News | CFTEA | Center for Financial Training & Education Alliance

CFTEA earns 2023 Platinum Seal of Transparency

March 15, 2023

It’s official! CFTEA has earned the highest seal of recognition for the fourth year – the Platinum Seal of Transparency with Candid (formerly GuideStar)! Candid is the largest source of nonprofit information nationally. To receive the 2023 Platinum Seal, CFTEA shared extensive information including qualitative facts about our goals, strategies, and capabilities. The Platinum Seal is another tool for demonstrating our transparency to our community members and supporters. Work with confidence and trust when partnering with our for-impact education organization.

Spotlight on Success: Jess Russell (Union Bank)

March 10, 2023

Spotlight on Success: Jess Russell Union Bank Jess started her banking career after graduating high school and is currently serving as the Groveton, NH Branch Manager. As a community bank invested in its employees, Union Bank offers the CFTEA course catalog, along with opportunities for growth into other departments that include support as employees grow into their new positions and career paths. Throughout her career, Jess noted two important classes that have had the greatest impact on her career. “Legal

Retail Branch Career Paths

March 9, 2023

What do you need to know to grow within a financial institution at a branch? There are a large number of job titles that vary from organization to organization. With the help of the council and board members, CFTEA has developed a solid career path for branch employees, including courses at no charge to support your career growth. Discover your next step today! The information below has been pulled from our Career Path page. Click on any of the certificate

New Course: Small Talk – Keeping Customer Engaged

March 8, 2023

Are you good at small talk with customers? Though generally thought of as unimportant and surface-level, small talk can be crucial when it comes to establishing connections and relationships. In the world of business in particular, the gift of small talk can greatly enhance the customer experience, possibly even resulting in new business, uncovering needs, and a strong customer service reputation. But knowing how to make small talk doesn’t always come naturally, and using small talk to your advantage to further relationships

Have You Seen Our Community Catalog?

March 1, 2023

Due to a relationship with a local community financial institution, CFTEA provides solutions to attracting and retaining employees at affordable pricing to local businesses. Many of our courses are designed for the business world from customer service, telephone skills, productive meetings, supervision, leadership, communication, remote work, and many more professional and personal development opportunities. These have been included in a special community catalog. From self-paced courses to audiobooks to professional continuing education and ACE credits, there is a whole world

What’s Often Missing From Leadership

February 8, 2023

When it comes to good leaders – in the office and in life – one trait stands above the rest: validation. Understanding and acknowledging someone’s circumstances validates what they are going through and can help managers build stronger relationships with team members, Entrepreneur magazine writes. Validation is not limited to rewarding someone financially for a job well done either. Rather, it’s more about truly listening and understanding where people are coming from, which is crucial for fostering inclusive workplaces. Taking

Celebrating 5 Years of the CFTEA Insider!

February 1, 2023

This is the power of community. In 2019, CFTEA started producing a bi-monthly newsletter. The goal: share information on the changes and opportunities available to those working with our learning community. The newsletter has gone through a design change and the archive is housed on our News from the Nest page. The articles are brief and link back to our website for additional details. Plus, it provides an opportunity to share news within an organization so employees, instructors, career champions,

Announcing CFTEA Audiobooks

January 25, 2023

Welcome to the creation of the CFTEA Global Workforce Skills Library audiobooks! New content will be added to the library but the first release is Building Confidence and Assertiveness. And when you purchase the audiobook and then take the Assertiveness Skills course – we’ll knock $15 off the cost of the course. We all have the power to change our confidence levels. Ultimately, taking control of our self-confidence will help us to take control of our lives. Confidence and assertiveness are

SECURE 2.0 is Congress’s Retirement Enhancement Encore

January 19, 2023

Retirement legislation has been a welcome area of bipartisan cooperation in the U.S. Congress, marked by a history of Republican and Democratic bill co-sponsorship and support. A recent example is the Setting Every Community Up for Retirement Enhancement Act—the SECURE Act—passed and signed into law in 2019. The SECURE Act has been hailed as the most important retirement enhancement legislation in more than a decade. But rather than being the last word in retirement savings enhancement, the SECURE Act has

Celebrating 5 Years with the CFTEA Insider!

January 18, 2023

2023 marks five years that the CFTEA Insider has been in our community a quick overview of the latest changes and opportunities available for our learning community. During these years of change, things just keep getting better and the best way to find out is to read the CFTEA Insider. Thank you for making i9t available to others in your organization. Reach back issues located on our News from the Nest page.