Cue the confetti!! We are so pleased to announce the addition of AVP Branch Manager, Thomas Bruce from TowneBank to our Virginia council. Thank you so much for choosing us! Would you like to learn more about the role of advisory council members? Contact us for more information. We’d love to add your energy and ideas to our team!
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Our students have worked amazingly hard during a worldwide pandemic to complete certificates, certifications and diplomas in various career paths. It’s time to celebrate their success! CFTEA will be offering two dates for our second go-around with our Student Awards. Registration will be provided to organizations in April to secure the desired date of their cheering parties around these graduates!! Dates for upcoming Student Award Banquets are Wednesday, June 16 or Wednesday, June 23. The programs will start at 6pm.
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By Jennifer Bassett, CIP, CISP, QKA, CHSP – Source: Ascensus We all have them—clients who wait until the very last minute to file their tax returns. Those same clients are the ones who will be in your office at 4 p.m. on April 15 to make a 2020 contribution (i.e., a prior-year contribution). Although they may be making a contribution at the last minute, at least you know that they’re making it by their tax filing deadline. But what about
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While you may not enjoy doing your taxes, receiving a healthy refund makes it all worthwhile. Your immediate impulse might be to use that sudden windfall on something you’ll enjoy. But investing that money with the future in mind may ultimately be the better choice, and you’ll have several different options for making your money stretch further. Support your retirement Retiring and enjoying your golden years to the fullest is the American dream, and there’s never a wrong time to
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While you may not enjoy doing your taxes, receiving a healthy refund makes it all worthwhile. Your immediate impulse might be to use that sudden windfall on something you’ll enjoy. But investing that money with the future in mind may ultimately be the better choice, and you’ll have several different options for making your money stretch further. Build up your savings If you’re in a fortunate situation where you don’t need your tax refund for anything in particular, you can
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After years of receiving faxes, the CFTEA office has now transitioned to fully use our learning management system to manage quizzes and assessments. Our fax machine was receiving 90% SPAM and it was time to retire the technology. In the rare situation when you are looking to provide documentation via fax, please contact our CFTEA office and we’ll be happy to assist. “Fax machines are fine for transmitting information, but there is nothing that makes that information immediately usable or
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While you may not enjoy doing your taxes, receiving a healthy refund makes it all worthwhile. Your immediate impulse might be to use that sudden windfall on something you’ll enjoy. But investing that money with the future in mind may ultimately be the better choice, and you’ll have several different options for making your money stretch further.
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Life can get busy. It happens to all of us. And we all could use a little help. To better support our students and the investment in their education, CFTEA is proud to announce that quarterly reminders will be provided to students that have not completed self paced courses. Of course, students can easily reach out to our office at any time with questions and something unique in the industry – personal one on one support and coaching. So, if
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Take advantage of spring savings during our Guided Learning Sale (October 1 – 31, 2021)! Select from the following titles to access detailed course descriptions and pricing. Invoices reflect discounted pricing. 10% discount applies to course.* Analyzing Financial Statements Banking Today Business Math Commercial Lending Consumer Credit Products Consumer Lending Deposit Accounts and Services Financial Accounting Fundamentals of Consumer Lending Fundamentals of Mortgage Lending Fundamentals of Small Business Banking General Accounting Handling Workplace Conflict Human Relations Human Resource Management Leadership
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The start of the year brings conversations about retirement savings. CFTEA offers a number of courses to support confident conversations with those seeking options. To assist in guiding customers, employees at financial institutions are better prepared to navigate the options and provide direction (not advice) when they have the appropriate training on IRAs and Qualified Plans.
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