Why Do You Need a Community Bank Advisor Certification?

Banks have greatly expanded the scope and complexity of their activities and face an ever-changing and complex regulatory environment. Because of these changes, highly trained insurance and financial specialists are delivering a broader spectrum of non-depository fee-based products to consumers. This trend is expected to continue – creating an ongoing demand to ensure the compliant oversight and regulation of Advisors in banks.

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.

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.

All you need is a computer with an Internet connection.

Making the Most of the Certification

All students must complete the following courses:

• Achieving Community Banking Excellence
• Focus on Compliance
• Focus on Information Security

And have a choice of two of the following four elective courses:

• Achieving Sales and Service Excellence
• Focus on Business Development
• Ethics: Code of Conduct
• Focus on Elder Financial Abuse

Access to All Course Materials Online - You will have access to 100% of all course material via your Internet connection.

Banker's Academy Community Bank Advisor Certification (CBA) - Online tracking delivers your CBA certification instantly upon successful completion of all courses at no extra cost.

Toll Free Access to Curriculum Advisors – the Community Bank Advisor Certification is a comprehensive program and can be very challenging. If at any time you need to speak with an expert you can call us toll free at 888.433.2666 or email support@bankersacademy.com.

24 Hour Help - Our online help is available 365 days a year, 24 hours per day.