2019 fall catalog - cftea€¦ · modern supervisor certificate (today’s supervisor) 16-17...

Develop Career Paths through Certificates, Diplomas and Nationally Recognized Certifications

Unlock Your

Potential

Center for Financial Training and Education Alliance

Trusted l Flexible l Experienced l Innovative

cftea.org

CFT

EA

Fall

201

9 C

ata

log

Version: August 9, 2019

Welcome to a new semester at CFTEA! As we start the fall semester, I want to recap some highlights from

this year, and look ahead to some exciting developments in the coming

months.

A key part of our mission, and a top priority for me is to expand access and

enhance the student experience. You spoke. We listened. This fall we are

pleased to launch a new program called CFTEA On Demand that will allow

access to learning at a time and place that is convenient for busy schedules.

Our website has also been updated to allow for filtering and searching our

extensive course listing to help you find the information quickly. The student

experience has also enhanced as forty-six courses have been updated with

more to come.

We continue to work on a variety of projects designed to expand

CFTEA’s ability to live up to these goals.

As we move toward the end of 2019, are you looking to gain or

enhance career skills for advancement and opportunity? Let CFTEA

help you reach your goals and succeed!

Mission

CFTEA is committed to offering professional

continuing education programs in partnership

with financial institutions and area organizations

and their employees. We value and deliver a

high standard of cost-effective education

programs while promoting personal growth

through professional development.

Andrew Lederer

Executive Director

[email protected]

207.688.6226

CFTEA: Investing In Your Success

Connect With CFTEA

CFTEA Office:

PO Box 365

Springvale, ME 04083

[email protected] |1-888-366-3242 | FAX: 207-514-8260

Tammy Perkins

Member Advocate and

Enrollment Specialist

[email protected]

Emily Young

Marketing Assistant

[email protected]

2

CFTEA Is a Local ABA Training Provider

A National CFT Member

TABLE OF CONTENTS

About CFTEA 4

Why Choose CFTEA? 4

Certificate, Diploma and Certificate Programs 5

CFTEA On Demand 5

Certificates & Certifications 6

Diplomas 7

Certifications 7-12

Educational Career Paths 13-14

Bachelor’s Degree 15

Modern Supervisor Certificate (Today’s Supervisor) 16-17

Learning Formats 18

New Horizons Power Hours 19

DISC Assessments 20-21

OnCourse Learning Certificates 22

MindEdge Certificates—Harvard and M.I.T. 23-25

CFTEA Short Professional Development Certificates 26

Business Skills 27-34

Compliance 35

Leadership, Managerial & Supervisory 36-39

Learning & Development 39

Lending 39-42

Professional Skills & Special Topics 43-45

Technology & Business Software

45-46

Policies 47-50

Enrollment Form 51 3

The Center for Financial Training and Education Alliance (CFTEA) trains, guides and provides

opportunities to individuals and teams to help organizations unlock business value by optimizing

individual, team and organizational performance. With over 25 years in the learning and development

field, CFTEA is a partner of choice for business growth, employee recognition and advancement and

Industry trends. CFTEA has a reputation for providing high quality programs taught by experts with years

of real-world experience. Our various programs, certificates and diplomas can be personalized to

address unique client challenges, provide career pathing, reinforce culture and provide the greatest

experience for students and organizations while delivering material locally or virtually.

Why Choose CFTEA?

Your Trusted Partner in Transforming

Organizational Performance

Flexible Solutions

Our vast selection of course

offerings across various

program areas can be tailored

to create a learning solution

that best meets your

organization’s unique needs.

Our personalized approach to

each interaction allows us to

deliver the right solution every

time.

Collaborative Approach

We provide relevant,

actionable and practical

solutions tailored to address the

challenges specific to each

client. Our partnership with

organizational learning and

development allow for the

ability to address gaps to

ensure we are targeting the

right goals with measurable

results

Trusted Partner

We have been training

financial institutions and

businesses for more than 25

years. CFTEA is a valued

partner that is more than just

another training vendor as most

of our client relationships span

decades.

(left-right) Tyler Traves, Katie Tarbox, Amanda Almond, Sara Hammond, Rebecca Gregoire and Heather Lund from Partners Bank.

Your Trusted Partner in Transforming

Organizational Performance

The Center for Financial Training and Education Alliance (CFTEA) provides industry and nationally

recognized certificates, diplomas and certifications to help professionals advance through the mastery of

specific competencies. By covering foundational concepts with job focused tools and knowledge,

employee effectiveness is enhanced. Students walk away equipped with specialized skills that build

experience and confidence allowing for signification contributions to your career and organization.

Through our alliance with the American Banker’s Association, Ascensus, MindEdge, New Horizons,

OnCourse and Total Training Solutions, we offer quality experiences to those organizations and

professionals who are looking for a certificate, diploma or certification program providing national

recognition that supports their educational career goals.

Certificate, Diploma and Certification Programs

The CFTEA Custom Experience

What is important to your organization? For many,

especially those with limited training budgets, focusing in on

the right type of learning and development that will

empower and advance your team is critical. All of our

courses, certificates, diplomas and certifications can be

customized and include aspects of your internal training to

provide a truly unique experience, unlike any other.

Choose from our library of existing courses or the material

can be customized to fit your organizational needs and

approach. 5

Certificates and Certifications

6

Business Skills Bank Teller (ABA)

Certified Modern Banking Representative

Customer Service Representative (ABA)

Personal Banker (ABA)

Universal Banker (ABA)

Certified Modern Branch (Universal Banker)

Level I & Level II

Branch Manager Bootcamp

Branch Manager (ABA)

Bank Financial Management (ABA)

Bank Solutions Provider (ABA)

Banking Customer Service Experience

Business Communication (MindEdge)

Certified Banker

Credit Union Member Services Experience

Data Analytics (MindEdge)

Deposit Operations

Digital Marketing (MindEdge)

Foundational Bank Marketing (ABA)

Fraud Prevention (ABA)

General Banking (ABA)

Human Resource Management (MindEdge)

Loan Servicing

Non-Profit Management (MindEdge)

Security Awareness

Small Business Banker (ABA)

Trust: Foundational (ABA)

Trust: Intermediate (ABA)

Trust: Advanced (ABA)

Compliance BSA and AML Compliance (ABA)

Deposit Compliance (ABA)

Lending Compliance (ABA)

Operational Risk Management (ABA)

Leadership, Managerial &

Supervisory Certified Modern Manager (MindEdge)

Certified Modern Supervisor

Finance Essentials for Managers

Introduction to Leadership (MindEdge)

Leadership Narrative

Professional Development for Supervisors I

Professional Development for Supervisors II

Project Management for Teams (MindEdge)

Project Management Team Leadership (MindEdge)

Supervisor / Team Leader (ABA)

The Effective Manager’s Toolbox (MindEdge)

Learning and Development Online Learning

Modern Classroom Certified Trainer (MCCT)

Lending

Business & Commercial Lending (ABA)

Certified Business Credit Analyst

Certified Business Credit & Tax Returns Analyst

Commercial Real Estate Lending Decision Process (ABA)

Consumer Lending in partnership with eEnsight

Residential Mortgage Lender (ABA)

Professional Skills & Special Topics

Agile Project Management (MindEdge)

Certified Banker

Certified Health Savings Professional (CHSP)

Certified IRA Specialist I (CIS I)

Certified IRA Specialist II (CIS II)

Creativity and Innovation (MindEdge)

Interpersonal Skills

Professional Communication Skills

Professional Development I

Professional Development II

Professional Development III

Sales Essentials

Sales Manager

Technology & Business Software

Cybersecurity (MindEdge)

Project Management for I.T. (MindEdge)

Course Prep and Exams PMP Project Management Exam Prep Course

Lean Six Sigma Green Belt Prep Course & Exam

Six Sigma Green and Yellow Belt Prep Course & Exam

Coming in 2020!

Certified Anti-Money Laundering Specialist (CAMS )

Diplomas

7

Business Skills

Advanced Financial Services

Bank Marketing

Bank Operations

Deposit Operations

General Banking

General Business

Human Resources

Marketing

Universal Banker

Lending Diplomas

Business Banking and Commercial Lending

Consumer Lending

Credit Analyst

Introduction to Lending

Loan Servicing

Residential Mortgage Lending

Leadership, Managerial &

Supervisory Supervision

Let CFTEA help you design a

certificate or diploma that incorporates quality

materials and your own internal programs.

Leverage the power of your unique needs!

Ask us.

Ollie says: “Are You Ready?”

Celebrate Your Success at CFTEA ‘s Student Awards Banquet in June 2020!

Check your course progress

to meet the May 31

completion date to

receive recognition for

your hard-earned

certificate, diploma or

certification.

Check cftea.org for the

latest details and

Information on

career development.

Why Certifications Are Important?

Certification programs go beyond training by providing a nationally recognized measurement of knowledge

and skills.

Certifications allow professionals to stay up to date, earn more money, provide professional growth and the

ability to stay ahead of the pack in the professional world.

CFTEA meets the need for recognized certifications with the following offerings that are ideal for educational

career paths within an organization.

Certified Modern Banking Representative (MBC 1)

This certification is designed for entry level employees at financial institutions and shows the world

you are serious about making a difference in your career. With so much information coming at a

newer employee, the focused content equips students to take on modern banking challenges.

Certified Modern Branch Professional Level 1 (MBC 2) and Level 2 (MBC 3)

This certification is designed for branch employees seeking a true universal banking model and is

suited as a career path beyond entry level through assistant managers. Retail employees require a

full range of skills and knowledge to manage across a broad spectrum of modern topics. The topics

covered build branch strength and position employees for future growth within the organization.

Certified Banker

Designed to provide new bankers with general knowledge of the banking industry, encourages the

development of a strong professional image and ethics.

Modern Supervisor Certification (MMC 1)

The Today’s Supervisor program has been updated with new, relevant materials that speak to the

needs of new supervisors in the current and future business world. The modules have been organized

to better compliment and build on each section during this interactive program.

Modern Manager Certification (MMC 2)

The next step after Modern Supervisor Certification. Based on manager feedback, today’s business

environment requires managing unique challenges and opportunities. According to New Horizons, 85% of organizations do not think their supply of managers are strong enough to fill vital roles.

This certification has been designed to enhance current supervisors through highly engaging and cost-

effective educations designed from educators of Harvard and M.I.T.

What’s

New? Certifications

Certified Health Savings Professional (CHSP)

HSA University creates an industry standard in HSA expertise with the accredited CHSP designation.

Expand your HSA knowledge in a five-week blended learning format that is flexible to fit your busy

schedule without leaving the office.

Certified IRA Specialist (CIS 1 and CIS II)

A six-week course that provides attendees a solid foundation of IRA knowledge through a

combination of interactive weekly webinars and eLearning modules. IRA University graduates emerge

with confidence in their ability to handle common IRA transactions.

Certified Business Credit and Tax Return Analyst

This program will give financial services individuals the skills necessary to distinguish between quality,

poor and marginal credits. Students will have received training in analyzing the financial statements

for various types and forms of businesses, and how to structure appropriate loan packages. Students

will work with the balance sheets, profit and loss statements and cash flow statements of businesses

and learn how to identify the ways in which cash is generated and used by businesses. A take home

examination will measure the student’s comprehension of the material covered and ability to

effectively utilize it in the decision-making process.

Customize your certifications with CFTEA

Does your organization need a change to a

certification? Contact us and let us help you make

certifications fully meaningful to your organization,

employees and management.

Most programs modules can be adjusted to meet

the goals, budgets as well as the unique needs of

your culture. Ask us how we can help you succeed.

More than just another training vendor!

What’s

New? Certifications

Certification: Modern Banking

Representative (MBC I)

Overview:

Replacing Certified Teller—updated, less expensive and instant exam results. As a modern certification

in today’s business world, the Modern Banking Representative (MBC I) covers updated material that

allows those new, entry-level employees to develop in their career and equips them to take on modern

Instructor Materials:

Instructor materials have been developed for each course of this certification to provide instructors with

key topics and points to emphasize to assist students with gaining accurate knowledge for this exam.

Course Requirements:

Banking Today (2019) (Also available to be taught in-house)

This course provides participants with the fundamental information they need to understand the

business of banking and how they, as an employee of a financial institution, fit into the overall

business.

Legal Foundation in Banking (2018) (Also available to teach in-house)

Learn the underlying legal structure for conducting the business of banking, the core language

that must be understood as well as the key legal requirements affecting banking in today’s

world.

Quality Service formerly Customer Service (2019) (Also available to teach in-house)

It’s more than a friendly smile and being fast. When an organization puts the customer at its

core, outstanding interactions are created. From the first interaction to a lifelong relationship, a

connection is built by developing service skills that encourage customers to return.

Fighting Fraud: Top 10 Scams Targeting Our Nations Seniors (2019) Free Course

The United States Senate Aging Committee hotline has held hearings on seven out of the ten

scams discussed in this course. This course is a resource to learn more about common scams

targeting seniors and how to avoid them.

Application, Exam and Status: A certification application may be submitted with employer recommendation

for $100. Certification will last for 5 years and require an exam retake of $25 or taking any CFTEA class within that

timeframe to maintain certification. The exam will be a timed, online test.

Certification: Modern Manager (MMC)

Code: C5090SP $899

Course Requirements:

Managing a Modern Organization (2019) Consider the fundamentals of management and how

managers can be effective in organizational settings and seeks to help you identify your management

style.

