version: january 30, 2019 unlock your cftea spring 2019 ...courses, certificates, diplomas and...

Develop Career Paths through Certificates, Diplomas and Nationally Recognized Certifications

Center for Financial Training and Education Alliance

Trusted l Flexible l Experienced l Innovative

Unlock Your

Potential

cftea.org

CFT

EA

Spring 2

019 C

ata

log

Version: January 30, 2019

I am pleased to welcome you back to CFTEA, and I hope you enjoyed some time with family and friends during the end of the year.

This past spring we were proud to celebrate nearly 500 students

completing certificates and diplomas. Many of those students were

encouraged and supported by managers and leaders to gain

knowledge and confidence in their careers. It is an investment in their

success and so inspiring to see the strong voice of support provided to

employees by senior management and CEOs across Maine, New

Hampshire, Vermont and Virginia!

CFTEA continues to enhance learning and development

offerings with additional certifications, access to updated course

materials and clear career pathing options.

As we look to 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 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

The Center for Financial Training and Education Alliance Is a Local ABA Training Provider

Connect With CFTEA

CFTEA Office:

60 Pineland Drive, Suite 303

New Gloucester, Maine 04260

[email protected]

207-688-6224 | 1-888-366-3242 | FAX: 207-514-8260

Tammy Perkins

Member Advocate and Enrollment Specialist

[email protected]

207-688-6225

2

TABLE OF CONTENTS

About CFTEA 4

Why Choose CFTEA? 4

Certificate, Diploma and Certificate Programs 5

CFTEA On Demand 5

Certificates 6

Diplomas 7

Certifications 7

Bachelor’s Degree 8

Learning Formats 9

Educational Career Paths 10-11

What’s New? 12-19

Business Skills 20-27

Compliance 28-31

Leadership, Management and Supervisory 32-34

Learning and Development 35

Lending 37-39

Professional Skills & Special Topics 40-43

Technology 35

Policies 44-47

Enrollment Form 48

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.

4

Your Trusted Partner in Transforming

Organizational Performance

(left-right) John Mondor, Amanda Lutz and Leah Williams

from Saco and Biddeford Savings Institution

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, OnCourse and Total

Training Solutions, we offer jointly issued certificates to those organizations and professionals who are

looking for a certificate, diploma or certification program providing national recognition.

See pages six and seven for a complete listing of certificates, diplomas and certifications.

Certificate, Diploma and Certification Programs

CFTEA On Demand

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

delivered privately to your team—at your location, at one of

our training locations or in a virtual setting.

Choose from our library of existing courses or we can tailor

any of our courses to fit your organizational needs and

approach. 5

Certificates

6

Business Skills Certificates

Bank Teller

Advanced Bank Teller

Customer Service Associate

Universal Banker

Customer Service Representative

Advanced Customer Service Representative

Personal Banker

Call Center Representative

Branch Manager

Bank Financial Management

Bank Solutions Provider

Business Credit Analyst

Business Credit and Tax Returns Analyst

Consultative Selling

Digital Marketing

Fraud Prevention

Foundational Bank Marketing

General Banking

Health Savings Account Expert

Human Resource Management

Member Services for Credit Unions

Sales Essentials

Sales Manager

Sales Skills

Security Awareness

Small Business Banker

Trust: Foundational

Trust: Intermediate

Trust: Advanced

Compliance Certificates

Bank Compliance—Front Line Bankers

Bank Compliance—Lending

BSA and AML Compliance

Deposit Compliance

Lending Compliance

Operational Risk Management

Leadership and Supervisory

Basics of Leadership Skills

Developing Leaders

Leadership

Leadership Development

Leadership Narrative

Managers as Leaders

Manager’s Toolbox

Professional Development for Supervisors I

Professional Development for Supervisors II

Project Management for Teams

Supervisor / Team Leader

Today’s Supervisor

Learning and Development Certificates

Instructor

Online Learning

Lending Certificates

Business & Commercial Lending

Consumer Lending

Residential Mortgage Lender

Professional Skills and Special Topics

Business Communication

Creativity and Innovation

Interpersonal Skills

Personal Development I

Personal Development II

The Customer Sales Experience

The Sales Experience

Students will receive diplomas and certificates at

Student Awards Banquets in June or from their

organization.

Looking to complete a certificate or diploma?

Required courses are to be completed by May 31.

Please call the CFTEA office at 888.366.3242 to

verify eligibility and intent to receive a completed

program.

Diplomas and Certifications

7

Business Skills Diplomas

Advanced Financial Services

Bank Marketing

Bank Operations

General Banking

Introduction to Human Resources

Military Bank Operations

Universal Banker

Lending Diplomas

Business Banking and Commercial Lending

Consumer Banking

Credit Analyst

Introduction to Lending

Residential Mortgage Lending

Leadership and Supervisory Diplomas

Supervision

Business Skills Certifications

Certified Health Savings Professional (CHSP)

Certified Banker (CB)

Certified Financial Industry Representative (CFIR)

Certified IRA Specialist I (CIS I)

Certified IRA Specialist II (CIS II)

Certified Teller—Maine Banker’s Association (CT)

Lending Certifications

Business Credit Analyst (BCA)

Leadership and Supervisory Certifications

Certified Modern Manager (CMM)

Learning and Development Certifications

Modern Classroom Certified Trainer (MCCT)

Are You Ready?

Celebrate Your Success at CFTEA ‘s Student Awards Banquet in June 2019!

Check your course progress

to meet the May 31

completion date to

receive recognition for

your hard-earned

certificate, diploma or

certification.

Banquet locations and

dates will be announced

shortly!

Check cftea.org for the

latest details and

information.

http://www.cftea.org/

8

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:

1350: Money and Banking

1370: Principles of Banking

1870: Professional Writing Skills (1 credit minimum)

3670: Law & Banking Applications or BA302: Legal

Environment of Business II

4310: Supervision

5465: Presentation Skills (1 credit minimum)

6350: Commercial Lending

6920: Analyzing Financial Statements

7008: Consumer Lending OR Consumer Lending

Certificate

7820: Residential Mortgage Lending or 7880: Real

Estate Finance

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]

9

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!

Self-Paced eLearning

Self-Paced eLearning topics that provide high flexibility for

busy students while balancing a high quality experience.

These programs 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 environment. Self-Paced eLearning content

is delivered in partnership with ABA, Ascensus, HRDQ,

MindEdge and OnCourse. All our partners have earned

national recognition, customer loyalty and an unmatched

reputation for engagement and results in the learning and

development field.

Learning Formats

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

with additional OnDemand or CD-ROM options for playback at

a time that convenient for organizations and their employees.

View all of the topics available in the coming months as well as

their times and dates on the CFTEA Website, www.cftea.org.

10

. 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.

TBA Certification

Banking—Retail Business Skills

Certified Teller Certification

Certified Banker

Certification

Universal Banker

Certificate

Customer Service

Representative

Certificate Professional Development for

Supervisors I and II

Certificates

Manager’s Toolbox Certificate

Certificate in Leadership

Project Management for

Teams

Managers as Leaders

Certificate

Certificate in Business

Communication

TBA Introduction to

Lending Certificate

Certified IRA / HSA

Specialist I Certification

Notary Workshop

IRA Basics / Essentials

OnDemand

General Banking Diploma

Ask CFTEA about personalized

Educational Career Paths:

Lending

Deposit Operations

Compliance

Leadership / Teamwork

Unlock Your

Potential

Security Awareness

Certificate What Is

Your Next Step?

Skills

Expansion

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

11

. 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. S(ource: 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.

Professional Development for

Supervisors I and II

Certificates

Certificate in Leadership

Today’s Supervisor

Certificate

Managers as Leaders

Certificate

Supervision Diploma

Leadership, Management

and Supervisory

Manager’s Toolbox Certificate

Project Management for

Teams Certificate

Certificate in Business

Communication

Ask CFTEA about personalized

Educational Career Paths:

Business Skills

Leadership / Teamwork

New educational career

paths and certifications

are constantly being

developed to support

employees through job

specific material and

subject matter experts.

