Active Shooter

Active shooter events don’t happen often, and the chance that you’ll be involved in one is low. However, you need to be prepared. This training will explain your options to run, hide, or fight. Think of it like a fire drill. You probably practiced fire drills as kids...

Questions, Inquires, and Complaints, and the CFPB

Do you know the difference between a question, an inquiry, or a complaint? If you’re thinking they are all the same, think again. When interacting with your customers, you will handle each a little differently. This course will help you differentiate and know how to...

Third Party Risk Management

With the fast-moving demand in the financial industry, offering new services, touchpoints, and technology is a must if you want to remain competitive. Most financial institutions turn to outsourcing.  It allows you to meet demands much faster, often at a lower price...

Loans to Insiders

This course has been updated to define who is considered an “insider” under the regulation, what is considered an extension of credit, and to add the limitations on credit extended to insiders for credit unions.

Elder Financial Abuse for CSRs

This course has been updated to include recent information from FinCEN regarding examples of risk management and other practices that may be effective in combatting elder financial exploitation. In addition, certain information and statistics have also been...