ABA Lending Roadmap

ABA Lending Training Roadmap

1-800-BANKERS

www.aba.com

ABA Lending Training Courses Banking Fundamentals

Financial Accounting

Commercial Lending

Analyzing Financial Statements

Ethical Issues for Bankers

Presentation Skills

Dealing Effectively with Co-workers

Managing Time at Work

Credit Products for Small Businesses

Relationship Selling to Small Business Customers

Deposit Products and Services for Small Business Customers

Law and Banking: Principles

Sales & Service

Servicing & Growing Small Business Relationships

Compliance

Bank Secrecy Act (BSA) for Lenders

Reference

Banking & Finance Terminology

Certificates & Diplomas

ABA National Commercial Lending School

Professional Designation

Workplace Fundamentals

Principles of Banking

Core Knowledge

Business Lender

Certified Lender Business Banker (CLBB)

ABA Graduate Commercial Lending School

AIB Commercial Lending Diploma

For more information: • C all 1-800-BANKERS and ask to speak with an ABA Relationship Manager • Email training@aba.com • Visit www.aba.com.

Sexual Harassment in the Workplace

Legend

Self-paced Online

Instructor- Classroom Reference Delivery Materials led Online

Introduction to Mortgage Lending

Analyzing Financial Statements

Personal Tax Return Analysis

Writing Bank Correspondence

Ethical Issues for Bankers

Presentation Skills

Profiling Mortgage Prospects

Introduction to Relationship Selling

Effective Referrals

Law and Banking: Principles

Compliance

Financial Accounting

Bank Secrecy Act (BSA) for Lenders

Reference

Principles of Banking

Banking & Finance Terminology

Certificates & Diplomas

Sales & Service

Workplace Fundamentals

Core Knowledge

Banking Fundamentals

Mortgage Lender

AIB Mortgage Lending Diploma

Managing Time at Work

Sexual Harassment in the Workplace

Key to AIB Course Delivery Options

Classroom Delivery

Classroom delivery of AIB courses offers your bank the opportunity to teach our core AIB titles, and our half-day and day-long training programs, in the bank. This allows you ultimate flexibility in scheduling and the ability to customize the content to your audience and your bank’s policies and procedures. In some states, AIB Classes are held at local financial institutions or community colleges though a Local ABA Training Provider.

Instructor-Led Online Training

Instructor-led AIB Online Courses are similar to classroom courses.

They start and end on specified dates and, where applicable textbooks

are sent to students prior to the beginning of class. Students log on to the Internet at any time to complete assignments. Assignments and examinations are completed on the Internet. Instructors take an active role in contacting students and assigning homework.

Self-Paced Online Training

Self-paced Internet-delivered classes are from one to eight hours long.

Students can begin at any time, on any day, since all coursework and quizzes are completed over the Internet and no textbook is needed.

Reference Materials © Copyright 2008 by the American Bankers Association, Washington, DC

ABA Lending Training Courses General Accounting

Consumer Lending

Overview of Financial Statements

Analyzing Financial Statements

Fundamentals of Mortgage Lending

Personal Tax Return Analysis

Writing Bank Correspondence

Ethical Issues for Bankers

Presentation Skills

Managing Time at Work

Sexual Harassment in the Workplace

Building & Retaining Customer Relationships

Event Based Selling

Introduction to Relationship Selling

Effective Referrals

Compliance

Bank Secrecy Act (BSA) for Lenders

Law and Banking: Principles

OR

Banking & Finance Terminology

Certificates & Diplomas

Sales & Service

Workplace Fundamentals

Core Knowledge

Principles of Banking

Reference

Banking Fundamentals

Consumer Lender

Consumer Credit Products

AIB Consumer Lending Diploma

American Bankers Association 1120 Connecticut Ave., NW Washington, DC 20036

1-800-BANKERS www.aba.com

Law and Banking: Applications