Check cftea.org for the

latest educational career

paths developments for:

Branch Assistant

Managers

Branch Managers

Call Center

Deposit Operations

Leadership

Lending and more!

12

What’s New?

Written Communication

© 2019

New and Improved Textbooks

Today’s Teller:

Developing Basic Skills

© 2018

Verbal Communication

© 2018

Legal Foundations in

Banking

© 2018

Updates and Merges Law & Banking:

Applications and Principles

Photo Contest We are launching our first annual Show Your

CFTEA Pride photo contest. This contest provides

a way to show your pride, enthusiasm and partnership

with CFTEA!

Be part of history! Be creative, authentic and capture your individual or team pride by

submitting a high resolution photo to the Show Your Pride photo contest. If you are

the lucky winner, your photo will be displayed on the cover of our next CFTEA

catalog!

The best part of the photo contest is that the rules are easy:

Be sure to have you or your team creatively showcase your love and

appreciation for CFTEA.

Show off our colors of blue and white and CFTEA swag!

All photos should be submitted in portrait orientation and have a

neutral background to fit the catalog cover.

These photos will be posted on our Facebook page for voting.

Please review with your HR and Marketing departments before

submitting Email your photos to [email protected] by

April 30, 2019.

What’s New?

13

Live, Instructor Led, One-Hour Classes

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.

Visit the Technology category for details.

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.

14

What’s New?

Enhance Your Potential, Build Your Leadership Narrative

“If you aren’t the author of your own story, you’re the victim of it.” ~ Jim Loehr

Are you telling the story about your work that you want people to hear? Are you telling it in a way that they can hear it?

Are you seeking a larger, more strategic impact on your organization?

Are you overwhelmed with your tactical, daily operational role?

Does the pace of your work make it difficult to focus on larger, more strategic issues?

Do you feel you’re the only one struggling with these challenges?

Regardless of where you are in your career – looking to achieve the next level, from tactician to strategic decision maker; or as a senior professional trying to show that you can provide value to an organization – you need to tell your leadership narrative – the story of your unique value – what you love doing and do better than anyone else.

Enhance Your Potential, Build Your Leadership Narrative will help you define your leadership narrative and to align it to your goals. You will identify your professional / career goals for the year, with strategies and a roadmap to meet those goals.

In this class you’ll learn to:

Understand Your Individual Strengths via StrengthsFinder 2.0

Align Your Strengths with Your Professional Goals by defining your goals for 2019

Develop Your Leadership Narrative by explaining

What You Do

Why You Do It

Who You Do It For

How You Do It

How To Get There From Here: An Action Plan for Achieving Your Professional Goals by aligning key tasks to your goals with specific timeframes for completion

15

What’s New?

Scott Woodard is an executive and career development coach, helping leaders transform from strong to superb. He frames issues so people can take action and achieve their goals – for themselves, their organizations, their communities. He works with individuals and teams to see new patterns and create alternative ways to move forward. Together they identify small actions that lead to big changes.

Scott has conducted workshops and trainings to assist people in effectively showcasing their unique value. He has provided workshops for leaders in career transitions, providing the appropriate tools that demonstrate the value they bring to potential employers.

Scott has also facilitated workshops and trainings for teams to identify their strategic goals and develop measurable outcomes.

He has coached people from all walks of life: corporate executives and elected officials challenged to transform their organizations; Boomers trying to determine the “second acts” of their lives; and new graduates starting out in their first career.

Prior to his professional coaching career, Scott enjoyed a long career as a successful policy advisor to state and local elected leaders in Colorado. He was honored to receive a German Marshall Fund Fellowship in recognition of problem solving leadership for public sector leaders. He holds a Master’s degree in Public Administration and a BA in history.

He lives in Scarborough, Maine with his wife, a psychotherapist...so he is truly in touch with his feelings.


Course Code: C5030L $325

Location: New Gloucester, Maine

This development course is limited to ten participants. Enroll early to secure your spot in this unique

opportunity by using the enrollment form at the back of this catalog, or online at cftea.org

Successful completion of this program earns CFTEA’s Leadership Narrative Certificate.

Unable to attend or the current class is full? Contact the CFTEA office to schedule additional dates

and/or locations to meet your career development path or organizational requests. This newly

developed program provides new content, tangible development and communication takeaways

for continued growth.

http://www.cftea.org/

16

Simple. Powerful. Low--Cost. Effective.

For more information, contact Andrew at [email protected]

17

Individual Assessments

Course # C1061………..$80/

pp

Team and Organization

Live Workshops

Course # C1062L….....$350/pp

Call to Schedule

Facilitated by Cynthia Stuart

Your Quest for Excellence Course # C5060L $325

Timeframe: Two consecutive Tuesday’s, April 9, 16, 2019 from 8:30-3:30 at the Pineland Confer-

ence Center, New Gloucester, Maine

Who should attend? Managers, supervisors, and leaders, regardless of position, experience, age or

aspirations.

Purpose: To advance leadership, management and supervisory knowledge and skills to maximize individual

and team excellence, as well as one’s potential and capacity in order to contribute more significantly to the

greater good of the Organization.

Overview: Quest is defined as a “search for something - a journey.” As you pursue your quest to enhance your

leadership excellence, the following elements are vital skills on your journey of continuous improvement:

Excellence in developing relationships through exceptional communication.

Establishing goals that become reality for you and your team.

Enhancing your ability to accomplish the most important aspects of your job each and every day.

Tapping into your creativity to promote a more innovative culture and collaborative team.

Learning objectives:

Identify your dominant communication style, and a powerful communication technique to enhance the influence you have on everyone with whom you interact.

Realize the various perspectives that get in the way of good communication. Learn a powerful technique that helps individuals control and maintain productive and positive

communications. Discover how to communicate clear expectations and hold employees accountable for their performance. Identify the 3 primary responsibilities of leadership, and the areas in which leadership has an impact.

Discover what followers want.

Lead, teach, and encourage the innovation process to enhance service, efficiencies, problem solving and

more.

Take the lead on change — leading in a positive and productive manner.

Learn the power of high-value activities when it comes to productivity and accomplishing the most

important activities that will move you forward in the most productive manner.

Provide thought-provoking team activities that you can take back and use with your team.

Understand communication gaps.

Uncover the importance of using prototyping in the development process of any new idea, initiative, or pro-

cedure.

Your facilitator, Lee Ann Szelog attracts clients who partner with her when they want to improve their communication

skills, creative spirit, teamwork, attitude, job satisfaction, and maximize their

overall success and capacity, personally and professionally.

Facilitated by:

Lee Ann Szelog

Simply Put, LLC

[email protected] 18

An Experience Like No Other

From the moment you walk into this class you will enjoy a learning experience like no other.

Timeframe: 1 day on April 3, 2019 from 8:30-3:30 in Augusta, Maine

Who should attend? YOU and EVERYONE will WANT to attend and should attend. From Branch & Department

Managers, supervisors, customer service representatives, tellers, operations service and support staff, and

everyone who is responsible for, and cares deeply about delivering an experience to customers, internally and

externally.

Overview: The most successful companies know their success lies in delivery outstanding experiences. Creating

an experience for customers is more than just good customer service. It is creating a feeling that sets you apart

from your competition and contributes to attracting, expanding and retaining customer relationships. This class

will explore how to create an engaging experience that will improve customer retention and create loyal

customers. Creating an experience is also providing exceptional service internally to your coworkers in order to

maximize the synergy within your company for the greater good.

An Experience Like No Other will allow participants to learn:

What an experience is;

How to deliver exceptional experiences with every interaction, in-person, via phone, email, online, etc. and

with both internal and external customers.

Why providing an exceptional experience is important to not only your customers, but also your company.

Participants will also be provided insight and skills to:

Enhance the experience they are personally providing;

Under promise and over deliver;

Create the unexpected;

Enhance innovation and tap into their creativity to suggest ideas to improve the experience your company is

currently providing;

Understand how much influence they have on others (customers, co-workers, community members, family,

and friends) and the power they have to impact the experience, positively or negatively.

