2026 Banking Seminars

This curriculum prepares individuals to manage a banking office by covering banking essentials, sales management, people management and business management skills.

The Certificate in Business and Commercial Lending explores what to look for when analyzing business and personal financial statements and tax returns.

The Customer Service Representative Certificate addresses the knowledge and skills necessary to achieve superior performance in this important position within the bank.

Learn how to create stronger customer/member relationships, improve service experiences, build loyalty, and become trusted financial partners in your community.

Taking Wills, Trusts, and Estate Administration offers numerous benefits for individuals interested in estate planning, law, finance, or related fields: legal Knowledge, estate planning skills, fiduciary duties, tax planning, family wealth preservation, client counseling skills, and professional development. Taking this course equips individuals with the knowledge, skills, and expertise needed to navigate the complexities of estate planning, administer trusts and estates effectively, and help clients achieve their wealth transfer objectives while minimizing risks and maximizing tax efficiency.

This certificate will position you as a skilled advisor to not only your current clients, but also to future generations.

This course explores how to analyze and interpret business financial statements and tax returns, including cash flow statements.

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.