Online Training. A LOCAL ABA TRAINING PROVIDER /

Transcription

1 A LOCAL ABA TRAINING PROVIDER / Edition: JULY 2015 AUGUST 2016 Online Training ABA s extensive suite of online training delivers unmatched content in an interactive, digital format that responds to the industry s changing demographics. Flexible and cost-effective, online training offers high-quality and engaging learning experiences that leverage ABA s broad network of experts. Facilitated courses are available in a virtual classroom, complete with fellow students, instructor guidance and feedback. Self-paced courses are independent study and include real-life practice scenarios. Questions? Please contact office@wyomingbankers.com for more information.

2 Online Training: Facilitated Courses Facilitated online courses offer you a virtual classroom environment with fellow students, instructor guidance and feedback. Experienced instructors provide feedback and industry context Exercises and exams to validate your understanding Flexible weekly schedule with no need to be online at a certain date or time What to Expect: Each week, the instructor posts a new assignment, which may include: Textbook or online readings Completing a short assignment and either sending it via to your instructor or posting it on the electronic class Discussion Board Taking a self-check quiz to verify your understanding of the material Collaborative group projects using electronic discussion boards and . Sixteen week courses include a week dedicated to the mid-term examination and the final examination. Courses less than 16 weeks typically include a final examination. Typically, each lesson will require 3-5 hours each week to complete. Self-Paced Courses Self-paced online courses can be completed in two to four hours, although actual time varies by title and the student s prior knowledge. Courses are taken on ABA Learning Management System, that allows students to access all readings and complete quizzes online and at their convenience. Students can begin at any time, on any day and have 6 months from the date of enrollment to complete each course. Self-paced Internet-delivered training courses Allow you to begin as soon as you register and to proceed entirely at your own pace Highly interactive and engaging Available anytime anywhere, 24/7 course access Targeted at skills that you can use immediately in your job Easy registration and access to transcripts Included in training roadmaps to help you plan your career development Credit towards ABA Certificates and Diplomas ONLINE TRAINING PRICING Online courses are offered in the designated content areas. Courses can be purchased one at a time for individual use, and banks can purchase a license (contact the Wyoming Bankers Association for more information) to access a single course, a suite, or the catalog for their bank's use. Facilitated courses are priced as listed Facilitated courses that include a textbook will be charged $14.00 shipping and handling for printed text or $9.00 handling for ebook AND your local sales tax on the textbook portion of the course fee. Self-Paced courses are $95 per member/$130 per non-member unless indicated. Detailed course descriptions may be found on the web at nebakc.abakc.com. Select the appropriate Catalog and Pricing link, and use the Search field in the top right-hand corner. Prices are subject to change without notice. For questions, phone the Wyoming Bankers Association at (307)

