002)
0
$89
Leading Generations X and Next (BTL 005)
0
$89
Leading Silent Generation and Baby Boomer Workers (BTL 004)
0
$89
Making Cross Grenerational Teams Work (BTL 001)
0
$89
Fundamental Business Skills
Business Etiquette (AIB 2506)
.25
$95
Dealing Effectively with Co-workers (AIB 2534)
.50
$95
Ethical Issues for Bankers (AIB 0162)
.50
$95
Managing Time at Work (AIB 4342)
.25
$95
Meetings That Work (AIB 1877)
0

$95

Presentation Skills (AIB 5415)
.25
$95
Sexual Harrassment in the Workplace (AIB 0009)
0
$95
Telephone Etiquette (AIB 4814)
.25
$95
Writing Bank Correspondence (AIB 1858)
.50
$95
Management & Leadership
Being Prepared for Change (PD0192)
0
$89
Coaching for Success (AIB 6876)
.25
$95
Communicating During Organizational Change
(PD0193)
0
$89
Corrective Action (AIB 4227)
.25
$95
Employment & Labor Law (BTL 101)
0
$89
Hiring the Best  (AIB 4116)
.50
$95
Improving Productivity
.25
$95
Managing Change (AIB 6808)
.25
$95
Managing Employee Relations (AIB 2504)
.50
$95
Performance Management (AIB 4226)
.50
$95
Perspectives on Organizational Change (PD0191)
0
$89
Project Management Fundamentals, Part 1 (AIB 4192)
.25
$95
Project Management Fundamentals, Part 2 (AIB 4193)
.25
$95
Rewards & Recognition (AIB 2502)
.50
$95
Sexual Harrassment for Managers (AIB 0011) NEW
0
$95
Microsoft Courses
ACCESS
Microsoft Access 2000: Level 1
0
$39
Microsoft Access 2000: Level 2
0
$39
Microsoft Access 2000: Advanced
0
$39
EXCEL
Microsoft Excel 2000: Level 1
0
$39
Microsoft Excel 2000: Level 2
0
$39
Microsoft Excel 2000: Advanced
0
$39
OUTLOOK
Microsoft Outlook 2000: Introduction
0
$39
Microsoft Outlook 2000: Advanced
0
$39
POWERPOINT
Microsoft PowerPoint 2000: Introduction
0
$39
Microsoft PowerPoint 2000: Advanced
0
$39
WORD
Microsoft Word 2000: Level 1
0
$39
Microsoft Word 2000: Level 2
0
$39
Microsoft Word 2000: Advanced
0
$39
Regulatory Compliance
Americans with Disabilities (ADA) (AIB 0582)
0
$95
Bank Bribery Act (AIB 7432)
0
$95
Bank Protection Act (AIB 7462)
0
$95
Bank Secrecy Act (BSA) (AIB 7209)
.25
$95
Bank Secrecy Act for Managers (AIB 9004)
0
$95
Check 21 Overview (AIB 7380)
0
$95
Community Reinvestment Act (AIB 7805)
0
$95

Electronic Funds Transfer Act - Reg. E (AIB 6407)

0
$95
Equal Credit Opportunity Act - Reg. B (AIB 7321)
.25
$95
Expedited Funds Availability Act - Reg. CC (AIB 6962)
0
$95
Extending Credit to Bank Insiders - Reg. O (AIB 7324)
0
$95
Fair Credit Reporting Act (FCRA) (AIB 7333)
.25
$95
Fair Housing Act (AIB 7319)
0
$95
Fair Lending (AIB 7341)
.25
$95
FDIC Deposit Insurance (AIB 7371)
0
$95
Flood Disaster Protection Act (AIB 3416)
0
$95
Home Mortgage Disclosure Act (HMDA) (AIB 7322)
0
$95
Office of Foreign Assets Control (OFAC) (AIB 7132)
0
$95
Privacy for Customer Contact Personnel (AIB 7325)
0
$95

Real Estate Settlement Procedures Act (RESPA)

(AIB 5301)

