Employees are more engaged with an organization that supports education. They are highly motivated about their future when they have a clear understanding of themselves and how their career could develop. Supporting employees in making well-informed choices about industry topics can lead them to have a more optimistic outlook on life, sense of purpose, and a greater level of contribution that they make to their organization and community. There are economic and social benefits when employees are supported to make effective and educated transitions within their careers.
Educational career paths are suggestions to support employees and managers in development opportunities focused on their field. Not sure where to start? Click on any of the interactive career paths below for guidance with direct links to job-specific certificates, certifications, and diplomas.
Looking for a great starting course that is a gold standard to fully understand the banking industry? Principles of Banking is that go-to class.
These are suggested pathways based on job function. Supervisors and employees can click each link to learn more or go to our course page and search for individual courses. Further questions, reach out to the CFTEA office and we’re happy to provide suggestions to meet budget and goals.
Residential Mortgage Lender
CFT / ABA / AIB / CFTEA
A career path is a suggested sequence of courses, certificates, and diplomas designed to support professional growth within a specific banking department or role. While career paths are not required, they help employees and managers navigate CFTEA’s learning options and choose ones that align with their career goals.
For example, an employee may begin with a foundational course, progress to a certificate, and later pursue a diploma or supervisory training as their responsibilities grow. Career paths offer a clear and structured approach to continued learning and professional advancement.
CFTEA career paths are designed for banking and credit union professionals at all stages of their careers, from entry-level employees to experienced managers. They’re also useful for supervisions and HR teams supporting employee training and succession planning.
No. Career paths are optional tools designed to provide guidance and structure. Employees and organizations may follow them fully, partially, or use them as a reference when planning professional development.
Managers play a key role in employee development by helping team members identify skill gaps, set career goals, and select relevant training opportunities. By using CFTEA career paths, managers can recommend targeted courses and certificates that support both individual growth and organizational needs.
Career paths also make it easier for managers to support consistent, role-based development and encourage ongoing learning across their teams.
Start by identifying where you want to go in your career and what skills or knowledge would help you get there. Review CFTEA career paths and training options, then bring specific recommendations to your manager for discussion.
Beginning with a single CFTEA course is a smart, low-cost way to demonstrate initiative and build credibility. From there, you can expand into certificates or diplomas as your career goals become clearer.
Yes. While CFTEA provides recommended career paths, your organization can adapt them based on internal roles, priorities, and training requirements.