Understand service standards in support of the experience being provided.

Create an action plan they can use when they return to the office to create the experience they desire.

Your facilitator, Lee Ann Szelog has over 35 years experience with

customer service, and over 25 years of teaching and implementing

customer experience initiatives. She is often described as “one of the best

speakers we have ever had.” She strives to always deliver an experience

like no other for every participant in every class she conducts.

Facilitated by:

Lee Ann Szelog

Simply Put, LLC

[email protected] 19

Course #: C5011L $325

20

Courses: Business Skills

Course Code Format Date(s) /

Time

Duration Location Instructor Credits/

PDU

Cost

Accounting, Financial CA1000ILO Instructor Led

Online 1/14/2019 12 weeks - Online 3 $645







Accounting, General CA1000ILO Instructor Led












Accounting, General C1000GL Guided Learning - 6 months - Tanya 3 $450

Analyzing Bank Performance A1001ILO Instructor Led

Online 1/28/2019 7 Weeks - Online - $890

Analyzing Bank Performance A1001ILO Instructor Led

Online 5/13/2019 7 Weeks - Online - $890

Bank Basics Suite A1002SP Self Paced - 2.5 hours - Online - $595

Bank Marketing: Building Customers Relationships

A1003SP Self Paced - 12 min - Online - $55

Bank Security C1004L Live

2/7/2019 & 2/14/2019

6:00pm—9:00pm

2 night Machias, ME W. Schors 1/2 $245

Machias Savings Bank, 4 Center Street, Machias, Maine

Bank Security C1004GL Guided Learning - 4 months - A. Lederer 1/2 $245

Bank Security C1004L Live 4/16/2019 5:30-8:00pm 1 night Kennebunk, ME L. Bridges 1/4 $200

Kennebunk Savings, 7 Alewive Park Road, Kennebunk, Maine

Bank Solutions Provider Certificate A1005SP Self Paced - - - Online $495

Bank Teller Certificate A1006SP Self Paced - - - Online $695

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 Fundamentals: Bank Lines of Business

A1008ILO Instructor Led











Banking Fundamentals: Building Customer Relationships











Online 8/5/2019 4 weeks Online 1 $215

21


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


Time


PDU

Cost

Banking Fundamentals: The Banking Industry












Banking Today A1011GL Guided Learning - 4 months - T. Perkins 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 4/15/2019 5 weeks - Online $300

Basic Administrative Duties of a Trustee A1016ILO Instructor Led

Online 8/5/2019 5 weeks - Online $300

Branch Manager Bootcamp 4 Day Program: The Evolving Role of the Branch Manager

C1017BL Live Call to Schedule 4 days - J. Sobecki 2 $900

Branch Manager Bootcamp: Day 1 of 4 Managing A Successful Branch

C1018L Live Call to Schedule 1 day - J. Sobecki 1/2 $300

Branch Manager Bootcamp: Day 2 of 4 Leading Service Excellence


Branch Manager Bootcamp: Day 3 of 4 Business Development


Branch Manager Bootcamp: Day 4 of 4 Maintaining Superior Team Performance


Branch Manager Certificate A1022SP Self Paced - - Online $1,295

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

Business Math CA1024ILO Instructor Led














Calling on Small Business Customers A1025SP Self Paced - - - Online 1/4 $95

Calming Upset Customers C1026L Live

3/27/2019

5:30pm—8:30pm

1 night Sanford, ME K. Quint 1/4 $95

York County Community Action, 6 Spruce Street, Sanford Maine—2nd Floor Dupee Conference Room

Calming Upset Customers C1026GL Guided Learning - 4 months - T. Perkins 1/4 $200

Certificate in Agile Project Management M1027SP Self Paced - 17 hours - Online 17 PDU $299




Time


PDU

Cost

Certificate in Bank Financial Management (No Bundle Pricing)

A1028SP Self Paced - - - Online - See

Courses

Certificate in Business Communication M1029SP Self Paced - 25 hours - Online 25 PDU $299

Certificate in Digital Marketing M1030SP Self Paced - 30 hours - Online 10.5 PDU $549

Certificate in Fraud Protection Bundle A1031SP Self Paced - - Online - $795

Certificate in Human Resource Management M1200SP Self Paced - 21 hours - Online 6 PDU $399

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

Certificate in Project Management for Teams M1033SP Self Paced - 35 hours - Online 35 PDU $845

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

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

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

Communicating Collaboratively M1037SP Self Paced - 5 hours - Online 5 PDU $79

Communication Basics Suite A1038SP Self Paced - 20 min - Online - $55

Communication Certificate: Part 1 Conquering Communication

C1039L Live Call to Schedule 3 hours - L. Szelog - $200

Communication Certificate: Part 2 Creative Decision Making and Problem Solving


Communication Certificate: Part 3 Establishing Expectations and Service Standards for Your Team


Communication Certificate: Part 4 Strengthening Interpersonal Relationships and Motivation


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

C1043L Live Call to Schedule 2 day - L. Szelog - $200

Creativity in Teams and Organizations M1044SP Self Paced - 5 hours - Online 3 CEU $79

Customer Service / Quality Service C1045GL Guided Learning - 4 months - A. Lederer 1/2 $245

Customer Service / Quality Service C1045WC Webcourse

2/20/19 & 2/21/19

6:00pm-8:00pm

2 night - D. LaRoche 1/2 $245

Customer Service Representative Certificate A1046SP Self Paced - - Online $795

Customer Service Sales Experience Certificate

O1047SP Self Paced - - - Online $690

Deposit Accounts & Services: The Basics Part 1 of 2

C1048WC Webcourse

5/16, 5/23, 5/30/2019

6:00pm-8:00pm

3 night - S. Noone 1/2 $245

Deposit Accounts & Services: Account Ownership, Fiduciary and Decedent Accounts Part 2 of 2

C1130WC Webcourse

Coming Fall 2019

6:00pm-8:00pm

3 night - S. Noone 1/2 $245

Deposit Accounts & Services C1048GL Guided Learning - 6 months - A. Lederer 2 $350

Deposit Products & Services for Small Businesses

C1049SP Self Paced - 30 min - Online $95

Diversity Awareness H1050GL Guided Learning - 4 months - A. Lederer 1/2 $245

Economics CA1051ILO Instructor Led


Economics C1051L Live 2/5/2019 5:00-8:00pm 8 weeks Sanford, ME L. Holt 3 $450

Sanford Institution for Savings, 900 Main Street, Sanford, Maine Use back door farthest to the right facing building



Time


PDU

Cost







Economics C1051GL Guided Learning - 6 months - T. Kolonoski 3 $450

Effective Public Speaking M1052SP Self Paced - 5 hours - Online 5 PDU $99

Effective Business Writing M1053SP Self Paced - 5 hours - Online 5 PDU $99

Effective Emails, Memos and Letters M1054SP Self Paced - 5 hours - Online 5 PDU $79

Effective Presentations M1055SP Self Paced - 5 hours - Online 5 PDU $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 H1059WC Webcourse 2/13/2019 5:30-7:30pm 1 session - A. Lederer 1/4 $150

Ethics in the Workplace H1059SP Self Paced - 25 min - Online $55

Event Networking A1060SP Self Paced - 1 hour - Online $95

Everything DISC Workplace Course Workshop (Teams and Organizations)

C1062L Live Call to Schedule Full Day - C. Stuart $350

Everything DISC Workplace Individual Assessment

C1061 Self Paced - - Online $80

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

C1063WC Webcourse 4/24/2019 6:00-8:00pm 1 night - J. Robinson 1/4 $200

Financial Elder Abuse C1063GL Guided Learning - 4 months - A. Lederer 1/4 $200

Financial Elder Abuse C1063L Live 1/30/2019 5:30-8:30pm 1 night Eliot, ME M. Moloney 1/4 $200

