News | CFTEA | Center for Financial Training & Education Alliance

IRS Issues Draft Instructions for Reporting of Qualified Disaster Retirement Plan Distributions and Repayments

January 3, 2022

The IRS has provided draft Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments. Form 8915-F is to be used to report Qualified 2021 and later disaster distributions, Qualified 2020 disaster distributions made in 2021 or 2022, Repayments of qualified 2020 and later disaster distributions, Income in 2021 and later years from qualified 2020 and later disaster distributions, and Qualified distributions received in 2021 and later years. In the past, the nomenclature for Form 8915 has changed each reporting

Guided Learning Options

January 1, 2022

Employees with independence and space to learn will make them happier, and the happy learner is more likely to engage in learning what they need to do their job better, but also to prepare for the future by exploring and developing new skills and interests. Supporting organizations want to be in a situation where employees are independently motivated to seek out and learn things. The more they learn, the happier they are; the happier they are, the more engaged they

Diploma Requirements Updated

December 22, 2021

Exciting News! Based on your continued feedback, the diploma pages have been updated to reflect an easier way to navigate to course descriptions and pricing of your choice. Migrating our paper diploma worksheets to a digital experience has been a work in progress. But through creativity and innovation, as well as a friendly nod to the past, our new format has emerged! This will allow quick access to the format of your choice was providing a clear view of the

Celebrating You!

December 20, 2021

2021 has been hard – just like 2020. Are you celebrating your achievements? Take time to reflect and savor your wins and what you’ve learned this year! After all, 2022 will be here before we know it. Take time for yourself with some simple questions that can really put how you’ve tackled this year into perspective!

2021’s Top Jobs

December 15, 2021

The top jobs to get ahead People are actively switching jobs and even fields during The Great Reshuffle. Many are searching for more fulfilling positions, but they may not want want to lose too much professional ground when taking a leap. To help people plot their moves, LinkedIn’s Economic Graph team recently crunched the data to find out which roles provide a fast-track to promotion. We are here to help! See what CFTEA offers in these hot jobs. Here are

Personal End of Year Review

December 13, 2021

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!

Announcing: Outside Calling School

December 8, 2021

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

New Personal Finance Certificate

December 6, 2021

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

Spotlight On CFTEA’s Council: Mike Moloney

December 3, 2021

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

Our 2022 Winter/Spring Catalog Has Arrived

December 1, 2021

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