Advance your banking knowledge with our dynamic continuing education programs for financial institutions. We provide relevant, instructor-led banking education in formats built for your busy schedule. Choose from live virtual courses, on-demand learning modules, or customized in-house workshops. Our instruction supports your professional growth, with many courses offering continuing education credits for common banking designations.
Flexible Formats and Delivery Options
Our banking education is designed to fit your operational needs. We offer a variety of delivery methods to make learning accessible for individuals and groups across your institution.
- On-Site Workshops
- Forvis Mazars offers a detailed portfolio of in-person regulatory compliance seminars across the United States. Designed to address the evolving complexities of the financial services landscape, our programs provide in-depth coverage of critical regulatory frameworks, operational best practices, emerging market trends, and advancements in financial technology. Each seminar is led by a seasoned subject-matter professional with deep industry knowledge, ensuring participants receive actionable insights and practical guidance. Our seminars are designed to address regulatory topics—ranging from Deposits and Lending to AML/CFT/BSA, ACH Processing and Compliance, Fair Lending, TRID, HMDA UDAAP, CRA, IRAs, and more. These sessions foster meaningful dialogue among peers, promote strategic thinking, and support ongoing professional development. We invite you to join us in person for these high-impact events—where compliance confidence meets collaborative learning and professional networking. For your convenience, our seminars are held in hotel conference facilities across the country—making it easy for you to attend multi-day sessions and multiple courses when available. Still have additional questions? Contact us.
- On-Demand Recordings
- Forvis Mazars offers high-quality, on-demand webinar training designed specifically for banking and financial professionals. Access sessions from any device, at any time, with just an internet connection. When you purchase an on-demand webinar, you’ll receive secure login credentials to stream the recorded session and download accompanying materials. You’ll have 180 days to access the training at your own pace—making it easy to integrate professional development into your busy schedule. Please note that CPE does not apply to on-demand webinars and on-demands are only available for training less than three-hour increments.
- Virtual Webinars and Seminars
- Forvis Mazars offers a robust selection of virtual regulatory compliance seminars designed to meet the evolving needs of financial institutions. These seminars provide in-depth instruction on today’s critical and complex financial topics, from regulatory updates and best operational practices to market trends and emerging technologies. Led by experienced industry professionals, our webinars combine professional insights with interactive learning, allowing participants to engage in real time from any location. Whether you’re looking to stay current on compliance requirements or enhance your operational knowledge, our remote training programs offer the flexibility and depth you need—without the need to travel. Participants receive access to downloadable course materials in advance, enabling preparation and active engagement during the session. Our live webinars and seminars are approved by the National Association of State Boards of Accountancy (NASBA) for Continuing Professional Education (CPE) credit and qualify for credit through the American Bankers Association (ABA) Professional Certification Programs, such as the Certified Regulatory Compliance Manager (CRCM), Certified AML and Fraud Professional (CAFP), Certified Enterprise Risk Professional (CERP), Certified Financial Marketing Professional (CFMP), and Certified IRA Services Professional (CISP).
Focused Training Curriculum
Our catalog of continuing education programs covers the critical compliance functions of a financial institution. We build our curriculum to address current challenges and core operational areas.
- BSA/AML
- Fair Lending
- Community Reinvestment Act (CRA)
- UDAP/UDAAP
- Deposit/Operations
- Lending
- Risk
- Leadership
- Frontline Skills
Outcomes and Benefits of Our Banking Education
Participants in our continuing education programs gain practical skills and up-to-date information. Your institution benefits from a knowledgeable and prepared staff.
- Stay current with evolving regulations
- Reduce costly errors and operational friction
- Boost employee performance and confidence
- Provide consistent training across the organization
- Improve readiness for regulatory examinations
- Support individual career growth
- Earn continuing education and certification credits
Why Choose ProBank Education Services?
For decades, we have focused exclusively on instruction for financial institutions. Our approach to creating Continuing Education Programs for Financial Institutions is built on practical application and real-world scenarios.
- Decades of regulatory compliance educational training and consulting for the financial industry
- Content built around regulatory rules and regulations, regulatory issuances, and guidance to be a source of reference
- Interactive learning formats that hold attention
- Flexible scheduling to accommodate your institution’s needs
Pricing and Discounts
We offer straightforward pricing structures for our institution training courses. Get the right amount of training for your needs and budget. Options include individual and group discounted pricing.
Frequently Asked Questions About Continuing Education Programs for Financial Institutions
- What are ProBank Education Services continuing education programs? Instructor-led training programs designed to advance banking knowledge and support professional growth.
- Who are the continuing education programs for? Financial institution employees across roles, including compliance, lending, operations, leadership, and more from small to mid-sized banks and credit unions.
- What type of institutions can participate? Compliance and regulatory training programs are designed for banks and financial institutions of all sizes, including credit unions.
- What is the primary goal of the continuing education programs? To provide relevant, practical education that helps financial institutions stay current with regulations and industry changes.
- What formats are available? Live virtual courses, on-demand programs and in-house training workshops.
- What subjects are covered? BSA/AML/CFT, Fraud, Fair Lending, Community Reinvestment Act (CRA), UDAP/UDAPP, Lending, Deposits and Operations, Risk and Leadership.
- How do we receive continuing education credits?
Upon successful completion and active engagement during the program, we provide a certificate of completion which participants can submit to the granting organization(s) for credit. - Can training be customized for our institution?
Yes, we can tailor the presentations for engaged inhouse training with the topics and areas of focus specific to your needs. - What makes your instructors different?
Our instructors are seasoned banking professionals who bring years of direct, in-the-field experience to every session. - How does on-demand training work?
Our on-demand microlearning modules are short, focused videos and resources that learners can access anytime, anywhere, through our online portal.