Kennebunk Savings, 7 Levesque Road, Eliot, Maine

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

Frauds, Scams and Cons C1065BGL Guided Learning - 4 months - A. Lederer 1 $300

Frauds, Scams and Cons 1: Internet and Investment Scams

C1066L Live 2/12/2019 5:30-8:30pm 1 night Kennebunk, ME L. Bridges 1/4 $200

Kennebunk Savings, 7 Alewive Park Road, Kennebunk, Maine

Frauds, Scams and Cons 1: Internet Scams C1066L Live 5/7/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200


Frauds, Scams and Cons 2: Common Fraud Schemes

C1067L Live 5/14/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200


Frauds, Scams and Cons 3: Investment Related Fraud and Misc. Scams



Frauds, Scams and Cons 4: Check and New Account Fraud



Fundamentals of Small Business Banking Suite

A1070SP Self Paced - 45 min - Online $95

Future of Business, The CA1071ILO Instructor Led


Future of Business, The CA1071ILO Instructor Led


23

24




Time


PDU

Cost

Health Savings Account Expert Certificate A1072SP Self Paced - 12 weeks - Online $795

Human Relations CA1073ILO Instructor Led








Human Relations C1073GL Guided Learning - 6 months - T. Perkins 3 $450

Human Resource Management CA1099ILO Instructor Led






Human Resource Management C1099GL Guided Learning - 6 months - T. Perkins 3 $450

Innovation in Teams and Organizations M1075SP Self Paced - 5 hours - Online 5 PDU $79

Introduction to Analyzing Financial Statements

A1076SP Self Paced - 3.5 hours - Online - $95

Introduction to Banking A1077SP Self Paced - 10 min - Online - $55

Introduction to Critical Thinking M1078SP Self Paced - 7 hours - Online 7 PDU $95

Introduction to Trust Products & Services A1079ILO Instructor Led

Online 2/25/2019 5 weeks - Online - $300

Introduction to Trust Products & Services A1079ILO Instructor Led


Legal Foundations in Banking A1080WC Webcourse

2/26/2019

6:00pm—8:00pm

8 weeks - B. Blackinton 3 $450

Legal Foundations in Banking A1080L Live

3/11/19

6:00pm—8:30pm

10 weeks Norfolk, VA M. Jakubowski 3 $450

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

Legal Foundations in Banking A1080ILO Instructor Led


Legal Foundations in Banking A1080L Live

4/9/2019

5:30pm—8:30pm

8 Weeks Morrisville, VT TBA 3 $450

Union Bank, 20 Lower Main Street, Morrisville, Vermont

Legal Foundations in Banking A1080ILO Instructor Led


Legal Foundations in Banking A1080GL Guided Learning - 6 months - T. Perkins 3 $450

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

Managing Funding, Liquidity and Capital A1082ILO Instructor Led


Managing Funding, Liquidity and Capital A1082ILO Instructor Led


Managing Interest Rate Risk A1083ILO Instructor Led


Managing the Bank's Investment Portfolio A1084ILO Instructor Led


Managing the Bank's Investment Portfolio A1084ILO Instructor Led


25




Time


PDU

Cost

Marketing CA7740ILO Instructor Led










Marketing C7740GL Guided Learning - 6 months - A. Lederer 3 $450

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

Marketing in a Digital World: Build Your Campaign


Marketing in a Digital World: Digital Campaigns


Marketing in a Digital World: Find Your Audience


Marketing in a Digital World: Leveraging LinkedIn


Marketing in a Digital World: Search Engine Optimization

A1090SP Self Paced - 1 hour - Online - $129

Marketing in a Digital World: Social Campaigns

A1091SP Self Paced - 4 hours - Online - $299

Marketing in a Digital World: Strategic Twitter


Marketing in a Digital World: The Power of Facebook


Marketing in Banking A1094ILO Instructor Led


Marketing in Banking A1094ILO Instructor Led


Marketing Management A1095ILO Instructor Led






Marketing Planning A1096ILO Instructor Led


Marketing Planning A1096ILO Instructor Led


Member Services for Credit Unions Certificate

O1097SP Self Paced - - - Online - $690

Money and Banking A1074ILO Instructor Led




Money and Banking A1074GL Guided Learning - 6 months T. Kolonoski 3 $450



Organizational Behavior CA1100IL Instructor Led






Overcoming Objections Suite A1100SP Self Paced - 20 min - Online - $55

Personal Banker Certificate A1101SP Self Paced - - - Online - $795

26




Time


PDU

Cost

Principles of Banking CA1370ILO Instructor Led




Principles of Banking A1370WC Webcourse 1/22/2019 6:00pm—8:00pm 8 weeks - N. Hines 3 $450







Principles of Banking A1370L Live 3/12/2019 6:00pm—8:00pm 8 weeks Maine L. Patterson 3 $450

Androscoggin Bank, 649 Turner Street, Suite 300, Auburn, Maine





















Principles of Banking A1370GL Guided Learning - 6 months - T. Perkins 3 $450

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


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

Revitalizing Customer Service / Quality Service

C1045L Live 2/5/2019 & 2/12/2019

6:00-9:00pm 2 night Machias, ME W. Schors 1/2 $245


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

POSTPONED to FALL 2019

27




Time


PDU

Cost

Safe Deposit Basics C1110L Live 1/29/2019 6:00-9:00pm 1 night Machias, ME W. Schors 1/4 $200


Safe Deposit Basics C1110GL Guided Learning - 4 months - A. Lederer 1/4 $200

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

Safeguarding the Customer and the Bank A1128SP Self Paced - 12 min - Online - $55

Servicing and Growing Small Business Relationships


Small Business Banker Certificate A1113SP Self Paced - - Online - $895

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 M1116SP Self Paced - 5 hours - Online 5 PDU $40

Start Your Own Nonprofit Organization M1201SP Self Paced - 4 hours - Online 3 CEU $79

Statistics CA1117ILO Instructor Led


Statistics CA1117ILO Instructor Led


Tele-Consulting A1118SP Self Paced 1.5 hours - Online - $95

Teller Basics A1119L Live Call to Schedule - - - - $350

Teller Basics A1119GL Guided Learning - - - T. Perkins 2 $350

Teller Basics Suite A1120SP Self Paced 5 hours - Online - $150

Understanding Bank Products A1122SP Self Paced - 2.5 hours - Online - $95

Universal Banker Certificate A1123SP Self Paced - - Online - $795

Verbal Communication Suite (Telephone Skills)


Verbal Communications C5465WC Webcourse 2/27/19 6:00pm—8:00pm

8 weeks - A. Lederer 3 $450

Verbal Communications C5465L Live 3/27/2019 5:30-8:00pm

8 weeks Eliot, ME M. Moloney 3 $450

Kennebunk Savings, 7 Levesque Road, Eliot, Maine (No Class: April 17, 2019)

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

Written Communication C1865L Live 4/3/2019 6:00pm-9:00pm 8 weeks Machias, ME W. Schors 3 $450


