Why Do You Need a Community Bank Advisor Certification?
Banker’s Academy is offering the Community Bank Advisor (CBA) designation to advisors who have been securities or insurance licensed for at least two years. Delivered in self-paced, eLearning format, the curriculum of courses allows advisors to achieve the certification while they continue to build their private practice. Certificates are issued as each course is passed and the full CBA certification is conferred upon successful completion of all courses.
For a full demonstration of the courses offered through the Community Bank Advisor Certification, contact one of our qualified representatives by clicking here. Or call, toll free, at 888.433.2666.
What Does the Certification Include?
The CBA seven-course curriculum provides an overview of bank operations, while compliance components educate the Advisor with regard to privacy and information sharing requirements. Additional courses address elder financial abuse, service excellence and business development. This designation ensures proper delivery of retail insurance and securities products within and on the floor of a financial institution under the GLBA, along with the fluid State and Federal guidelines, regulations, and disclosure requirements.
An annual continuing education component ensures that CBA designees remain current and up-to-date on all regulatory changes.
The courses included in the certification are accessible over the Internet from any location at any time. You can begin the courses immediately! The courses use sound, video and animation to make learning challenging and entertaining. Extensive online help and an online support staff can answer any questions you may have. Online progress tracking makes it possible to instantly certify you when you complete a course.
To learn more about earning the Banker’s Academy Community Bank Advisor Certification, contact one of our qualified representatives by clicking here. Or call us toll free, at 888.433.2666.
What Are The Benefits?
- Reduced compliance risk.
- Better customer service.
- Increased sales.
- Improved protection of secure information.
- Reduced risk of ethical violations.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm’s own Learning Management System (LMS), or through any third-party LMS.
I found that taking the CBA certification program enhanced my current skills and taught me new things to look out for on the job to protect the Bank and my customers. I look forward to continuing my training as I keep up with new and changing regulations.
B. C.
Name withheld