3 Business Banking and Commercial Lending Analyzing Financial Statements (text as ebook or printed text PLEASE SPECIFY) (Recommended Prerequisite: General Accounting) 8/3/15-11/29/15 $550/$675 9/8/15-1/10/16 $550/$675 10/5/15-2/7/16 $550/$675 11/2/15-3/6/16 $550/$675 1/4/16-4/24/16 $550/$675 2/16/16-6/5/16 $550/$675 4/4/16-7/24/16 $550/$675 5/2/16-8/21/16 $550/$675 8/1/16-11/27/16 $550/$675 Commercial Lending (text as ebook or printed text PLEASE SPECIFY) (Prerequisite: Analyzing Financial Statements or equivalent work experience) 8/10/15-11/1/15 $550/$675 10/26/15-1/31/16 $550/$675 2/8/16-5/1/16 $550/$675 5/16/16-8/7/16 $550/$675 8/8/16-10/30/16 $550/$675 Introduction to Agricultural Lending (all materials online) 7/20/15-9/13/15 $475/$575 10/5/15-12/13/15 $475/$575 2/29/16-4/24/16 $475/$575 7/18/16-9/11/16 $475/$575 Law and Banking: Principles with Text (text as ebook or 7/20/15-11/8/15 $525/$650 9/8/15-1/10/16 $525/$650 11/16/15-3/20/16 $525/$650 2/1/16-5/22/16 $525/$650 5/9/16-8/28/16 $525/$650 7/18/16-11/6/16 $525/$650 Law and Banking: Principles without Text 7/20/15-11/8/15 $436/$520 9/8/15-1/10/16 $436/$520 11/16/15-3/20/16 $436/$520 2/1/16-5/22/16 $436/$520 5/9/16-8/28/16 $436/$520 7/18/16-11/6/16 $436/$520 Same Law and Banking text (7TH EDITION-JANUARY 2012) used for both Law and Banking courses. Certificate in Business and Commercial Lending Complete all levels as a package for $600/$875 and qualify for the ABA Certificate in Commercial Lending. (Individual courses below $150/$200 EACH): Understanding Business Borrowers Analyzing Business Financial Statements & Tax Returns Analyzing Personal Financial Statements & Tax Returns Qualitative Analysis & Determining a Credit Risk Rating Loan Structuring, Documentation, Pricing & Problem Loans The Commercial Real Estate Lending Decision Process Series (RMA) (all Series below as a package $720/$1,440) Series 1: Types of CRE Loans, Risk Areas and Performance Drivers ($125/$250) Series 2: The CRE Underwriting Process ($125/$250) Series 3: Financing Different Types of Commercial Properties ($125/$250) Series 4: Understanding and Evaluating Leases, Appraisals and Environmental Assessments ($175/$350) Series 5: Loan Structure and Documentation Considerations ($125/$250) Series 6: Construction Lending ($175/$350) The Lending Decision Process Series (RMA) (all Series below as a package $720/$1,440) Series 1: Evaluating Industry, Markets & Management ($100/$200) Series 2: Evaluating Quality of the Borrowr s Financial Reports ($100/$200) Series 3: Analyzing the Company's Financial Performance and Financial Condition ($200/$400) Series 4: The Cash Cycle, Seasonality and Discovering Borrowing Causes and Repayment Sources ($150/$300) Series 5: Analyzing Cash Flow Statement and Measuring Repayment Ability ($150/$300) Series 6: The Cash Cycle & Seasonality ($150/$300) Analyzing Business Financial Statements & Tax Returns Analyzing Personal Financial Statements & Tax Returns Credit Products for Small Businesses Deposit Products and Services for Small Businesses Fundamentals of Small Business Banking Introduction to Analyzing Financial Statements Loan Structuring, Documentation, Pricing & Problem Loans ($150/$200) Qualitative Analysis & Determining a Credit Risk Rating ($150/$200) Retirement Products for Small Businesses Small Business Banker Certificate ($595/$795) Small Business Borrowing Understanding Business Borrowers ($150/$200) Facilitated courses are priced as listed Facilitated courses that include a textbook (ebook or printed) will be charged $14.00 shipping and handling or AND your local sales tax on the printed textbook portion of the course fee. Self-Paced courses are $95 per member/$130 per non-member unless indicated. Prices are subject to change without notice.

