Regulatory University | Courses & Learning Tracks

Courses

Keep employees informed of changing laws and regulations with these 100 interactive courses in key regulatory areas. Course listing is reviewed annually. (CE Credits) Certified Regulatory Compliance Manager Certification

A-G

ACH Rules - Advanced
ACH Rules - Basics
Affiliate Marketing Rule (0.75)
Antitrust and Anti-Tying Basics (1.00)
Awareness: Check 21 (0.75)
Awareness: Ethics
Awareness: Federal Benefit Garnishment Rules
Awareness: GLBA Privacy Notice
Awareness: ID Theft Red Flags Rule
Awareness: Information Security (1.00)
Awareness: Insider Trading (0.50)
Awareness: Physical Security (0.75)
Awareness: Sarbanes-Oxley Act
Awareness: Telemarketing Rules (1.00)
Awareness: Truth In Savings Act (1.00)
Bank Bribery Act
BSA/AML - Awareness (1.25)
BSA/AML - Scenarios for Commercial Lenders
BSA/AML - Scenarios for Consumer Lenders
BSA/AML - Scenarios for Mortgage Lenders
BSA/AML - Scenarios for Personal Bankers
BSA/AML - Scenarios for Telephone and Online Bankers
BSA/AML - Scenarios for Tellers
BSA/AML - Scenarios for Wire Transfer Personnel
BSA/AML Front-Line Refresher
CAN-SPAM Basics (0.25)
Community Reinvestment Act (1.00)
Computer-Security Incident Notification Rule
Currency Transaction Reporting (1.00)
Customer Due Diligence Rule - Identifying and Verifying Beneficial
Owners (0.25)
Customer Identification Program (CIP) Basics (0.75)
Deposit Products - Overview
Director’s Suite: BSA/AML
Director’s Suite: Compliance Risk Management
Director’s Suite: Fair Lending
Electronic Fund Transfers: Account Opening/Disclosures (1.00)
Electronic Fund Transfers: Error Resolution
Equal Credit Opportunity Act for Mortgage Lenders
FACT Act - Disposal of Consumer Information
Fact Act – Prescreen Opt-Out Notice
Fair and Responsible Lending
Fair Credit Reporting Act (1.00)
Fair Credit Reporting Act for Lenders (1.50)
Fair Housing Act for Mortgage Lenders (0.25)
FCRA for Information Furnishers - Advanced (0.75)
FCRA for Information Furnishers - Basics
FDIC Insurance Basics
Flood Insurance (1.50)
GLBA Security Breach Notice (0.75)

H-Z

HMDA: Data Collection (1.50)
HMDA: Institutional Coverage, Reporting, & Disclosure (0.50)
HMDA: Transactional Coverage (0.75)
Home Equity Lines of Credit
ID Theft: Red Flags Rule
Insurance Products
Lending to Servicemembers (1.00)
Loans to Insiders (0.75)
Marketing Mayhem: Deposit Products (1.25)
Marketing Mayhem: Lending Products (1.00)
Mortgage Fraud Awareness
Mortgage Lending: Application
Mortgage Lending: Closing
Mortgage Lending: Processing and Underwriting
Motor Vehicle Lending: Equal Credit Opportunity Act
Motor Vehicle Lending: Fair Credit Reporting Act
Motor Vehicle Lending: Gramm-Leach-Bliley Act
Motor Vehicle Lending: Truth in Lending Act
Motor Vehicle Lending: Unfair or Deceptive Acts
Nondeposit Investment Products (0.75)
OFAC Basics (1.00)
Overdraft Protection Guidance
Reg CC: Funds Availability (1.00)
Regulation CC: Check Collection (0.75)
Regulation D (2020)
Regulation Z: Ability-to-Repay & Qualified Mortgage Rules (2.00)
Regulation Z: Advertising (1.25)
Regulation Z: Appraisal Independence (1.00)
Regulation Z: High-Cost Mortgages (1.25)
Regulation Z: Higher-Priced Mortgage Loans (1.00)
Regulation Z: Loan Originator Rule - Compensation (2.00)
Reporting Elder Financial Abuse - Illinois
RESPA for Mortgage Lenders
Right to Financial Privacy Act (0.75)
SAFE Act MLO Registration Requirements
Section 312 Rule - Foreign Correspondent Accounts (1.00)
Section 312 Rule - Private Banking Accounts & PEPs (1.00)
Suspicious Activity Reporting
Teller Training - Basic Teller Transactions
Teller Training - Cash Drawer Balancing
Teller Training - Check Fraud Awareness
Teller Training - Check Holds
Teller Training - Handling Money
Teller Training - Negotiable Instruments
TILA Closed-End for Mortgage Lenders
TILA Home Equity Lines of Credit
TILA-RESPA Integrated Disclosure Rule - Closing Disclosure (1.50)
TILA-RESPA Integrated Disclosure Rule - Loan Estimate (2.00)
TILA-RESPA Integrated Disclosure Rule - Overview (1.50)
Transactions with Affiliates (Regulation W) (1.00)
Trusts and Fiduciary Duties - Basic Course
UDAAP (1.00)


