End of the Year Personal Review Worksheet The year is drawing to a close (already…) and it’s time for a bold new chapter. One of the our favorite things to do at this time of the year is to set aside time to reflect on the year gone by and plan for the year ahead. A great way to do that is with a personal end-of-year review. Start by reflecting on different areas of life by using our handy worksheet!
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This series is for professional callers, including lenders, mortgage originators, wealth managers, and experienced branch managers. This program includes pre-call planning, in-person or virtual appointment, and post-call follow up. We also cover negotiation, handling objections, and pricing. The two-part Outside Calling School helps you drive new revenue, understand your clients, and maximize your time spent selling. You will learn how to tailor your value statement to match the needs of the individual or business borrower, or buyer. We emphasize how
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The pandemic has made financial matters even harder for individuals and families. How do you get a good foundation or recover from unanticipated situations? From budgeting, saving, and reducing debt, to making timely investment choices and planning for the future, our Personal Finance certificate provides you with the tools needed to take charge of your financial life. Learn more details about the courses included in this certificate and how they can empower you at any stage in your life. Personal Finance
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Spotlight On CFTEA’s Council Mike Moloney Kennebunk Savings “As a career development partner, CFTEA provides the most comprehensive financial education courses available. As I put together the training curriculum, it is wonderful to have a “one-stop-shop” as it were, to get quality material on any topic we need to teach. Being on the CFTEA council is a rewarding experience because I am able to stay connected and keep up to date on what is coming next from
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What the media is calling “the great resignation” can be summed up into one question: Is there is a gap between where you are and where you want to be? If this is where you are in your career, then the question becomes, what are you going to do about it? Our 2022 Winter/Spring catalog is all about choices. The new catalog is located at the bottom of our homepage or with the quick links below. Our updated catalog has
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Corinne McNeal Community National Bank, VT I became a Council Member for CFTEA because I thought it would be an awesome opportunity to expand my horizons at the bank. I love helping people or teaching/assisting with new things and spreading knowledge to others. My experience with CFTEA began in 2018 when I first started my career in banking. I would recommend CFTEA as a career development partner because they do everything and anything to ensure you get endless opportunities
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Do you have your Associates Degree and are interested in gaining your Bachelor’s Degree? CFTEA can help! Students with an Associate’s Degree and all of their CFTEA banking transfer credits, just 30 credits (10 courses) remain (25%) for Bachelor of Science in Business Administration (BSBA) Banking Major degree completion at St. Joseph’s College! Complete the remaining online courses from the general education/business core and earn your Bachelor’s Degree in no time! CFTEA courses can be taken guided learning
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Spotlight On CFTEA’s Council Maureen Golden Passumpsic Bank Maureen Golden is Vice President, Commercial Loan Officer and Banker for Passumpsic Bank. This is what she had to say about her experience on the council: “I am honored to be a Council Member because I believe our local banking community is vital to the economic success of our citizens, especially business owners. I have heard directly from many customers over the last 5 years that they feel the experience and
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We are pleased to announce the 11th edition of our Residential Mortgage Lending Textbook. We are thrilled to be working with a partner that is an expert in the field and keeps the content up to date annually. The new book is set to replace our 10th edition of this book. Positive reviews on this material in a rapidly changing landscape continue to pour in! This text covers topics required by the SAFE Act: Federal lending legislation, ethics, and nontraditional
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As a nonprofit, CFTEA continually looks for opportunities to provide course transfer opportunities that are mindful of organizational training dollars. Have you completed teller training through your organization’s learning and development or through branch in person training? That training can be transferred into CFTEA for credit toward Today’s Teller at no charge. That is a first step toward gaining the Foundations in Banking Certificate. Start your career development at a financial institution with training that has already been completed and
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