4 Compliance & Risk Management CRCM Online Review Course with Text (text as ebook or 8/17/15-10/25/15 $775/$1,110 12/14/15-2/28/16 $925/$1,260 3/14/16-5/22/16 $925/$1,260 8/15/16-10/23/15 $925/$1,260 CRCM Online Review Course without Text 8/17/15-10/25/15 $600/$795 12/14/15-2/28/16 $600/$795 3/14/16-5/22/16 $600/$795 8/15/16-10/23/15 $600/$795 Law and Banking: Principles with Text (text as ebook or 7/20/15-11/8/15 $525/$650 9/8/15-1/10/16 $525/$650 11/16/15-3/20/16 $525/$650 2/1/16-5/22/16 $525/$650 5/9/16-8/28/16 $525/$650 7/18/16-11/6/16 $525/$650 Law and Banking: Principles without Text 7/20/15-11/8/15 $436/$520 9/8/15-1/10/16 $436/$520 11/16/15-3/20/16 $436/$520 2/1/16-5/22/16 $436/$520 5/9/16-8/28/16 $436/$520 7/18/16-11/6/16 $436/$520 Law and Banking: Applications with Text (text as ebook or (Prerequisite: Law & Banking: Principles is highly recommended but not required.) 9/14/15-1/17/16 $525/$650 10/13/15-2/14/16 $525/$650 1/11/16-5/1/16 $525/$650 4/25/16-8/14/16 $525/$650 7/11/16-10/30/16 $525/$650 Law and Banking: Applications without Text (Prerequisite: Law & Banking: Principles is highly recommended but not required.) 9/14/15-1/17/16 $436/$520 10/13/15-2/14/16 $436/$520 1/11/16-5/1/16 $436/$520 4/25/16-8/14/16 $436/$520 7/11/16-10/30/16 $436/$520 Same Law and Banking text (7TH EDITION-JANUARY 2012) used for both Law and Banking courses. Managing Interest Rate Risk with Text 11/9/15-1/19/16 $875/$1,125 4/4/16-5/29/16 $875/$1,125 Managing Interest Rate Risk without Text 11/9/15-1/19/16 $660/$870 4/4/16-5/29/16 $660/$870 Same Bank Management text (8TH EDITION-JANUARY 2015) used for all Bank Financial Management Diploma courses except Ethical Issues for Bankers. Online Training for Compliance Professionals Certificate in Deposit Compliance Complete all courses as a package for $1,595/$2,095 and qualify for the ABA Certificate in Deposit Compliance. (Individual courses below $275/$375 EACH): Anatomy of a Regulation BSA/USA PATRIOT Act Digital Compliance Electronic Funds Transfer Act (Reg E) Elements of a Compliance Program Expedited Funds Availability Act (Reg CC) Office of Foreign Assets Control (OFAC) Privacy/Information Sharing Reserve Requirements for Depository Institutions Act (Reg D) Truth in Savings Act (Reg DD) Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Certificate in Lending Compliance Complete all levels as a package for $2,195/$2,695 and qualify for the ABA Certificate in Lending Compliance. (Individual courses below $275/$375 EACH): Anatomy of a Regulation Community Reinvestment Act, Community Bank (CRA)* Community Reinvestment Act, Large Bank (CRA)* (*Choose either CRA course. The Certificate package includes access to both, but you are only required to take one of these courses to earn the Certificate.) Credit Card Regulations Elements of a Compliance Program Equal Credit Opportunity Act (ECOA) Reg B Fair Credit Reporting Act (FCRA) Home Mortgage Disclosure Act (HMDA) Loans to Insiders (Reg O) National Flood Insurance Regulations Real Estate Settlement Procedures Act (RESPA) Reg Z Ability to Repay (ATR) & Qualified Mortgage (QM) Reg Z Closed-End Credit Reg Z Open-End Credit Servicemembers Civil Relief Act (SCRA) Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Frontline Compliance Training Americans with Disabilities Act (ADA) Bank Bribery Act Bank Protection Act ($35/$55) Banking Law and Referrals BSA/AML: CIP Advanced BSA/AML: CIP Basics BSA/AML: Communicating with Customers about CTRs BSA/AML: Completing the CTR BSA/AML: Complying with the BSA BSA/AML: Exempting Customers from CTR Reporting BSA/AML: Overview BSA/AML: Recordkeeping - Wires, Money Orders, and other Challenges BSA/AML: Reporting BSA/AML: Risk Assessment and Customer Due Diligence, BSA/AML: SAR Reporting BSA/AML: USA PATRIOT Act Community Reinvestment Act (Reg BB) Elder Financial Abuse Electronic Funds Transfer Act (Reg E) Equal Credit Opportunity Act (Reg B) E-Sign Compliance Expedited Funds Availability (Reg CC) Extending Credit to Bank Insiders (Reg O) ($35/$55)

