Cash Management Diploma

Cash Management Diploma

Building on the foundation laid in the Cash Management Certificate, this diploma has been developed to manage advanced topics presented in supporting business customers leveraging the Cash Management area of a financial institution.   This diploma is part of the Educational Career Paths from CFTEA that support employee confidence, knowledge, and growth within Cash Management. Formerly CFT Training)

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

  • Cash Management Services

  • Exploring P2P and Digital Payments

  • Fundamentals of Small Business Banking

  • Handling Workplace Conflict

  • Introduction to Cybersecurity

  • Legal Foundations in Banking 

  • Listening with Intent

  • Principles of Banking


  • Responding to an RFP (Request for Proposal)

  • Steps to a Powerful Personal Brand

  • Wire Transfers

  • Verbal Communication


  • Written Communication



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