.25
$95
Regulatory Compliance for Bank Tellers (AIB 7390)
.25
$95
Regulatory Compliance for Call Center Representatives (AIB 7391)
.25
$95
Regulatory Compliance for Consumer Lenders (AIB 9040)
.25
$95
Regulatory Compliance for Customer Service Representatives (AIB 7392)
.25
$95
Regulatory Compliance for Personal Bankers (AIB 7393)
.25
$95
Servicemembers Civil Relief Act (AIB 0611)
0
$95
Truth in Lending Act - Reg. Z (AIB 7331)
.25
$95
Truth in Savings - Reg. DD (AIB 7350)
0
$95
USA PATRIOT Act (AIB 0731)
0
$95
Retail Banking
Building & Retaining Customer Relationships (AIB 6494)
.25
$95
Consumer Credit Products (AIB 7016)
.25
$95
Cross-selling Deposit Products (AIB 6268)
.50
$95
Effective Referrals (AIB 4506)
.25
$95
Event-Based Selling (AIB 4508)
0
$95
Fundamentals of Consumer Lending (AIB 7018)
.50
$95
Fundamentals of Mortgage Lending (AIB 7836)
.25
$95
Introduction to Financial Planning Products (AIB 6544)
.25
$95
Introduction to Relationship Selling (AIB 4504)
.50
$95
Personal Tax Return Analysis (AIB 8008)
.25
$95
Profiling Mortgage Prospects (AIB 7814)
.25
$95
Referring Insurance & Annuities Customers (AIB 3444)
.25
$95
Referring Mutual Funds & Securities Customers (AIB 7242)
.25
$95
Referring Trust Customers (AIB 8264)
.25
$95
Revitalizing Customer Service (AIB 6496)
.50
$95
Sales Coaching in the Bank (AIB 4510)
.50
$95
Successful Sales Campaigns (AIB 7787)
.25
$95
Tele-Consulting (AIB 1884)
.25
$95
Understanding Bank Products (AIB 7766)
.25
$95
Understanding Financial Products (AIB 1106)
.25
$95
Small Business Banking
Calling on Small Business Customers (AIB 4288)
.25
$95
Credit Products for Small Businesses (AIB 6652)
.25
$95

Deposit Products & Services for Small Businesses

(AIB 4289)

.25
$95
Fundamentals of Small Business Banking (AIB 4282)
.25
$95
Introduction to Analyzing Financial Statements (AIB 6952)
.25
$95
Overview of Financial Statements (AIB 6951)
.25
$95

Relationship Selling to Small Business Customers

(AIB 7762)

.25
$95
Retirement Products for Small Businesses
.25
$95

Servicing & Growing Small Business Relationships

(AIB 4284)

.25
$95
Personal Trust Curriculum
Level 1

Building Trust Expertise - Investment Management

(AIB 8327)

.50
$335
Building Trust Expertise - Taxation & Estate Planning (AIB 8328)
.50
$335
Building Trust Expertise - Trust Administration (AIB 8329)
.50
$335
Level 2
Discretionary Distributions (AIB 8400)
.5
$160
Estate Planning for Marital Deduction (AIB 8402)
.5
$160
Estate Planning Overview (AIB 8401)
.5
$160
Federal Estate and Gift Taxes (AIB 8403)
.5
$160
Fiduciary Income Taxes (AIB 8404)
.5
$160
Fiduciary Law (AIB 8405)
.5
$160
Investments I (AIB 8406)
.5
$160
Managing Trust Accounts (AIB 8408)
.25
$160
Retirement Planning (AIB 8407)
.5
$160
Level 3
Estate Planning Case Study (AIB 8413)
.25
$160
Estate Planning for Charitable Giving (AIB 8411)
.5
$160
Estate Planning for Lifetime Gifts (AIB 8410)
.25
$160
Estate Planning for the Business Owner (AIB 8412)
.5
$160
Financial Planning Skills (AIB 8414)
.5
$160
Generation Skipping Transfer Tax (AIB 8415)
.5
$160
Investments II (AIB 8416)
.5
$160
Life Insurance & Annuities (AIB 8417)
.5
$160
HOME     177 E. Silver Spring Drive, Suite 201     Whitefish Bay, WI 53218-4703         TEL: 414.332.6468     FAX: 414.332.6478         info@cftncs.org