5 Fair Credit Reporting Act (FCRA) Fair Debt Collection Practices Act Fair Housing Act Fair Lending FDIC Insurance Coverage Flood Disaster Protection Act ($35/$55) Good Faith Estimate and HUD-1 Home Mortgage Disclosure Act (HMDA) Homeowners Protection Act Information Security and Red Flags Office of Foreign Assets Control (OFAC) Privacy for Customer Contact Personnel Real Estate Settlement Procedures Act (RESPA) Recognizing and Preventing UDAAP Reg Z Adjustable Rate Mortgages Reg Z Advertising Reg Z Credit Cards Reg Z HELOCs (Open-End Credit) Reg Z HOEPA and High-Cost Mortgage Loans Reg Z Installment and Home Equity Loans (Closed-End Credit) Reg Z Mortgages (Closed-End Credit) Reg Z Non Home Secured (Open-End Credit) Reg Z Overview Reg Z Private Higher Education Loans Reg Z Reverse Mortgages Reg Z Right of Rescission Reserve Requirements for Depository Institutions (Reg D) Robbery and Bank Security Serving Your Military Customer Sexual and Workplace Harassment Sexual and Workplace Harassment for Managers Social Media: Managing the Risks The Consumer Remittance Rule The S.A.F.E. Act Secure and Fair Enforcement for Mortgage Licensing Act TILA-RESPA Integrated Disclosures Truth in Savings Act (Reg DD) Unlawful Internet Gambling Enforcement Act (UIGEA) (Reg GG) Executive Education Analyzing Bank Performance with Text 9/14/15-11/1/15 $875/$1,125 2/1/16-3/20/16 $875/$1,125 6/20/16-8/7/16 $875/$1,125 Analyzing Bank Performance without Text 9/14/15-11/1/15 $660/$870 2/1/16-3/20/16 $660/$870 6/20/16-8/7/16 $660/$870 Managing Funding, Liquidity and Capital with Text 2/1/16-3/13/16 $875/$1,125 6/6/16-7/17/16 $875/$1,125 Managing Funding, Liquidity and Capital without Text 2/1/16-3/13/16 $660/$870 6/6/16-7/17/16 $660/$870 Managing Interest Rate Risk with Text 11/9/15-1/19/16 $875/$1,125 4/4/16-5/29/16 $875/$1,125 Managing Interest Rate Risk without Text 11/9/15-1/19/16 $660/$870 4/4/16-5/29/16 $660/$870 Managing the Bank s Investment Portfolio with Text 8/3/15-9/6/15 $875/$1,125 3/28/16-5/1/16 $875/$1,125 8/1/16-9/4/16 $875/$1,125 Managing the Bank s Investment Portfolio without Text 8/3/15-9/6/15 $660/$870 3/30/15-5/3/15 $660/$870 8/1/16-9/4/16 $660/$870 Same Bank Management text (8TH EDITION-JANUARY 2015) used for all courses. Ethical Issues for Bankers Leveraging the Benefits of a Diverse Workforce Mortgage Lending Introduction to Mortgage Lending (all materials online) 10/26/15-2/28/16 $500/$650 2/29/16-6/19/16 $500/$650 Law and Banking: Principles with Text (text as ebook or 7/20/15-11/8/15 $525/$650 9/8/15-1/10/16 $525/$650 11/16/15-3/20/16 $525/$650 2/1/16-5/22/16 $525/$650 5/9/16-8/28/16 $525/$650 7/18/16-11/6/16 $525/$650 Law and Banking: Principles without Text 7/20/15-11/8/15 $436/$520 9/8/15-1/10/16 $436/$520 11/16/15-3/20/16 $436/$520 2/1/16-5/22/16 $436/$520 5/9/16-8/28/16 $436/$520 7/18/16-11/6/16 $436/$520 Same Law and Banking text (7TH EDITION-JANUARY 2012) used for both Law and Banking courses. Effective Client Referrals Ethical Issues for Bankers Handling Mortgage Inquiries and Making Referrals Introduction to Relationship Selling Mortgage Customer Counseling and Prequalification Personal Tax Return Analysis Residential Mortgage Lending Certificate ($775/$985) Residential Lending Courses (AllRegs) Complete all courses plus Banking Today or Principles of Banking, Effective Client Referrals, Ethical Issues for Bankers, Mortgage Customer Counseling and Prequalification, and Personal Tax Return Analysis to earn the ABA Residential Mortgage Lending Certificate, or take the self-paced Certificate course listed above. Appraisal Procedures Basics of Mortgage Processing Completing the HUD 1

