News | CFTEA | Center for Financial Training & Education Alliance

Five Tips for Healthy Social Distancing

March 24, 2021

Social distancing is difficult for everyone’s mental health. How can we try to follow these guidelines in a healthy way? Here are a few recommendations provided by The Royal College of Occupational Therapists: Establish a Daily Routine Many people are now spending the majority of their time at home, which can be harmful to physical and mental health. During this time, it’s best to try and stay disciplined. Making a plan week by week or day by day may help provide

Welcoming New Council Member: Thomas Bruce

March 23, 2021

Cue the confetti!! We are so pleased to announce the addition of AVP Branch Manager, Thomas Bruce from TowneBank to our Virginia council. Thank you so much for choosing us! Would you like to learn more about the role of advisory council members? Contact us for more information. We’d love to add your energy and ideas to our team!

Save the Date: 2021 Virtual Student Award Programs

March 18, 2021

Our students have worked amazingly hard during a worldwide pandemic to complete certificates, certifications and diplomas in various career paths. It’s time to celebrate their success! CFTEA will be offering two dates for our second go-around with our Student Awards. Registration will be provided to organizations in April to secure the desired date of their cheering parties around these graduates!! Dates for upcoming Student Award Banquets are Wednesday, June 16 or Wednesday, June 23. The programs will start at 6pm.

When is it OK to Accept Last-Minute Contributions?

March 18, 2021

By Jennifer Bassett, CIP, CISP, QKA, CHSP – Source: Ascensus We all have them—clients who wait until the very last minute to file their tax returns. Those same clients are the ones who will be in your office at 4 p.m. on April 15 to make a 2020 contribution (i.e., a prior-year contribution). Although they may be making a contribution at the last minute, at least you know that they’re making it by their tax filing deadline. But what about

Smart Ways to Invest Your Tax Refund – Support Your Retirement

March 17, 2021

While you may not enjoy doing your taxes, receiving a healthy refund makes it all worthwhile. Your immediate impulse might be to use that sudden windfall on something you’ll enjoy. But investing that money with the future in mind may ultimately be the better choice, and you’ll have several different options for making your money stretch further. Support your retirement Retiring and enjoying your golden years to the fullest is the American dream, and there’s never a wrong time to

Smart Ways to Invest Your Tax Refund – Build Up Your Savings

March 10, 2021

While you may not enjoy doing your taxes, receiving a healthy refund makes it all worthwhile. Your immediate impulse might be to use that sudden windfall on something you’ll enjoy. But investing that money with the future in mind may ultimately be the better choice, and you’ll have several different options for making your money stretch further. Build up your savings If you’re in a fortunate situation where you don’t need your tax refund for anything in particular, you can

Happy Retirement, CFTEA Fax Machine!

March 9, 2021

After years of receiving faxes, the CFTEA office has now transitioned to fully use our learning management system to manage quizzes and assessments. Our fax machine was receiving 90% SPAM and it was time to retire the technology. In the rare situation when you are looking to provide documentation via fax, please contact our CFTEA office and we’ll be happy to assist. “Fax machines are fine for transmitting information, but there is nothing that makes that information immediately usable or

Smart Ways to Invest Your Tax Refund: Pay Off Your Debt

March 8, 2021

While you may not enjoy doing your taxes, receiving a healthy refund makes it all worthwhile. Your immediate impulse might be to use that sudden windfall on something you’ll enjoy. But investing that money with the future in mind may ultimately be the better choice, and you’ll have several different options for making your money stretch further.

Spotlight On Success: Taber Ashley

February 22, 2021

Spotlight On Success: Taber E Ashley Union Bank Taber received a Bachelor of Science in Business Studies in Management with a concentration in Human Resources and a minor in Economics. She is currently enrolled in “Today’s Workplace” offered by CFTEA and is always up for more opportunities when it comes to learning. Here is what she said about her CFTEA experience: “When I started at [Union Bank], a few of my co-workers were enrolled in classes with CFTEA, so I

We’ve Got Your Back!

February 22, 2021

Life can get busy. It happens to all of us. And we all could use a little help. To better support our students and the investment in their education, CFTEA is proud to announce that quarterly reminders will be provided to students that have not completed self paced courses. Of course, students can easily reach out to our office at any time with questions and something unique in the industry – personal one on one support and coaching. So, if