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ABA CERTIFICATES

 

ABA certificate programs build the skills necessary for career advancement. Through a prescribed course of study, certificates provide practical, tailored knowledge specific to a job role in the bank. Programs are continually reevaluated and refined to meet current needs and changes in the industry.

 

Click here to view all certifications.


 

Spotlighted Certificates

 

ABA Certificate in Business and Commercial Lending

12 Courses

The ABA Certificate in Business and Commercial Lending explores what to look for when analyzing business and personal financial statements and tax returns. The certificate features courses on CRE Cash Flow and Cap Rates, Treasury Management and Effective Commercial Loan Write-Ups—as well as critical topics on CRE, fraud, BSA/AML and asset-based lending.

 

ABA Small Business Banker Certificate

14 Courses

Develop the key skills for building trusted relationships with business customers and grow your book of business. Discover tactics to better engage customers by understanding their needs and being able to offer appropriate solutions. Master best practices for executing sales calls, handling objections, and delivering on-going service.

 

11 courses

Earn the ABA Certificate in Compliance Management System (CMS) with a series of 11 self-paced microlearning courses. These online courses are best suited for first and 1.5 line employees (those directly involved in day-to-day operations and their immediate supervisors).. Regardless of skill level, this certificate program will help sharpen compliance skills, and provide the tools to build, manage, and optimize a strong CMS.

 

ABA-Wharton Emerging Leaders Certificate: Advanced Emerging Leadership

This certificate program is taught through a series of short 10-20 minute videos from top-tier Wharton leadership experts, together with assessments to ensure learners understand key concepts. A well-rounded leader understands how to define success in their terms and how pursuing a meaningful life improves your performance as a leader. Understand the framework of power and influence, how to develop trust and the best method of communication for negotiation.

 

ABA Certificate in Asset Management

16 courses
Learn how a client’s financial goals translate into their investment policy statements, inform investment decisions, what it means to be a prudent investor and how financial and non-financial assets work together.

 

ABA Certificate Core Concepts and Ethics for Fiduciary Advisors
7 courses 

Learn and apply essential fiduciary principles—including wealth planning, investment management and account administration—with this set of courses designed to accelerate new advisors' readiness to work directly with wealth clients in a fiduciary capacity

 

ABA Certificate in Fiduciary Principles and Ethics 

3 courses
Gain a full understanding of fiduciary standards, rules and regulations designed to provide beneficiaries with the highest level of care and consideration by financial professionals. 

ABA Certificate in Fiduciary Relationship Management
11 courses
Develop fiduciary skills that go beyond foundational technical knowledge to meet evolving client expectations and behaviors.  This certificate will position you as a skilled advisor to not only your current clients, but also to future generations.

ABA Certificate in Fiduciary Risk and Compliance
4 courses
Gain a full understanding of the regulatory basis and importance of fiduciary compliance, its elements and how it affects your role as an advisor. Learn key aspects of federal and other environmental laws, elements of fiduciary liability and steps fiduciaries can take to manage risk.


ABA Certificate in Integrated Wealth Planning and Advice
21 courses
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. Learn the tax considerations and gifting strategies surrounding individual income tax, fiduciary income tax and federal estate tax.


ABA Private Banker Certificate 
39 courses
This certificate program prepares private bankers with knowledge about integrated wealth planning and advice, investment and asset management strategies, legal entity structures used to manage wealth (including trusts), and techniques for engaging with clients with high net worth.

 

ABA Bank Teller Certificate

35 courses 

Develop essential bank teller skills. Master core competencies such as cash handling, check cashing, deposit and withdrawal processing, cash payments, and daily settlements of teller cash and proof transactions. Develop a broad understanding of bank products. Build interpersonal skills that are effective with both customers and co-workers. Master the principles of professional conduct. Learn how to cultivate relationships and provide value-added service.

 

 

 

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