Learning Tracks (suggested)

The suggested learning tracks by job functions can assist you in selecting the courses your employees may choose to take. Also, we encourage you to view the entire course list to choose any course on any learning track.

Commercial Lenders

  • Antitrust and Anti-Tying Basics
  • Awareness: Ethics
  • Awareness: ID Theft Red Flags Rule
  • Bank Bribery Act
  • BSA/AML - Awareness
  • BSA/AML - Scenarios for Commercial Lenders
  • Community Reinvestment Act
  • Customer Due Diligence Rule - Identifying and Verifying Beneficial Owners
  • Customer Identification Program (CIP) Basics
  • Equal Credit Opportunity Act for Mortgage Lenders
  • Fair and Responsible Lending
  • Flood Insurance
  • Loans to Insiders
  • Lending to Servicemembers
  • Marketing Mayhem: Lending Products
  • OFAC Basics
  • Suspicious Activity Reporting
  • Transactions with Affiliates (Regulation W)

Consumer Lenders

  • Awareness: Ethics
  • Bank Bribery Act
  • BSA/AML - Awareness
  • BSA/AML - Scenarios for Consumer Lenders
  • Customer Due Diligence Rule - Identifying and Verifying Beneficial Owners
  • Customer Identification Program - CIP Basics
  • FACT Act - Disposal of Consumer Information
  • Fair and Responsible Lending
  • Fair Credit Reporting Act
  • Fair Credit Reporting Act for Lenders
  • FCRA for Information Furnishers - Advanced
  • FCRA for Information Furnishers - Basics
  • Home Equity Lines of Credit
  • Lending to Servicemembers
  • Marketing Mayhem: Lending Products
  • Motor Vehicle Lending - Equal Credit Opportunity Act
  • Motor Vehicle Lending - Fair Credit Reporting Act
  • Motor Vehicle Lending - Gramm-Leach-Bliley Act
  • Motor Vehicle Lending - Truth in Lending Act
  • Motor Vehicle Lending - Unfair or Deceptive Acts
  • OFAC Basics
  • Suspicious Activity Reporting
  • UDAAP

Customer Service Representative

  • Awareness: Federal Benefit Garnishment Rules
  • ACH Rules - Advanced
  • ACH Rules - Basics
  • Awareness: Ethics
  • Awareness: GLBA Privacy Notice
  • Awareness: ID Theft Red Flags Rule
  • Awareness: Truth in Savings Act
  • Bank Bribery Act
  • BSA/AML - Awareness
  • BSA/AML - Scenarios for Telephone and Online Bankers
  • CAN-SPAM Basics
  • Customer Due Diligence Rule - Identifying and Verifying Beneficial Owners
  • Electronic Fund Transfers: Error Resolution
  • FACT Act - Disposal of Consumer Information
  • FACT Act - Prescreen Opt-Out Notice
  • Fair Credit Reporting Act
  • FDIC Insurance Basics
  • GLBA Security Breach Notice
  • Lending to Servicemembers
  • OFAC Basics
  • Reg CC: Funds Availability
  • Regulation CC: Check Collection
  • Suspicious Activity Reporting

