News | CFTEA | Center for Financial Training & Education Alliance

What’s the Number 1 Influence on Employee Well-Being?

June 8, 2022

Research shows that an employee’s relationship with their manager has the biggest impact on their well-being. The problem is – not all managers know the best way to communicate with their employees. Get the dialog flowing with the science behind the Everything DiSC Workplace Assessments. Teams learn the best way to approach, support, and communicate while working together in a physical location or remotely. Get the dialog flowing, strengthen your team, and start the well-being conversation.

Retired Courses

June 7, 2022

From time to time course material becomes dated or is no longer available. This list gives an update on additional changes made to courses. For any course that was tied to a certificate or diploma, alternative options are now available. Financial Elder Abuse is no longer available as a stand-alone course, but the updated content is now available through our recently updated Frauds, Scams, and Cons course. Additionally, high-level information is available through our partnership with the U.S. Senate

Find New Adventures this Summer

June 6, 2022

CFTEA provides classes to help you find a new hobby or gain a needed skill for that promotion at work. Part of our mission is to aid in the development of a strong workforce through education, training, and enrichment. Lifelong learning is a key part to career success. Students can: Develop new work skills & enhance current ones Maintain certifications Satisfy required professional development Learn a new skill or hobby for personal enrichment Many of our programs are designed for

Recognizing Student Success

June 2, 2022

Every year in June, recognition is provided to students that have completed certificates, certifications, and diplomas over the academic year. Find out who from your organization received honors and give them a high-five! It is well-deserved! Each day in June an organization’s employees are being highlighted on our social media – follow us and share your congratulations with family and friends! A Personal Thank You As a community non-profit, COVID hit our organization hard, as it did for many across

Course Update: Fighting Fraud Top Scams Targeting Our Nations Seniors

June 1, 2022

In 2018, CFTEA officially partnered with the U.S. Senate Committee on Aging to bring key education in protecting our most vulnerable population. We are pleased to announce that our material has been updated from 2020 and contains the latest reports and guidance. The new material will be incorporated into our new Certified Modern Banking Representative exam starting July 1. Fighting Fraud: Top Scams Targeting Our Nations Seniors is offered at no charge to protect our communities. As the older adult

Why is taking the first step always hard?

May 25, 2022

When you want to achieve something important, that first step is inevitably going to be daunting, even frightening. When you dare to make that first move, anxiety, and fear dissipate in the name of action. People that dive headfirst into taking that brutal first step aren’t any stronger than the rest of us; they’ve simply learned that it yields great results. They know that the pain of getting started is inevitable and that procrastination only prolongs their suffering. “The first

New Course Announcement: Instant Messaging in the Workplace

May 23, 2022

As technology advances, communication morphs into something that is perhaps familiar, but different. Most people communicate using instant messages in their personal life, but how is it different in the workplace? What are the best practices for effective communication using instant messages with co-workers and what are the risks? This course examines the powerful benefit of using instant messaging effectively at work and how to ensure that we aren’t annoying co-workers by ignoring the proper use of the technology. Instant

How to Teach Your Teenager Financial Responsibility

May 20, 2022

If your teenager has started their first part-time job, begun to earn an allowance, or is eager to enter the work force, now is the time to talk about money. Financial responsibility is a lifelong lesson, but by laying down the foundation of financial smarts early, your teenager will better understand how to budget, save, and spend now and in the future. The following tips will help you teach your teen how to take responsibility for their finances. Stress the

What Is My Why? Amber Thatcher (Claremont Savings Bank)

May 20, 2022

Over and over, we hear how CFTEA has supported aspiring career seekers to advance through the various stages of their careers. 🏆 Amber Thatcher from Claremont Savings Bank explains how she has been impacted. As an Operations Specialist II, Amber is effectively using her knowledge for day-to-day tasks. A huge congratulations to Amber for gaining such a premiere status! What is your why for taking CFTEA courses? #whatismywhy

Updated and New: Essential Online Chat with Customers

May 18, 2022

Always moving forward and looking to advance our course, Fundamentals of Chat Writing, provided an excellent and new option to look at the best practices related to leveraging chat writing. CFTEA’s education committee recently reviewed the material, offered suggestions, and the course has been updated. The new course is now called Essential Online Chat with Customers. This focused customer service course outlines key points to support an enhanced customer experience that stands apart from day-to-day online interactions. This course is