CFTEA

Certified Modern Branch Professional—Level 2

CERTIFIED MODERN BRANCH PROFESSIONAL – LEVEL 2

Designed for branch employees seeking a true and rich universal banking model and suited as a career path beyond entry-level through assistant manager levels. Retail employees require a full range of skills and knowledge to manage relationships across a broad spectrum of modern topics, including lending. This certification adds to Level 1 by supporting lending insights and knowledge. (Formerly CFT Training)

The online certification exam includes CFTEA replay.  This allows students a second chance, at no cost to them or the organization, to retake the exam 24 hours after the prior attempt.  CFTEA replay was developed to manage test anxiety and provide cost savings to organizations.

Select from the following formats (click blue checkmarks) to gain course information and pricing.  Courses may be taught in-house or live based on requests to the CFTEA office.

Required Courses

Instructor Led Online

Guided Learning

Self Paced

Virtual Classroom

 

  • Fundamentals of Consumer Lending

  • Fundamentals of Mortgage Lending

  • Fundamentals of Small Business Banking

  • Introduction to Analyzing Financial Statements

  • The Leadership Experience (Coming 2025)

 

  • Written Communication or Professional Writing Certificate

  • Certification Exam with CFTEA replay

2024.07

AIB / ABA / CFT

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