Deposit Account Manager

  • Awareness: Federal Benefit Garnishment Rules
  • ACH Rules - Advanced
  • ACH Rules - Basics
  • Awareness: Check 21
  • Awareness: Ethics
  • Awareness: Federal Benefit Garnishment Rules
  • Awareness: ID Theft Red Flags Rule
  • BSA/AML - Awareness
  • Bank Bribery Act
  • Currency Transaction Reporting
  • Customer Due Diligence Rule - Identifying and Verifying Beneficial Owners
  • Customer Identification Program (CIP) Basics
  • Deposit Products - Overview
  • Electronic Fund Transfers: Account Opening/Disclosures
  • Electronic Fund Transfers: Error Resolution
  • FDIC Insurance Basics
  • Marketing Mayhem: Deposit Products
  • Nondeposit Investment Products
  • OFAC Basics
  • Overdraft Protection Guidance
  • Reg CC: Funds Availability
  • Regulation CC: Check Collection
  • Regulation D
  • Suspicious Activity Reporting
  • Awareness: Truth in Savings Act
  • UDAAP

Marketing Managers

  • Affiliate Marketing Rule
  • Antitrust and Anti-Tying Basics
  • Awareness: Ethics
  • Awareness: GLBA Privacy Notice
  • Awareness: ID Theft Red Flags Rule
  • Awareness: Telemarketing Rules
  • Awareness: Truth in Savings Act
  • Bank Bribery Act
  • BSA/AML - Awareness
  • CAN-SPAM Basics
  • Deposit Products - Overview
  • FACT Act - Disposal of Consumer Information
  • FACT Act - Prescreen Opt-Out Notice
  • Fair and Responsible Lending
  • FDIC Insurance Basics
  • Insurance Products
  • Marketing Mayhem: Deposit Products
  • Marketing Mayhem: Lending Products
  • Nondeposit Investment Products
  • Regulation Z: Advertising
  • Transactions with Affiliates (Regulation W)
  • UDAAP

Mortgage Lenders

  • Awareness: Ethics
  • Awareness: ID Theft Red Flags Rule
  • Bank Bribery Act
  • Community Reinvestment Act
  • Equal Credit Opportunity Act for Mortgage Lenders
  • FACT Act - Disposal of Consumer Information
  • Fair and Responsible Lending
  • Fair Credit Reporting Act
  • Fair Credit Reporting Act for Lenders
  • Fair Housing Act for Mortgage Lenders
  • FCRA for Information Furnishers - Advanced
  • FCRA for Information Furnishers - Basics
  • Flood Insurance
  • Home Equity Lines of Credit
  • HMDA: Data Collection
  • HMDA: Institutional Coverage, Reporting, & Disclosure
  • HMDA: Transactional Coverage
  • Insurance Products
  • Lending to Servicemembers
  • Loans to Insiders
  • Marketing Mayhem: Lending Products
  • Mortgage Fraud Awareness
  • Mortgage Lending: Application
  • Mortgage Lending: Processing and Underwriting
  • Mortgage Lending: Closing
  • Regulation Z: Ability-to-Repay & Qualified Mortgage Rules
  • Regulation Z: Advertising
  • Regulation Z: Appraisal Independence
  • Regulation Z: High-Cost Mortgages
  • Regulation Z: Loan Originator Rule - Compensation
  • RESPA for Mortgage Lenders
  • SAFE Act MLO Registration Requirements
  • Suspicious Activity Reporting
  • TILA Closed-End for Mortgage Lenders
  • TILA Home Equity Lines of Credit
  • UDAAP