Written Communication C1865GL Guided Learning - 6 months - S. Arnold 3 $450

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

Your Role As A New Banker C1127L Live

3/21/2019

9:00am-4:00pm

Full Day Hermon, ME B. Maguire 1/2 $245

Camden National Bank—2530 Route 2, Hermon, Maine. Parking: Back parking lot

Your Role As A New Banker C1127L Live

3/26/2019

9:00am-4:00pm

Full Day New Gloucester,

ME L. Szelog 1/2 $245

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

28

Courses: Compliance


Time


PDU

Cost


Active Aggressor for Employees A2001SP Self Paced - 35 min - Online - $55

ADA Accessibility A2002SP Self Paced - 30 min - Online - $55

ADA Interacting with People Who Have Disabilities


ADA Overview and Employment A2004SP Self Paced - 45 min - Online - $95

Advertising: Can-SPAM Act A2005SP Self Paced - 30 min - Online - $55

Anatomy of a Regulation for Compliance Professionals

A2006SP Self Paced - - - Online - $275

Bank Bribery Act A2007SP Self Paced - 20 min - Online - $55

Bank Protection Act A2008SP Self Paced - 15 min - Online - $35

Banking Law and Referrals A2009SP Self Paced - 40 min - Online - $95

BSA / USA Patriot Act for Compliance Professionals


BSA/AML: Beneficial Ownership and Customer Due Diligence


BSA/AML: CIP Advanced A2012SP Self Paced - 30 min - Online - $55

BSA/AML: CIP Basics A2013SP Self Paced - 30 min - Online - $55

BSA/AML: Communicating with Customers about CTRs


BSA/AML: Completing the CTR A2015SP Self Paced - 45 min - Online - $95

BSA/AML: Complying with the BSA A2016SP Self Paced - 20 min - Online - $55

BSA/AML: Exempting Customers from CTR Reporting


BSA/AML: Overview A2019SP Self Paced - 15 min - Online - $55

BSA/AML: Recordkeeping - Wires, Money Orders and other Challenges


BSA/AML: Reporting A2021SP Self Paced - 20 min - Online - $55

BSA/AML: Risk Assessment & Customer Due Diligence

A2022SP Self Paced 20 min - Online - $55

BSA/AML: SAR Filing A2023SP Self Paced - 40 min - Online - $95

BSA/AML: USA Patriot Act A2024SP Self Paced - 20 min - Online - $55

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

Community Reinvestment Act (CRA) A2027SP Self Paced - 30 min - Online - $95

CRA, Community Bank for Compliance Professionals


CRA, Large Bank for Compliance Profes-sionals


CRCM Exam Online Prep A2030ILO Instructor Led


CRCM Exam Online Prep A2030ILO Instructor Led


Digital Compliance for Compliance Profes-sionals

A2031SP Self Paced - - — Online - $275

ECOA Equal Credit Opportunity Act for Compliance Professionals

A2032SP Self Paced - - - Online $275

Elder Financial Abuse A2033SP Self Paced - 25 min - Online $55

Elements of a Compliance Program for Compliance Professionals

A2034SP Self Paced - - Online $275

29

Courses: Compliance


Time


PDU

Cost


Elements of an Operational Risk Management Program


Equal Credit Opportunity Act Reg B A2036SP Self Paced - 1.5 hours - Online - $95

E-Sign Compliance A2037SP Self Paced - 35 min - Online - $55

Expedited Funds Availability Act Reg CC A2038SP Self Paced - 1.5 hours - Online - $95

Extending Credit to Bank Insiders Reg O A2039SP Self Paced - 15 min - Online - $55

Fair Credit Reporting Act A2040SP Self Paced - 1.5 hours - Online - $95

Fair Debt Collection Practices Act A2041SP Self Paced - 20 min - Online - $95

Fair Housing Act A2042SP Self Paced - 25 min - Online - $55

Fair Lending A2043SP Self Paced - 1 hour - Online - $95

FCRA Fair Credit Reporting Act for Compli-ance Professionals

A2044SP Self Paced - - Online - $275

FDIC Insurance Coverage A2045SP Self Paced - 50 min - Online - $95

Federal Flood Insurance for Compliance Professionals


Flood Disaster Protection Act A2046SP Self Paced - 25 min - Online - $55

Fraud and Criminal Threats A2048SP Self Paced - 15 min - Online - $275

Good Faith Estimate and HUD-1 A2049SP Self Paced - 50 min - Online - $55

HMDA - Preparing for 2018 A2050SP Self Paced - 75 min - Online - $95

HMDA Home Mortgage Disclosure Act for Compliance Professionals


Home Mortgage Disclosure Act (HMDA) Overview


Home Owners Protection Act A2053SP Self Paced - 30 min - Online - $95

Incident Management and Resilience A2054SP Self Paced - 1 hour - Online - $275

Military Lending Act A2055SP Self Paced - 40 min - Online - $95

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

Mortgage Servicing: Early Intervention and Continuity of Contact


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


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


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

OFAC A2066SP Self Paced - 20 min - Online - $55

OFAC Office of Foreign Asset Control for Compliance Professionals


Operational Risk Model Management A2068SP Self Paced 1 hour Online $275

Oversight and Management of Operational Risk

A2069SP Self Paced 1 hour Online $275

30

Courses: Compliance


Time


PDU

Cost


Payments and Settlements A2070SP Self Paced - 1 hour - Online - $275

Physical Security A2071SP Self Paced - 1 hour - Online - $275

Privacy for Customer Contact Personnel A2072SP Self Paced - 35 min - Online - $55

Privacy/Information Sharing for Compliance Professionals


Real Estate Settlement Procedures Act (RESPA)


Recognizing and Preventing UDDAP A2075SP Self Paced - 1 hour - Online - $95

Reg CC Expedited Funds Availability Act for Compliance Professionals


Reg D Reserve Requirements for Depository Institutions


Reg D Reserve Requirements for Depository Institutions Act for Compliance Professionals


Reg DD Truth in Savings Act A2079SP Self Paced - 1 hour - Online - $55

Reg DD Truth in Savings Act for Compliance Professionals


Reg E Consumer Liability A2081SP Self Paced - 25 min - Online - $55

Reg E Consumer Remittances A2082SP Self Paced - 1 hour - Online - $95

Reg E Disclosure Requirements A2083SP Self Paced - 20 min - Online - $55

Reg E Electronic Funds Transfer Act for Compliance Professionals


Reg E Error Resolution Requirements A2085SP Self Paced - 25 min - Online - $55

Reg E Gift Cards A2086SP Self Paced - 20 min - Online - $55

Reg E Overdrafts A2087SP Self Paced - 25 min - Online - $55

Reg E Overview A2088SP Self Paced - 35 min - Online - $55

Reg E Payroll Cards A2089SP Self Paced - 15 min - Online - $35

Reg E Preauthorized Transfers A2090SP Self Paced - 15 min - Online - $35

Reg E Prepaid Accounts A2091SP Self Paced - 40 min - Online - $95

Reg O Loans to Insiders for Compliance Professionals


Reg Z Ability to Repay (ATR) and Qualified Mortgage for Compliance Professionals


Reg Z Adjustable Rate Mortgages A2094SP Self Paced - 25 min - Online - $55

Reg Z Advertising A2095SP Self Paced - 45 min - Online - $95

Reg Z Closed-End Credit for Compliance Professionals


Reg Z Credit Cards A2097SP Self Paced - 35 min - Online - $55

Reg Z HELOCs (Open End Credit) A2098SP Self Paced - 35 min - Online - $55

Reg Z HOEPA Loans and Higher Priced Mortgage Loans


Reg Z Installment and Home Equity Loans A2100SP Self Paced - 30 min - Online - $55

Reg Z Mortgages A2101SP Self Paced - 20 min - Online - $55

Reg Z Non Home Secured A2102SP Self Paced 20 min Online $55

Reg Z Open-End Credit for Compliance Professionals

A2103SP Self Paced Online $275

31

Courses: Compliance


Time


PDU

Cost


Reg Z Overview A2104SP Self Paced - 50 min - Online - $95

Reg Z Private Higher Education Loans A2105SP Self Paced - 20 min - Online - $55

Reg Z Reverse Mortgages A2106SP Self Paced - 25 min - Online - $55

Regulatory Compliance for Front Line Bankers

C2107GL Guided Learning - 4 months - A. Lederer 1/4 $200

Regulatory Exam Management A2108SP Self Paced - 35 min - Online - $275

RESPA Real Estate Settlement Procedures Act for Compliance Professionals


Rez Z Right of Rescission A2110SP Self Paced - 35 min - Online - $55

Right to Financial Privacy (RFPA) A2111SP Self Paced - 30 min - Online - $95

Risk and Control Self Awareness A2112SP Self Paced - 45 min - Online - $275

Robbery and Bank Security A2113SP Self Paced - 45 min - Online - $95

S.A.F.E. Act - Secure and Fair Enforcement for Licensing Act


Servicemembers Civil Relief Act A2115SP Self Paced - 35 min - Online - $95

Servicemembers Civil Relief Act (SCRA) for Compliance Professionals


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

Telephone Consumer Protection Act (TCPA) A2118SP Self Paced - 45 min - Online - $95