Body Language for Leaders (2019) Many leaders focus on their words, ignoring the impact of their

nonverbal cues, facial expressions and movements. By understanding the impact, leaders can learn how

to communicate in a way that builds and sustains positive relationships with employees, clients and

business partners

A Manager’s Guide to Information Technology (2019) Develop a solid understanding of the basic

concepts and technologies that are encountered in the information technology field, such as big data

cloud implementations and mobile computing with real-world cases.

Security Awareness (2019) Identify and prevent security breaches before they happen. This security

refresher from Harvard has the latest information to empower employees to recognize and respond to

attempted security attacks.

A Manager’s Guide to Superior Customer Service (2019) Explore the art and science of

developing a superior customer experience culture.

Business Ethics in the 21st Century (2019) Ethical decisions in business are everywhere in today’s

world. Daily, managers and leaders are faced with choices that could negatively impact their brand

image and reputation as well as have legal implications. Managers can establish and encourage an

ethical culture while monitor compliance.

A Manager’s Guide to Time Management (2019) One of the more precious resources a manager

has is time. Examine effective structures to help managers reach their goals and reveal any weaknesses

in your time management habits.

Overview:

The next step after Modern Supervisor (Today’s Supervisor). Managers face new challenges in today’s

business world. The Modern Manager (MMC) covers new material from Harvard and M.I.T. educators

that allows managers to provide a measurement of their knowledge and skill to enhance their career

development. These courses are delivered online in a self-paced format. For additional information for

new managers, see The Effective Manager’s Toolbox through the CFTEA office.

11

12

Certification: Modern Manager (MBC II)

Course Requirements (continued):

Emotional Intelligence for Managers (2019) Review underlying concepts of emotional intelligence

and explore how managers can improve to make use of their Emotional Intelligence (EI) for effective

outcomes with subordinates, colleagues and company executives.

Leading and Managing Change (2019) Whether adopting a new technology or adapting to a

drastic shift in an organization’s core focus, change is a constant in any successful business.

Managers play a fundamental role in successful, effective changes across an organization. Learn how

to overcome resistance and successful lead change at various levels of an organization.

Introduction to Negotiations (2019) Negotiations are an integral part of our lives, techniques for

managing these situations are not instinctive, they must be learned. Experience negotiators make a

conscious decision about what type of negotiation strategy to use based on a number of factors to find

the greatest success in our modern world.

Free Course Managing Remote Teams (2019) The workforce is changing rapidly. An increasing

number of employees work offsite. By improving your ability to manage offsite employees, you will

empower yourself in many ways. You will increase your ability to recruit, hire and retain the right

employees for the job while ensuring a cohesive and productive team. This course (a $245 value) is

included free with the Modern Manager Certification.

Exam and Status:

Register for the Modern Manager Certification using the normal registration form.

Exam requests are $100. The exam will be a timed, online test. Additionally, applicants will

complete a reflective 3-5 minute scenario-based video final project.

Shortly after passing the assessment, students will receive a digital badge that you can use to share

your status. Certification will last for 5 years and require an exam retake of $25 or taking any CFTEA

Technology and Business Software, Leadership, Managerial or Supervisory course within that

timeframe to maintain certification.

13

. Educational Career Paths

There are so many different ways to advance your career these days that sometimes, it’s hard to distinguish

among the choices. .CFTEA has a rich history of helping professionals develop the knowledge and skills to

advance in the workplace. What can we learn that will help prepare us for the future challenges that are

coming faster than we can imagine?

CFTEA provides customizable and suggested educational career paths to provide the opportunity to

enhance capability and depth of knowledge. For a personalized discussion, contact Andrew Lederer at

207.688.6226.

Leadership Narrative

Certification

Modern Branch Level 2

Certification

Banking—Retail Path

Modern Banking

Representative Certification

Modern Branch Level 1

Certification

Modern Supervisor

Certification

Modern Manager

Certification

Deposit Operations

Diploma

Modern Supervisor

Certification

Deposit Operations Path

Certified Banker

Deposit Operations

Certificate

IRA / HSA University

Certification

Modern Manager

Certification

General Banking Diploma

Loan Servicing

Diploma

Loan Servicing Path

Certified Banker

Loan Servicing

Certificate

Modern Manager

Certification

General Banking Diploma

Modern Supervisor

Certification

Business Communication Skills

Business Credit & Tax Return

Analyst

Professional Development Skills Leadership Development

Project Management Skills

Commercial Lending Personal Development What Is Your Next Step?

https://click.contact.td.org/?qs=25011d91faa1416358f3b6772cfc10b4e38a5c77869c186c7d34fbef6d4360edcc27fbf220120cb48e31c8e99a00b9868fa04399157c0b74

14

. Educational Career Paths

Explore our professional development courses to create a unique partnership that provides access to subject

matter experts that draw from current, real-life experiences.

Most busy professionals looking to advance their careers find that traditional educations are expensive,

lengthy and require students to take courses unrelated to their careers. However, career specific

educations offer an affordable alternative to finding a fulfilling career that takes less time while focusing in

on an employee’s area of interest. To gain a competitive edge, research shows that employers that

contribute to continuing education end up saving in the long-term, as well as building and a loyal employee

base. Source: MediaPlanet, Education and Career News.)

Learning and Development

Instructor Certificate

Develop skills for in-person

and webcourse sessions.

Online Learning Certificate

E-learning continues to

grow. Develop skills for

crafting successful online

learning experiences.

Modern Classroom

Certified Trainer (MCCT)

Certification

Instructors at all levels of

experience demonstrate

delivering a course using

the latest training

technologies and

approaches.

Completion of courses does not

guarantee placement or advancement

within an organization.

New educational career paths and certifications are

constantly being developed to support employees

through job specific material and subject matter

experts.

Don’t see a certificate, diploma or certification

that meets the needs of your organization?

Reach out to the CFTEA office and let us help

you create a personalized option that

incorporates internal and CFTEA courses.

Leverage the power of your unique

organization!

Check cftea.org for the latest educational career paths

developments for:

Branch Assistant Managers

Branch Managers

Call Center

Deposit Operations

Leadership

Lending and more!

15

Is a degree in banking right for you?

Have you:

Completed any CFTEA classes listed?

Earned a banking diploma through CFTEA

Taken any college courses?

Completed your Associate’s Degree?

If you answered yes to any of these questions, you’ve

already started earning your B.S. in Business

Administration with a Banking specialty from Saint

Joseph’s College of Maine.

Not in Maine? No problem! All of Saint Joseph’s

College classes are available as distance-learning

classes. Wherever you are, you can participate in this

degree program!

THIS PROGRAM’S SPECIAL FEATURES:

Designed for banking professionals who want to

advance their careers.

Courses are a combination of CFTEA courses and

distance education courses from Saint Joseph’s

College

Achieve your degree efficiently by earning college

credit for select banking credentials.

Most prior learning and career training qualify as

degree credits (e.g. college courses, military

training and CEUs).

BENEFITS OF A DEGREE THROUGH SAINT

JOSEPH’S COLLEGE:

Greater career opportunities.

Better financial future for you and your family.

Superior, personalized education with our one-on-

one faculty-guided learning.

Flexibility of completing your course work on your

schedule, at your pace, at any location.

Dedicated student services and support geared to

adult learners.

Bachelor of Science in Business Administration (BSBA)

Banking Major at St. Joseph’s College Credits

Students enrolled in the program must earn 128 semester

hour credits, 25% of which must be completed through

Saint Joseph’s College. Business courses consist of 74

credits, with 12 business core courses (36 semester-hour

credits); 11 required specialization core courses (29

semester-hour credits taken through CFTEA), 3 business

elective courses (9 semester-hour credits)

Required Banking Classes taken through CFTEA:

1074: Money and Banking

1080: Legal Foundations in Banking or BA302: Legal

Environment of Business II

1370: Principles of Banking

1870: Written Communication (1 credit minimum)

4310: Supervision

5465: Verbal Communication (1 credit minimum)

6050: Residential Mortgage Lending or 6047: Real

Estate Finance

6350: Commercial Lending

6920: Analyzing Financial Statements

7008: Consumer Lending OR Consumer Lending

Certificate

7740: Marketing for Bankers

For more information, or to discuss your entry into

the program, contact Saint Joseph’s College:

Online Admissions: 1-800-752-4723 OR

email: [email protected]

Your SJC admissions counselor will be able to

provide information about potential partnership

discounts for your institution.

Your CFTEA Contact for the Saint Joseph’s College

program is [email protected]

Certified Modern Supervisor $799 See Website or Catalog for Dates and Locations ($ value)

The Today’s Supervisor program has been updated with new, relevant materials that speak to the needs

of new supervisors in the current and future business world. The modules have been organized to better

compliment and build on each section during this interactive program. The final assessment is provided

online and the grade is available upon completion. Four day program. Lunch and materials included.

Looking for the next step in your career development? Check out our Modern Manager Certification!

Certificate Components:

Behavioral Interviewing (2019)

A survey by CareerBuilder found that 69 percent of organizations have been adversely affected by a

bad hire in the past year. Leverage behavioral-based interview questions, explore useful techniques for

reviewing resumes, identify the elements to look for in candidates’ answers to behavioral-based

questions and evaluate candidates objectively in this module of the program.

Ethics in the Workplace (2019)

Being ethical isn’t simply doing what’s right, because what’s right is in the eye of the beholder. Two

people can be faced with the same situation and make two different decisions about how to behave

and both claim they are doing what’s right. Successful completion of this course will increase your

knowledge and ability to: dispel common myths about business ethics, describe the ideal ethical

workplace, implement ethics guidelines and policies in your organization. Identify and resolve typical

ethical dilemmas, recognize common excuses for unethical behavior, and what to do about them, deal

with unethical coworkers, customers, and vendors.

Everything DiSC Management (2019)

To effectively coach and interact as a supervisor, it is important to know our style and how that interacts

with others that are different from us. The Everything DiSC Management Profile uses a research-

validated learning model to create a highly personalized learner experience. The profile is management

-specific with in-depth information, including tips, strategies and action plans to help managers become

more effective. Includes access to unlimited follow-up reports.

Diversity Awareness (2019)

A survey by Korn/Ferry International found that more than 2 million people leave their jobs each year

because of unfairness in the workplace. The hiring costs which result from high turnover are a huge

stumbling block to company success, not to mention the time investment that goes into screening

applicants and acclimating new hires to their role. Still, the greatest hindrance to progression lies within

the heart of the issue—that is, to devalue and exclude employees because they are different is to also

Modern Supervisor Certificate $799 See Website or Catalog for Dates and Locations

Certificate Components:

Coaching for Development (2019)

To remain competitive, companies need to retain valuable employees, address problems that interfere

with productivity and help employees achieve their full potential. A Society for Human Resources study

revealed that 55 percent of organizations use or have used formal coaching programs to aid in their

employees’ development. The ability to coach helps you increase your employees’ commitment and

level of engagement, and helps you avoid and handle problems that interfere with working relationships

and productivity. Coaching others can also make it easier for you to achieve your goals and make you

more valuable to your organization.

Toughest Supervisor Challenges (2019)

Every job has challenges. Everyone has to master the skills necessary to succeed in a particular position.

What sets you (supervisors) apart from other positions is that you manage people. So your toughest

challenges will be employee related issues. Supervising others can be rewarding and give you a sense

of accomplishment when you see employees grow and succeed. But supervising others can also be a

big headache when employees don’t show up on time, don’t do what they’re supposed to do, fight with

each other, etc. The focus in this module will be on taking the time to do the right thing in these situations

for the long-term success of the organization, the employees, and you.

How to Handle Change and Upheaval (2019)

Change is inevitable, in organizations and in life. Learn the intricacies of change and how to handle

resistance to change. Successful completion of this course will increase your knowledge and ability to:

evaluate typical attitudes toward change, recognize the signals of change-related stress, understand the

four parts of the change cycle, apply positive strategies for coping with change.

Performance Management (2019)

Performance management is more than the annual evaluation. This session delivers information to help

managers deal with poor performance, negative behavior or simply constructive feedback as needed.

We will cover guidelines for recognizing the opportunity and formulating the discussion to help develop

employees.

Delegating for Growth (2019)

Delegating for Growth is an interactive skills training course that will help any manager to better

understand the purpose of delegation, prepare for and apply the steps to delegating effectively, and

learn to recover from inevitable mistakes or disappointments. This training program will help to increase

company-wide productivity, foster employee confidence at all levels, and develop a team-driven culture.

18

Instructor Led Online

Subject matter expert instructors guide learning outcomes and

support. The instructor is available to answer questions and

provide feedback on your assignments. Each week you will

receive an assignment over the Internet. The assignments may

include reading a chapter in your text, completing an

assignment to post on the discussion board, taking a self-

check test, or collaborating with other students using

discussion boards and email.

Guided Learning (formerly Assisted Self Study)

If you find attending live classes difficult with your busy

schedule and family obligations, and online training is not

your preference, Guided Learning is a powerful option. For

each Guided Learning class you will be required to study on

your own; however, you will have an instructor available to

assist with material. Upon registering for a Guided Learning

class you will receive the class material within two weeks

including an introduction letter, a syllabus and instructions for

working through and completing your chosen class.

Live and In-House

Live and In-House training options provide face-to-face access

to the instructor as well as fellow learners. Instructors are

subject matter experts that support a format that allows for

active discussion and material exploration related to

challenges in today’s ever-changing business world. Students

attend in-person at a specified location, time and while

connecting with fellow learners in their field. Sessions are

held at various locations throughout Maine, New Hampshire,

Vermont and Virginia!