Personal Bankers

  • Antitrust and Anti-Tying Basics
  • Awareness: Ethics
  • Awareness: Federal Benefit Garnishment Rules
  • Awareness: Insider Trading
  • Awareness: ID Theft Red Flags Rule
  • Awareness: Truth in Savings Act
  • Bank Bribery Act
  • Currency Transaction Reporting
  • Customer Due Diligence Rule - Identifying and Verifying Beneficial Owners
  • Customer Identification Program (CIP) Basics
  • Deposit Products - Overview
  • Electronic Fund Transfers: Account Opening/Disclosures
  • Equal Credit Opportunity Act for Mortgage Lenders
  • FACT Act - Disposal of Consumer Information
  • Fair and Responsible Lending
  • Fair Credit Reporting Act
  • Fair Credit Reporting Act for Lenders
  • Fair Housing Act for Mortgage Lenders
  • FCRA for Information Furnishers - Advanced
  • FCRA for Information Furnishers - Basics
  • FDIC Insurance Basics
  • HMDA: Data Collection
  • HMDA: Institutional Coverage, Reporting, & Disclosure
  • HMDA: Transactional Coverage
  • Insurance Products
  • Lending to Servicemembers
  • Loans to Insiders
  • Marketing Mayhem: Deposit Products
  • Marketing Mayhem: Lending Products
  • Nondeposit Investment Products
  • OFAC Basics
  • Overdraft Protection Guidance
  • Reg CC: Funds Availability
  • Regulation CC: Check Collection
  • Regulation D
  • Regulation Z: Loan Originator Rule - Compensation
  • SAFE Act MLO Registration Requirements
  • Section 312 Rule - Private Banking Accounts & PEPs
  • Suspicious Activity Reporting
  • Transactions with Affiliates (Regulation W)
  • Trusts and Fiduciary Duties - Basic Course
  • UDAAP

Tellers

  • Awareness: Ethics
  • Awareness: Federal Benefit Garnishment Rules
  • Awareness: ID Theft Red Flags Rule
  • Awareness: Truth in Savings Act
  • Bank Bribery Act
  • BSA/AML - Awareness
  • BSA/AML - Scenarios for Tellers
  • Community Reinvestment Act
  • Currency Transaction Reporting
  • Customer Due Diligence Rule - Identifying and Verifying Beneficial Owners
  • Customer Identification Program (CIP) Basics
  • Deposit Products - Overview
  • Electronic Fund Transfers: Account Opening/Disclosures
  • FACT Act - Disposal of Consumer Information
  • FDIC Insurance Basics
  • Marketing Mayhem: Deposit Products
  • Nondeposit Investment Products
  • OFAC Basics
  • Overdraft Protection Guidance
  • Regulation CC: Check Collection
  • Reg CC: Funds Availability
  • Suspicious Activity Reporting
  • Teller Training - Basic Teller Transactions
  • Teller Training - Cash Drawer Balancing
  • Teller Training - Check Fraud Awareness
  • Teller Training - Check Holds
  • Teller Training - Handling Money
  • Teller Training - Negotiable Instruments

Treasury & Cash Management

  • ACH Rules - Advanced
  • ACH Rules - Basics
  • Awareness: Check 21
  • Awareness: Ethics
  • Awareness: ID Theft Red Flags Rule
  • Bank Bribery Act
  • BSA/AML - Awareness
  • BSA/AML - Scenarios for Wire Transfer Personnel
  • Currency Transaction Reporting
  • OFAC Basics
  • Reg CC: Funds Availability
  • Regulation CC: Check Collection
  • Regulation D
  • Section 312 Rule - Foreign Correspondent Accounts
  • Suspicious Activity Reporting

Senior Management & Directors

  • Awareness: Ethics
  • Awareness: ID Theft Red Flags Rule
  • Awareness: Insider Trading
  • Awareness: Sarbanes-Oxley Act
  • Bank Bribery Act
  • BSA/AML - Awareness
  • Computer-Security Incident Notification Rule
  • Director's Suite: BSA/AML
  • Director's Suite: Compliance Risk Management
  • Director's Suite: Fair Lending
  • Fair and Responsible Lending
  • FDIC Insurance Basics
  • GLBA Security Breach Notice
  • Lending to Servicemembers
  • Loans to Insiders
  • OFAC Basics
  • Regulation Z: Loan Originator Rule - Compensation
  • SAFE Act MLO Registration Requirements
  • Section 312 Rule - Foreign Correspondent Accounts
  • Section 312 Rule - Private Banking Accounts & PEPs
  • Suspicious Activity Reporting
  • Transactions with Affiliates (Regulation W)
  • Trusts and Fiduciary Duties - Basic Course
  • UDAAP