TILA - RESPA Integrated Disclosures A2119SP Self Paced - 30 min - Online - $55

UDAAP Unfair, Deceptive or Abusive Acts or Practices for Compliance Professionals


Unlawful Internet Gambling Enforcement Act A2121SP Self Paced - 20 min - Online - $55

Vendor Risk Management A2122SP Self Paced - 1 hour - Online - $275

32

Courses: Leadership, Management and Supervisory


Time


PDU

Cost

A Manager's Guide - How to Coach M5001SP Self Paced - 3 hours - Online .3 PDU $79

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

M5002SP Self Paced - 10 hours - Online 10 PDU $249

A Manager's Guide to Effective Negotiations


A Manager's Guide to Handling Difficult Employee Behavior


A Manager's Guide to Information Technology

M5005SP Self Paced - 10 hours - Online ! CEU $199

A Manager's Guide to Managing People


A Manager's Guide to Superior Customer Service

M5007SP Self Paced - 3 hours - Online .3 CEU $79

A Manager's Guide to Time Management


A Manager's Guide to Workplace Conflict


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

An Experience Like No Other C5011L Live 4/3/2019 1 day Augusta, ME L. Szelog 1/4 $325

Kennebec Savings Bank, 150 State Street, Augusta, Maine. Parking in lot or old courthouse across street.

Authentic Leadership A5012SP Self Paced - 15 min - Online - $55

Basics of Leadership Skills Certificate H5013SP Self Paced - - - Online - $200

Building Collaborative Teams A5014SP Self Paced - 15 min - Online - $55

Certificate in Leadership M5015SP Self Paced - 18 hours - Online - $199

Certificate in Project Management for Teams


Coaching A5017SP Self Paced - 15 min - Online - $55

Coaching to Support the Sales Process Suite


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 M5022SP Self Paced - 3 hours - Online .3 CEU $79

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


C5030L Live

5/2/2019 and

5/9/2019 9:00am—Noon

2 weeks New Gloucester,

ME S. Woodard 1/2 $325


Foundations of Leadership C5026GL Guided Learning - 4 months A. Lederer 1/2 $245

Interviewing A5027SP Self Paced - 15 min - Online - $55

Introduction to Leadership M5028SP Self Paced - 5 hours - Online - $79


33



Time


PDU

Cost


Leaders and Work-Life Balance M5029SP Self Paced - 3 hours - Online 3 CEU $79

Leadership Development Certificate O5030SP Self Paced - - Online - $850

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

Leading and Managing Change M5032SP Self Paced - 5 hours - Online 5 PDU $79

Leading Teams M5033SP Self Paced - 5 hours - Online 5 PDU $79

Leading with Influence C5034GL Guided Learning - 4 months - T. Perkins 1/2 $245

Leveraging the Benefits of a Diverse Workforce


Management CA5036ILO Instructor Led






Management C5036GL Guided Learning 6 months - T. Perkins 3 $450

Management Fundamentals Suite A5037SP Self Paced 1.5 hours - Online $275

Managers as Leaders: Building and Maintaining Your Team

C5038L Live

Call to Schedule

9:00am4:00pm

Full Day - - 1 $295

Managers as Leaders: Development, Coaching and Performance Management

C5039L Live

Call to Schedule

9:00am4:00pm

Full Day - - 1 $295

Managers as Leaders: Leadership and Management

C5040L Live

Call to Schedule

9:00am4:00pm

Full Day - - 1 $295

Managers as Leaders: Leading Service Excellence

C5041L Live

3/19/2019

9:00am4:00pm

Full Day White River Junction, VT

L. Blessing 1 $295

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

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

C5042L Live

2/19/2019

9:00am4:00pm

Full Day White River Junction, VT

L. Blessing 1 $295

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

Manager's Toolbox Certificate M5043SP Self Paced - 35 hours - Online - $320

Managing Change A5044SP Self Paced - 15 min - Online - $55

Managing in a Modern Organization M5045SP Self Paced - 5 hours - Online 5 PDU $79

Managing Performance A5046SP Self Paced - 15 min - Online $55

Mentoring: An Opportunity C5047L Live Call to Schedule - - - - $245

Professional Development for Supervisors I Certificate

H5048SP Self Paced - - - Online - $200

Professional Development for Supervisors II Certificate

H5049SP Self Paced - - - Online - $300

Sexual and Workplace Harassment for Managers




Time


PDU

Cost

Supervision CA4310ILO Instructor Led




Supervision C4310WC Webcourse 2/27/19 6:00pm—8:00pm

8 weeks - N. Hines 3 $450







Supervision C4310GL Guided Learning - 6 months - T. Perkins 3 $450

Supervisor / Team Leader Certificate A5051SP Self Paced - - - Online - $895

Teaching Adults for Supervisors: Motivate and Engaging Learners

T5052SP Self Paced - 2 hours - Online - $295

Today's Supervisor—Maine Evening C1121L Live 2/26/2019 6:00pm-9:00pm 8 weeks Machias, ME W. Schors 1 $770


Today's Supervisor - Maine Day 1 C5053L1 Live 4/23/2019

Full Day Augusta, ME L. Szelog

1

$770 Today's Supervisor - Maine Day 2 C5053L2 Live 4/30/2019 1

Today's Supervisor - Maine Day 3 C5053L3 Live 5/7/2019 1

Today's Supervisor - Maine Day 4 C5053L4 Live 5/14/2019 1

Maine State Library, 230 State Street, Augusta, Maine. Parking limited when legislation in session. Plan accordingly.

Today's Supervisor - Maine Day 1 C5053L1 Live 6/6/19 8:30am—4:00pm

Full Day Sanford, ME L. Szelog

1

$770 Today's Supervisor - Maine Day 2 C5053L2 Live 6/13/2019

8:30am—4:00pm 1


1


1

Sanford Institution for Savings, 900 Main Street, Use back door farthest to the right facing the building.

Today's Supervisor - New Hampshire Live Call to Schedule Full Day - TBA 1 $ 770

Today's Supervisor - Vermont Day 1 C5055L1 Live 2/28/2019 8:30am—4:00pm

Full Day Montpelier, VT

E. Antonucci

1

$770 Today's Supervisor - Vermont Day 2 C5055L2 Live 3/28/2019

8:30am—4:00pm 1

Today's Supervisor - Vermont Day 3 C5055L3 Live 4/25/2019 8:30am—4:00pm 1

Today's Supervisor - Vermont Day 4 C5055L4 Live 5/23/2019 8:30am—4:00pm 1

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

Today’s Supervisor—Virginia Day 1 C505521 Live 3/18/2019 8:30am—4:00pm

Full Day Hampton, VA N. Hines

1

$770 Today’s Supervisor—Virginia Day 2 C505522 Live 3/19/2019

8:30am—4:00pm 1

Today’s Supervisor—Virginia Day 3 C505523 Live 3/20/2019 8:30am—4:00pm 1

Today’s Supervisor—Virginia Day 4 C505524 Live 3/21/2019 8:30am—4:00pm 1

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

Your Quest for Excellence C5060L Live

4/9/2019 and

4/16/2019 8:30am—3:30pm


Maine L. Szelog - $325

Courses: Learning and Development


Time


PDU Cost

Certificate in Online Learning M3001SP Self-Paced - 22 Hours - - 22 PDU $499

Micro-Learning Focused on Practice

and Application

C3002W Webcourse 3/22/2019Noon—1:00pm

1 hour - Diane Elkins 1/4 $99

Modern Classroom Certified Trainer

(MCCT)

