Compare training packages by industry
Expansion
Broaden your training with nearly 250 courses in this package with the option to add additional series
Elevate
Mid-sized package with 500+ courses, designed to provide a flexible option – allows for a set number of compliance-based series with the ability to choose up to an additional two series.
Breakthrough
Train multiple departments with this premier package which includes nearly 750+ courses to meet your needs.
Banker's Knowledge
Board of Directors
Deposit Compliance
Enterprise Risk Management & Compliance
Lending Compliance
Refresher Series
Retail Banking
Transaction Compliance
Mortgage Lending
Consumer Lending and Financial Knowledge
Retirement Management
Microlearning FAST Modules
Adaptive Learning Courseware
Plus, choose any two of these series:
Customer Information Security Awareness (CISA)
Cybersecurity Fundamentals
Diversity, Equity and Inclusion
Employment Law
Exam Management
Mortgage Servicing Compliance
BSA & AML Case Studies
Banking for Beginners
Foreign Branch Office (FBO)
OnCourse Unplugged
Remote Management
Wealth Management
Dynamic Leadership
Impactful Communication
Personal Productivity
Prescriptive Selling
State-Specific Sexual Harassment
Customer Service
Additional Series Available
- BSA Talks
- BSA for the Board Talks
- Customer Service
- Cybersecurity Advanced
- Director Education Series
- GDPR
- HIPAA / HITECH
- IRA Talks
- New Account Talks
- Onboarding Unleashed
- PCI Compliance
- Remote Worker Preparedness
- Rockstar Recruiting
- Teller Talks
- Commercial Lending Program (in partnership with Eensight
- Consumer Lending Program (in Partnership with Eensight)
- Fundamentals of Commercial Real Estate Lending (in partnership with Eensight)
- Small Business Lending Program (in partnership with Eensight)
- Insight Advantage Program (in partnership with Eensight)
Expansion
Broaden your training with nearly 250 courses in this package with the option to add additional series
Elevate
Mid-sized package with 500+ courses, designed to provide a flexible option – allows for a set number of compliance-based series with the ability to choose up to an additional two series.
Breakthrough
Train multiple departments with this premier package which includes nearly 750+ courses to meet your needs.
Credit Union Professional Knowledge
Board of Directors
Deposit Compliance
Enterprise Risk Management & Compliance
Lending Compliance
Refresher Series
Retail Banking
Transaction Compliance
Mortgage Lending
Consumer Lending and Financial Knowledge
Retirement Management
Microlearning FAST Modules
Adaptive Learning Courseware
Plus, choose any two of these series:
Member Information Security Awareness (MISA)
Cybersecurity Fundamentals
Diversity, Equity and Inclusion
Employment Law
Exam Management
Mortgage Servicing Compliance
BSA & AML Case Studies
Banking for Beginners
Foreign Branch Office (FBO)
OnCourse Unplugged
Remote Management
Wealth Management
Dynamic Leadership
Impactful Communication
Personal Productivity
Prescriptive Selling
State-Specific Sexual Harassment
Member Services
Additional Series Available
- BSA Talks
- BSA for the Board Talks
- Cybersecurity Advanced
- Director Education Series
- GDPR
- HIPAA / HITECH
- IRA Talks
- Member Services
- New Account Talks
- Onboarding Unleashed
- PCI Compliance
- Remote Worker Preparedness
- Rockstar Recruiting
- Teller Talks
- Commercial Lending Program (in partnership with Eensight
- Consumer Lending Program (in Partnership with Eensight)
- Fundamentals of Commercial Real Estate Lending (in partnership with Eensight)
- Small Business Lending Program (in partnership with Eensight)
- Insight Advantage Program (in partnership with Eensight)
Mortgage Advantage
Broaden your training with 64 courses in this package that cover a wide-range of useful mortgage compliance topics.
Mortgage Edge
Take it to the next level with Mortgage Edge – including 147 courses designed to train both new and existing mortgage professionals for career success with professional development, job knowledge and compliance training.
Mortgage Complete
Extend training across your organization with this premier package that includes 234 courses to meet all your training needs.
Compliance Essentials
Compliance Plus
Mortgage Servicing Compliance
Customer Information Security Awareness (CISA)
OnCourse Unplugged
Personal Productivity
Impactful Communication
Dynamic Leadership
Prescriptive Selling
Employment Law
Diversity, Equity, & Inclusion
State-Specific Sexual Harassment
Human Trafficking Awareness Suite
Remote Management
Mortgage 101
Customer Service
Rockstar Recruiting
Cybersecurity Starter
Cybersecurity Fundamentals
Cybersecurity Advanced
GDPR
Remote Worker Preparedness
HIPAA / HITECH
PCI Compliance
These packages reflect the series offerings as of January 2023.
If you are a client on a previous version of these packages please contact your account representative with questions.
Advantage
Compliance training for your entire staff.
Complete
Train multiple departments with this premier package which includes 165+ courses to meet your business needs.
Non-bank Financial Services
Financial Services Audit
BSA & AML Case Studies
Diversity, Equity & Inclusion
Employment Law
State-Specific Sexual Harassment
Personal Productivity
Impactful Communication
Dynamic Leadership
Prescriptive Selling
REAL Customer Service
REAL Sales
OnCourse Unplugged
Cybersecurity Starter
Cybersecurity Fundamentals
Cybersecurity Advanced
HIPAA / HITECH
GDPR
Remote Worker Preparedness
PCI Compliance
Remote Management
Rockstar Recruiting
Wealth Management
Customer Service
These packages reflect the series offerings as of September 2022.
If you are a client on a previous version of these packages please contact your account representative with questions.
Schedule your consultation today!
An investment in your employees is an investment in the health of your financial institution.
Let us create a unique training online program for you. Fill out the form to be contacted by a Sales Representative.
