Advanced Financial Services Diploma


This diploma continues the knowledge and expertise derived from earning at least one other diploma through CFTEA. To earn this diploma, you must successfully complete all of the classes listed below, a maximum of half of which may be transferred from an accredited college or university.  This curriculum provides students with the specific competencies and in-depth knowledge necessary to establish the educational foundation for a successful financial services career. (Formerly CFT Training)


Select from the following formats (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

  • Accounting, Financial or General

  • Analyzing Financial Statements or Certificate in Business & Commercial Lending Levels 1-3

  • Consumer Lending or Residential Mortgage Lending or Consumer Lending Certificate

  • Ethical Issues for Bankers or Ethics in the Workplace

  • Legal Foundations in Banking (formerly Law & Banking)

  • Marketing or Certificate in Digital Marketing or All Three:  Marketing in Banking, Marketing Management and Marketing Planning

  • Money and Banking

  • Principles of Banking

  • Supervision  or Certified Modern Manager or Certified Modern Supervisor or Introduction to Leadership Certificate

  • Verbal Communication

  • Written Communication



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