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We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.View Packages
A brief introduction to US Currency. The security features, the art and the history of US Currency. This program will give you insight to how currency was developed and created during wartime.
Understanding the Role of the Federal Reserve
The Federal Reserve System in the US is unique. It is both a centralized and decentralized system. Learn how it was formed, how it operates and is governed.
The Difference Between Credit Unions and Banks
What is the difference between a bank and a credit union? During this program, we will focus on the credit union and how it is different from a bank. We will look at its history and management.
A survey of the loan products offered at most banks will be covered during this program. You will learn how these products function and the different types of loans, commercial, consumer and mortgages.
Regulations, Guidance & Laws
Our focus in this program is understanding the rules that banks follow. Where do they come from? Who enforces them? How are they organized and where are they located? This will help you navigate the rules of our industry.
Role of the Banker
Our role as a banker in the community is vast and integrated into all areas of the community. Learn how banks help their communities, their neighborhoods and their role in customer’s lives.
Regulators: Who are they and what do they do?
How do banks stay on the straight and narrow? We follow many laws that are approved by Congress, signed into law by the President and turned into regulations. The government sends auditors to check to see if banks are in compliance with these rules. We call these the “regulators” which actually come from many different regulatory agencies. This class will give you insight into the activities and types of regulators.
Individual Retirement Accounts
During our Individual Retirement Account (IRA) course, you will learn the different types of retirement accounts that banks offer individuals and small businesses. It is an introduction to long-term deposits that financial institutions hold for customers.
A History in Banking
This session provides an overview and brief history of the US banking system.
How Banks Make Money
A look at three key areas that banks use to make money to pay for employees, facilities and return a dividend to the Board that governs the bank. You will hear about spread, fee income, and investments.