Aptitude Testing

Provides an opportunity for human resource professionals to screen applicants on their basic understanding of reading, writing, arithmetic and computer usage. Helps to assess both cognitive and quantitative skills and can be used as a pre-employment certification or to evaluate internal candidates for new positions.

APT 100 - Introduction to Aptitude Test
APT 101 - Aptitude Test

Business Development

Enhances the knowledge and skills needed to achieve business development sales goals. This coursework examines the importance of building your membership base, and covers the whys and hows of business development. Estimated Time for Completion – 90 minutes

BDS 200 - Business Development
BDS 201 - Introduction
BDS 202 - Understanding Business Development
BDS 203 - Sales Territory Planning
BDS 301 - Sales Call Planning
BDS 302 - On-Site Financial Institution Connection
BDS 500 - Certification

Business Services

Clarifies the differences in Business Services and how to best serve business owners within the field of membership. Estimated Time for Completion – 4 hours

BUS 410 - Business Services Training Program
BUS 411 - The World of Business Services
BUS 412 - Knowing Your Business Partners
BUS 413 - Business Deposit and Checking Accounts
BUS 414 - Business Lending
BUS 415 - Other Business Services
BUS 416 - Marketing Business Services
BUS 417 - Business Services: A Course Board Members
BUS 418 - Business Services Training Program - Workout
BUS 500 - Certification Exam

Collections

Discusses the value of collecting debt, pertinent rules and regulations, and a staff member’s role as financial advisor to account holders. Upon completion of this unit, students will clarify their understanding of the collection process and how it impacts the organization.
Estimated Time for Completion – 90 minutes

COL 100 - Collections Training Program
COL 101 - An Overview of Collections
COL 102 - The Collection System
COL 103 - Rules and Regulations of Collections
COL 104 - Negotiation Skills
COL 105 - Bankruptcy
COL 106 - Collections Workout
COL 500 - Certification Exam

Community Relations Training Program

Discusses the various aspects of community involvement personally, professionally and as an organization. Financial institutions play an important role within the local economy, and community involvement is one way to set your organization apart from the others.
Estimated Time for Completion – 70 minutes

CRS 100 - Community Relations Training
CRS 101 - Overview of Community Relations
CRS 102 - Types of Community Relations
CRS 103 - Community Relations and Financial Literacy
CRS 104 - The Community Relations Plan and Media Relations
CRS 500 - Community Relations Certification Exam

Compliance

Clearly explains the laws behind compliance regulations and helps to support the policies and procedures in place within your organization. These courses include an overview of the regulations, functional application, compliance tips, reviews and exams.
Estimated Time for Completion – 13 hours +

REG 100 - The Bank Secrecy Act
REG 101 - Reg. B (Equal Credit Opportunity Act)
REG 102 - Regulation CC (Availability of Funds and Collection of Checks Act)
REG 103 - Regulation D (Reserve Requirements)
REG 104 - Regulation E (Electronic Funds Transfer Act)
REG 105 - Regulation Z – Truth in Lending Act
REG 106 - Regulation DD: Truth in Savings Act (TISA)
REG 107 - USA Patriot Act
REG 108 - The Privacy Act
REG 109 - Children’s Online Privacy Protection Act
REG 110 - Regulation C (Home Mortgage Disclosure Act)
REG 111 - Real Estate Settlement Procedures Act (RESPA)/ Regulation X
REG 112 - Fair Debt Collection Practices Act (FDCPA)
REG 113 - Home Ownership and Equity Protection Act (HOEPA)
REG 114 - Office of Foreign Assets Control
REG 115 - National Credit Union Share Insurance Fund
REG 116 - The Check 21 Act
REG 117 - The FACT Act
REG 118 - Right to Financial Privacy Act
REG 119 - SOX Act
REG 120 - Flood Disaster Protection Act (FDPA)
REG 121 - Social Security Act (SSA)
REG 122 - Servicemembers Civil Relief Act
REG 123 - Bankruptcy
REG 124 - Uniform Commercial Code (UCC)/Article 9
REG 125 - Age Discrimination Employment Act
REG 126 - Fair Credit Billing Act (FCBA)
REG 127 - Health Insurance Portability and Accountability Act (HIPPA)
REG 128 - Electronic Signatures in Global and National Commerce Act (E-SIGN Act)
REG 129 - Fair Credit Reporting Act (FCRA) (CS29)
REG 130 - Bank Protection Act (CS30)
REG 131 - Community Reinvestment Act (CRA) (CS31)
REG 132 - Bank Bribery Act (BBA)
REG 133 - Junk Fax Prevention Act
REG 500 - Certification

Computer Basics

This coursework provides fundamental information on the essentials of using a computer. Technology has now become a part of everyday life within financial institutions and understanding key components is essential in the workplace. Estimated Time for Completion – 3 hours