On Demand

On Demand training allows you to control and schedule your

course at a time that is convenient to you. Courses start the

beginning of every month, have access to virtual office hours

with an instructor, contain expert video content and the latest

engagement tools to keep your learning active and fun. The

demands of daily life and a career require flexible choices

that complement professional development and educational

career paths. On Demand is a new and exciting choice for

students in today’s busy world.

Learning Formats

Self-Paced eLearning

Self-Paced eLearning topics that provide high flexibility for busy

students while balancing a high quality experience. These pro-

grams include a mixture of instruction, case studies, assessments,

exercises, videos, engaged learning structures and job aids. The

topics covered are relevant in an ever-changing business environ-

ment. Self-Paced eLearning content is delivered in partnership

with ABA, Ascensus, HRDQ, MindEdge and OnCourse. All our

partners have earnednational recognition, customer loyalty and

an unmatched reputation for engagement and results in the

learning and development field.

Seminars

Various seminars are conducted throughout Maine, New

Hampshire, Vermont and Virginia. Seminars allow for live, small

group discussions on focused topics in business and professional

development. Instructors are subject matter experts and provide

key insights into professional growth in highly specialized topics.

Webcourse

Webcourse options combine the personal interaction of a live

class with the convenience of attending a class anywhere you

have an Internet and phone connection. With a set date and

time, students interact by preparing homework assignments for

classroom discussion and reviewing instructor materials

discussed with the class. Through engaged learning, students

participate in “classroom” discussions and ask instructor

questions. Finish the class in fewer sessions earning the same

credits as comparable Live class options.

Webinars

CFTEA’s partnership with Total Training Solutions allows access

to a large variety of training programs and subject matter experts

for financial institutions of all sizes in the area of compliance,

IRAs, teller skills, credit analysts, security and operations. This

type of training program combines the clarity of a conference

call with the interactions and visual presentation online. With a

speakerphone and projector, an entire room of attendees can

participate at the same low cost. If an internet connection is not

available, students may participate by listening to the program

over the telephone and following along with written materials.

Unable to attend at the scheduled time? Programs are available

for playback at a time that convenient for organizations and their

employees. View all of the topics available on our website.

What’s New?

19

Live, Personal, Instructor Led,

One-Hour Classes under $50!

MASTER THE SKILLS YOU NEED

IN THE TIME YOU HAVE

Learn specific tasks from Microsoft Excel,

such as building a pivot table or

ensuring data integrity. With new

sessions offered this semester and more

to come, Power Hour is the perfect

instructor led short session training

solution with personal attention.

Conquer the Office 60 Minutes at a Time

with Power Hour.

Power Hour is 60 minutes of instructional

adrenaline that will teach you precisely what you

need to know in exactly the amount of time you

can spare. Individual task-focused sessions will

transform your work into a super-powered

productivity machine.

20

Simple. Powerful. Low--Cost. Effective.

For more information, contact Andrew at [email protected]

21

Individual Assessments

Course # C1061………..$80/pp

Team and Organization

Live Workshops

Course # C1062L….....$350/pp

Call to Schedule

Facilitated by Cynthia Stuart

OnCourse Learning

Self-Paced E-Learning Certificates

Formerly Banker’s Edge, OnCourse Learning allows the power of key banking and

credit union knowledge to be paired with a nimble approach that truly listens to the

needs of students. Individual courses are listed $109 each.

Highlighted Certificates:

Consumer Lending (in Partnership with eEnsight) : This unique cost effective series gives employees the

tools they need to verify key information, understand consumer regulations, underwrite the loan and follow up

to minimize fraud. This certificate is recommended for: consumer lenders, underwriting staff, branch

managers, assistant branch managers, operations staff and platform assistants.

Consumer Lending Certificate, Tuition: $550

Courses Included: Following up on the Loan, Government Regulations and the Lending Process, Introduction to

Consumer Credit, Investigating the Applicant, Making Decisions, Preventing Fraud, Processing the Loan, Taking

the Loan Application, The Five Stage Lending Process and Credit Skills Diagnostic Assessment.

Service Experience: To be a leader in the marketplace, employees at every touch point must go the extra mile

and deliver a consistent, world-class experience. Learn how to provide stellar customer service that will set your

institution apart from the competition.

Banking Customer Service Experience Certificate, Tuition: $910

Courses Included: Customer Service, Showing Customers You Care, Using Language to Service the Customer,

Opening the Conversation, Diagnosing Customer Needs, Responding to Customer Requests, Taming

Challenging Conversations, That’s a Wrap—Closing the Conversation.

Credit Union Member Service Experience Certificate, Tuition: $910

Courses Included: Member Service, Showing Customers You Care, Using Language to Service the Customer,

Opening the Conversation, Diagnosing Customer Needs, Responding to Customer Requests, Taming

Challenging Conversations, That’s a Wrap—Closing the Conversation

22

CFTEA powered by MindEdge Accredited Courses & Certificates

Created by Harvard & M.I.T. Educators Serving over a million students and improving the way students learn

Haven’t tried a CFTEA MindEdge Course? Test drive the interactive

experience for free with select courses!

Keep Your Social Media Accounts Secure! - Course #: M9015SP

Whether it's your personal social media accounts, or those that you're managing for your organization,

you can't go wrong by safeguarding them from hackers and those up to no good. The fact that the

platforms are often public, encourage engagement, link to other sites or sources, and allow for user

anonymity make social media particularly vulnerable to privacy hacks and attacks. Available until 12/31/2019.

Leading Superior Project Teams—Course # M1129SP

Creating a positive team environment requires the project manager to engage with the group in a variety

of ways, ranging from the creation of ground rules to team-building activities. The project manager must

also cultivate skills related to interpersonal relationships, meeting management, and listening to ensure

that the team feels supported and can work productively. Available until 12/31/2019.

Overcoming Speech Anxiety—Course # M1128SP

This course is designed to help learners understand the causes and signs of speaking anxiety and learn

practical ways to address their speaking fears. Available until 12/31/2019.

Supercharge Your Personal Creativity—Course # M5060SP

Through tools and exercises drawn from Adrian Brown's book, Creativity & Innovation, it seeks to help unlock the

creativity within individuals. By stimulating creativity through various techniques (mind-mapping, DO-IT, SCAMPER,

right and left brain thinking) participants learn to tap into their personal creativity and apply it

to organizational challenges. Available until 12/31/2019.

Certificate in Business Communication—Course # M1029SP 25 Hrs $299

Bundle Discount Includes Courses: Communicate Collaboratively, Effective Business Writing,

Effective E-Mails, Memos and Letters, Effective Presentations, Effective Public Speaking.

Communicating clearly and concisely in written and oral formats is critical to your professional success.

From clarifying and structuring your ideas to designing the PowerPoint slides that will best complement

them, the techniques, interactive exercises, and checklists in this certificate program will help you create

presentations and workplace documents that inform and persuade.

Certificate in Creativity and Innovation—Course # M5003SP 22 Hrs $249

Bundle Discount Includes Courses: Creativity in Teams and Organizations, Innovation in Teams

& Organizations, Introduction to Critical Thinking, Personal Creativity.

Because organizations must innovate to stay alive in today's highly competitive marketplace,

organizations need employees who can channel their creativity and innovation toward organizational

challenges and goals. This certificate program will give a set of tools that allow you to leverage your

creativity to identify and solve organizational problems and asks how you might look at a problem from

a different angle to produce a more creative result.



Certificate in Digital Marketing—Course # M1030SP 30 Hrs $549

Bundle Discount Includes Courses: Content Marketing, Conversion Rate Optimization, Digital

Marketing Strategy, Marketing Automation, Mobile Marketing, Paid Search (PPC), Search

Engine Optimization, Social Media Marketing, Web Analytics.

This certificate in digital marketing is aligned with the Online Marketing Certified Professional (OMCP)

standards to ensure that it is comprehensive and relevant. Courses in this certificate cover the strategic

issues, marketing methods and tactics, industry terminology, and best practices. Each of the nine courses

offer examples, videos from industry-leading practitioners, interactive games, and review questions to

ensure mastery of the material.

Certificate in Finance Essentials—Course # M5061SP 19 Hrs $399

Bundle Discount Includes Courses: Financial Planning and Control, How to Read a Financial

Statement, Introduction to Business Statistics, Introduction to Finance, Time Value of Money and

Risk, Understanding and Managing Budgets.

This program introduces non-financial managers to the essentials of finance and will help you become

conversant in critical financial terminology while learning how to calculate key financial management

indicators. Assess your organization's financial health by reviewing balance sheets, income statements,

and statements of cash flow, and you will discover how finance and accounting tools can be used to

support a manager’s informed decision making within organizations.

Certificate in Human Resource Management—Course # M1200SP 21 Hrs $399

Bundle Discount Includes Courses: Compensation and Benefits, Data and Human Resource

Management, Employee Selection, Equal Employment Opportunity, Introduction to Human

Resource Management, Performance Management, Talent Management and Career

Development.

An effective human resource management strategy is a valuable asset to any company. This suite of

courses will teach you the basics of managing the benefits and policies that support an effective staff.

What does an employer need to know about anti-discrimination regulations? What are the key aspects of

pay policies? How can employers avoid the traps of the employee selection process?

Certificate in Introduction to Leadership—Course # M5013SP 18 Hrs $199

Bundle Discount Includes Courses: Introduction to Leadership, Leaders and Work-Life Balance,

Leading Teams, Leading and Managing Change.

What is leadership and why is it important? How does a leader encourage change without triggering

fearful resistance? What are the key elements to leading an effective team? What is the role of charisma

in leadership? Based on D. Quinn Mills' book, Leadership: How to Lead, How to Live, a text used at Har-

vard Business School, the courses in this suite offer advice on leadership that can help you stand out as a

leader among your peers.



Plus.

Certificate in Agile Project Management Certificate in Project Management for Information Technology

Certificate in Project Management for Teams Certificate in Project Management Team Leadership

Lean Six Sigma Green Belt Prep and Exam PMP Exam Prep Course and Exam Voucher

Six Sigma Green Belt Prep and Exam Six Sigma Yellow Belt Prep and Exam

Certificate in Non-Profit Management—Course # M1130SP 44 Hrs $699

Bundle Discount Includes Courses: Budgeting in a Nonprofit Organization, Capital

Campaigns, Fundraising for Nonprofit Organizations, How to Read a Nonprofit Financial

Statement, Introduction to Grant Writing, Introduction to Nonprofit Management, Leadership in

a Nonprofit Organization, Nonprofit Board and Volunteer Development, Principles of

Marketing for Nonprofit Organizations, Social Media for Nonprofits, Strategy for Nonprofit

Organizations. [See also, How to Start Your Own Non-Profit]

This online certificate program introduces learners to key current management issues for nonprofit

organizations. Fundraising, board and volunteer development, budgeting, reading financial statements,

leadership, marketing, and setting strategic direction are all addressed, and video commentary on these

crucial topics will give you insight into how nonprofit professionals apply key concepts in their own

organizations.

Certificate in Cybersecurity—Course # M9015SP 40 Hrs $499

Bundle Discount Includes Courses: Asset Security, Communication and Network Security,

Identity and Access Management, Security and Risk Management, Security Assessment and

Testing, Security Engineering, Security Operations, Software Development Security. [See also,

Real-World Cloud Cybersecurity Scenarios and Real-World Cybersecurity Scenarios]

Cybersecurity, also known as Information Security, is the protection of data and personally identifiable

information from malicious attacks, theft, and destruction. Failures of cybersecurity policies, both in large

corporations and governmental agencies, have earned significant visibility and negative publicity in re-

cent months and years. As the amount of data being stored continues to increase, and as hackers

become more sophisticated, the need for cybersecurity is greater than ever.

Certificate in Data Analytics—Course # M1131SP 30 Hrs $399

Bundle Discount Includes Courses: Data Analysis for Improving Organizational Performance,

Data Analysis in the Real World, Introduction to Data Analysis, Statistical Process Control, Sta-

tistics as a Managerial Tool, Tools of Data Analysis.

This certificate in data analytics provides an overview of topics in statistics and their applications in a

variety of fields. This certificate will present the basics of quantitative analysis and its increasing use in

today's professional landscape. Learners are exposed to quantitative decision-making tools and

techniques, which tie into real-world case studies.

CFTEA Short, Self-Paced eLearning

Professional Development Certificates Interactive case studies, exercises and quizzes developed by CFTEA

26

Professional Development I Certificate—Course # H5037SP $200

Bundle Discount Includes Courses: Balancing Priorities, Creative Problem Solving, Developing Positive

Relationships, Effective Listening Skills, How to Manage Your Emotions, Productive Work Habits.

Part 1: Develop critical business skills in today’s workplace to meet challenges and be successful.

Professional Development 2 Certificate —Course # H5039SP $200

Bundle Discount Includes Courses: Assertiveness Skills, Ideas into Action, Mental Models, Resilience, Taking

Control of Conflict, Why We Struggle with Tough Decisions.

Part 2: Develop a deeper level of critical business skills in today’s workplace to meet challenges and be successful.

Professional Development for Supervisors I Certificate—Course # H5048SP $200

Bundle Discount Includes Courses: Adapting Your Leadership Style, Coaching for

Development, Developing Your Direct Reports, Diversity Awareness, Employee Engagement, Leading Others

Through Change.

Part 1: Continue growth as a supervisor through these interactive courses that keep your skills as a

supervisor sharp and ever-growing.

