News | CFTEA | Center for Financial Training & Education Alliance

Washington Pulse: IRS Issues Final Life Expectancy Regulations

December 3, 2020

By ERISA NEWS On November 12, 2020, the IRS published final regulations updating life expectancy tables that are used for required minimum distributions (RMDs) and for other purposes. These new tables reflect an increase in life expectancies since the last tables were issued nearly 20 years ago. Although the updated tables do not apply until distribution years beginning in 2022, financial professionals should learn how the new life expectancy figures may affect their clients and should assess how their administrative systems will

Announcing Spring 2021 Catalog

December 2, 2020

New Course Options! Updated Career Paths! New Self Paced Certified Modern Banking Representative! Our latest offerings to support your professional development have arrived. Digital or print, explore our latest catalog for the options that are relevant to the challenges in today’s workforce and choose courses that fit your busy schedule.

Thank you from the bottom of our hearts!

December 2, 2020

It warms our hearts to know you are part of the CFTEA family. Our team is grateful to be able to work with an engaging partner such as yourself in bringing meaningful education to the workforce! This has been quite the year, to say the least. As an educational non-profit, we certainly wouldn’t have gotten through it without you and all your support. We love that we get to personally help you sort through choices and find peace of mind

Learn about our Mission and You!

November 25, 2020

Learn about Our Mission and You The Center for Financial Training and Education Alliance (CFTEA) strives to empower students to achieve their goals, support organizations to realize success and strengthen communities to create positive change by delivering specialized, relevant and affordable educational programs. . . . . . As a vibrant professional, you are at the center of our mission.

Spotlight On CFTEA’s Board: Joe Happnie

November 20, 2020

Spotlight On CFTEA’s Board Joe Happnie MEMIC I have been on the board since February 2020. I joined the board to contribute my experience as a learning development professional to help the organization provide a more modern and engaging learning experience for financial services professionals The most rewarding part of being on the CFTEA board is the energy and passion that the other board members bring to the table really helps me generate ideas and contribute to the conversation-

Thanks a million!

November 18, 2020

Discover Our Appreciation! 2020 has not been easy. As a non-profit dedicated to our students, the organizations we work with and our communities, we thank you so much for keeping us in mind for your career development needs. The dedication of our board of directors and our council members have been critical in challenging ourselves to remain relevant, engaging and knowledgeable. Your support means the world to us! Thank for considering us when looking at your full range of educational options!. It is a

Discover Webinars

November 11, 2020

Discover Webinars! Have you seen a webinar advertised? Check with us and we can help you find it, keep your learning within a single education transcript and support our non-profit. Check out a number of free webinars from our training partner, New Horizons.

2021 Winter/Spring Catalog Has Arrived

November 9, 2020

Check out new options, savings and opportunities in our latest catalog! Career Paths Bachelor’s Degree Certificates, Diplomas and Certifications IRA training options for 2021 Webinars Webcourses Foundations in Banking Certificate Certified Modern Banking Representative (New options with video content!) Certified Modern Branch Professional – Level 1 & 2 Self Paced Professional Development Certificates New Horizons Partnership DiSC And more!

Spotlight On CFTEA’s Board: Nicole Mailhot

November 6, 2020

Spotlight on CFTEA’s Board Nicole Mailhot Dirigo Federal Credit Union I have been involved with CFTEA for a long time, previously as a council member and an instructor. I became a board member because I have seen first hand how beneficial CFTEA is in growing banking careers and I have personally benefited from many of the courses and degrees I have obtained through CFTEA and love being part of an organization that helps people in this way. Seeing the

Spotlight On Success: Lindsay Jones

October 23, 2020

Spotlight On Success: Lindsay Jones Bath Savings Institution Every course I have taken through CFTEA has benefited me in some way, not just at work, also in my personal life. I have gained tremendous knowledge which supports the work I do. I feel I have a deeper understanding of interest rates, payment allocation and most importantly team work. Through the communication courses I have taken I have a better understanding of how to speak with confidence and how to