Training Packages

Flexible packages created to meet the needs of your financial institution.

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Expansion

Broaden your training with nearly 250 courses in this package with the option to add additional series.

Breakthrough

Train multiple departments with this premier package which includes nearly 500 courses to meet your business needs.

Lending Compliance

Deposit Compliance

Transaction Compliance

Retail Banking

Enterprise Risk Management & Compliance

Banker's Knowledge

Board of Directors

Refresher Series

Cybersecurity Fundamentals

Mortgage Lending

Mortgage Servicing Compliance

Consumer Lending and Financial Knowledge

Diversity, Equity and Inclusion

Employment Law

State-Specific Sexual Harassment

Customer Information Security Awareness (CISA)

Leadership in Management

REAL Customer Service

REAL Sales

Retirement Management

BSA and AML Case Studies

Personal Productivity

Impactful Communication

Dynamic Leadership

Prescriptive Selling

Exam Management

BSA Talks

BSA for the Board Talks

IRA Talks

New Account Talks

Teller Talks

Directors Education Series

Microlearning FAST Modules

Onboarding Unleashed

Rockstar Recruiting

Remote Management

Adaptive Learning Courseware

Customer Service

Wealth Management

Banking for Beginners

Foreign Branch Office (FBO)

OnCourse Unplugged

Cybersecurity Advanced

GDPR

Remote Worker Preparedness

HIPAA / HITECH

PCI Compliance

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)

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.

Expansion

Broaden your training with 200+ courses in this package with the option to add additional series.

Breakthrough

Train multiple departments with this premier package which includes 450+ courses to meet your business needs.

Lending Compliance

Deposit Compliance

Transaction Compliance

Retail Banking

Enterprise Risk Management & Compliance

Credit Union Professional's Knowledge

Board of Directors

Refresher Series

Cybersecurity Fundamentals

Mortgage Lending

Mortgage Servicing Compliance

Consumer Lending & Financial Knowledge

Diversity, Equity and Inclusion

Employment Law

State-Specific Sexual Harassment

Member Information Security Awareness (MISA)

Member Services in Management

REAL Member Services

Sales Experience

Retirement Management

BSA and AML Case Studies

Personal Productivity

Impactful Communication

Dynamic Leadership

Prescriptive Selling

Exam Management

BSA Talks

New Account Talks

Teller Talks

IRA Talks

Directors Education Series

Microlearning FAST Modules

Rockstar Recruiting

Remote Management

Adaptive Learning Courseware

Customer Service

Wealth Management

Banking for Beginners

Foreign Branch Office (FBO)

OnCourse Unplugged

Cybersecurity Starter

Cybersecurity Advanced

GDPR

Remote Worker Preparedness

HIPAA / HITECH

PCI Compliance

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)

These packages reflect the series offerings as of August 2021.

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.

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.