Professional Development for Supervisors 2 Certificate—Course # H5049SP $300

Bundle Discount Includes Courses: Assertiveness Skills, Behavioral Interview Skills, Business

Etiquette for Supervisors, Critical Thinking Skills, Delegating for Growth, Fundamentals of

Strategic Planning, Meetings That Work, Navigating Difficult Conversations, Skillful

Collaboration, Taking Control of Conflict, Team Excellence, The Art of Influencing Others, Why We Struggle

with Tough Decisions.

Part 2: Growing in the role of a supervisor brings new challenges and opportunities. Continue

professional development through these interactive courses that keep your skills as a supervisor sharp and ever -growing.

Sales Essentials Certificate—Course # H5046SP $200

Bundle Discount Includes Courses: Developing Clients for Life, Opening the Sales Call, Presenting, Overcom-

ing and Closing, Prospecting and Territory Management, Understanding the Sales Cycle, What to Ask, How to

Listen.

Sales are the core of every business, and the barometer through which growth is measured. These interactive course are

designed for those new or seasoned with sales to provide success.

27

Courses: Business Skills

Course Code Format Date(s) /

Time

Duration Location Instructor Credits/

PDU

Cost

Accounting, Financial C1131GL Guided Learning 6 months Brooke L. 3 $ 450

Accounting, General A1000ILO Instructor Led Online

7/22/2019 12 weeks

Online 3 $ 600


11/11/2019 16 weeks

Online 3 $ 600


3/16/2020 16 weeks

Online 3 $ 600


7/20/2020 16 weeks

Online 3 $ 600


11/9/2020 16 weeks

Online 3 $ 600

Accounting, General C1000GL Guided Learning 6 months Brooke L. 3 $ 450

Accounting, General C1000OD On Demand Coming 2020 6 months Brooke L. 3 $ 450

Achieving Unclaimed Property Compliance Best Practices for Banking Industry

T1177SP Self Paced 2 hours

Online 1/4 $ 295

Analyzing Bank Performance A1001ILO Instructor Led Online

9/9/2019 7 Weeks

Online $ 890


1/27/2020 7 Weeks

Online $ 890


5/18/2020 7 Weeks

Online $ 890


9/14/2020 7 Weeks

Online $ 890

Balancing Priorities H1061SP Self Paced Online 1/4 $ 60

Balancing Priorities H1061GL Guided Learning 4 months Tammy P. 1/4 $ 200

Bank Marketing: Building Customers Relationships

A1003SP Self Paced 12 min

Online $ 55

Bank Security C1004GL Guided Learning 4 months Andrew L. 1/2 $ 245

Bank Solutions Provider Certificate A1005SP Self Paced 6 hours Online $ 495

Bank Teller Certificate A1006SP Self Paced 13 hours Online $ 695

Banking Basics Suite A1002SP Self Paced 2 hours Online $ 595

Banking Customer Service Experience Certificate

O5048SP Self Paced 14 hours

Online $ 910

Banking Fundamentals 1: The Banking Industry

A1010ILO Instructor Led Online

9/3/2019 4 weeks

Online 1 $ 215



1/6/2020 4 weeks

Online 1 $ 215



4/6/2020 4 weeks

Online 1 $ 215



7/6/2020 4 weeks

Online 1 $ 215



9/8/2020 4 weeks

Online 1 $ 215

Banking Fundamentals 2: Bank Lines of Business


7/22/2019 4 weeks

Online 1 $ 215



10/7/2019 4 weeks

Online 1 $ 215



1/27/2020 4 weeks

Online 1 $ 215



3/9/2020 4 weeks

Online 1 $ 215



6/8/2020 4 weeks

Online 1 $ 215

Banking Fundamentals 2: A1008ILO Instructor Led 10/12/2020 4 weeks

Online 1 $ 215

For more information, detailed course descriptions are located at www.cftea.org

28




Time


PDU

Cost

Banking Fundamentals 3: Building Customer Relationships


8/5/2019 4 weeks

Online 1

$ 215



11/11/2019 4 weeks

Online 1

$ 215

Banking Fundamentals 3: B uilding Customer Relationships


2/3/2020 4 weeks

Online 1

$ 215



5/4/2020 4 weeks

Online 1

$ 215



6/15/2020 4 weeks

Online 1

$ 215



8/3/2020 4 weeks

Online 1

$ 215



11/30/2020 4 weeks

Online 1

$ 215

Banking Fundamentals Bundle (The Banking Industry, Bank Lines of Business and Building Customer Relationships)

A1007BILO Instructor Led Online

See Courses 12 weeks

Online 3

$ 595

Banking Today C1011GL Guided Learning 4 months

Tammy P. 1/2

$ 245

Banking Today C1011OD On Demand Coming Soon 2 months Cynthia S. 1/2 $ 245

Banks and Personal Wealth Management A1012SP Self Paced 10 min Online $ 55

Banks and the Deposit Function A1013SP Self Paced 10 min Online $ 55

Banks and the Economy A1014SP Self Paced 10 min Online $ 55

Banks as a Business A1015SP Self Paced 10 min Online $ 55

Basic Administrative Duties of a Trustee A1016ILO Instructor Led Online

8/5/2019 5 weeks

Online

$ 300


4/20/2020 5 weeks

Online

$ 300


9/28/2020 5 weeks

Online

$ 300


11/4/2019 5 weeks

Online

$ 300

Body Language for Women in Business M1866SP Self Paced 3 hours Online 1/4 $ 79

Branch Manager Bootcamp 2 Day Certificate: The Evolving Role of the Branch Manager

C1017BL Live 11/5/19 & 11/6/19

8:00AM-5:00PM 2 days

White River Junction, Vermont

Jennie S. 2 $ 699

Mascoma Bank, 243 Sykes Mountain Avenue

Branch Manager Certificate A1022SP Self Paced 14 hours Online $ 1,295

Business and International Banking Services A1023SP Self Paced 12 min Online $ 55

Business Math C1128GL Guided Learning

6 months

Brooke L. 3 $ 450

Business Telephone Skills H1333SP Self Paced Online 1/4 $ 60

Business Telephone Skills H1333GL Guided Learning

4 months

Tammy P. 1/4 $ 200

Calling on Small Business Customers A1025SP Self Paced 1.5 hours Online $ 95

Calming Upset Customers C1026GL Guided Learning

4 months

Tammy P. 1/2 $ 245

Certificate in Bank Financial Management A1028SP Self Paced

Online $ 2,195

Certificate in Business Communication (powered by MindEdge)

M1029SP Self Paced

25 hours




Time


PDU

Cost

Certificate in Data Analytics (MindEdge) M1131SP Self Paced 30 hours Online 2 $ 399

Certificate in Digital Marketing (MindEdge) M1030SP Self Paced 30 hours Online 2 $ 549

Certificate in Foundational Bank Marketing A1064SP Self Paced 21 hours Online $ 1,195

Certificate in Fraud Prevention A1031SP Self Paced Online $ 795

Certificate in Human Resource Management (MindEdge)

M1200SP Self Paced 21 hours

Online 1 $ 399

Certificate in Non-Profit Management (MindEdge)


Online 2 $ 699

Certificate in Trust 1: Foundational A1034SP Self Paced 10 hours Online $ 1,495

Certificate in Trust 2: Intermediate A1035SP Self Paced 18 hours Online $ 2,295

Certificate in Trust 3: Advanced A1036SP Self Paced 14 hours Online $ 2,295

Certified Modern Banking Representative (Updated Certified Teller) Bundle Discount and Exam

C5061GL Guided Learning 9 months

Tammy P. 2 $ 999

Certified Modern Banking Representative Exam

C0001SP Self Paced 2 hours

Online $ 100

Certified Modern Branch Professional - Level I Exam


Online $ 100

Certified Modern Branch Professional - Level II Exam


Online $ 100

Communicating Collaboratively (MindEdge) M1037SP Self Paced 5 hours Online 1/2 $ 79

Communication Basics Suite A1038SP Self Paced 20 min Online $ 55

Creative Problem Solving H1032SP Self Paced Online 1/4 $ 60

Creative Problem Solving H1032GL Guided Learning 4 months

Tammy P. 1/4 $ 200

Creativity in Teams and Organizations (MindEdge)


Online 1/2 $ 79

Credit Union Member Service Experience Certificate


Online $ 910

Customer Service Representative Certificate A1046SP Self Paced 10 hours Online $ 795

Deposit Accounts & Services C1048GL Guided Learning 6 months

Andrew L. 2 $ 350

Deposit Accounts & Services: Account Owners, Fiduciary and Decedent Accounts

C10481OD Webcourse Coming 2020 8 hours

1/2 $ 245

Deposit Accounts & Services: The Basics Part 1 of 2

C10482OD Webcourse Coming 2020 8 hours

1/2 $ 245

Deposit Products & Services for Small Busi-nesses


Online $ 95

Diversity Awareness H1050SP Self Paced Online 1/4 $ 60

Diversity Awareness H1050GL Guided Learning 4 months

Andrew L. 1/2 $ 245

Economics A1051GL Guided Learning 6 months

Brooke L. 3 $ 450

Effective Business Writing (MindEdge) M1053SP Self Paced 5 hours Online 1/2 $ 99

Effective Emails, Memos and Letters (MindEdge)


Online 1/2 $ 79

Effective Presentations (MindEdge) M1055SP Self Paced 5 hours Online 1/2 $ 99

Effective Public Speaking (MindEdge) M1052SP Self Paced 5 hours Online 1/2 $ 99

Effective Referrals Suite A1056SP Self Paced 15 min Online $ 55

Essential Selling Skills Bundle A1057SP Self Paced 1.5 hours Online $ 495

Ethical Issues for Bankers A1058SP Self Paced 25 min Online $ 55

Ethics in the Workplace H1059SP Self Paced 25 min Online 1/4 $ 60

Event Networking A1060SP Self Paced 1 hour Online $ 95

29


30


Time


PDU

Cost

Everything DiSC Workplace Course Workshop C1062L Live Call to Schedule Full Day Cynthia S. 1/2 $ 350

Everything DISC Workplace Individual Assessment

C1061SP Self Paced 2 hours Online $ 80

Fighting Fraud: Top 10 Scams Targeting Our Nation's Seniors (2018) - FREE

C1063SP Self Paced 3 hours Online 1/4 $ -

Financial Elder Abuse A1063SP Self Paced 25 min Online $ 55

Financial Elder Abuse C1063GL Guided Learning 4 months Andrew L. 1/4 $ 200

Financial Planning and Control (MindEdge) M1220SP Self Paced 3 hours Online 1/4 $ 79

Frauds, Scams and Cons C1065BGL Guided Learning 4 months Andrew L. 1 $ 300

Future of Business, The CA1071ILO Instructor Led Online

9/2/2019 12 weeks Online 3 $ 645


1/13/2020 12 weeks Online 3 $ 645


5/18/2020 12 weeks Online 3 $ 645


8/31/2020 12 weeks Online 3 $ 645

Handling Workplace Conflict H1062SP Self Paced Online 1/4 $ 60

Handling Workplace Conflict H1062GL Guided Learning 4 months Tammy P. 1/4 $ 200

How to Read a Financial Statement (MindEdge)

M1221SP Self Paced 3 hours Online 1/4 $ 79

HR - Compensation and Benefits (MindEdge) M1211SP Self Paced 3 hours Online 1/4 $ 79

HR - Data and Human Resource Management (MindEdge)


HR - Employee Rights (MindEdge) M1213SP Self Paced 3 hours Online 1/4 $ 79

HR - Employee Safety (OSHA) (MindEdge) M1214SP Self Paced 3 hours Online 1/4 $ 79

HR - Employee Selection (MindEdge) M1215SP Self Paced 3 hours Online 1/4 $ 79

HR - Equal Employment Opportunity (MindEdge)


HR - Introduction to Human Resource Management (MindEdge)


HR - Performance Management (MindEdge) M1218SP Self Paced 3 hours Online 1/4 $ 79

HR - Talent Management and Career Development (MindEdge)


Human Relations C1073GL Guided Learning 6 months Tammy P. 3 $ 450

Human Resource Management C1099GL Guided Learning 6 months Tammy P. 3 $ 450

Innovation in Teams and Organizations (MindEdge)


Introduction to Banking A1077SP Self Paced 10 min Online $ 55

Introduction to Business Statistics (MindEdge) M1222SP Self Paced 3 hours Online 1/4 $ 79

Introduction to Critical Thinking (MindEdge) M1078SP Self Paced 7 hours Online 1/2 $ 95