MIS 100 - Computer Knowledge Training
MIS 101 - Introduction to Computers
MIS 102 - Input and Output Devices
MIS 103 - Basic Hardware Concepts
MIS 104 - Memory and Storage
MIS 105 - Operating Systems and Application Software
MIS 106 - Internet Basics
MIS 500 - Certification

Diversity

Provides an understanding of diversity, builds an awareness of the types of diversity, interprets statistical data on individual segments and develops strategic action steps.
Estimated Time for Completion – 30 minutes

DIV 100 - Diversity Training Program
DIV 101 - Understanding Diversity
DIV 102 - Diversity and Your Financial Institution
DIV 103 - Managing Diversity
DIV 500 - Certification

Financial Education

Provides important information relevant to both employees and account holders. This coursework allows the user to study and learn about various financial institution styles and techniques, calculate spending, set goals and plan for their future. This category includes the popular “Understanding Your Money” consumer education program. Estimated Time for Completion – 2 hours

CED 100 - Financial Education
CED 101 - Internet Basics
CED 102 - Investment Basics
CED 103 - Take Control of Your Finances
CED 104 - Understanding Your Money

Fraud Training Program

Provides an in-depth look at the crime of fraud – from a discussion of the different types of fraud to how to detect and prevent it. Estimated Time for Completion – 80 minutes

FRD 200 - Fraud Training Program
FRD 201 - Identity Theft
FRD 202 - Check Fraud
FRD 203 - Credit Card Fraud
FRD 205 - Fraud Training Program Workout
FRD 500 - Fraud Certification Exam

Generational Differences

Discusses the four distinct generations in the workforce today and how to deal effectively with each individually. Students gain insight to principles that drive the generations and ways to bridge the gaps in our understanding. Estimated Time for Completion – 2 hours

GEN 100 - Generational Differences Training
GEN 101 - Overview of Generational Differences
GEN 102 - HR Practices and the Generation Gap
GEN 103 - Marketing to Generational Segments
GEN 500 - Course Examination/Certification

Harassment Prevention

Covers many different aspects of Sexual Harassment and the evolution of this issue over the past 20 years in the United States as well as the theories associated with it. The program also looks at the legal definition of sexual harassment, the different types of sexual harassment, and case studies to review. This program reviews the steps your financial institution should take to protect employees against sexual harassment.

HAR 110 - Harassment Prevention Training Program
HAR 111 - History and Theories of Sexual Harassment
HAR 112 - Definitions of Sexual Harassment
HAR 113 - Dealing with Sexual Harassment
HAR 400 - Certification Exam

Health Savings Account

Review the basics of a Health Savings Account or HAS, as well as its features and benefits. This course reviews the basic components of the Health Savings Accounts, including how it works and how account holders qualify for it, its advantages and effective ways to sell an HSA to account holders. Estimated Time for Completion – 30 minutes

HSA 100 - Health Savings Account

HELOC

Educates staff on the features and benefits of the Home Equity Line of Credit and develops sales strategies for the front line staff to effectively present the HELOC to account holders.
Estimated Time for Completion – 30 minutes

HEL 200 - Home Equity Line of Credit

IRA

Discusses the importance of saving for retirement and reviews the guidelines for contributing money to an IRA, the rules surrounding distributing money from an IRA as well as the regulations for IRA transfers and rollovers. Studens learn about eligibility requirements, tax implications and potential benefits of converting a Traditional IRA to a Roth IRA and the regulations surrounding the transfer of employer retirement plan money to an IRA as well as the benefits for doing so.

IRA 110 - IRA Training Program

Leadership Training Program

Two tracks with 13 separate courses.
Track 1 addresses the many different aspects of the management role. Track 2 provides Human Resource training skills such as interviewing, motivating and coaching, problem solving, performance appraising, and impacting the bottom line. Estimated Time for Completion – 70 minutes

Leadership Track 1: Many Hats of a Manager
LDR 200 - Leadership School
LDR 201 - Introduction
LDR 202 - New Manager
LDR 203 - Goal-Setting Manager
LDR 204 - Change Manager
LDR 205 - Team-Building Manager
LDR 206 - Financial Manager

Leadership Track 2: Human Resource Training
LDR 301 - Interviewing and Selecting Winners
LDR 302 - Human Resource Laws
LDR 303 - Performance Appraisals
LDR 304 - Coaching for Improvement
LDR 500 - Many Hats Certification
LDR 500 - School Certification

Loan Officer Training Program

Offers in-depth, interactive information about credit and lending, lending laws and regulations, security, compliance, interviewing skills including role playing, and the 10 basic factors of granting a loan.
Estimated Time for Completion – 2.5 hours

