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Deposit Operations Courses

Deposit operations training, including IRA basics, is covered in a variety of CFT courses and seminars.  See below for the current schedule of programs that cover deposit operations training:

Start Date Course Title Start Time Location Credits
05/31/12Opening New Accounts Part IIAudio CD Recording 0.25More Info
05/31/12Opening New Accounts Part IISix Month On-Demand Recording 0.25More Info
05/31/12Opening New Accounts Part II11:00 AMLive, On-Demand, CD Recording 0.25More Info
05/31/12Opening New Accounts Part II11:00 AMLive Webinar 0.25More Info
06/04/12IRA Overview (Self-Paced)AnyOn-Line 0.25More Info
06/05/12Roth IRA and ConversionsAudio CD Recording 0.25More Info
06/05/12Roth IRA and ConversionsSix Month On-Demand Recording 0.25More Info
06/05/12Roth IRA and Conversions02:30 PMLive, On-Demand, CD Recording 0.25More Info
06/05/12Roth IRA and Conversions02:30 PMLive Webinar 0.25More Info
06/06/12Signature Cards Liability and ComplianceAudio CD Recording 0.25More Info
06/06/12Signature Cards Liability and ComplianceSix Month On-Demand Recording 0.25More Info
06/06/12Signature Cards Liability and Compliance11:00 AMLive, On-Demand, CD Recording 0.25More Info
06/06/12Signature Cards Liability and Compliance11:00 AMLive Webinar 0.25More Info
06/25/12Deposit Accounts and ServicesAnyOn-Line 2.00More Info
09/05/12Negotiable Instruments, Checks, Wires…Audio CD Recording 0.25More Info
09/05/12Negotiable Instruments, Checks, Wires…Six Month On-Demand Recording 0.25More Info
09/05/12Negotiable Instruments, Checks, Wires…11:00 AMLive, On-Demand, CD Recording 0.25More Info
09/05/12Negotiable Instruments, Checks, Wires…11:00 AMLive Webinar 0.25More Info
09/06/12Endorsements on Fidicuiaries, TrustsAudio CD Recording 0.25More Info
09/06/12Endorsements on Fidicuiaries, TrustsSix Month On-Demand Recording 0.25More Info
09/06/12Endorsements on Fidicuiaries, Trusts11:00 AMLive, On-Demand, CD Recording 0.25More Info
09/06/12Endorsements on Fidicuiaries, Trusts11:00 AMLive Webinar 0.25More Info
10/02/12Consumer and Business Checking Acc OwnerAudio CD Recording 0.25More Info
10/02/12Consumer and Business Checking Acc OwnerSix Month On-Demand Recording 0.25More Info
10/02/12Consumer and Business Checking Acc Owner11:00 AMLive Webinar 0.25More Info
10/02/12Consumer and Business Checking Acc Owner11:00 AMLive, On-Demand, CD Recording 0.25More Info
10/11/12Opening Trust and Minor AccountsAudio CD Recording 0.25More Info
10/11/12Opening Trust and Minor AccountsSix Month On-Demand Recording 0.25More Info
10/11/12Opening Trust and Minor Accounts11:00 AMLive, On-Demand, CD Recording 0.25More Info
10/11/12Opening Trust and Minor Accounts11:00 AMLive Webinar 0.25More Info
10/30/12SSN EIN TIN Understand Job as WithAgAudio CD Recording 0.25More Info
10/30/12SSN EIN TIN Understand Job as WithAgSix Month On-Demand Recording 0.25More Info
10/30/12SSN EIN TIN Understand Job as WithAg11:00 AMLive, On-Demand, CD Recording 0.25More Info
10/30/12SSN EIN TIN Understand Job as WithAg11:00 AMLive Webinar 0.25More Info
11/01/12Business Accts - Authority and LiabilityAudio CD Recording 0.25More Info
11/01/12Business Accts - Authority and LiabilitySix Month On-Demand Recording 0.25More Info
11/01/12Business Accts - Authority and Liability11:00 AMLive Webinar 0.25More Info
11/01/12Business Accts - Authority and Liability11:00 AMLive, On-Demand, CD Recording 0.25More Info
11/08/12IRA BasicsAudio CD Recording 0.25More Info
11/08/12IRA BasicsSix Month On-Demand Recording 0.25More Info
11/08/12IRA Basics11:00 AMLive Webinar 0.25More Info
11/08/12IRA Basics11:00 AMLive, On-Demand, CD Recording 0.25More Info
11/14/12What To Do When a Deposit Customer Dies02:30 PMLive Webinar 0.25More Info
11/15/12IRA: Beyond the BasicsAudio CD Recording 0.25More Info
11/15/12IRA: Beyond the BasicsSix Month On-Demand Recording 0.25More Info
11/15/12IRA: Beyond the Basics11:00 AMLive, On-Demand, CD Recording 0.25More Info
11/15/12IRA: Beyond the Basics11:00 AMLive Webinar 0.25More Info
12/18/12IRA Audit And ComplianceAudio CD Recording 0.25More Info
12/18/12IRA Audit And ComplianceSix Month On-Demand Recording 0.25More Info
12/18/12IRA Audit And Compliance11:00 AMLive Webinar 0.25More Info
12/18/12IRA Audit And Compliance11:00 AMLive, On-Demand, CD Recording 0.25More Info
12/19/12IRS Reporting RequirementsAudio CD Recording 0.25More Info
12/19/12IRS Reporting RequirementsSix Month On-Demand Recording 0.25More Info
12/19/12IRS Reporting Requirements11:00 AMLive Webinar 0.25More Info
12/19/12IRS Reporting Requirements11:00 AMLive, On-Demand, CD Recording 0.25More Info
AnyAccount Ownership Basics: Single, Joint AnySelf-Study 0.25More Info
AnyDeposit Accounts and ServicesAnySelf-Study 2.00More Info