1. Define the audience
Group employees by what they do, the decisions they make, and the customer or member information they handle.
Filter courses by role →Training resources
Make the next training decision with context.
Use these planning guides and authoritative public resources to identify the right audience, requirement, and learning path.
Curriculum planning
Build from responsibilities, not a generic checklist.
A training plan is stronger when every assignment has an audience, reason, expected behavior, and follow-up owner.
2. Separate the training need
Distinguish licensing, onboarding, compliance, risk reinforcement, and professional development.
Filter by training need →3. Choose the right depth
Use broad awareness for shared expectations and deeper scenarios for specialists, managers, and leaders.
Compare formats →4. Check current requirements
For regulatory and licensing topics, confirm the current rule or official checklist before assigning a course.
Open authoritative resources →5. Make availability explicit
Do not treat a roadmap item or preview as an approved, credit-bearing, or enrollable course.
Read the catalog notice →6. Plan reinforcement
Pair annual or foundational learning with manager discussion, focused refreshers, and escalation reminders.
Discuss your plan →Authoritative sources
Confirm requirements at the source.
These external resources are maintained by the relevant public or regulatory organizations. They—not this staging site—are the source of truth for current requirements and guidance.
NMLS Resource Center
Review mortgage licensing, testing, education, and jurisdiction information from NMLS.
Visit NMLS →State licensing checklists
Find jurisdiction-specific mortgage license requirements and checklist details.
Open NMLS checklists →CFPB compliance resources
Access compliance resources and regulatory materials from the Consumer Financial Protection Bureau.
Visit CFPB →FFIEC BSA/AML Manual
Review the interagency examination manual for Bank Secrecy Act and anti-money-laundering programs.
Open the manual →NCUA regulation and supervision
Find regulatory, examination, and supervision resources for federally insured credit unions.
Visit NCUA →FDIC resources for bankers
Access supervisory, examination, consumer-compliance, and banker resources.
Visit FDIC →Common questions
What should I know about this catalog?
Are the planned courses currently available?
No. A listing marked “Planned” or “Coming soon” is a roadmap item, not an enrollable course. Availability will be stated clearly on each course page.
Does a mortgage course preview mean it is NMLS approved?
No. Verified provider and course identifiers, approval details, format, dates, pricing, prerequisites, and policies must appear before enrollment opens.
How should I choose training for an institution?
Start with the audience and the behavior or risk you need to address. Then narrow by role, depth, format, and current requirement.
Can 1 Above Academy interpret a regulation for my organization?
Training can explain concepts and support consistent behavior, but it is not legal advice. Confirm organization-specific interpretations with qualified compliance or legal counsel.
Turn a training priority into a clear path.
Browse the planned catalog or tell us which audience, topic, and timing you are working with.