The CFTEA Universal Banker Diploma is a capstone and continues the education left by the Certified Modern Branch Professional —Level 1 and Level 2 to provide the tools to develop further within a retail branch. This diploma provides an educational career path that supports the General Banking Diploma and future growth.
Universal banking is a system in which banks provide a wide variety of comprehensive financial services, including those tailored to retail, commercial, and investment services. Universal banking is common in some European countries, including Switzerland. Universal banking became more common in the United States starting in 1999 when the Gramm-Leach-Bliley Act (GLBA) repealed the restrictions preventing commercial banks from offering investment banking services. (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.