6 Discovering FHA Programs Elements of Title Insurance Essentials of Mortgage Lending Explaining Loan Modifications Gathering the Facts on Mortgage Fraud Preparing the Closing Disclosure Preparing the Loan Estimate Processing and Underwriting Credit Processing Income and Assets Reviewing the Appraisal Report Retail Banking and Marketing General Banking Economics for Bankers (all materials online) 9/21/15-1/24/16 $500/$650 12/7/15-4/3/16 $500/$650 3/14/16-7/3/16 $500/$650 5/9/16-8/28/16 $500/$650 Law and Banking: Applications with Text (text as ebook or (Prerequisite: Law & Banking: Principles is highly recommended but not required.) 9/14/15-1/17/16 $525/$650 10/13/15-2/14/16 $525/$650 1/11/16-5/1/16 $525/$650 4/25/16-8/14/16 $525/$650 7/11/16-10/30/16 $525/$650 Law and Banking: Applications without Text (Prerequisite: Law & Banking: Principles is highly recommended but not required.) 9/14/15-1/17/16 $436/$520 10/13/15-2/14/16 $436/$520 1/11/16-5/1/16 $436/$520 4/25/16-8/14/16 $436/$520 7/11/16-10/30/16 $436/$520 Law and Banking: Principles with Text (text as ebook or 7/20/15-11/8/15 $525/$650 9/8/15-1/10/16 $525/$650 11/16/15-3/20/16 $525/$650 2/1/16-5/22/16 $525/$650 5/9/16-8/28/16 $525/$650 7/18/16-11/6/16 $525/$650 Law and Banking: Principles without Text 7/20/15-11/8/15 $436/$520 9/8/15-1/10/16 $436/$520 11/16/15-3/20/16 $436/$520 2/1/16-5/22/16 $436/$520 5/9/16-8/28/16 $436/$520 7/18/16-11/6/16 $436/$520 Same Law and Banking text (7TH EDITION-JANUARY 2012) used for both Law and Banking courses. General Banking Principles of Banking 8/10/15-12/6/15 $500/$650 9/8/15-1/10/16 $500/$650 9/21/15-1/24/16 $500/$650 10/5/15-2/7/16 $500/$650 10/19/15-2/21/16 $500/$650 11/2/15-3/6/16 $500/$650 12/14/15-4/10/16 $500/$650 1/4/16-4/24/16 $500/$650 2/1/16-5/22/16 $500/$650 2/29/16-6/19/16 $500/$650 3/14/16-7/3/16 $500/$650 3/28/16-7/17/16 $500/$650 4/11/16-7/31/16 $500/$650 4/25/16-8/14/16 $500/$650 5/9/16-8/28/16 $500/$650 6/6/16-9/25/16 $500/$650 8/8/16-12/4/16 $500/$650 Principles of Banking Accelerated 8/3/15-10/11/15 $500/$650 10/13/15-1/3/16 $500/$650 12/7/15-2/21/16 $500/$650 2/8/16-4/17/16 $500/$650 Bank Service Provider Certificate ($355/$485) Bank Teller Certificate ($595/$795) Banking Today Branch Manager Certificate ($995/$1,295) Customer Service Representative Certificate ($595/$795) Ethical Issues for Bankers Personal Banker Certificate ($595/$795) Robbery & Bank Security Teller Basics ($150/$200) Universal Banker Certificate ($595/$795) Facilitated courses are priced as listed Facilitated courses that include a textbook (ebook or printed) will be charged $14.00 shipping and handling or AND your local sales tax on the printed textbook portion of the course fee. Self-Paced courses are $95 per member/$130 per non-member unless indicated. Prices are subject to change without notice. Money and Banking 11/9/15-3/13/16 $500/$650 2/8/16-5/29/16 $500/$650 4/25/16-8/14/16 $500/$650

7 Management Skills Sales Skills Supervisor Certificate (all materials online) 9/21/15-1/24/16 $750/$950 2/8/16-5/29/16 $750/$950 4/25/16-8/14/16 $750/$950 7/18/16-11/6/16 $750/$950 Also available as a self-paced course--see below. Coaching for Success Corrective Action Hiring the Best Leveraging the Benefits of a Diverse Workforce Managing Change Managing Employee Performance Managing Employee Relations Rewards and Recognition Sexual and Workplace Harassment for Managers Supervisor Certificate ($595/$795) Also available as a facilitated course--see page 2. Team Leader Certificate ($595/$795) Product Knowledge Consumer Lending 9/14/15-1/17/16 $500/$650 10/19/15-2/21/16 $500/$650 12/7/15-4/3/16 $500/$650 1/112/16-5/1/16 $500/$650 2/22/16-6/12/16 $500/$650 4/11/16-7/31/16 $500/$650 5/9/16-8/28/16 $500/$650 Consumer Credit Products Credit Products for Small Businesses