Introduction to Finance (MindEdge) M1223SP Self Paced 3 hours Online 1/4 $ 79

Introduction to Trust Products & Services A1079ILO Instructor Led Online

9/23/2019 5 weeks Online $ 300


2/24/2020 5 weeks Online $ 300


7/27/2020 5 weeks Online $ 300

31



Time


PDU

Cost

Legal Foundations in Banking A1080ILO Instructor Led Online

9/9/2019 10 weeks

Online $ 675


3/23/2020 10 weeks

Online $ 675

Legal Foundations in Banking A1080GL Guided Learning 6 months Tammy P. 3 $ 450


9/14/2020 10 weeks

Online $ 675

Making the Client Call Suite A1081SP Self Paced 20 min Online $ 55

Managing Funding, Liquidity and Capital A1082ILO Instructor Led Online

1/27/2020 6 weeks

Online $ 875

Managing Funding, Liquidity and Capital A1082ILO Instructor Led Online

6/8/2020 6 weeks

Online $ 875

Managing Interest Rate Risk A1083ILO Instructor Led Online

11/4/2019 8 weeks

Online $ 875


4/13/2020 8 weeks

Online $ 875


11/2/2020 8 weeks

Online $ 875

Managing the Bank's Investment Portfolio A1084ILO Instructor Led Online

3/23/2020 5 weeks

Online $ 875

Managing the Bank's Investment Portfolio A1084ILO Instructor Led Online

8/3/2020 5 weeks

Online $ 875

Marketing C7740GL Guided Learning 6 months Andrew L. 3 $ 450

Marketing in a Digital World Bundle A1085BSP Self Paced 7.5 hours Online $ 599

Marketing in a Digital World: Build Your Campaign


Online $ 129

Marketing in a Digital World: Digital Campaigns

A1087SP Self Paced 3.5 hours

Online $ 299

Marketing in a Digital World: Find Your Audience


Online $ 129

Marketing in a Digital World: Leveraging LinkedIn


Online $ 129

Marketing in a Digital World: Search Engine Optimization

A1090SP Self Paced 1 hour

Online $ 129

Marketing in a Digital World: Social Cam-paigns

A1091SP Self Paced 4 hours

Online $ 299

Marketing in a Digital World: Strategic Twitter A1092SP Self Paced 1.5 hours Online $ 129

Marketing in a Digital World: The Power of Facebook


Online $ 129

Marketing in Banking A1094ILO Instructor Led Online

11/4/2019 4 weeks

Online $ 300

Marketing in Banking A1094ILO Instructor Led Online

1/13/2020 4 weeks

Online $ 300

Marketing Management A1095ILO Instructor Led Online

8/26/2019 4 weeks

Online $ 300


3/23/2020 4 weeks

Online $ 300


10/26/2020 4 weeks

Online $ 300

Marketing Planning A1096ILO Instructor Led Online

2/17/2020 4 weeks

Online $ 300

Marketing Planning A1096ILO Instructor Led Online

8/17/2020 4 weeks

Online $ 300

Money and Banking A1074ILO Instructor Led Online

11/4/2019 16 weeks

Online 3 $ 510


2/3/2020 16 weeks

Online $ 510

32



Time


PDU

Cost

Money and Banking A1074GL Guided Learning 6 months Brooke L. 3 $ 450

Money and Banking A1074L Live 9/11/2019 for

8 weeks 5:30—8:00PM

8 weeks Claremont, New Hampshire

Zachary H. 3 $ 450

Claremont Savings Bank, 145 Broad Street, Claremont, New Hampshire

Money and Banking A1074L Live 10/8/2019 for

8 weeks 5:30—8:00PM

8 weeks Littleton, New Hampshire

Erica A. 3 $ 450

Union Bank, 263 Dells Road, Littleton, New Hampshire


6/29/2020 16 weeks

Online $ 510


11/2/2020 16 weeks

Online $ 510

Organizational Behavior CA1100ILO Instructor Led Online

10/21/2019 12 weeks

Online 3 $ 645


1/27/2020 12 weeks

Online 3 $ 645


4/13/2020 12 weeks

Online 3 $ 645


7/20/2020 12 weeks

Online 3 $ 645


10/19/2020 12 weeks

Online 3 $ 645

Overcoming Objections Suite A1100SP Self Paced 20 min

Online $ 55

Personal Banker Certificate A1101SP Self Paced 13 hours Online $ 795

Principles of Banking CA1370ILO Instructor Led Online

9/2/2019 12 weeks

Online 3 $ 645

Principles of Banking A1370L Live 9/10/2019 for

8 weeks 6:00-9:00PM

8 weeks Machias, Maine Wendy S. 3 $ 450

Machias Savings Bank, 4 Center Street, Machias, Maine

Principles of Banking A1370L Live 9/30/2019 for

8 weeks 6:00-8:30PM

8 weeks Norfolk, Virginia Judy B. 3 $ 450

TowneBank, 109 E Main Street, Norfolk, Virginia. Parking: Bank lot and off street

Principles of Banking A1370WC Webcourse 9/11/2019 for

8 weeks 6:00-8:00PM

8 weeks

Lynn A. 3 $ 450


9/16/2019 12 weeks

Online 3 $ 645


9/30/2019 12 weeks

Online 3 $ 645


9/30/2019 12 weeks

Online 3 $ 645


10/14/2019 12 weeks

Online 3 $ 645


10/21/2019 12 weeks

Online 3 $ 645

Principles of Banking A1370L Live 10/29/19 for 8

weeks 5:30-8:30PM

8 weeks Morrisville,

Vermont Melissa G. 3 $ 450

Union Bank, 20 Lower Main Street, Morrisville, Vermont


11/4/2019 12 weeks

Online 3 $ 645

33



Time


PDU

Cost


12/2/2019 12 weeks

Online 3 $ 645


1/13/2020 12 weeks

Online 3 $ 645


1/20/2020 12 weeks

Online 3 $ 645


2/3/2020 12 weeks

Online 3 $ 645


2/17/2020 12 weeks

Online 3 $ 645


3/2/2020 12 weeks

Online 3 $ 645


3/16/2020 12 weeks

Online 3 $ 645

Principles of Banking A1370GL Guided Learning 6 months Tammy P. 3 $ 450

Principles of Banking A1370L Live Spring 2020 8 weeks Falmouth, Maine

Lise P. 3 $ 450

Principles of Scrum (MindEdge) M1226SP Self Paced 10 hours Online 1 $ 299

Professional Communication Certificate: Part 1 Conquering Communication

C1039L Live 10/8/2019

8:30AM-Noon 1/2 day New Gloucester,

Maine Lee Ann S. 1/4 $ 225

Pineland Conference Center, 16 Pineland Drive, New Gloucester, Maine, off Route 231, first building on left

Professional Communication Certificate: Part 2 Creative Decision Making and Problem Solv-

C1040L Live 10/8/2019 1:00-4:00PM

1/2 day New Gloucester, Maine

Lee Ann S. 1/4 $ 225


Professional Communication Certificate: Part 3 Establishing Expectations and Service Standards

C1041L Live 11/12/2019 8:30AM-Noon


Lee Ann S. 1/4 $ 225


Professional Communication Certificate: Part 4 Strengthening Interpersonal Relationships and Motivation

C1042L Live 11/12/2019 1:00-4:00PM


Lee Ann S. 1/4 $ 225


Professional Communication Certificate: Part 5 Communicate with Confidence, Comfort and Conviction

C1043L Live 4/22/2020 &

4/29/2020 8:30AM-4:30PM

2 days New Gloucester, Maine

Lee Ann S. 1/4 $ 425


Professional in Human Resources (PHR) - Exam Prep Course (MindEdge)


Online 1 $ 349

Quality Service (formerly Customer Service) C1045L Live 9/12/2019 &

9/19/2019 6:00-9:00PM

2 nights Machias, Maine

Wendy S. 1/2 $ 295


Quality Service (formerly Customer Service) C1045L Live 10/8/2019 & 10/15/2019 5:30-8:30PM

2 nights Littleton, New Hampshire

Kristina M. 1/2 $ 245

Passumpsic Bank, 81 Meadow Street, Littleton, New Hampshire

Quality Service (formerly Customer Service) C1045WC Webcourse 11/6/2019 & 11/13/2019 6:00-8:00PM

2 nights

Jessica B. 1/2 $ 295

Quality Service (formerly Customer Service) C1045GL Guided Learning 4 months Andrew L. 1/2 $ 245



Time


PDU

Cost

Referring Insurance and Annuity Clients A1102SP Self Paced 1.5 hours Online $ 95

Referring Investment Clients A1103SP Self Paced 35 min Online $ 95

Referring Trust Clients A1104SP Self Paced 40 min Online $ 95

Relationship Sales Suite A1105SP Self Paced 15 min Online $ 55

Relationship Selling to Small Business Customers


Online $ 95

Retirement Products for Small Businesses A1107SP Self Paced 2 hours Online $ 95

Robbery and Bank Security A1109SP Self Paced 45 min Online $ 95

Safe Deposit Basics C1110GL Guided Learning 4 months Andrew L. 1/4 $ 200

Safeguarding Bank Assets and the Nation A1111SP Self Paced 12 min Online $ 55

Safeguarding the Customer and the Bank A1127SP Self Paced 12 min Online $ 55

Servicing and Growing Small Business Relationships


Online $ 95

Small Business Banker Certificate A1113SP Self Paced 19 hours Online $ 595

Small Business Basics A1114SP Self Paced 20 min Online $ 55

Small Business Operating and Life Cycles A1115SP Self Paced 25 min Online $ 55

Speak with Confidence (MindEdge) - FREE! M1133SP Self Paced 2 hours Online 1/2 $ -

Start Your Own Nonprofit Organization (MindEdge)


Online 1/4 $ 79

Statistics C1117GL Guided Learning 6 months Brooke L. 3 $ 450

Tele-Consulting A1118SP Self Paced 1.5 hours Online $ 95

Teller Basics Suite A1120SP Self Paced 5 hours Online $ 150

Time Value of Money and Risk (MindEdge) M1224SP Self Paced 3 hours Online 1/4 $ 79

Today's Teller A1119GL Guided Learning 6 months Tammy P. 2 $ 350

Today's Teller A1119L Live See Adult Ed 6 weeks Bridgton, Maine Adult Ed 1 $ 75

Today's Teller A1119L Live See Adult Ed 6 weeks Bangor, Maine Adult Ed 1 $ 75

Understanding and Managing Budgets (MindEdge)


Online 1/4 $ 79

Understanding Bank Products A1122SP Self Paced 2.5 hours Online $ 95

Universal Banker Certificate A1123SP Self Paced 9 hours Online $ 795

Verbal Communication C5465WC Webcourse 9/30/19 for 8

weeks 6:00-8:00PM

8 weeks

Andrew L. 3 $ 450

Verbal Communication C5465L Live 10/24/2019 for 8 weeks 6:00-9:00PM

8 weeks Machias, Maine

Wendy S. 3 $ 450


Verbal Communication Suite (Telephone Skills)


Online $ 55

Video Conference Etiquette N1371ILO Instructor Led Online

Call to Schedule 1 hour

Online 1/4 $ 55

Why Quality Customer Service Matters Suite A1125SP Self Paced 35 min Online $ 95

Written Communication C1865WC Webcourse 9/10/2019 for

8 weeks 5:30-8:00PM

8 weeks

Marcia B. 3 $ 450

Written Communication C1865GL Guided Learning 6 months Susan A. 3 $ 450

Written Communication Suite (Email) A1126SP Self Paced 20 min Online $ 55

Your Role As A New Banker C1127L Live 9/25/2019

8:30AM—4:00PM Full Day

New Gloucester, Maine

Jodi R. 1/2 $ 295

Pineland Conference Center, 16 Pineland Drive, off Route 231, first building on left, New Gloucester, Maine

35

Courses: Compliance


Time


PDU

Cost

Certificate in BSA and AML Compliance Bundle

A2025BSP Self Paced 7 hours Online

$ 1,595

Certificate in Deposit Compliance Bundle A2026BSP Self Paced 12 hours Online $ 1,595

Certificate in Lending Compliance Bundle A6007SP Self Paced 28 Hours Online $ 2,195

Certificate in Operational Risk Management A1032SP Self Paced 10 hours Online $ 1,595

CRCM Exam Online Prep A2030ILO Instructor Led Online

8/12/2019 10 weeks Online

$ 900



$ 900



$ 900



$ 900



$ 900

Mortgage Servicing: ARM Notices A2056SP Self Paced 30 min Online $ 55

Mortgage Servicing: Early Intervention and Continuity of Contact

A2057SP Self Paced 30 min Online

$ 55

Mortgage Servicing: Error Resolution A2058SP Self Paced 40 min Online $ 95

Mortgage Servicing: Escrow Accounts A2059SP Self Paced 40 min Online $ 95

Mortgage Servicing: Force-Placed Insurance A2060SP Self Paced 40 min Online $ 95

Mortgage Servicing: Loan Origination and Servicing Transfers


$ 95

Mortgage Servicing: Loss Mitigation A2062SP Self Paced 45 min Online $ 95

Mortgage Servicing: Overview A2063SP Self Paced 45 min Online $ 95

Mortgage Servicing: Payment Crediting and Periodic Statements


$ 95

Mortgage Servicing: Successors in Interest A2065SP Self Paced 45 min Online $ 55

Private Mortgage Insurance O1225SP Self Paced 2 hours Online $ 109

Sexual and Workplace Harassment A2117SP Self Paced 40 min Online $ 95

Looking for more compliance training or detailed course descriptions?

