Explore Customizable Programs for Organizations

Join Duane Lee to explore the FFIEC Cybersecurity Assessment Tool, understanding its impact on cybersecurity preparedness, and learning practical steps to enhance your organization's defenses against rising cyber threats.

The Basics of Banking™ course equips financial professionals with essential knowledge in key terms, institutional structures, economic impacts, and client engagement strategies. Master industry fundamentals to enhance expertise, confidently discuss opportunities and provide tailored recommendations to clients.

Equips financial advisors to become Behavioral Coaches, teaching them to identify investor biases, tailor strategies to investor types, and apply behavioral principles to asset allocation and client communication.

This program prepares wealth management professionals to confidently guide business-owner clients through every phase of planning.

Equips contact center advisors with essential skills in client service and business growth. It covers segmentation, call planning, branding, sales techniques, client communication, and relationship management through e-learning and practical applications.

Trains advisors to integrate insurance into financial plans. It covers risk management basics, client discovery, gap analysis, solution presentation, and annual review strategies to address clients' protection needs effectively.

Equips managers with advanced skills to drive team performance, covering coaching foundations, processes, expectations, analyses, discussions, and long-term growth strategies for sustainable improvement.

This course, led by Duane Lee, covers key trust types, trustee responsibilities, and relevant legislation. It's designed for trust officers, financial advisors, legal assistants, and aspiring trust professionals. Offers 2.5 hours of CE credit and includes sections on discretionary, delegated, and directed trusts, the Uniform Directed Trust Act, and Trust Protectors.