News | CFTEA | Center for Financial Training & Education Alliance

When Did You Last Review Your Beneficiaries?

May 15, 2021

Do you know who your beneficiaries are? If you’re not sure of the answer, it’s definitely time for a beneficiary review. Making sure you know who your designated beneficiaries are is an important part of the estate planning process. But when is a good time for that review? It’s always a good idea to review your beneficiary designations after a major life event, such as marriage, divorce, birth or adoption of a child. Regular reviews are also a wise decision

Welcoming New Board Member, Brea Hatch

May 7, 2021

A huge welcome to our newest board member: Brea Hatch of Bangor Savings Bank Brea comes to CFTEA with 12 years of retail banking experience. She is currently working on her Business Administration degree from Southern Maine Community College and Husson University. Brea is a former student and instructor for CFTEA. Brea is an Internal Auditor at Bangor Savings with an extensive background in banking and volunteer opportunities, such as New Hope for Women She looks forward to working with

#WhatIsMyWhy Contest Winner Jessica Brinkerhoff

April 30, 2021

#whatismywhy Contest Winner Jessica Brinkerhoff Community National Bank, VT

Our Certifications Page has been updated!

April 27, 2021

We’ve heard you! With the launch of our new website there will still items to fix. One of the key questions we get is – how much does something cost? There were description pages, but they weren’t tied to products. Eureka! The first phase is complete and our Certifications now tied directly to products for easy ordering and additional information. Work is currently progressing on our Diploma page and updates will appear when that page is finalized.

Announcing New Certificates, Diplomas and Courses for 2021!

April 27, 2021

As our library of career paths increases (currently there are 35!), new certificates, diplomas and courses become available or updated to meet the changing needs of today’s world. Starting Summer 2021, CFTEA is proud to announce the following new student awards available. Getting advanced certifications isn’t just about adding credentials to your resume. You are also learning valuable skills that you can apply to your day-to-day job. This can help you become better at regular tasks that might otherwise be

Welcoming New Board Member, Marjorie McAvoy

April 23, 2021

A huge welcome to our newest board member: Marjorie McAvoy of Biddeford Savings! Marjorie comes to CFTEA with 15 years of banking experience and 7 years in management. She has her Bachelors in International Business Management from Southern New Hampshire University and is currently working on her Masters Degree. Marjorie is a Branch Manager at Biddeford Savings Bank with an extensive background in banking and volunteer opportunities. She looks forward to working with our highly positive and collaborative board where

#WhatIsMyWhy Contest: Sara Hammond

April 23, 2021

#WhatIsMyWhy Contest Sara Hammond Partners Bank #WhatIsMyWhy Contest Sara Hammond Partners Bank “CFTEA has provided me with great opportunities to further my knowledge in banking as well as to expand my skills” Thank you Sara for your continued support of CFTEA!

#WhatIsMyWhy Contest: Joline Obie

April 9, 2021

Joline Obie Northeast Bank “I use CFTEA a lot to help with staff development. It is my go to site to recommend courses that will move employees forward in their careers. I like it because you’re working with other bankers so you’re able to really bounce ideas off one another and get the most out of the class.”

Spotlight On CFTEA’s Council: Jennie Lund

April 2, 2021

Spotlight On CFTEA’s Council Jennie Lund Union Bank Jennie Lund is a Branch Manager for Union Bank, Groveton, NH. Currently she serves on the CFTEA council and we asked her some questions about her CFTEA experience. Here’s what she had to say: “When I was asked to join as a council member, I accepted and was excited to learn more about CFTEA with hopes to become better versed in order to help our bank’s employees advance their personal career

Spotlight On CFTEA’s Council: Lisa Thomas

March 26, 2021

Spotlight On CFTEA’s Council Lisa Thomas Gorham Savings Lisa Thomas is the Learning and Development Officer at Gorham Savings Bank. Currently she serves on the CFTEA council and we asked her some questions about her CFTEA experience. Here’s what she had to say: “Since I started at the bank in 1992 I’ve taken classes with CFTEA so I figured what better way to help promote, offer suggestions and stay informed, than to join the council. Becoming a council member