Navigate to www.cftea.org and search under our large catalog of compliance

training or contact our CFTEA office for personalized assistance.

http://www.cftea.org/

36

Courses: Leadership, Managerial and Supervisory



Time


PDU

Cost

A Manager's Guide - How to Coach (MindEdge)


A Manager's Guide to Artificial Intelligence (MindEdge)


A Manager's Guide to Blockchain (MindEdge) M5077SP Self Paced 3 hours Online 1/4 $ 99

A Manager's Guide to Business Ethics in the 21st Century (MindEdge)


A Manager's Guide to Handling Difficult Employee Behavior (MindEdge)


A Manager's Guide to Handling Workplace Conflict (MindEdge)


A Manager's Guide to Information Technology (MindEdge)


A Manager's Guide to Managing People (MindEdge)


A Manager's Guide to Negotiations (MindEdge)


A Manager's Guide to Robotics (MindEdge) M5078SP Self Paced 3 hours Online 1/4 $ 99

A Manager's Guide to Superior Customer Service (MindEdge)


A Manager's Guide to Time Management (MindEdge)


Active Aggressor for Managers A5010SP Self Paced 40 min Online $ 95

Authentic Leadership A5012SP Self Paced 15 min Online $ 55

Body Language for Leaders (MindEdge) M5062SP Self Paced 3 hours Online 1/4 $ 79

Building Collaborative Teams A5014SP Self Paced 15 min Online $ 55

Certified Modern Manager C5090SP Self Paced Online $ 899

Certified Modern Supervisor - Maine C5053L Live

9/5/2019, 9/12/2019, 9/19/2019, 9/26/2019

8:30AM– 4:00PM

4 sessions Sanford, Maine Lisa H. 3 $ 799

Partners Bank, 900 Main Street, Sanford, Maine. Use back door farthest to the right facing building.

Certified Modern Supervisor - Maine C5053L Live

10/23/2019, 10/30/2019, 11/6/2019, 11/13/2019

8:30AM-4:00PM

Full Day Lewiston, Maine Alie D. 1 $ 799

Northeast Bank, 500 Canal Street, Lewiston, Maine

Certified Modern Supervisor - New Hampshire (formerly Today's Supervisor)

C5054L1 Live

4/9/2020, 4/16/2020,

4/23/2020 & 4/30/2020

Full Day Gilford, New Hampshire

Lee Ann S. 1 $ 799

Bank of New Hampshire Operations Center, 10 Mutual Way, Gilford, New Hampshire

Certified Modern Supervisor - Vermont C5054L Live

9/17/2019, 9/24/2019, 10/1/2019, 10/8/2019

Full Day White River Junction,

Vermont

Andrew L. / Cynthia S.

1 $ 799

Mascoma Bank, 243 Sykes Mountain Avenue, White River Junction, Vermont

37

Courses: Leadership, Management and Supervisory


Time


PDU

Cost

Certified Modern Supervisor - Virginia C5052L Live

10/21/2019, 10/22/2019, 10/23/2019, 10/24/2019

8:30AM-4:00PM

Full Day Hampton, Virginia Nancy H. 1 $ 799

Old Point National Bank, 101 East Queen Street, Hampton, Virginia

Certified Modern Supervisor - Virginia C5052L Live

12/9/2019, 12/10/2019, 12/11/2019, 12/12/2019

8:30AM-4:00PM

Full Day Hampton, Virginia Nancy H. 1 $ 799

Old Point National Bank, 101 East Queen Street, Hampton, Virginia

Coaching A5017SP Self Paced 15 min Online $ 55

Coaching to Support the Sales Process Suite A5018SP Self Paced 20 min Online $ 55

Communicating Vision A5019SP Self Paced 15 min Online $ 55

Corrective Action A5020SP Self Paced 15 min Online $ 55

Effective Meetings A5021SP Self Paced 15 min Online $ 55

Emotional Intelligence for Managers (MindEdge)


Employee Recognition A5023SP Self Paced 15 min Online $ 55

Employment Law A5024SP Self Paced 3 hours Online $ 95

Empowerment A5025SP Self Paced 15 min Online $ 55

Enhance Your Potential, Build Your Leadership Narrative Certificate

C5030L Live 4/16/2020 &

4/23/2020

9:00AM-Noon 2 weeks


Scott W. 1/2 $ 325


Finance Essentials for Managers Certificate (MindEdge)

M5061SP Self Paced 19 hours Online 1 $ 399

Foundations of Leadership C5026GL Guided Learning 4 months Andrew L. 1/2 $ 245

Interviewing A5027SP Self Paced 15 min Online $ 55

Introduction to Leadership (MindEdge) M5028SP Self Paced 5 hours Online 1/2 $ 79

Introduction to Leadership Certificate (MindEdge)


Leaders and Work-Life Balance (MindEdge) M5029SP Self Paced 3 hours Online 1/4 $ 79

Leadership in Action Suite A5031SP Self Paced 1.5 hours Online $ 195

Leading and Managing Change (MindEdge) M5032SP Self Paced 5 hours Online 1/2 $ 79

Leading Superior Project Teams - FREE! (MindEdge)

M1129SP Self Paced 1 hour Online 1/4 $ -

Leading Teams (MindEdge) M5033SP Self Paced 5 hours Online 1/2 $ 79

Leading the Courtney Museum Simulation (MindEdge)


Leading with Influence C5034GL Guided Learning 4 months Tammy P. 1/2 $ 245

Leveraging the Benefits of a Diverse Work-force

A5035SP Self Paced 55 min Online $ 95

Management CA5036ILO Instructor Led

Online 9/30/2019 12 weeks Online 3 $ 645



Time


PDU

Cost





Management C5036GL Guided Learning 6 months Tammy P. 3 $ 450

Management Essentials Suite A5037SP Self Paced 1.5 hours Online $ 275

Managers as Leaders: Building and Maintaining Your Team

C5038L Live Call to Schedule Full Day 1 $ 325

Managers as Leaders: Development, Coaching and Performance Management


Managers as Leaders: Leadership and Management


Managers as Leaders: Leading Service Excellence


Managers as Leaders: Managing from the Middle

C5079L Live 10/9/2019 Full Day Auburn, Maine Bill O. 1/2 $ 325

Androscoggin Bank, 70 Lincoln Street, Lewiston, Maine. Parking located in Garage next door.

Managers as Leaders: Managing Time & Change in a Leadership Role


Managing in a Modern Organization (MindEdge)


Managing Performance A5046SP Self Paced 15 min Online $ 55

Meetings that Work H6051SP Self Paced Online 1/4 $ 60

Meetings that Work H5061GL Guided Learning 4 months Tammy P. 1/2 $ 245

Mentoring: An Opportunity C5047L Live Call to Schedule Full Day $ 245

Negotiations: Making Business Deals (MindEdge)


Negotiations: Resolving Disputes (MindEdge) M5065SP Self Paced 3 hours Online 1/4 $ 79

Professional Development for Supervisors I Certificate

H5048SP Self Paced Online $ 200

Professional Development for Supervisors II Certificate

H5049SP Self Paced Online $ 300

Project Management for Teams Certificate (MindEdge)


Project Management Team Leadership Certifi-cate (MindEdge)


Sexual and Workplace Harassment for Managers

A5050SP Self Paced 40 min Online $ 95

Statistics as a Managerial Tool (MindEdge) M5075SP Self Paced 3 hours Online 1/4 $ 79

Supervision C4310L Live 9/10/2019 for

8 weeks 5:30-8:30PM

8 weeks Morrisville,

Vermont Melissa G. 3 $ 450


Supervision C4310WC Webcourse 9/26/19 for 8

weeks 6:00-8:00PM

8 weeks Nancy H. 3 $ 450

Supervision C4310GL Guided Learning 6 months Tammy P. 3 $ 450

Supervisor / Team Leader Certificate A5051SP Self Paced 10 hours Online $ 895

38



Time


PDU

Cost

The Effective Manager's Toolbox Certificate (MindEdge)


The Manager's Toolbox: Business Nuts and Bolts (MindEdge)


The Manager's Toolbox: Compliance Challenges (MindEdge)


The Manager's Toolbox: Handling Conflict (MindEdge)


The Manager's Toolbox: Morale and Inspiration (MindEdge)


The Manager's Toolbox: New Leader Challenges (MindEdge)


The Manager's Toolbox: New Manager Challenges (MindEdge)


The Manager's Toolbox: Performance Challenges (MindEdge)


Courses: Learning and Development

Certificate in Online Learning (MindEdge) M4001SP Self Paced 22 hours Online 1 $ 499

Micro Learning Focused on Practice and Application

L4002OD On Demand 1 hour

Diane E. 1/4 $ 55

Modern Classroom Certified Trainer (MCCT) L4003OD On Demand 8/1/2019 6 hours Andrew L. 1/2 $ 399

Skills and Tips for Running a Successful Webcourse

C4007OD Webcourse Call to Schedule 1 hour

Andrew L. 1/4 $ 55

Teaching Adults C4005L Live 10/24/2019

9:00AM—Noon Half Day

Jay H. 1/4 $ 200


Your Role As A Facilitator C4006L Live Call to Schedule Half Day Andrew L. 1/4 $ 200


Time


PDU

Cost

Courses: Lending


Time


PDU

Cost

Advanced Credit Analysis and Business Finance C6001L Live 11/5/2019 &

11/6/2019 9:00AM-4:00PM

2 Days New Gloucester, Maine

Vin D. 1/2 $ 480


Analyzing Financial Statements A6920ILO Instructor Led

Online 7/29/2019 16 weeks

Online 3 $ 550

Analyzing Financial Statements A6920OD On Demand Coming Soon 8 weeks Margaret C. 3 $ 450



Online 3 $ 550

39

Courses: Lending


Time


PDU

Cost



Online 3 $ 550



Online 3 $ 550



Online 3 $ 550

Analyzing Financial Statements A6920GL Guided Learning 6 months Jay H. 3 $ 450

Analyzing Personal Financial Statements and Tax Returns

C6002L Live 10/1/2019

9:00AM-4:00PM Full Day


Vin D. 1/2 $ 325


Analyzing the Tax Returns of Businesses C6003L Live 10/2/2019



Vin D. 1/2 $ 325


Appraisal Procedures A6004SP Self Paced 1 hour Online $ 95

Basics of Mortgage Processing A6005SP Self Paced 45 min Online $ 95

Certificate in Business and Commercial Lending A6006SP Self Paced 33 hours Online $ 600

Commercial Lending A6350L Live 9/16/2019 for 8

weeks 6:00-8:00PM

8 weeks Rockland, Maine Vera R. 3 $ 450

The First, 63 Union Street, Rockland, Maine. Next to Post Office.

Commercial Lending A6350ILO Instructor Led


Online 3 $ 550

Commercial Lending A6450W Webcourse 1/30/2020 for 8

weeks 5:30-8:00PM

8 weeks

Susan P. 3 $ 450



Online 3 $ 550



Online 3 $ 550



Online 3 $ 550

Commercial Lending A6350GL Guided Learning 6 months

Susan P. 3 $ 450

Commercial Real Estate Lending Decision Process Package Certificate

A6008BSP Self Paced 25 hours

Online $ 720

Commercial Real Estate Lending Series 1: Types of CRE Loans, Risk Areas and Performance Drivers


Online $ 125

Commercial Real Estate Lending Series 2: The CRE Underwriting Process


Online $ 125

Commercial Real Estate Lending Series 3: Financing Different Types of Commercial Properties


Online $ 125

Commercial Real Estate Lending Series 4: Understanding & Evaluating Leases, Appraisals & Environmental Assessments


Online $ 175

Commercial Real Estate Lending Series 5: Loan Structure and Documentation Considerations


Online $ 125

Commercial Real Estate Lending Series 6: Construction Lending


Online $ 175

Completing the HUD 1 A6015SP Self Paced 30 min Online $ 95

Consumer Credit Basics A6016SP Self Paced 20 min Online $ 55

Consumer Credit Products C6017L Live 9/26/2019 & 10/17/2019

2 nights Machias, Maine

Wendy S. 1/2 $ 245


Courses: Lending


Time


PDU

Cost

Consumer Credit Products A6017SP Self Paced 1.5 hours Online $ 95

Consumer Credit Products C6017GL Guided Learning 4 months

Tammy P. 1/4 $ 245

Consumer Lending A7008ILO Instructor Led


Online 3 $ 500


Online 3/9/2020 16 Weeks

Online 3 $ 500

Consumer Lending A7008GL Guided Learning 6 months

Andrew L. 3 $ 450



Online 3 $ 500



Online 3 $ 500

Consumer Lending Certificate in partnership with eEnsight


Online $ 550

Consumer Loan Processes A6018SP Self Paced 20 min Online $ 55

Credit Products for Small Businesses A6019SP Self Paced 40 min Online $ 95

Discovering FHA Programs A6020SP Self Paced 1 hour Online $ 95

Elements of Title Insurance A6021SP Self Paced 1 hour Online $ 95

Essentials of Mortgage Lending A6022SP Self Paced 1.5 hours Online $ 95

Explaining Loan Modifications A6023SP Self Paced 1 hour Online $ 95

Fundamentals of Consumer Lending C6024WC Webcourse 11/5/2019 & 11/12/2019

2 nights

Brandy B. 1/2 $ 295

Fundamentals of Consumer Lending C6024GL Guided Learning 4 months

Tammy P. 1/4 $ 295

Fundamentals of Consumer Lending Suite A6024SP Self Paced 40 min Online $ 95

Fundamentals of Credit Analysis and Business Finance

C6025L Live Fall 2020



Vin D. 2 $ 480


Fundamentals of Mortgage Lending A6026ILO Instructor Led


Online $ 300

Fundamentals of Mortgage Lending A6026ILO Instructor Led


Online $ 300

Fundamentals of Mortgage Lending C6026L Live 10/10/2019 &

10/17/2019 6:00-9:00PM

2 nights Machias, Maine Wendy S. 1/2 $ 295


Fundamentals of Mortgage Lending C6026WC Webcourse 11/19/2019 &

11/26/2019 5:30-8:00PM

2 nights

Brandy B. 1/2 $ 295

Fundamentals of Mortgage Lending C6026GL Guided Learning 4 months

Tammy P. 1/4 $ 245

Fundamentals of Small Business Banking C6056L Guided Learning 4 months

Tammy P. 1/4 $ 245

Fundamentals of Small Business Banking Suite A1070SP Self Paced 45 min Online $ 95

