Banking professionals operate at the center of financial institutions, serving customers, managing accounts, supporting lending activities, and ensuring operational excellence. CFTEA’s banking courses provide practical, role-specific education designed to strengthen technical knowledge and on-the-job performance. Whether you are new to banking or preparing for expanded responsibilities, our education supports professional growth at every stage of your career.
To register, click a course name to begin.
| Course | Code | Format | Date Time | Duration | Location | Instructor | Credits / PDU | Price | Tags | hf:tax:instructor | hf:tax:location | hf:tax:format | hf:tax:product_cat |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Achieving Unclaimed Property Compliance Best Practices for Banking Industry | T1177SP | Self Paced | 2 hours | Online | 1/4 | $295.00 | online | self-paced | business-skills for-banking-professionals | ||||
| AI in Banking Workshop (ABA) | A5116ILO | Instructor Led Online | 5 Sessions | 1/2 | $595.00 | AI Agents, Artificial Intelligence, prompt, prompting | instructor-led-online | for-banking-professionals professional-skills-and-special-topics | |||||
| Bank Marketing: Building Customers Relationships | A1003SP | Self Paced | 12 min | Online | $55.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Banking Basics Suite | A1002SP | Self Paced | 2 hours | Online | $595.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Banking Today Guided Learning | C1011GL | Guided Learning | 4 months | Tammy P. | 1/2 | $299.00 | AI | tammy-p | guided-learning | business-skills for-banking-professionals | |||
| Banks and Personal Wealth Management | A1012SP | Self Paced | 10 min | Online | $55.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Banks and the Deposit Function | A1013SP | Self Paced | 10 min | Online | $55.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Banks as a Business | A1015SP | Self Paced | 10 min | Online | $55.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Business and International Banking Services | A1023SP | Self Paced | 12 min | Online | $55.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Certified Modern Banking Representative | SEE AWARD PAGE | Awards | $0.00 | awards | business-skills for-banking-professionals | ||||||||
| Certified Modern Banking Representative Exam includes CFTEA replay | C0001EX | Self Paced | 2 hours | Online | $100.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Certified Modern Banking Representative, CEUs | M5061SP | Self Paced | 18 hours | 2 | $519.00 | self-paced | business-skills for-banking-professionals | ||||||
| Foundations in Banking Certificate | SEE AWARD PAGE | Awards | $797.00 | awards | business-skills for-banking-professionals | ||||||||
| Frontline Fundamentals Guided Learning | C1119GL | Guided Learning | 6 months | Tammy P. | 2 | $399.00 | 101, banker, Banking, Basics, cash handling, check handling, customer service, fundamentals, New, processing transactions, robbery, teller, today's teller | tammy-p | guided-learning | business-skills for-banking-professionals | |||
| Fundamentals of Small Business Banking | C6056SP | Self Paced | 3 hours | Online | 1/4 | $99.00 | online | self-paced | for-banking-professionals lending | ||||
| Fundamentals of Small Business Banking Suite | A1070SP | Self Paced | 45 min | Online | $95.00 | online | self-paced | for-banking-professionals lending | |||||
| General Banking Diploma | SEE AWARD PAGE | Awards | $0.00 | awards | business-skills for-banking-professionals | ||||||||
| Introduction to Banking | A1077SP | Self Paced | 10 min | Online | $55.00 | online | self-paced | business-skills for-banking-professionals | |||||
| Legal Foundations in Banking (ABA) Guided Learning | A1080GL | Guided Learning | 6 months | Tammy P. | 3 | $499.00 | tammy-p | guided-learning | business-skills for-banking-professionals | ||||
| Legal Foundations in Banking Virtual Classroom | A1080VC | Virtual Classroom | Starts 9/16 for 8 weeks 2:00pm - 4:30pm | 8 weeks | Nancy H. | 3 | $499.00 | nancy-h | virtual-classroom | business-skills for-banking-professionals | |||
| Lending as a Cornerstone of Banking | A6030SP | Self Paced | 10 min | Online | $55.00 | online | self-paced | for-banking-professionals lending | |||||
| Marketing in Banking ILO, CFMP | A1094ILO | Instructor Led Online | 4 weeks | Online | 1 | $375.00 | online | instructor-led-online | business-skills for-banking-professionals | ||||
| Money and Banking (ABA) Guided Learning | A1074GL | Guided Learning | 6 months | Tammy P. | 3 | $499.00 | tammy-p | guided-learning | business-skills for-banking-professionals | ||||
| Principles of Banking (ABA) Guided Learning | A1370GL | Guided Learning | 6 months | Tammy P. | 3 | $499.00 | tammy-p | guided-learning | business-skills for-banking-professionals | ||||
| Understanding Banking Products Guided Learning | C1122GL | Guided Learning | 4 months | Tammy P. | 1 | $349.00 | product knowledge | tammy-p | guided-learning | business-skills for-banking-professionals |
Banking requires more than product knowledge — it demands a working understanding of deposit operations, lending fundamentals, customer relationship management, fraud awareness, and institutional compliance. CFTEA’s banking curriculum is built specifically for professionals working in banks, credit unions, and other financial institutions.
Our offerings include foundational programs, such as Introduction to Banking, Banking Today Guided Learning, and the Foundations in Banking Certificate, as well as role-based pathways. Courses are available in self-paced, guided learning, virtual classroom, and instructor-led learning formats, so institutions can support individual development or team-wide training initiatives. You can strategically plan your coursework to earn a certificate, certification, or diploma aligned with your career goals.
To explore additional training opportunities, including specialized courses in areas of risk management or compliance, contact the CFTEA office for personalized guidance on building a professional development pathway.
Our online listings represent only a portion of the full CFTEA course catalog. If you don’t see the exact topic you need, please contact our office to explore additional offerings. We’re happy to help identify training options aligned with your role, institution, and professional development objectives.
Prior education completed through other providers may be eligible toward CFTEA certificates, diplomas, or certifications. Contact our office to learn how previous coursework may apply toward your credential pathway.
These courses are designed for frontline staff, personal bankers, universal bankers, branch managers, lending professionals, operations staff, customer service representatives, and professionals transitioning into banking roles. Courses range from introductory banking fundamentals to advanced, role-specific certificates.
Yes. While some leadership and communication courses apply across industries, CFTEA’s banking courses are designed with financial institutions in mind. Many programs focus specifically on deposit services, lending practices, branch operations, payment systems, and customer relationship management within a banking environment.
Yes. CFTEA offers multiple certificate and diploma pathways for banking professionals, including teller, branch management, lending, deposit operations, cash management, and foundations in banking programs. Many courses may also apply toward broader diplomas, certifications, or professional designations.