News | CFTEA | Center for Financial Training & Education Alliance

Spotlight On Success: Robin Hubbard

October 9, 2019

Spotlight On: Robin Hubbard “I started taking classes through CFTEA in 2009 and am currently taking classes and making personal goals to receive several diplomas and certificates. The classes CFTEA offer have helped me grow and become more confident in my career and have also made me take an interest in things I never knew I would be interested in. CFTEA classes have helped me with the everyday tasks as a teller and through some of the difficulties of opening

Questions about our offerings?

October 8, 2019

Questions about our offerings? Contact us at 888.366.3242 or complete the Contact form on our website— cftea.org. We are happy to help!

Are you reaching the right place?

October 3, 2019

Did I reach the right place? Are you looking to visit the CFTEA website? Are you looking for student records or the latest in courses, certificates and diplomas? There are a number of CFT organizations nationally. To work with the one in your area, make sure to check the logo. Our new logo allows us to stand out as different and it is a key place to get your student transcripts as well as the latest information on courses, certifications,

Vermont Credit Analysis Program

October 1, 2019

It’s Arrived! Based on feedback from our first issue of the CFTEA Insider, our Credit Analysis program has been added to Montpelier, Vermont! Certified Business Credit Analyst Certified Business Credit & Tax Return Analyst These courses and certifications are intended for credit analysts, branch managers, loan officers and others who are involved in the lending decision process with businesses. Additional details at cftea.org. November 26—Analyzing Personal Financial Statements and Tax Returns November 27—Analyzing the Tax Returns of Businesses December 3—Advanced

Certified Modern Branch Professional – Level 1

September 30, 2019

Is there an educational career path for those beyond Certified Modern Banking Representative? Absolutely! The first level of our Certified Modern Branch Professional focuses on deposits and is designed for branch employees seeking a true and rich universal banking model and is ideally suited as a career path beyond entry-level through assistant manager levels. . Certified Modern Branch Professional – Level I Deposit Accounts and Services Handling Workplace Conflict IRA Essentials OnDemand or equivalent IRA Basics course Legal Foundations in

Spotlight on Marcie Hart

September 28, 2019

Marcie Hart Mortgage Loan Processor Ledyard National Bank Marcie is currently in Mortgage Loan Processing and working towards her bachelor’s through CFTEA in partnership with St. Joseph’s College for a Bachelor’s Degree in Business Administration. “I love how flexible CFTEA is and the great educational tools and opportunities available. Until, I was introduced to CFTEA and took my first course, Principles of Banking, I never imagined banking would be the career path for me. The continued training I have received from

Spotlight On: Rayanne West

September 28, 2019

Rayanne West Bath Savings Institution At our student banquet in Auburn, Rayanne talked about how taking CFTEA classes have helped her gain confidence in her career path.

Spotlight On: Shauna Schmidt

September 27, 2019

Shauna Schmidt Bar Harbor Bank & Trust Shauna Schmidt took our assisted self study classes to fit in with her busy work and home schedule and hopes to complete even more CFTEA classes! Thank you and Congratulations Shauna!

E-Mail Schedule

September 25, 2019

At times we receive feedback that too many system generated emails on our programs are hitting your mailbox. To respond, we are working with our partners to reduce the number of course emails and our constant contact email schedule has adjusted from once a week to once every two weeks. We are happy to announce that Total Training Solutions, who produce webinar content, have adjusted their schedule to only one email a week. If you are not finding these helpful,

Spotlight On: Lani Smith

September 24, 2019

Lani Smith Machias Savings Bank Lani Smith, one of our student speakers at our banquet in Machias, ME talks about her path to education and the CFTEA courses that have helped her become a leader.