Sales and Service Tracks
Getting started on a Diploma or Certificate is as easy as registering for your first course. There are no registration fees or application fees and CFT tuition is oftentimes employer paid (please confirm your company’s tuition policy with your manager or supervisor). We suggest beginning your studies with the Principles of Banking course, but you can take the required courses in any order.
SALES AND SERVICE CERTIFICATE
Upon successful completion of the following CFT courses (or a course equivalent), students will gain a general knowledge of sales and service for a successful career in financial services.
Required Courses:
- Principles of Banking
- Sales Excellence
- Selling Fundamentals
- Customer Service Excellence
- Customer Service Innovation
- Marketing
- Business Communication
- Bank Secrecy Act (minimum 1/4 credit)
Plus one of the following:
- Commercial Lending OR Commercial Lending School OR Business Credit Analysis School
- Consumer Lending OR Consumer Lending School
- Residential Mortgage Lending
- Deposit Accounts & Services
- Teller Operations
- Sales Training for Financial Professionals
- How Can I Help You? Customer Service Best Practices
SALES AND SERVICE MANAGEMENT DIPLOMA
Upon successful completion of the following CFT courses (or a course equivalent), students will gain a general knowledge of Sales and Service Management for a successful career in financial services.
Required Courses:
- Principles of Banking
- Sales Excellence
- Selling Fundamentals
- Customer Service Excellence
- Customer Service Innovation
- Marketing
- Business Communication
- Bank Secrecy Act (minimum 1/4 credit)
- Supervision
- Management
- Bank Management
- Human Relations
- Managing Change
Plus two of the following:
- Commercial Lending OR Commercial Lending School OR Business Credit Analysis School
- Consumer Lending OR Consumer Lending School
- Residential Mortgage Lending
- Deposit Accounts & Services
- Teller Operations
- Wills, Trust and Estate Administration
- Financial Planning
- Business Ethics
- Stress Management
- Sales Training for Financial Professionals
- How Can I Help You? Customer Service Best Practices
CALL CENTER CERTIFICATE
Upon successful completion of the following CFT courses (or a course equivalent), students will gain a general knowledge of the Call Center for a successful career in this area.
Required Courses:
- Principles of Banking
- Business Communication
- Selling Fundamentals
- Business Ethics
- Customer Service Excellence OR Customer Service Innovation
- Sales Training for Financial Professionals
- Business Etiquette & Professionalism
- Call Center Success
- Call Center Management
- The Excellence Call Center Representative
- Mastering Grammar Basics
- Time Management
- Stress Management
Diploma Requirements and Eligibility:
- All required and elective courses must be completed with a passing grade (D or better) and the student’s overall grade point average (GPA) must be 2.00 or higher.
- All courses must carry a minimum of 2.00 credits unless otherwise noted in the specific diploma and certificate requirements.
- You can transfer up to half of the course credits needed for each diploma or certificate from a college, university, or other educational organization. CFT will also consider awarding credit for other training programs (including internal training) on a case-by-case basis.
- You can complete the requirements of your diploma and certificate at a pace that suits your schedule and the courses can be completed in any order you choose.
- In order to keep pace with the ever-changing financial services landscape, it is necessary for CFT to revise the course requirements of certain diplomas and certificates from time to time. However, once you have begun the process of completing the requirements for a specific CFT diploma or certificate, you can continue to do so right through to completion, under the requirement guidelines you started with.