Gathering the Facts on Mortgage Fraud A6027SP Self Paced 1 hour Online $ 95

Handling Mortgage Inquiries and Making Refer-rals


Online $ 95

Introduction to Analyzing Financial Statements A1076SP Self Paced 3.5 hours Online $ 95

Introduction to Agricultural Lending A6029ILO Instructor Led


Online $ 475

Introduction to Agricultural Lending A6029ILO Instructor Led


Online $ 475

Lending as a Cornerstone of Banking A6030SP Self Paced 10 min Online $ 55

Courses: Lending


Time


PDU

Cost

Lending Decision Process Complete Package A6031BSP Self Paced 50 hours Online $ 720

Lending Decision Process Series 1: Industry, Management and Economic Influences


Online $ 100

Lending Decision Process Series 2: Interpreting Quality of Financial Reports and Accounts


Online $ 100

Lending Decision Process Series 3: Analyzing the Company's Financial Performance and Condition


Online $ 200

Lending Decision Process Series 4: The Cash Cycle, Seasonality & Discovering Borrowing Causes & Repayment Sources


Online $ 150

Lending Decision Process Series 5: Analyzing Cash Flow Statements to Measure Long-Term Repayment Ability


Online $ 150

Lending Decision Process Series 6: Using Financial Projections to Fine Tune the Credit Analysis


Online $ 150

Loan Collectors Training Program C6038GL Guided Learning 4 months Andrew L. 1 $ 300

Mortgage Customer Counseling and Prequalification


Online $ 95

Personal Tax Return Analysis A6041SP Self Paced 6 hours Online $ 95

Preparing the Closing Disclosure A6042SP Self Paced 1 hour Online $ 95

Preparing the Loan Estimate A6043SP Self Paced 1 hour Online $ 95

Processing and Underwriting Credit A6044SP Self Paced 1 hour Online $ 95

Processing Income and Assets A6045SP Self Paced 1 hour Online $ 95

Real Estate Appraisal CA6046ILO Instructor Led


Online 3 $ 645

Real Estate Appraisal CA6046ILO Instructor Led


Online 3 $ 645

Real Estate Finance CA6047ILO Instructor Led


Online 3 $ 645

Real Estate Finance CA6047ILO Instructor Led


Online 3 $ 645

Real Estate Law CA6048ILO Instructor Led


Online 3 $ 645

Real Estate Law CA6048ILO Instructor Led


Online 3 $ 645

Residential Mortgage Lender Certificate A6049SP Self Paced 24 hours Online $ 775

Residential Mortgage Lending CA6050ILO Instructor Led


Online 3 $ 645

Residential Mortgage Lending C6050GL Guided Learning 6 months

Andrew L. 3 $ 450



Online 3 $ 645



Online 3 $ 645



Online 3 $ 645



Online 3 $ 645

Reviewing the Appraisal Report A6051SP Self Paced 1 hour Online $ 95

Small Business Borrowing A6052SP Self Paced 50 min Online $ 95

Structuring Commercial Loan Packages C6053L Live 5/20/2020



Vin D. 2 $ 325


The Mortgage Lending Business A6054ILO Instructor Led


Online $ 300

Understanding Business Borrowers A6055SP Self Paced Online $ 150

43

Courses: Professional Skills and Special Topics



Time


PDU

Cost

A Question of Workplace Attitude C5001GL Guided Learning 4 months

Tammy P. 1/2 $ 245

Ace Your Job Search! (MindEdge) M5100SP Self Paced 5 hours Online 1/4 $ 79

Art of Influencing Others H5081SP Self Paced Online 1/4 $ 60

Balancing Home and Career C5002GL Guided Learning 4 months Tammy P. 1/4 $ 200

Certificate in Agile Project Management (MindEdge) M1027SP Self Paced 17 hours Online 1 $ 299

Certificate in Creativity and Innovation (MindEdge) M5003SP Self Paced 22 hours Online 1 $ 249

Certified Health Savings Professional (Exam Fee Included) - H.S.A. University

S5013ILO Instructor Led

Online 7/11/19 - 8/8/19 6 Weeks

Online $ 899

Certified Health Savings Professional (Exam Fee Included) - H.S.A. University


Online 10/3/19 - 10/31/19

6 Weeks

Online $ 899

Certified IRA Specialist I (Exam Fee Included) - IRA University


Online 7/10/19 - 8/4/19 5 weeks

Online $ 1,199

Certified IRA Specialist I (Exam Fee Included) - IRA University


Online 10/2/19 - 11/6/19

5 weeks

Online $ 1,199

Certified IRA Specialist II (Exam Fee Included) S0923ILO Instructor Led

Online Coming Spring

2020

Online TBA

Challenging Negative Attitudes H5082SP Self Paced Online 1/4 $ 60

CTFA Exam Online Prep A5004ILO Instructor Led


Online $ 1,125



Online $ 1,125



Online $ 1,125



Online $ 1,125



Online $ 1,125

Dealing Effectively with Co-Workers A5005SP Self Paced 3 hours Online $ 95

Dealing with Stress C5007GL Guided Learning 4 months Tammy P. 1/2 $ 245

Developing as a Professional C5008GL Guided Learning 4 months Tammy P. 1/2 $ 245

Emotional Intelligence H5010L Live 9/17/2019 & 9/24/2019 5:30-8:30PM

2 nights Littleton,

New Hampshire Erica A. 1/2 $ 245

Union Bank, 263 Dells Road, Littleton, New Hampshire

Emotional Intelligence H5010SP Self Paced Online 1/4 $ 60

Emotional Intelligence H5010GL Guided Learning 4 months Andrew L. 1/2 $ 245

Essentials of Workplace Conduct C5011L Live 11/7/19 & 11/14/19

5:30-8:30PM 2 nights Morrisville, Vermont Melissa G. 1/2 $ 245


Essentials of Workplace Conduct A5011SP Self Paced 40 min Online $ 95

Essentials of Workplace Conduct C5011GL Guided Learning 4 months Tammy P. 1/2 $ 245

Finding Purpose In Your Career (MindEdge) M5101SP Self Paced 3 hours Online 1/4 $ 49

Goals and Goal Setting C5012GL Guided Learning 4 months Tammy P. 1/2 $ 245

HSA Basics S5013LV Live 3/12/2020

8:30AM-Noon Half Day Montpelier, Vermont Matthew C. 1/4 $ 295

Comfort Inn Suites at Maplewood, 213 Paine Turnpike N., Montpelier, Vermont

HSA Basics S5013LM Live 3/31/2020

8:30AM-Noon Half Day


Matthew C. 1/4 $ 295


Improving Productivity A5014SP Self Paced 3 hours Online $ 95



Time


PDU

Cost

IRA Basics S5017LV Live 11/6/2019 & 11/13/2019 5:30-8:00PM

Full Day St. Johnsbury,

Vermont Pam S. 1/2 $ 295

Passumpsic Bank, 1242 Memorial Drive, St. Johnsbury, Vermont

IRA Basics S5017LV Live 3/10/2020 Full Day Montpelier, Vermont Matthew C. 1/2 $ 295


IRA Basics S5017LM Live 4/1/2020 Full Day New Gloucester,

Maine Matthew C. 1/2 $ 295


IRA Essentials On Demand S5018SP Self Paced 30 Days Online $ 249

IRA, Advanced S5016L Live 3/11/2020 Full Day Montpelier, Vermont Matthew C. 1/2 $ 295


IRAs, Introduction to A5015SP Self Paced 30 min Online $ 95

Leveraging LinkedIn C5099OD On Demand 12/1/2019 1 hour Andrew L. 1/4 $0

Managing Change A5044SP Self Paced 15 min Online $ 55

Managing Change C5044GL Guided Learning 4 months Tammy P. 1/4 $ 200

Managing Time at Work A5022SP Self Paced 15 min Online $ 95

Managing Your Time A5023GL Guided Learning 4 months Tammy P. 1/2 $ 245

Medallion Programs and Signature Guarantees: An Overview of the Processes, Rules & Risks

C5024L Live Call to Schedule Half Day

Alfred P. 1/4 $ 185

Networking for Success (MindEdge) M5102SP Self Paced 3 hours Online 1/4 $ 49

Notary Public Workshop C5025L Live Call to Schedule 3 hours Alfred P. 1/4 $ 215

Online Communication Suite (Social Media) A5026SP Self Paced 10 min Online $ 55

Personal Branding (MindEdge) M5027SP Self Paced 3 hours Online 1/4 $ 49

Personal Creativity (MindEdge) M5028SP Self Paced 5 hours Online 1/2 $ 79

Personal Finance (MindEdge) M5029SP Self Paced 3 hours Online 1/4 $ 49

Presentation Skills Suite A5030SP Self Paced 50 min Online $ 95

Professional Development 1: Balancing Priorities H5031GL Guided Learning 4 months Tammy P. 1/4 $ 60

Professional Development 2: Creative Problem Solv-ing

H5032GL Guided Learning 4 months

Tammy P. 1/4 $ 60

Professional Development 3: Developing Positive Relationships


Tammy P. 1/4 $ 60

Professional Development 4: Effective Listening Skills H5034GL Guided Learning 4 months Tammy P. 1/4 $ 60

Professional Development 5: How to Manage Your Emotions


Tammy P. 1/4 $ 60

Professional Development 6: Productive Work Habits H5036GL Guided Learning 4 months Tammy P. 1/4 $ 60

Professional Development I Certificate H5037SP Self Paced Online $ 200

Professional Development I Certificate Bundle H5038GL Guided Learning 6 months Tammy P. $ 200

Professional Development II Certificate H5039SP Self Paced Online $ 200

Professional Development III Certificate C0919 Self Paced Online

Sales Essentials 1: Understanding the Sales Cycle H5040GL Guided Learning 4 months Tammy P. 1/4 $ 60

Sales Essentials 2: Prospecting and Territory Management


Tammy P. 1/4 $ 60

Sales Essentials 3: Open the Sales Call H5042GL Guided Learning 4 months Tammy P. 1/4 $ 60

Sales Essentials 4: What to Ask, How to Listen H5043GL Guided Learning 4 months Tammy P. 1/4 $ 60

45



Time


PDU

Cost

Sales Essentials 5: Presenting, Overcoming and Closing


Tammy P. 1/4 $ 60

Sales Essentials 6: Developing Clients for Life H5045GL Guided Learning 4 months Tammy P. 1/4 $ 60

Sales Essentials Certificate H5046SP Self Paced Online $ 200

Sales Essentials Package Certificate H5046BGL Guided Learning 4 months Tammy P. 1.5 $ 245

Sales Management C5049GL Guided Learning 4 months Tammy P. 1/2 $ 245

Sales Planning Suite A5050SP Self Paced 20 min Online $ 55

Selling Fundamentals CA5052ILO Instructor Led


Online 3 $ 645



Online 3 $ 645



Online 3 $ 645



Online 3 $ 645

Selling in a Social World (Bundle) A5053BSP Self Paced 1.7 hours Online $ 129

Selling in a Social World: Engage Your Audience A5054SP Self Paced 45 min Online $ 49

Selling in a Social World: Extend Your Reach A5055SP Self Paced 1 hour Online $ 89

Successful Sales Campaigns A5056SP Self Paced 2 hours Online $ 95

Supercharge Your Personal Creativity - FREE! (MindEdge)

M5060SP Self Paced 1 hour

Online 1/4 $ -

Team Excellence H5083SP Self Paced Online 1/4 $ 60

The Business of Listening C5063GL Guided Learning

4 months

Tammy P. 1/2 $ 245

The First 30 Days (MindEdge) M5103SP Self Paced 3 hours Online 1/4 $ 49

Winning at Human Relations C5057GL Guided Learning 4 months Tammy P. 1/2 $ 245

Working Effectively with Co-Workers H5005SP Self Paced Online 1/4 $ 60

Working Effectively with Co-Workers H5005GL Guided Learning 4 months Tammy P. 1/4 $ 200

Working in Teams C5058GL Guided Learning 4 months Tammy P. 1/2 $ 245

Working Together C5059GL Guided Learning 4 months Tammy P. 1/2 $ 245

Courses: Technology Looking for QuickBooks, Microsoft Word, PowerPoint, Excel, I.T. or Adobe

training, please contact the CFTEA office for additional options.


Time


PDU

Cost

Access Control and Identity Management Scenarios (MindEdge)


Online 1/2 $ 79

Certificate in Cybersecurity (MindEdge) M9016SP Self Paced 40 hours Online 3 $ 499

Cybersecurity Fundamentals A9001SP Self Paced 30 min Online $ 55

Cybersecurity Management A9002SP Self Paced 1 hour Online $ 275

Excel Power Hour: Analyzing Data with Lookup Functions

N9003ILO Instructor Led

Online Choose Date 1 hour

Online 1/4 $ 55

Excel Power Hour: Auditing and Protecting Workbooks



Online 1/4 $ 55

Excel Power Hour: Calculating and Analyzing Data with Excel IF Statements



Online 1/4 $ 55

Excel Power Hour: Connecting Worksheets and Workbooks



Online 1/4 $ 55

Excel Power Hour: Creating Easy to Read Spreadsheets



Online 1/4 $ 55

Excel Power Hour: Creating Interactive Reports with Pivot Charts



Online 1/4 $ 55

Excel Power Hour: Discovering and Presenting Trends Data with Charts



Online 1/4 $ 55


45

Courses: Technology Looking for QuickBooks, Microsoft Word, PowerPoint, Excel, I.T. or Adobe

training, please contact the CFTEA office for additional options.