Deposit Products and Services for Small Businesses Fundamentals of Consumer Lending Fundamentals of Small Business Banking Introduction to Analyzing Financial Statements Introduction to IRAs Personal Tax Return Analysis Retirement Products for Small Businesses Small Business Borrowing Understanding Bank Products Marketing Financial Services 10/6/15-2/7/16 $500/$650 2/8/16-5/29/16 $500/$650 4/18/16-8/7/16 $500/$650 7/18/16-11/6/16 $500/$650 Building and Retaining Customer Relationships Calling on Small Business Customers Cross-Selling Deposit Products Effective Client Referrals Event Based Selling Introduction to Relationship Selling Referring Insurance & Annuity Clients Referring Investment Clients Referring Trust Clients Relationship Selling to Small Business Customers Revitalizing Customer Service Sales Coaching Servicing and Growing Small Business Relationships Successful Sales Campaigns Tele-Consulting Workplace Skills General Accounting 7/27/15-11/15/15 $600/$725 9/14/15-1/17/16 $600/$725 10/13/15-2/24/16 $600/$725 11/16/15-3/20/16 $600/$725 1/4/16-4/24/16 $600/$725 2/16/16-6/5/16 $600/$725 4/11/16-7/31/16 $600/$725 5/2/16-8/21/16 $600/$725 6/6/16-9/25/16 $600/$725 7/25/16-11/13/16 $600/$725 Dealing Effectively with Co-Workers Effective Telephone Communication Effective Written Communication Essentials of Workplace Conduct Improving Productivity Managing Time at Work Meetings That Work Presentation Skills Sexual and Workplace Harassment

8 Wealth Management and Trust Basic Administrative Duties of a Trustee (all materials online) 8/10/15-9/13/15 $300/$375 11/16/15-1/3/16 $300/$375 4/18/16-5/22/16 $300/$375 8/8/16-9/11/16 $300/$375 CTFA Online Review Course with Text (text as ebook or 8/17/15-10/25/15 $1,125/$1,450 11/2/15-2/7/16 $1,125/$1,450 2/8/16-5/1/16 $1,125/$1,450 6/20/16-9/11/16 $1,125/$1,450 CTFA Online Review Course without Text 8/17/15-10/25/15 $550/$675 11/2/15-2/7/16 $550/$675 2/8/16-5/1/16 $550/$675 6/20/16-9/11/16 $550/$675 Introduction to Trust Products and Services (all materials online) 9/28/15-11/1/15 $300/$375 2/29/16-4/3/16 $300/$375 6/20/16-7/24/16 $300/$375 IRA Online Institute (all materials online) 9/8/15-11/30/15 $1,595/$1,795 2/22/16-5/15/16 $1,595/$1,795 9/6/16-11/27/16 $1,595/$1,795 Guide to Ethics for Trust Professionals Curriculum (all Courses below as a package $275/$375) A Guide to Ethics in Fiduciary and Trust Activities A Guide to Ethics in Financial Planning A Guide to Ethics in Investments A Guide to Ethics in Tax Law & Tax Planning Wealth Management and Trust Fundamentals (all Courses below as a package $750/$999) Introduction to Estate Planning ($335/$450) Introduction to Investment Management ($335/$450) Introduction to Trust Administration ($335/$450) Wealth Management and Trust Online Training Courses A Guide to Ethics in Fiduciary and Trust Activities A Guide to Ethics in Financial Planning A Guide to Ethics in Investments A Guide to Ethics in Tax Law and Tax Planning Account Acceptance and Termination ($175/$225) Asset Allocation and Portfolio Management ($175/$225) Basic Characteristics of a Trust ($175/$225) Bond Selection and Analysis ($175/$225) Discretionary Distributions ($175/$225) Duties and Powers of the Trustee ($175/$225) Economics & Markets ($175/$225) Education Planning Solutions for Minors ($175/$225) Estate and Guardian Administration ($175/$225) Estate Planning to Achieve Client Goals ($175/$225) Estate Planning for Charitable Giving ($175/$225) Estate Planning for IRAs and Qualified Plan Balances($175/$225) Estate Planning for the Marital Deduction ($175/$225) Estate Planning Solutions for the Business Owner ($175/$225) Fiduciary Income Tax ($175/$225) Fiduciary Law ($175/$225) Fundamentals of Alternative Investment Products ($175/$225) Fundamentals of Life Insurance ($175/$225) Generation-Skipping Transfer Tax ($175/$225) Gift Taxation ($175/$225) How Trusts are Taxed ($175/$225) Income Tax Planning ($175/$225) Introduction to Estate Planning ($335/$450) Introduction to Investment Management ($335/$450) Introduction to IRAs Introduction to Planning for Retirement Assets ($175/$225) Introduction to Trust Administration ($335/$450) Investment Policy ($175/$225) Investment Products ($175/$225) Managing Life Insurance Policies ($175/$225) Minimizing Fiduciary Risk and Litigation ($175/$225) Planning for Estate Tax ($175/$225) Prudent Portfolio Management ($175/$225) Special Needs Trusts ($175/$225) Stock Selection and Analysis ($175/$225) Types of Insurance ($175/$225) Understanding Transfer Tax ($175/$225) ONLINE TRAINING PRICING Facilitated courses are priced as listed Facilitated courses that include a textbook will be charged $14.00 shipping and handling for printed text or $9.00 handling for ebook AND your local sales tax on the textbook portion of the course fee. Self-Paced courses are $95 per member/$130 per non-member unless indicated. Prices are subject to change without notice. For questions, phone the Wyoming Bankers Association at (307)

9 ABA Training Course Enrollment/Withdrawal Form ***Before registering, please check with your Human Resources Dept. for your bank s educational assistance policy*** PERSONAL INFORMATION Last 4 digits of Social Security #: Enrolling Withdrawing Last Name: First Name: MI: Bank: Branch Street Address: City: State: Zip: Work Phone: ( ) Home Phone: ( ) Date of Birth: Address: COURSE INFORMATION Course Name Facilitated Course Start Date Facilitated Course End Date I hereby authorize the release of my grade to my employer, the Wyoming Bankers Association and to any accredited college or university for the purpose of receiving credit. I realize the materials used for this course copyrighted and I agree not to duplicate any part of them without prior approval from the author. METHOD OF PAYMENT: Signature: Date: Bill my employer Check or money order enclosed Mailing Information: Please mail or fax completed Course Enrollment or Withdrawal Forms to: Wyoming Bankers Association/200 East 8 th Avenue, Suite 201/Cheyenne, WY 82001/Fax: (307) ENROLLMENT POLICIES ONLINE COURSES Enrollment Policy Forward a completed enrollment form to the Wyoming Bankers Association at least five (5) business days prior to the beginning date of the course. No late enrollments will be accepted. Withdrawal Policy Refunds will be made (less $15.00 cancellation fee) for any cancellations or transfers made before the start of the class and upon the return of the textbook in like new condition to the ABA. Please include your packing slip or order number with the return of your textbook. Once the course has started, you may request a transfer only once with a fee of $100.00, or you may cancel within 10 business days of the start of class with a fee of $ and upon the return of the textbook in like new condition to the ABA. Please include your packing slip or order number with the return of your textbook. ONLINE COURSES Enrollment/Withdrawal Policy Students may register at any time and have six months to complete the course. Forward a completed enrollment form to the Wyoming Bankers Association. Withdrawals are not permitted. NONDISCRIMINATION POLICY The Wyoming Bankers Association reaffirms its standing policy on nondiscrimination in employment and in all programs and activities with respect to race, creed, color, sex, age, religion, or national origin. FOR MORE INFORMATION ABOUT WBA TRAINING Please call the Wyoming Bankers Association at (307) , or check out the Wyoming Bankers Association website at