Course approvals and enrollment are being finalized. Read the availability notice

Course catalog

Find training for the work
your team does.

Search the planned library, then narrow results by audience, course type, and jurisdiction. Every listing clearly shows its availability.

BankCredit unionMortgageNon-bank

Search the library

Courses and training series

12 courses and series

Mortgage licensing20 hours
Coming soon

20-Hour SAFE Pre-Licensure

A planned national education course for new mortgage loan originators.

Mortgage Pre-licensing education (PE)
  • Federal mortgage law
  • Ethics and consumer protection
  • Mortgage lending topics
Mortgage exam prep
Coming soon

SAFE Exam Prep

A structured review path for candidates preparing for the national test.

Mortgage Exam prep
  • Topic-based review
  • Practice questions
  • Timed mock exams
Annual renewal8 hours
Coming soon

8-Hour SAFE Continuing Education

Planned annual education aligned to the national CE category structure.

Mortgage Continuing education (CE)
  • Federal mortgage law
  • Ethics and fraud prevention
  • Annual elective material
Jurisdiction paths
Planned

State-Specific Mortgage Education

Jurisdiction-specific PE and CE paths, listed after requirements and availability are confirmed.

Mortgage Continuing education (CE)Pre-licensing education (PE)
  • State eligibility details
  • Year-specific CE
  • Verified availability notices
Bank foundations
Planned

Bank Compliance Foundations

An introductory series connecting compliance responsibilities to day-to-day bank operations.

Banking
  • Customer and account basics
  • Consumer protection
  • Escalation responsibilities
Credit union foundations
Planned

Credit Union Compliance Foundations

A member-centered introduction to compliance responsibilities and credit union operations.

Credit union
  • Member relationships
  • Account responsibilities
  • Consumer protection
Financial crime
Planned

BSA, AML & OFAC Essentials

Role-aware training on recognizing, escalating, and documenting financial-crime risk.

BankingCredit unionNon-bank
  • Red flags and reporting
  • Customer due diligence
  • Sanctions awareness
Lending compliance
Planned

Fair Lending in Practice

Scenario-based learning on fair, consistent treatment across the lending lifecycle.

BankingCredit unionMortgageNon-bank
  • Application and pricing decisions
  • Communication and service
  • Monitoring and escalation
Member experience
Planned

Member Service Essentials

Practical communication and service skills for member-facing credit union employees.

Credit union Professional development
  • Clear member communication
  • Needs-based conversations
  • Issue escalation
Consumer finance
Planned

Non-Bank Compliance Foundations

A practical introduction to consumer protection responsibilities in non-bank financial services.

Non-bank
  • Customer communications
  • UDAAP awareness
  • Complaints and escalation
Information security
Planned

Cybersecurity Awareness

Short, role-relevant lessons on protecting customer data and responding to common threats.

BankingCredit unionMortgageNon-bank
  • Phishing and social engineering
  • Data handling
  • Incident reporting
Customer outcomes
Planned

Complaint Management & Resolution

A structured approach to receiving, escalating, resolving, and learning from complaints.

BankingCredit unionMortgageNon-bank Professional development
  • Complaint recognition
  • Documentation and escalation
  • Root-cause feedback
Availability notice: Listings marked “Planned” or “Coming soon” describe the intended catalog roadmap and are not open for enrollment. A credit-bearing course becomes enrollable only after this site publishes its verified approval information, course identifier, dates, price, prerequisites, a secure enrollment action, and the applicable refund and course-cancellation terms.

Need help mapping a training path?

Tell us about your audience, priority topics, and timing. We’ll help you start in the right part of the catalog.