Designed to address virtually every aspect of retirement-plan administration, these courses help students develop strong practical knowledge about IRAs and tax-favored savings plans, and become better equipped to assist retirement-savings customers.
Target training objectives include:

• Learn about basic Small Business Administration loan program guidelines, terms and conditions
• Discover how to determine which Small Business Administration program best suits applicants' needs
• Explore Education Savings Accounts and rules for contributions and distributions
• Get acquainted with SIMPLE IRA plans

Retail Banking

Retirement Management

Consumer Lending

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