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2026 Banking Seminars

Listed below are our 2026 bank training seminars. Most are available in both in-person and virtual formats. Simply click a title for more details.
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Bank Branch Manager Certificate ProgramOnline Training
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This curriculum prepares individuals to manage a banking office by covering banking essentials, sales management, people management and business management skills.
Asset Management Certificate ProgramOnline Training
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Apply approaches to interpret and restate clients’ wealth strategies by drawing from their financial plan documents.
Business Credit Analysis BootcampOnline Training
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The "Business Credit Analysis" bootcamp will equip you with the skills to excel in analyzing creditworthiness and providing valuable insights for business lending.
Certificate In Business And Commercial Lending Online Training
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The Certificate in Business and Commercial Lending explores what to look for when analyzing business and personal financial statements and tax returns.
Certificate in CybersecurityOnline Training
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Our Certificate in Cybersecurity offers lessons on the critical elements of information security, as well as foundational information about key certifications for professionals in the industry. Each of the eight modules in this suite will help learners master the vocabulary of the industry and offers examples, videos, interactive games, and review questions to ensure mastery of the material.
Certificate In Integrated Wealth Planning And AdviceOnline Training
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Learn how personal finance, tax, insurance, retirement and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime.
Certificate In Fiduciary Relationship ManagementOnline Training
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This certificate will position you as a skilled advisor to not only your current clients, but also to future generations.
Analyzing Business Financial Statements And Tax ReturnsOnline Training
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This course explores how to analyze and interpret business financial statements and tax returns, including cash flow statements.
Certified Mortgage ProcessorOnline Training
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The Certified Mortgage Processor (NAMP®-CMP®) is a "professional development" training & certification program ideal for entry-level loan processors on the fast track looking to advance their mortgage processing career.
Certified Mortgage UnderwriterOnline Training
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This comprehensive certification training program covers a variety of key mortgage processor training areas. The program consists of several instructor-led online training modules, including laws such as Due Diligence, Fair Lending, and the CFPB, as well as training for analyzing tax returns, appraisals, and DTI.
Certified Commercial UnderwriterOnline Training
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This comprehensive certification training program covers a variety of commercial mortgage underwriting areas, including tax return analysis, appraisal review, calculating income, DTI, and LTV, and due diligence.
FHA Direct Endorsement - DE UnderwritingOnline Training
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Our FHA Direct Endorsement Underwriting provides the training you need to adequately understand and underwrite mortgage loans to FHA standards. Upon completion of this FHA DE Underwriting course, the student will have a complete understanding of the FHA Direct Endorsement procedure.
LAPP/SAR Underwriter TrainingOnline Training
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The LAPP/SAR Training Program is intended for processors, underwriters and anyone new to the VA loan program.
Reverse Mortgage TrainingOnline Training
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This Reverse Mortgage Training - "Everything from A to Z" class is an instructor-led online on-demand webinar designed to teach students everything from A to Z.
Appraisal Review WorkshopOnline Training
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Our Appraisal Analysis Workshop is a session designed to teach you the details that are required in each section of the real estate appraisal.
Tax Return Analysis WorkshopOnline Training
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Tax Return Analysis is designed to teach students the basics of analyzing personal tax returns. The course begins with a discussion about analyzing personal tax returns to determine a projected income.
Date
Title
City
7/27/2026
Los Angeles/Anaheim, CA
9/21/2026
Dallas/Arlington, TX
9/23/2026
Los Angeles/Anaheim, CA
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