LO3003 Webcourse TBA TBA - Andrew Lederer Valid for

3 Years

$499

Teaching Adults C3004L Live 3/28/2019 9:00am-Noon

3 Hours Hermon, Maine Betsy Maguire 1 $200


Teaching Adults C3004L Live 4/25/2019 9:00am-Noon

3 Hours New Gloucester,

Maine

Jay Hallam 1/4 $200


Skills and Tips for Running a Successful

Webcourse

M3004WC Webcourse 2/6/2019 5:30- - 7:30pm

2 Hours - Andrew Lederer 1/4 $150

Your Role as a Facilitator M3005L Live 5/1/2019 9:00am—Noon

3 Hours New Gloucester,

Maine

Andrew Lederer 1/4 $200


Courses: Technology Course Code Format Date(s) /Time Duration Location Instructor Credits/PDU Cost

Cybersecurity Fundamentals A2501SP Self-Paced - 30 Min. - - 1/4 $55

Cybersecurity Management A2502SP Self-Paced - 60 Min. - - 1/4 $295

Excel Power Hour: Analyzing Data

with Lookup Functions

N2503ILO Instructor Led

Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Auditing and

Protecting Workbooks


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Calculating and

Analyzing Data with IF Statements


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Connecting

Worksheets and Workbooks


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Creating Easy to

Read Spreadsheets

N2507UO Instructor Led

Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Creating

Interactive Reports with PivotCharts


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Discovering and

Presenting Trends Data with Charts


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Ensuring Data

Integrity


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: PivotTables Beyond

the Basics


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Excel Power Hour: Using PivotTables

to Present Interactive Data


Online

Call to

Schedule

60 Min. - - 1/4 $49.95

Information Security and Red Flags A2513SP Self-Paced - 45 Min. - - 1/4 $95

Security Awareness Training M2514SP Self-Paced - 2 Hours - - 2 $15

35

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

training, please contact the CFTEA office for additional options.

37

Courses: Lending


Time

Duration Location Instructor Credits/PDU Cost

Advanced Credit Analysis and Business Finance

C6001L Live Call to Schedule 2 Days - V. DiCara - TBA

Analyzing Financial Statements

A6920D On Demand First Monday Each Month

8 weeks - M. Collamorecampbell 3 $450



Online 2/11/2019 16 weeks TBA Online 3 $550



Online 7/29/2019 16 weeks TBA Online 3 $550


A6920GL Guided Learning - 6 months - J. Hallam 3 $450

Analyzing Personal Financial Statements and Tax Returns

C6002L Live Call to Schedule - - V. DiCara - TBA

Analyzing the Tax Returns of Businesses

C6003L Live Call to Schedule - - V. DiCara - TBA

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


Certificate in Lending Compliance Bundle

A6007SP Self Paced - 28 Hours - Online $2195

Commercial Lending A6350ILO


2/4/2019 12 weeks - Online 3 $550

Commercial Lending A6350L Live

4/3/2019 6:00- -8:00 pm

8 weeks Rockland,

Maine V. Roberts 3 $450

The First, 63 Union Street, Rockland, Maine (next to post office)

Commercial Lending A6350GL Guided Learning - 6 months - T. Kolonoski 3 $450

Commercial Real Estate Lending Decision Process Package

A6008BSP Self Paced - 25 hours - Online - $720

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


Commercial Real Estate Lending Series 2: The CRE Underwriting Process


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


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


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


Commercial Real Estate Lending Series 6: Construction Lending

A6014SP Self Paced -- - - 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 A6017SP Self Paced - 1.5 hours - Online $95

Consumer Lending A7008ILO


1/14/2019 16 weeks - Online 3 $500

Consumer Lending A7008ILO


6/24/2019 16 Weeks - Online 3 $500

Consumer Lending A7008GL Guided Learning - 6 months - A. Lederer 3 $450

38

Courses: Lending


Time



Consumer Loan Processes A6018SP Self Paced - 20 min - Online - $55

Credit Products for Small Businesses


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


Explaining Loan Modifications A6023SP Self Paced - 1 hour - Online - $95

Fundamentals of Consumer Lending Suite


Fundamentals of Credit Analysis and Business Finance

C6025L Live

4/10/2019 and

4/11/2019

9:00am—4:00pm


ME V. DiCara 2 $480


Fundamentals of Mortgage Lending


Online 1/14/2019 6 weeks TBA Online - $300

Fundamentals of Mortgage Lending


Online 6/17/2019 6 weeks TBA Online - $300

Gathering the Facts on Mortgage Fraud


Handling Mortgage Inquiries and Making Referrals


Introduction to Agricultural Lending



Introduction to Agricultural Lending



Lending as a Cornerstone of Banking


Lending Decision Process Complete Package

A6031BSP Self Paced - 50 hours - Online - $720

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


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


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


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


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


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


39

Courses: Lending


Time



Loan Collectors Training C6038GL Guided Learning - 4 months - A. Lederer 1 $300

Mortgage Customer Counseling and Prequalification


Mortgage Lending Certificate O6040SP Self Paced - - - Online - $850

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

Preparing the Closing Disclosure


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

Processing and Underwriting Credit


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

Real Estate Appraisal CA6046ILO Instructor Led

Online 3/4/2019 12 weeks TBA 3 $645

Real Estate Appraisal CA6046ILO Instructor Led

Online 6/10/2019 12 weeks TBA 3 $645

Real Estate Finance CA6047ILO Instructor Led


Real Estate Finance CA6047ILO Instructor Led


Real Estate Law CA6048ILO Instructor Led

Online 2/11/2019 12 weeks TBA 3 $645

Real Estate Law CA6048ILO Instructor Led

Online 6/17/2019 12 weeks TBA 3 $645

Residential Mortgage Lender Certificate


Residential Mortgage Lending CA6050ILO Instructor Led

Online 1/14/2019 12 weeks - TBA 3 $645


Online 2/25/2019 12 weeks - TBA 3 $645


Online 4/8/2019 12 weeks - TBA 3 $645


Online 6/17/2019 12 weeks - TBA 3 $645


Online 7/8/2019 12 weeks - TBA 3 $645

Residential Mortgage Lending C6050GL Guided Learning 6 months - A. Lederer 3 $450

Residential Mortgage Lending C6050L Live 1/8/2019

5:30pm—8:30pm 8 weeks Morrisville, VT M. Greene 3 $450

Union Bank, 20 Lower Main Street, Morrisville, Vermont

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 Call to Schedule - - V. DiCara TBA

The Mortgage Lending Business


Online 4/8/2019 6 weeks - TBA $300

Understanding Business Borrowers

A6055SP Self Paced - - - Online $150

40

Courses: Professional Skills and Special Topics


Time

Location Instructor Credits/PDU Cost

A Question of Workplace

Attitude

C5001GL Guided Learning - - T. Perkins 1/2 $245

Adopting an Attitude for Success C5001L Live 3/5/2019 &

3/12/2019 5:30-8:00pm

Wells, ME A. Kenney 1/4 $200

Kennebunk Savings, Route 109 Wells, Maine

Balancing Home and Career C5002GL Guided Learning - - T. Perkins 1/4 $200

Certificate in Creativity and

Innovation

M5003SP Self-Paced - - - 22 PDU $249

Certified Teller Exam C5555L Live 4/3/2019

9:00am—11:00am

Hermon, ME T. Perkins - $85 first

$60 retake



9:00am—11:00am

Sanford, ME A. Lederer - $85 first

$60 retake

Sanford Institution for Savings— 900 Main Street, Sanford, Maine. Parking: Back parking lot


