News | CFTEA | Center for Financial Training & Education Alliance

Seminar: Top 25 Safe Deposit Legal & Compliance Issues with David McGuinn

January 5, 2026

Top 25 Safe Deposit Legal & Compliance Issues with David McGuinn Wednesday, April 15, 2026 | 10:00am -Noon EST Questions regarding deceased renters, payable-on-death clause, living trusts, court orders, Servicemembers Civil Relief Act, USA Patriot Act, suspicious activity reports, power of attorneys, Americans with Disabilities Act, past due boxes, abandoned property and many other legal and compliance issues have caused great concern and confusion for the safe deposit industry. Does “Beneficial Ownership of Legal Entities” regulation apply to business boxes?

Seminar: Handling Legal Documents, POAs, Trusts, Estates, and Guardianships

January 3, 2026

Handling Legal Documents: POAs, Trusts, Estates, and Guardianships 2 hour Recorded Seminar with Deborah Crawford During this program, we will look at the high risk involved in fiduciary accounts and the legal documents that come with them. Power of attorney documents, key components, players, state rules. Living trusts, charitable trusts, and pension trust documents Other fiduciary arrangements: UTMAs, Social Security, and VA accounts What can an agent do or not do on a POA? Estates, Small Estates, and rights at

Build a Strong Career

December 22, 2025

The strongest careers are built one choice at a time. A skill here, a new idea there, and before you know it you are in a place you never expected. That is the power of learning. It keeps you sharp, confident, and ready for whatever comes next.What will you discover in CFTEAs expanding course selection that helps you take your next step?

Update: Business Math Course

December 21, 2025

Big update for CFTEA’s Business Math course. Our 3-credit offering just got a major overhaul and now includes 62 instructional videos you can pause, rewind, and really absorb. That means clear, step-by-step math examples at your own pace, which is like having your own personal tutor plus an assisting instructor. Business Math builds sharp thinking skills that matter, not just number crunching, but critical thinking, reasoning, analysis, and the confidence to solve banking problems right the first time. And here’s

A cheerful cartoon version of CFTEA Executive Director Andrew Lederer appears dressed as a friendly chef, holding an apple in one hand and a plate of fruit in the other. He has short brown hair, a beard, and a warm smile. The background is navy with gold accents and text that reads “CFTEA Snacks” and “Bite-Sized News,” suggesting quick, easy-to-enjoy updates from CFTEA.

Business Math That Actually Makes Sense

December 15, 2025

While AI models are out there bragging that they “solved” math problems by finding the answers online, we take a different approach. At CFTEA, our Business Math course helps you actually understand what those numbers mean, not just hand you answers. You get real support from real people who want you to succeed, not an AI pretending it just discovered subtraction. Because let’s face it, we have all stared at a spreadsheet and thought, “That cannot be right.” CFTEA is

Big news from CFTEA and it is a good one.

December 11, 2025

We have retired Fundamentals of Consumer Lending and launched a fully refreshed course now called Introduction to Consumer Lending. This is far more than a name change. The entire course has been rebuilt with current, practical information that supports your career and helps you feel confident in the world of consumer credit. If you are new to lending or looking for a solid refresher, this course walks through common consumer loan products, how to evaluate repayment, how to match products

ANNOUNCEMENT: New Workshop “AI in Banking” (ABA and CFTEA)

December 10, 2025

Have you ever wondered how artificial intelligence is already reshaping banking, and what your role could be in that shift? If yes, read on. If no, still keep reading, you might just find your career skill. We are excited to offer a four week blended learning experience built exclusively for banking professionals, the AI in Banking Workshop from the American Bankers Association in partnership with our team. You will gain real world knowledge and tools you can apply. Here is

Are Safe Deposit Boxes On Their Way Out? with David McGuinn

December 9, 2025

Wednesday, March 11, 2026 | 10:00am -Noon EST https://cftea.org/product/are-safe-deposit-boxes-on-their-way-out/ Should you phase out your safe deposit service now? This session addresses many important questions. • Why are nationwide institutions really eliminating this service? • What could happen if safe deposit services are discontinued? • If service is discontinued how much notice must be given? • What safe deposit operating expenses could you save? As many attendees as you would like in one location for one price. Recorded for those that

Kickstart Your Banking Career with ABA’s Principles of Banking

December 8, 2025

Looking to build a strong start in banking? Principles of Banking (GL) is one of those courses that has quietly launched a lot of successful careers. If you talk to seasoned bankers, many will tell you they started right here, learning the fundamentals that gave them confidence and opened doors. This guided learning option gives you structure and support, while still letting you set your pace. You are not tied to a classroom schedule, but you are not on your

Three older adults stand together outdoors, smiling and talking. One man in the center wears a bright magenta shirt and glasses. Another man in a white shirt smiles in the background, and a third person in a tan hat is slightly blurred in the foreground. A purple banner below them reads, "Fighting Fraud: Senate Aging Committee Identifies Top 5 Scams Targeting Our Nation’s Seniors Since 2015." Bright yellow and white borders frame the image. Bank Training with CFTEA.

Why CFTEA Still Matters After 100 Years

December 5, 2025

A century ago, community banks leaned on something simple, people helping people learn and grow. That idea has aged well. Today, experienced bankers are retiring with decades of know how, while new faces are walking into community banks ready to serve but still figuring out the difference between a debit hold and an escrow account. That is not a criticism, it is a reality. Everyone starts somewhere, and the branch lobby is not always the easiest classroom. CFTEA has lived