Products & Services

Products & Services

Investment Service courses are purchased through BankTrainingOnline® and CreditUnionTrainingOnline®. These two training products are complete online libraries of courses uniquely customized to incorporate your terminology and logo so that they have the ’look and feel’ of your very own training program. Loaded with enhanced graphics, animations and special effects, these online courses engage and involve trainees to increase retention and performance.

Products and Services courses include:

  • Business Products and Services
    • This course is designed for anyone interested in learning about the various types of business products and services.

      Objectives:

      As a result of completing this program, you will be familiar with:

      • The various legal forms under which businesses operate
      • The basic business products, including those pertaining to deposits, loans, investments and insurance
      • Financial institution services related to financial institution business products

      Audience:

      Management and Supervision, Tellers and Other Personnel

      Approximate course length: 30 minutes

  • Consumer Products and Services
    • This course is designed for anyone interested in learning more about the various types of consumer products and services.

      Objectives:

      As a result of completing this program, you will be able to:

      • Understand the difference between a consumer product and a service
      • Understand consumer deposit, loan, and investment products
      • Recognize services related to deposits, loans, and investment products
      • Be able to identify other important consumer products, such as insurance, monetary instruments, and safe deposits

      Audience:

      Management and Supervision, Tellers and Other Personnel

      Approximate course length: 45 minutes – 1 hour

  • IRA Fundamentals
    • This program is designed for anyone interested in learning about eligibility requirements, contribution limits, and distribution rules of Individual Retirement Accounts (IRAs).

      Objectives:

      As a result of completing this program, you will be able to:

      • Explain the features and benefits of Traditional IRAs and Roth IRAs
      • Compare the Traditional IRA to the Roth IRA
      • Explain rules related to transfers and rollovers
      • Discuss the features and benefits of the Coverdell Education Savings Account

      Audience:

      Management and Supervision, Tellers and Other Personnel.

      Approximate course length: 45 minutes – 1 hour

  • Simplified Employee Pension Plan (SEP)
    • This program is designed for anyone interested in learning about Simplified Employee Pension Plans (SEP) including eligibility, contribution limits, and distribution rules.

      Objectives:

      As a result of completing this program, you will be able to:

      • Discuss the features and benefits of a Simplified Employee Pension Plan
      • Explain how to establish and operate SEP accounts
      • Discuss eligibility and compliance

      Audience:

      Management and Supervision, Tellers and Other Personnel.

      Course length: 45 min. – 1 hour