9:00am—11:00am

1:00pm—3:00pm

New Gloucester,

ME

T. Perkins - $85 first

$60 retake

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

Certified Teller Exam Review C5000L Live 3/21/2019 &

3/28/2019

6:00pm—8:00pm

Hermon, ME B. Maguire - Free


Certified Teller Exam Review C5000L Live 4/302019 &

5/7/2019

5:30pm—7:30pm

Falmouth, ME A. DiCarlo - Free

Bath Savings Institution, 239 US Route One, Falmouth, Maine

Certified Teller Exam Review C5000WC Webcourse 4/302019 &

5/7/2019

5:30pm—7:30pm

- Z. Haines - Free

CTFA Exam Online Prep A5004ILO Instructor Led

Online

2/19/2019 - TBA - $1,125

CTFA Exam Online Prep A5004ILO Instructor Led

Online

8/5/2019 - TBA - $1,125

Dealing Effectively with

Co-Workers

A5005L Live 3/13/2019 &

3/20/2019

5:30pm—8:30pm

Morrisville, VT TBA 1/4 $200

Union Bank—20 Lower Main Street

Dealing Effectively with Co-Workers A5005SP Self-Paced - - - 1/4 $95

Dealing with Stress C5007GL Guided Learning - - T. Perkins 1/2 $245

Developing as a Professional C5008GL Guided Learning - - T. Perkins 1/2 $245


41



Time


Emotional Intelligence Works C5010GL Guided Learning - - A. Lederer 1/2 $245

Essentials of Workplace Conduct A5011SP Self-Paced - - - - $95

Goals and Goal Setting C5012GL Guided Learning - - T. Perkins 1/2 $245

H.S.A. Basics S5013L Live 3/21/2019

8:30am—Noon

Montpelier, VT M. Cyr 1/4 $295

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

H.S.A. University (Includes Exam

for Certification)

S5013ILO Instructor Led

Online

2/28—3/28/2019

5/2—5/30/2019

7/11—8/8/2019

10/3—10/31/2019

- TBA 1/2 $899

Improving Productivity A5014SP Self–Paced - - - - $95

Introduction to IRAs A5015SP Self–Paced - - - - $95

IRA Basics S5017L Live 3/20/2019

8:30am—4:00pm

Montpelier, VT M. Cyr 1/2 $295

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

IRA Advanced S5016L Live 3/13/2019

9:00am—2:30pm

Wells, ME M. Cyr 1/2 $295

York County Community College, 112 College Drive, Wells, Maine—2nd Floor Charlie Lyons Community Room

This event is not sponsored or endorsed by York County Community College or the Maine Community College System.

IRA Advanced S5016L Live 4/3/2019

9:00am—2:30pm

Hampton, NH M. Cyr 1/2 $295

Kennebunk Savings Bank—24 Winnacunnet Road, Hampton, New Hampshire Community Room

IRA Essentials OnDemand S5018SP Self-Paced

30 Day Access

- - - - $249

IRA University (Includes Exam for

Certification)

S5019ILO Instructor Led

Online

2/27 - 4/3/2019

5/1—6/5/2019

7/10—8/4/2019

10/2—11/6/2019

- TBA 1/2 $1,199

Making Your Performance

Review Work for You

C5020L Live 4/24/2019 9:00am-Noon

Augusta, ME B. O’Brien 1/4 $295

Kennebec Savings Bank, 150 State Street, Augusta, Maine. Parking limited based on Legislation session. Arrive early.

Managing Change C5021GL Guided Learning - - T. Perkins 1/4 $200

Managing Time At Work A5022SP Self-Paced - - - - $95

Managing Your Time A5023GL Guided Learning - - T. Perkins 1/2 $245

Medallion Program and

Signature Guarantee: An

Overview of the Processes, Rules

& Risks

C5024L Live Call to Schedule - A. Piombino 1/4 $200

Notary Public Vermont Law

Changes for All Notaries

C5025L Live 2/12/2019

9:00am—Noon

Montpelier, VT A. Piombino 1/4 $200 plus

materials

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


42



Time




C5025L Live 4/17/2019

9:00am—Noon

White River

Junction, VT

A. Piombino 1/4 $200 plus

materials

Comfort Inn, 56 Ralph Lehman Drive, White River Junction, Vermont



C5025L Live 4/16/2019

9:00am—Noon

Colchester, VT A. Piombino 1/4 $200 plus

materials

Hampton Inn, 42 Lower Mountain View Drive, Colchester, Vermont



C5025L Live 3/13/2019

9:00am—Noon

Bennington, VT A. Piombino 1/4 $200 plus

materials

The Lightning Jar / VSECU Collaborative Meeting Space, 194 North Main Street, Bennington, Vermont

Online Communication Suite

(Social Media)

A5026SP Self Paced - - - - $55

Personal Branding M5027SP Self Paced -- - - - $49

Personal Creativity M5028SP Self Paced - - - - $79

Personal Finance M5030SP Self Paced - - - - $49

Presentation Skills Suite A5030SP Self Paced - - - - $95

Professional Development 1:

Balancing Priorities

H5031GL Guided Learning - - T. Perkins 1/4 $75


Creative Problem Solving



Developing Positive Relationships



Effective Listening Skills



How to Manage Your Emotions



Productive Work Habits


Professional Development 1

Certificate

H5037SP Self Paced - - - - $200


Certificate Package

H5038BGL Guided Learning - - T. Perkins - $200


Certificate

H5039SP Self Paced - - - - $200

Sales Essentials 1:

Understanding the Sales Cycle


Sales Essentials 2: Prospecting

and Territory Management


Sales Essentials 3: Open the

Sales Call


Sales Essentials 4: What to Ask,

How to Listen


Sales Essentials 5: Presenting,

Overcoming and Closing


Sales Essentials 6: Developing

Clients for Life


43



Time


Sales Essentials Certificate H5046SP Self Paced - - - - $200

Sales Essentials Certificate H5047BGL Guided Learning - - T. Perkins 1/2 $200

Sales Experience Package O5048SP Self Paced - - - - $459

Sales Management C5049GL Guided Learning - - T. Perkins 1/2 $245

Sales Planning Suite A5050SP Self Paced - - - - $55

Sales Training Basics C5051GL Guided Learning - - T. Perkins 1/2 $245

Selling Fundamentals CA5052ILO Instructor Led

Online

1/14/2019

3/18/2019

5/13/2019

7/22/2019

- TBA 3 $575

Selling in a Social World

(Bundle)

A5053BSP Self Paced - - - - $129

Selling in a Social World:

Engage Your Audience


Selling in a Social World:

Extend Your Reach


Successful Sales Campaigns A5056SP Self Paced - - - - $95

Winning at Human Relations C5057GL Guided Learning - - T. Perkins 1/2 $245

Working in Teams C5058GL Guided Learning - - T. Perkins 1/2 $245

Working Together C5059GL Guided Learning - - T. Perkins 1/2 $245

Today’s Supervisor Class—New Gloucester, Maine October 2018

(left to right): Sarah Sanchez, Damariscotta Bank & Trust, Eddie Williams, Norway Savings, Catie Fournier, Infinity FCU, Jeremy Ryan, Infinity FCU,

Brenda Card, Norway Savings, Barbara Berinato, Norway Savings, Hannah Moore, Damariscotta Bank & Trust, Sarah Hawkes, Norway Savings

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. Refunds will deduct a $25.00

cancellation fee, cost of materials and postage/

handling. To avoid a cancellation fee, the course may

be transferred to another student for $50 prior to the

start date. Once a class begins, no refund is issued for

a withdrawal.

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 clas-

ses, 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 OnDemand Cancelation Policy

CFTEA appreciates being a preferred educational partner

and provides work setting up OnDemand or In-House live

programs for th 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 $10.00 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 $10.00 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 $40.00 is assessed for the evaluation

of transfer credit which must accompany the request.

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 course transfer ……………………….. $40.00

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 learn-ing 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 $50

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 will remain open longer than six

months.

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 Last 4 Digits SSN

___________________ __________________ __ __________________________________ 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. MasterCard and VISA are accepted. If you plan

to pay by credit card, check here and a CFTEA representative will call you for credit card information

Other arrangements may be made—call 888.366.3242 or 207.688-6224.

I confirm that I have read the withdrawal policies and code of ethics statement in the CFTEA catalog 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 college I

am attending. **I have read and understand CFTEA’s withdrawal policies.**

____________________________________________ ________________ _________________________________________

Student Signature Date Authorization of Student’s Employer

Course # Course Title Location Date

Revision: 2019.1.4

Additional Notes to CFTEA Office:

version: january 30, 2019 unlock your cftea spring 2019 ...courses, certificates, diplomas and...

Documents