These courses are designed in 15-20 minute modules and usually take between two to eight hours to complete and includes activities such as short quizzes and simulations. At initial log-in, the participant views the course outline and performs the work on an unregulated schedule. Each course must be completed within six months. Each time work is resumed, the program management system takes the participant to the point where work stopped previously. Upon completion, a grade will be posted to the participant's grade book. The grade will be based upon performance on the various modules and the final assessment module.
AIB Certificate Curricula top |
Bank Service Provider |
Small Business Banking |
Bank Teller |
Supervisor |
Call Center Representative |
Team Leader |
Customer Service Representative |
|
 Basic Banking Knowledge top
|
Banking Today |
Fundamental Business Skills top |
Business Etiquette |
Meetings That Work |
Dealing Effectively with Co-workers |
Presentation Skills |
Ethical Issues for Bankers |
Telephone Etiquette |
Managing Time at Work |
Writing Bank Correspondence |
Management and Leadership top |
Coaching for Success |
Managing Employee Relations |
Corrective Action |
Performance Management |
Hiring the Best |
Project Management Fundamentals |
Improving Productivity |
Rewards and Recognition |
Managing Change |
|
Regulatory Compliance top |
Americans with Disabilities Act (ADA) |
Fair Lending |
Bank Bribery Act |
FDIC Deposit Insurance |
Bank Protection Act |
Flood Disaster Protection Act |
Bank Secrecy Act (BSA) |
Home Mortgage Disclosure Act (HMDA) |
Bank Secrecy Act (BSA) for Lenders |
Information Security and Red Flags |
Bank Secrecy Act (BSA) for Tellers |
Office of Foreign Assets Control (OFAC) |
Community Reinvestment Act (CRA) |
Privacy for Customer Contact Personnel |
Completing a Currency Transaction Report |
Real Estate Settlement Procedures Act (RESPA) |
Credit Practices Rule (Reg AA) |
Regulatory Compliance for Call Center Representatives |
Credit Card the New Rules |
Regulatory Compliance for Customer Service Representatives |
Deposit-Related Regulations for Consumer Lenders (Reg E and Reg D) |
Regulatory Compliance for Personal Bankers |
Electronic Fund Transfer Act (Reg E) |
Regulatory Compliance for Consumer Lenders |
EFTA for Call Center Reps and Personal Bankers (Reg E) |
Regulatory Compliance for Tellers |
EFTA for Customer Service Reps. (Reg E) |
Reserve Requirements (Reg D) for Depository Institutions |
EFTA for for Tellers (Reg E) |
Serving Your Military Customer |
Equal Credit Opportunity Act (Reg B) |
Sexual Harrassment in the Workplace |
Expedited Funds Availability (Reg CC) |
Sexual Harrassment in the Workplace for Managers |
Extending Credit to Bank Insiders (Reg O) |
Truth in Lending Act (Reg Z) |
Fair Credit Reporting Act (FCRA) |
Truth in Savings Act (Reg DD) |
Fair Housing Act |
USA Patriot Act |
Retail Banking top |
Business of Bankcard Overview |
Personal Tax Return Analysis |
Consumer Credit Products |
Revitalizing Customer Service |
Fundamentals of Consumer Lending |
Teller Training Essentials |
Fundamentals of Mortgage Lending |
Understanding Bank Products |
Retail Banking Sales Skills top |
Building and Retaining Customer Relationships |
Sales Coaching in the Bank |
Cross-selling Deposit Products |
Successful Sales Campaigns |
Effective Referrals |
Teleconsulting |
Introduction to Relationship Selling |
|
Small Business Banking top |
Small Business Borrowing |
Introduction to Analyzing
Financial Statements |
Credit Products for Small Businesses |
Retirement Products for Small Businesses |
Deposit Products for Small Businesses |
Overview of Financial Statements |
Fundamentals of Small Business Banking |
|
Small Business Banking Sales Skills top |
Calling on Small Business Customers |
Relationship Selling to Small Business Customers |
Servicing and Growing Small Business Relationships |
Wealth Management and Trust top |
ABA Case Study for Wealth Advisors: The Corporate Executive |
Building Trust Expertise Level I |
Introduction to Estate Planning |
Introduction to Investment Management |
Introduction to Trust Administration |
Building Trust Expertise Level II |
Discretionary Distributions |
Fiduciary Law |
Estate Planning for the Marital Deduction |
Investments I |
Estate Planning Overview |
Managing Trust Accounts |
Federal Estate and Gift Taxes |
Retirement Planning |
Fiduciary Income Taxes |
|
Building Trust Expertise Level III |
Estate Planning Case Study |
Financial Planning Skills |
Estate Planning for Charitable Giving |
Generation Skipping Transfer Tax |
Estate Planning for Lifetime Gifts |
Investments II |
Estate Planning for the Business Owner |
Life Insurance and Annuities |
Microsoft Office Courses -
Versions 2003 & 2007 top |
Access 2003: Level 1
Access 2003: Level 2
Access 2003: Advanced
Access 2007: Level 1
Access 2007: Level 2 |
Outlook 2003: Introduction
Outlook 2003: Advanced
Outlook 2007: Level 1
Outlook 2007: Level 2
Outlook 2007: Level 3 |
Excel 2003: Level 1
Excel 2003: Level 2
Excel 2003: Advanced
Excel 2007: Level 1
Excel 2007: Level 2
Excel 2007: Level 3
|
PowerPoint 2003: Intro.
PowerPoint 2003: Advanced
PowerPoint 2007: Level 1
PowerPoint 2007: Level 2 |
Word 2003: Level 1
Word 2003: Level 2
Word 2003: Advanced
Word 2007: Level 1
Word 2007: Level 2
Word 2007: Level 3 |