AIB Certificate Curricula top

Bank Service Provider

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 2007 top

Access: Levels 1 & 2

Outlook: Levels 1 - 3

Excel: Levels 1 - 3

PowerPoint: Levels 1 & 2

Word: Levels 1 - 3