News | CFTEA | Center for Financial Training & Education Alliance

CFTEA Board Spotlight: Margaret Collamorecampbell

January 21, 2021

Spotlight On The Board: Margaret Collamorecampbell Margaret has been an active partner of CFTEA for 25 years, working her way up from a student, then a council member, board member and serving on the executive committee. Something she has achieved working with CFTEA is that she is most proud of is serving as president of the board in 2014 for several terms. This is what she had to say about the rewards of working with CFTEA: “The biggest reward

Health Savings Accounts (HSA) Overview and Training Options

January 20, 2021

What is a Health Savings Account (HSA)? A Health Savings Account (HSA) is a tax-advantaged account created for individuals who are covered under high-deductible health plans (HDHPs) to save for qualified medical expenses that are over and above an HDHPs coverage limits and/or exclusions. Contributions are made into the account by the individual or the individual’s employer and are limited to a maximum amount each year. The contributions are invested over time and can be used to pay for qualified medical expenses, such

Winter/Spring 2021 Webcourses – Safe and Flexible

January 19, 2021

Continue your professional development – in a safe and flexible way that fits your schedule and learning style. Webcourses—Safe and Flexible Legal Foundations in Banking Starts 2/11/21 Written Communication Starts 2/23/21 Teaching Adults Starts 3/9/21 Modern Supervisor Starts 4/7/21 IRA Q & A 4/7/21 Quality Service Starts 4/14/21 Verbal Communication Starts 10/20/21

Are you signed up for our weekly newsletter?

January 13, 2021

Are you signed up for our weekly newsletter? If you want to stay up to date with all of our most recent news and see what we have in store, this is the place to do it all! Scroll to the bottom to add your name to our list. https://cftea.org/

2021 Certificate, Certification and Diploma Awards Catalog Released

January 12, 2021

Our awards catalog has been updated to reflect current certificates, certifications and diplomas available through our non-profit. Our students get more! The job market encompasses a variety of career possibilities. Not sure where to begin? Look at our suggested options under your current or desired position and contact us for individual guidance. As educational requirements and necessary knowledge and expertise in the job market change, so do the requirements of our diplomas and certificates. As classes become obsolete or revised

Spotlight On CFTEA’s Board: Judy Folsom

January 11, 2021

Spotlight On CFTEA Board Judy Folsom Bar Harbor Bank and Trust From my memory, I decided to start teaching Principles of Banking and Law & Banking at my bank and became involved with CFTEA as an instructor and then went on the board. The most rewarding part of being on the board has been amazing to watch Andrew lead CFTEA to a more professional organization and take it to the next level. The most challenging part of being on

Five Tips to Stay Healthy and Active While Working from Home

January 4, 2021

Feel your best so you can do your best! We know schedules can get busy – whether you’re in the office or working from home more often like many due to the COVID-19 pandemic. Between meeting with borrowers and preparing closings, day-time home distractions from pets and kids, followed by family time after hours – it can be challenging to find time for exercise and implementing healthy habits. The truth is, not everyone has the time. They dedicate time. Here are

Look what can be done in 2021!

December 31, 2020

2020 put a lot on hold. A lot! So, how are you navigating our new normal? As the pandemic continues, it is important to look at the future with hope. As we struggle to balance and support others, now is the best time to create a mental action plan of what can be done to support your growth. For many, the pandemic has been a time to pause and regroup. We can do that by committing to take just one

2021 Retirement Training Options

December 31, 2020

Questions about retirement and the tax advantages? Explore training options that help you gain understanding and confidence when supporting questions. (All materials from Ascensus – the national leader in retirement training updated January 2021). All options are online to promote safe distance learning and flexibility. Click course names below for descriptions and pricing. 2021 Legislative – Regulatory Update Retirement Planning and Saving Ways to Build Wealth Roth IRA Overview Traditional IRA Overview IRA Fundamentals IRA

2020 Spotlight Review

December 30, 2020 Read More...