LOA 200 - Loan Officer Training Program
LOA 201 - Credit and Lending Basics
LOA 202 - Lending Laws
LOA 203 - The Loan Interview
LOA 204 - Lending Process
LOA 500 - Loan Officer Certification

Marketing Training Program

Discusses marketing concepts as well as the “nuts and bolts” of putting together an effective marketing plan. Students will learn the history of marketing, regulations concerning marketing strategies, and the overall impact marketing initiatives will have on your organization.
Estimated Time for Completion – 2.5 hours

MKT 200 - Marketing School
MKT 201 - Marketing Principles and Evolution
MKT 202 - Different Marketing Approaches
MKT 203 - The Marketing Plan
MKT 204 - Marketing Regulations
MKT 500 - Certification

Mortgage Lending Training Program

Discusses mortgage loans and regulations, the mortgage loan process and effective sales techniques. Estimated Time for Completion – 2 hours

MLO 300 - Mortgage Loan Officer Training Program
MLO 301 - Introduction to Mortgage Lending
MLO 302 - Regulatory Review
MLO 303 - The Mortgage Loan Process
MLO 304 - Sales Techniques for the Mortgage Loan Officer
MLO 500 - Certification

Mystery Shopping

Takes a look at the advantages of mystery shopping at your organization, providing an outline of how Harland Educational Services conducts mystery shops. Describes the questions and situations measured through the mystery shopping program and shows available reports, specific measurements, and how to utilize the results. Also provides actual presentation ideas for kick-off or results presentation to employees. Estimated Time for Completion – 70 minutes

MS100 - Mystery Shopping

*The following two categories, New Employee Orientation and Product Knowledge, are intended to be informational overviews. These Course Categories are designed to be customized by a financial institution individually to suit specific needs. There is a separate charge for customization.

* New Employee Orientation

Provides an organizational overview of common new employee information, a typical employee handbook, and an introduction to product knowledge. New Employee Orientation (NEO) provides the new employee the basic competencies necessary to start their job.
Estimated Time for Completion – 60 minutes +

NEO 200 - New Employee Orientation

* Product Knowledge

Provides an introduction, mission statement, information about the organization, and an in-depth presentation of products and services. Also introduces the student to needs based sales skills. Students will be able to confidently discuss and service the basic products offered to your account holders. Estimated Time for Completion – 2 hours +

PKO 100 - Product Knowledge School
PKO 101 - Introduction to Product Knowledge
PKO 102 - Deposit Products
PKO 103 - Loans
PKO 104 - Convenience Products
PKO 105 - Insurance Products
PKO 500 - Certification

Sales and Service Training Program

Consists of in-depth role-playing and interactive exercises that teach students how to develop member rapport, assess member needs, and utilize sales strategies that work with different personality styles. Estimated Time for Completion – 90 minutes

SEL 200 - Sales and Service Training Program
SEL 201 - Overview of Sales and Service
SEL 202 - Step #1: Building Rapport
SEL 203 - Step #2: Assessing Needs
SEL 204 - Step #3: Using Features and Benefits
SEL 205 - Step #4: Handling Objections
SEL 206 - Step #5: Asking for the Business
SEL 207 - Step #5: Sales and Service Workout
SEL 500 - Certification

Telephone Training

Teaches students the basics of professional telephone skills and the proper etiquette to use when assisting members on the telephone. Students learn how to build rapport and effectively assist customers with different personalities and reactions. Estimated Time for Completion – 70 minutes

TEL 110 - Telephone Skills Training Program
TEL 111 - Telephone Service Skills
TEL 112 - Telephone Sales Skills
TEL 113 - Telephone Skills Training Program - Workout
TEL 500 - Certification Exam

Teller Training School

A comprehensive, information-packed module for front line member service staff. Teller Training provides instruction in cash handling, negotiable instruments, internal and external security, and how to deliver quality member service. Estimated Time for Completion – 3.5 hours

TLR 100 - Teller Training
TLR 101 - Overview of Financial Services
TLR 102 - Your Role as a Teller
TLR 103 - Cash and Cash Handling
TLR 104 - Negotiable Instruments
TLR 105 - Dealing with Non-Threatening Security Conditions
TLR 106 - Dealing with Threatening Security Conditions
TLR 500 - Certification Exam

Total Quality Management

Emphasizes that Total Quality Management (TQM) is the core foundation supporting successful organizations. This coursework develops the belief in your employees that providing quality service and products is the most effective way to ensure success.
Estimated Time for Completion – 2.5 hours

TQM 300 - Total Quality Management
TQM 301 - Introduction
TQM 302 - Client Impact
TQM 303 - TQM @ Your Organization
TQM 304 - Implementing the Culture
TQM 305 - Team Leadership
TQM 306 - Team Growth
TQM 307 - Presentation Skills
TQM 500 - School Certification