Time


PDU

Cost

Excel Power Hour: Ensuring Data Integrity N9010ILO Instructor Led


Online 1/4 $ 55

Excel Power Hour: PivotTables Beyond the Basics N9011ILO Instructor Led


Online 1/4 $ 55

Excel Power Hour: Using PivotTables to Present Interactive Data



Online 1/4 $ 55

Information Security and Red Flags A9013SP Self Paced 45 min

Online $ 95

Keeping Your Social Media Accounts Secure! - FREE! (MindEdge)

M9015SP Self Paced 1 hour

Online 1/4 $ -

Operational Security Scenarios (MindEdge) M9018SP Self Paced 5 hours Online 1/2 $ 79

Outlook Power Hour: Keeping Your Mailbox Clean N9021ILO Instructor Led


Online 1/4 $ 55

PowerPoint Power Hour: Creating Dynamic Presentations Using Excel Data



Online 1/4 $ 55

Project Management for Information Technology Certificate (MindEdge)


Online 1 $ 499

Security Awareness Training (MindEdge) M9014SP Self Paced 2 hours Online 1/4 $ 15

44

Withdrawal Policy

Withdrawal from a course is required in writing to the

CFTEA office. A student may withdraw from a class

with no fees assessed up to ten business days prior to

the start of the class. Within the ten business days,

refunds will deduct a $25.00 cancellation fee, cost of

materials and postage/handling. No shows at the start

of class receive no refund. To avoid a

cancellation fee, the course may be transferred to

another student for $50 prior to the start date.

Additional cancellation charges:


8-16 week classes……….$130 Cancellation Charge


short classes……...……….$ 75 Cancellation Charge

ABA Self-paced , Ascensus, MindEdge, OnCourse

classes……………………..No refunds

Any student who registers for a class, does not inform

the CFTEA office of withdrawal and does not attend

the class will be charged the full tuition rate.

Cancellation Due to Bad Weather

Winter weather can be volatile and unpredictable.

Because of this CFTEA will expect payment for any

enrollment cancellation due to anticipated bad

weather after the deadline requirements in the

Withdrawal Policy. At the discretion of CFTEA, with

the exception of classes held at a high school, college

or university, should bad weather become a deterrent

for any student(s) to attend a class on the day/evening

of the program, there will be no charge for the

enrollment. The decision to cancel any evening class

will be made by 2:00 PM. Daytime classes will be

cancelled by 3:00 PM the day before the class The

CFTEA office will contact a student enrolled in a

cancelled class.

NOTE: Classes being held at a high school, college or

university will be canceled when the school makes the

decision to close for bad weather. Please listen to

radio stations in your area that would have

information about school closings for inclement

weather.

Policies

CFTEA Smoking Policy

A smoke-free environment is maintained at all CFTEA

classes, seminars and workshops, and social events. In

most cases, smoking areas are available at class and

seminar locations. Your instructors will be aware of the

smoking areas.

Class Attendance Policy

Student attendance and class participation are in many

classes critical to the learning objectives of the class.

CFTEA has established the following policy regarding

student absences.

More than one absence in any class longer than three

sessions, and any absence in a class of three or fewer

sessions may jeopardize the student’s receipt of credit

for the class.

Instructors may waive these policies with adequate and

documented reasons and after discussions with the

CFTEA office.

CFTEA In-House Cancelation Policy

CFTEA appreciates being a preferred educational partner

and provides work setting up In-House live programs for

the benefit of organizations. At times changes or situations

may occur that impact a course running. It is important to

communicate with the CFTEA office if there is any change

that impacts an agreed upon course to run. If a course

cannot be rescheduled, the following cancelation policy is

applicable.

Cancelation of the program within:

30 days of program date—100% recoupment of

program costs.


program costs.


program costs.

45

CFTEA Code of Ethics and Conduct Policy

The Center for Financial Training and Education

Alliance (CFTEA) recognizes that it takes more than

quality education and a commitment to the students

that it serves to be successful in accomplishing our

mission. We rely heavily on our solid reputation for

honesty, fairness, and ethical conduct to attract our

students, recruit quality instructors, and retain the high

level of organizational support and respect.

Our reputation ultimately rests on the good judgment

and personal integrity of everyone - staff, volunteer

leaders, students, instructors, and all other individuals

and organizations - involved with CFTEA.

Those associated with CFTEA in any capacity shall

commit themselves to:

Striving for excellence in all aspects of CFTEA;

Using only legal and ethical means in all CFTEA

activities, including conducting all financial

transactions in a responsible manner;

Acting with impartiality in all CFTEA matters;

Maintaining the confidentiality of privileged

Information entrusted or known to them by virtue of

their association with CFTEA;

Refusing to engage in, or tolerate, activities for

personal gain at the expense of CFTEA or our

business partners; and

Communicating in a truthful and accurate manner.

Academic Integrity Policy

CFTEA strongly supports the concept of academic

integrity and seeks to foster sound moral behavior in

its students and faculty. Academic dishonesty can take

many forms, including cheating on examinations,

plagiarism, aiding others to commit dishonest acts,

etc., and must never be tolerated. Students engaging

in academic dishonesty are subject to serious

consequences. Instructors who observe or suspect an

incident of academic dishonesty shall bring it to the

attention of an appropriate center official immediately

for prompt investigation, review and action.

Policies

Student File Change Policy

Student files are maintained at the CFTEA office. A file is

begun for a student when his/her first enrollment form for

any class arrives at the CFTEA office. Student records are

maintained by the last four digits of the student’s social

security number. Should you desire not to provide us with

this information, we will assign a student identification

number to the enrollment listed on the enrollment form.

If a student changes their name or place of employment,

please contact the CFTEA office with corrections as soon

as possible at 888.366.3242 or [email protected].

ACE College Credit Recommendations

The American Council on Education’s College Credit

Recommendation service (ACE Credit) has evaluated and

recommended college credit for several Instructor-Led

online classes listed in this catalog and the credit

recommendation is listed in the indicated column.

The American Council on Education, the major

coordinating body for the nation’s higher education

institutions, seeks to provide leadership and a unifying

voice on key higher education issues and to influence

public policy through advocacy, research, and program

initiatives. ACE CREDIT connects workplace learning with

colleges and universities by helping adults gain access to

academic credit at colleges and universities for formal

courses and examinations taken in the workplace or other

settings outside traditional higher education.

These recommendations do not guarantee you will receive

college credit for these classes. The decision is made

independently by each college or university. The ACE

website lists the Colleges and Universities that have agreed

to accept the credit recommendations when appropriate.

Prior to enrolling into a course specifically to transfer the

credits to the college or university you are attending please

confirm directly with the school that they will accept the

credits upon successful completion of the class.

46

Grading Policy

In-class: Grade reports will be sent to students as soon

as possible after the grades have been received from

the instructor. Grade reports to the financial institutions

will be sent in bulk at the end of the semester - in

January and in July. A student may request in writing

that a grade report be sent to his/her human resource

department sooner than at the end of the semester if

the grade is necessary for a promotion, salary in-

crease, etc.

Online and Self Study: Grades are sent to students

upon CFTEA’s receipt of the final grade from the

instructor or completion of the self-paced programs.

CFTEA uses an official letter grading system for

courses eligible for credit, but does not include pluses

(+) or minuses (-). Letter grades are as follows:

90 - 100 = A (Excellent)

80 - 89 = B (Above Average)

70 - 79 = C (Average)

60 - 69 = D (Below Average)

Below 60 = F (Failing)

P = (Passing)

W = (Withdrawn)

I = (Incomplete, may be

completed and a grade posted.)

A class showing an incomplete grade must be

successfully completed within three months of the end

date of the class in order for the grade to be changed

to a letter grade. Otherwise the incomplete grade will

remain as a permanent record on the transcript.

Transcript Policy

An unofficial transcript of a student’s classes may be

requested by the student in writing. An official

transcript may be sent to a college or other

educational facility. There is a $25.00 fee for an

official transcript which must be paid at the time of the

request.

Policies

When ordering, please include in the request your name,

the last four digits of your social security number or your

student ID number, your telephone number and the

address to which the transcript should be sent, along with

the $25.00 fee payable to CFTEA.

All CFTEA records are maintained under the last four digits

of a student’s social security number. If this information

was not supplied to the CFTEA office during an registration

for a course, it may cause any transfer request to be

incomplete.

Transfer Credit Policy

To save students time and added expense, please first

contact the CFTEA office at 888.366.3242 or

[email protected] for assistance to complete the appropriate

paperwork.

Credit for completed college courses may be transferred to

a student’s CFTEA transcript. Classes must be completed at

an accredited post-secondary institution. The credits must

be accompanied by grades of “C” or better in order to be

eligible for transfer.

In order to transfer credits from a college to CFTEA, the

CFTEA office must be sent an official transcript of the

student’s credits and grades from the college as well as

course descriptions for the classes intended to be

transferred. A fee of $90.00 is assessed for the evaluation

of each transfer of credit from different colleges.

Tuition Policy

Tuition rates for all learning formats may be found on the

pages listing the programs.

In–House Course Tuition:

1/4 and 1/2 Credit Classes……………. $60.00

1 or 2 Credit Classes……………………. $70.00

3 Credit Classes………………………….. $90.00

Transfers from Vendor Programs (outside enrollment):

Per course transfer ……………………….. $15.00

Transfers from College Programs:

Per institution transfer ……………...……….. $90.00

47

Enrollment Policy

Students may enroll in any CFTEA course by

paying at registration or with their approval of their

supervisor, learning and development

department or Human Resources.

Enrollments not directly paid by a student are billed to

an organization throughout the month and are based

on the guidelines found in the policies section of this

catalog.

Testing Out Policy

CFTEA will allow students to test out of a Guided Learning course for a $150 fee. Please direct questions related to testing out to the Executive Director, Andrew Lederer.

Guided Learning Extension Policy

Extensions are not granted for 1 credit or less classes.

Any course not completed within six months will be

automatically closed.

Extensions for 3 credit classes allow for one three-

month extension with no fee. Any 3 credit class

requiring an extension past nine months from the start

of the date of the class will be assessed a $75

extension fee per three-month period up to 18 months

past the original start date.

Extensions are granted for 3 credit courses only when

course work has been completed.

Guided Learning Testing Out Extension Policy

One three-month extension will be granted. No testing

out enrollment remains open longer than six months.

Grandfathered Certificate and Diploma Policy

Certificates and diplomas may change at any time based on the needs of the business community. Any student actively worked on a certificate or diploma will be grandfathered for 18 months allowing for the com-pletion of the original certificate and/or diploma.

Policies

Policy of Nondiscrimination

CFTEA reaffirms its standing policy of nondiscrimination in employment and in all programs and activities with respect to race, creed, color, sex, sexual orientation, age, religion, ethnic or national origin, handicap or veteran status.

Textbook Purchase Policy

Textbooks purchased through the CFTEA office for a live or

in-house course will be billed to the organization through

the month.

At times additional textbooks are sent to an

organization cover late enrollments. Remaining

textbooks may be kept by an organization for future

classes. Unused textbooks are to be returned to the CFTEA

office within 30 days to avoid a charge.

Textbooks will be examined for acceptable condition. Any

textbooks not in a usable condition will be billed to the

organization.

Parking Policy

CFTEA does not pay for student parking at locations where

free parking is not available. In most cases, a student’s

financial institutions also do not pay for student parking.

Please inquire within your financial institution prior to

submitting for payment through your organization.

Payment Policy

CFTEA will invoice organizations for payment or accept payment at time of registration MasterCard, Visa, Discover and American Express credit cards are also accepted.

Course Descriptions Policy All updated course descriptions are located on our website at www.cftea.org.

http://www.cftea.org

ENROLLMENT FORM

Enroll online at: www.cftea.org

Or complete form, scan to email: [email protected] or FAX: 207.514.8260

____________________________ ___ _______________________________ __________ First Name (please print) M Last Name Month/Day of Birth

___________________ __________________ __ __________________________________ Work Telephone Fax Number Work Email

Organization Name and Address (P.O. Box and Physical Address):

_______________________________________________________________________________

_______________________________________________________________________________

_______________________________________________________________________________

Using a different email address for course communication? Please provide below:

Testing out of a guided learning course? Course # and Name:_____________________________________________

Students paying their own tuition must pay the full amount at time of enrollment. Visit our website and pay directly for courses

and/or textbooks with your credit card.

I approve full payment responsibilities for the selected course(s) and material(s). I confirm that I have read CFTEA withdrawal policies and code

of ethics statement and fully understand their meaning. I hereby authorize CFTEA to release my grades to the appropriate representative of my

organization. I understand that if I fail to meet the requirements of my organization, I may be held personally responsible for tuition and fees to

my organization. If I am a degree student at a school affiliated with CFTEA, I authorize CFTEA to release my transcript and grades to the col-

lege I am attending. **I have read and understand CFTEA’s withdrawal policies.** By registering for courses, I hereby authorize third parties

who administer the underlying course(s) to share your course completion , certification and/or exam results with CFTEA.

____________________________________________ ________________ _________________________________________

Student Signature Date Authorization of Student’s Employer

Course # Course Title Location Date

Revision: 2019.6.7

Additional Notes to CFTEA Office:

2019 fall catalog - cftea€¦ · modern supervisor certificate (today’s supervisor) 16-17...

Documents