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 |