Name: Learner Ima Date: 7/16/09

Transcription

1 Check out our NEW Marketing Certificate and Diploma! Name: Learner Ima Date: 7/16/09 Courses Completed effective 7/1/09 3 B Accounting Leadership Skills Advertising Management Analyzing Financial Statements Managing Change 3 A Business Math Managing Performance & Productivity Commercial Lending Managing Human Resources Communication Skills 3 A Marketing Consumer Lending Money & Banking Motivating Your Staff Deposit Accounts & Services 3 A Principles of Banking 3 B Economics Real Estate Appraisal Ethics Real Estate Finance Electronic Funds Transfer Act (EFTA) Real Estate Law Employment & Labor Law Residential Mortgage Lending Financial Accounting Sales 3 B Future of Business, The Supervision Human Relations Teller Training Human Resource Development Understanding Organizational Behavior Human Resource Selection Individual Retirement Accounts Interviewing or Hiring Techniques Intro to ecommerce Law & Banking: Applications Law & Banking: Principles Please contact us if you were working on a certificate or diploma under previous guidelines 2009 CFTACS Sample Diploma Worksheets.xls, Page 1

2 Intro to Financial Services Certificate Worksheet General Financial Services Diploma Worksheet 3 B Economics 3 B Economics 0 0 Law & Banking: Applications OR 0 0 Law & Banking: Applications OR 0 0 Law & Banking: Principles 0 0 Law & Banking: Principles 3 A Marketing 3 A Marketing 3 A Business Math 3 A Business Math 0 0 Money & Banking Advanced Financial Services Diploma Worksheet Intro to Financial Services Operations Certificate 3 B Economics 0 0 Law & Banking: Applications OR 0 0 Law & Banking: Applications OR 0 0 Law & Banking: Principles 0 0 Law & Banking: Principles 3 A Business Math 3 A Marketing 0 0 Deposit Accounts & Services (min 1 credit) 3 A Business Math 0 0 Communication Skills (min 1 credit) Financial Services Operations Diploma Worksheet 0 0 Money & Banking 0 0 Analyzing Financial Statements # Credits Grade Course 0 0 Communication Skills (min 1 credit) 3 A Principles of Banking 0 0 Sales (min 1 credit) 0 0 Law & Banking: Applications OR Plus any two of the following: 0 0 Law & Banking: Principles 0 0 Consumer Lending 3 A Business Math 0 0 Commercial Lending 0 0 Deposit Accounts and Services (min 1 credit) 0 0 Residential Mortgage Lending 0 0 Communication Skills (min 1 credit) 3 B Economics 0 0 Money & Banking 0 0 EFTA (min 1/4 credit) 0 0 IRA's (min 1/4 credit) 2009 CFTACS Sample Diploma Worksheets.xls, Page 2

3 Intro to Lending Certificate Intro to Credit Analysis Certificate 0 0 Analyzing Financial Statements 0 0 Analyzing Financial Statements 3 A Marketing 0 0 Commercial Lending 3 B Economics 3 B Economics 0 0 Consumer Lending 3 A Business Math 0 0 Residential Mortgage Lending 0 0 Money & Banking 0 0 Commercial Lending 0 0 Real Estate Law Financial Services Lending Diploma Worksheets for all Lending Diplomas Real Estate Lending Diploma All Lending Programs, plus the following course work: 3 A Principles of Banking 0 0 Residential Mortgage Lending 3 B Economics 0 0 Real Estate Law 0 0 Law & Banking: Applications OR 0 0 Real Estate Finance 0 0 Law & Banking: Principles 0 0 Real Estate Appraisal 3 A Business Math Commercial Lending Diploma 0 0 Money & Banking All Lending Programs, plus the following course work: 0 0 Communication Skills (min 1 credit) # Credits Grade Course 0 0 Sales (min 1 credit) 0 0 Commercial Lending 0 0 Real Estate Finance Consumer Lending Diploma 0 0 Real Estate Appraisal All Lending Programs, plus the following course work: 0 0 Analyzing Financial Statements # Credits Grade Course 0 0 Consumer Lending 3 A Marketing 2009 CFTACS Sample Diploma Worksheets.xls, Page 3

4 Intro to Supervision Certificate Worksheet Professional Teller Certificate Worksheet 0 0 Supervision 3 A Business Math 0 0 Leadership Skills (min 1/2 credit) 0 0 Communication Skills 0 0 Teller Training 0 0 Human Relations 3 A Marketing 0 0 Sales (min 1 credit) Plus any two of the following: 0 0 Communication Skills (min 1 credit) 0 0 Managing Human Resources 0 0 Deposit Accounts & Services 0 0 Managing Performance & Productivity (min 1 credit) 0 0 Management Financial Services Management Diploma 0 0 Managing Change (min 1/4 credit) 0 0 Interviewing or Hiring Techniques (min 1/4 credit) 0 0 Ethics (min 1/4 credit) # Credits Grade Course 0 0 Motivating Your Staff (min 1/4 credit) 3 A Principles of Banking 0 0 Understanding Organizational Behavior Intro to Human Resources Certificate Worksheet 0 0 Human Relations 0 0 Human Resource Selection OR 0 0 Managing Human Resources # Credits Grade Course 0 0 Communication Skills 3 A Principles of Banking 3 A Marketing 0 0 Communication Skills 0 0 Management 0 0 Managing Human Resources 3 B Economics 0 0 Human Relations 3 B The Future of Business Plus any two of the following: 0 0 Human Resource Development 3 B Accounting 0 0 Human Resource Selection 0 0 Employment & Labor Law 3 A Business Math 0 0 Understanding Organizational Behavior 2009 CFTACS Sample Diploma Worksheets.xls, Page 4

5 Intro to Fin Services Marketing Certificate Worksheet Financial Services Marketing Diploma Worksheet NEW!!! 3 A Marketing 3 A Marketing 0 0 Sales (min 1 credit) 0 0 Sales (min 1 credit) 0 0 Intro to ecommerce 0 0 Intro to ecommerce 0 0 Communication Skills 0 0 Communication Skills 0 0 Ethics (min 1/4 credit) 0 0 Ethics (min 1/4 credit) 0 0 Advertising 0 0 Law & Banking: Applications OR 0 0 Law & Banking: Principles 0 0 Management 3 B Economics 3 B Accounting 3 A Business Math Diploma Requirements and Eligibility The following criteria must be met: * All required and elective courses must be completed with a passing grade (D or better) and the student's overall grade point average (GPA) must be 2.00 * All courses must carry a minimum of 2.00 credits or more unless otherwise noted * Up to 50% of the course credits needed for each diploma or certificate may be transferred from a college, university, or other educational organization. CFT will also consider awarding credit for other training programs (including internal training) on a case-by-case basis. * In order to keep pace with the ever-changing financial services landscape, it is necessary for CFT to revise the course requirements of certain diplomas and certificates from time to time. If you have already begun the process of completing the requirements for a specific CFT diploma or certificate, you can continue to do so under the previous guidelines. Final transcript reviews will be completed by the CFT office prior to awarding diplomas or certificates CFTACS Sample Diploma Worksheets.xls, Page 5