The Institute Of Certified Bankers™ (ICB)
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About The Institute of Certified Bankers™ (ICB)
The Institute of Certified Bankers™ (ICB) mission is to provide financial services professionals with confidence, credibility and recognition through its certifications. A subsidiary of the American Bankers Association, ICB promotes the highest standards of performance in the financial services industry by validating individuals' knowledge and expertise.
What This Means to You
What this means is confidence. As a provider of sponsored programs, we are committed to the highest standards of quality in financial learning.
For more information regarding administrative policies such as complaints and refunds, please contact our offices information@kesdee.com.
The following KESDEE, Inc. online courses have been approved for continuing education credit by the ICB. Approved courses and credit allocations are indicated below. ICB's CE credit approval does not indicate an endorsement of any kind.
About The Institute of Certified Bankers™ (ICB)
The Institute of Certified Bankers™ (ICB) mission is to provide financial services professionals with confidence, credibility and recognition through its certifications. A subsidiary of the American Bankers Association, ICB promotes the highest standards of performance in the financial services industry by validating individuals' knowledge and expertise.
What This Means to You
What this means is confidence. As a provider of sponsored programs, we are committed to the highest standards of quality in financial learning.
For more information regarding administrative policies such as complaints and refunds, please contact our offices information@kesdee.com.
The following KESDEE, Inc. online courses have been approved for continuing education credit by the ICB. Approved courses and credit allocations are indicated below. ICB's CE credit approval does not indicate an endorsement of any kind.
| Sl.No. | KESDEE's Online / e-Learning Programs | Number of Courses | ICB Certification Title | No. of CE credits |
|
1.
|
Anti Money Laundering |
6
|
Certified Financial Services Security Professional (CFSSP)
|
7.0
|
|
Certified Regulatory Compliance Manager (CRCM)
|
7.0
|
|||
|
Certified Trust And Financial Advisor (CTFA) - Fiduciary & Trust Activities (FID)
|
7.0
|
|||
|
2.
|
Asset Securitization |
28
|
Certified Securities Operations Professional (CSOP) |
45.75
|
|
3.
|
Bank Branch Management - Advances |
7
|
Certified Lender Business Banker (CLBB) |
9.5
|
| Certified Personal Banker (CPB) |
9.5
|
|||
|
4.
|
|
3
|
Certified Customer Service Representative (CCSR)
|
3.5
|
|
Certified Bank Teller (CBT)
|
3.5
|
|||
|
Certified Personal Banker (CPB)
|
3.5
|
|||
|
5.
|
Bank Branch Management - Deposits
|
4
|
Certified Bank Teller (CBT)
|
8.0
|
|
Certified Customer Service Representative (CCSR)
|
8.0
|
|||
|
Certified Personal Banker (CPB)
|
8.0
|
|||
|
6.
|
Bank Branch Management -
Marketing |
3
|
Certified Financial Marketing Professional (CFMP) |
4.25
|
|
7.
|
Bank Branch Management - Retail Banking |
3
|
Certified Bank Teller (CBT) |
5.0
|
| Certified Personal Banker (CPB) |
5.0
|
|||
|
8.
|
Bank Branch Management -
Risk Management |
3
|
Certified Securities Operations Professional (CSOP) |
4.25
|
|
9.
|
Bank Branch Management - Technology and Security |
2
|
Certified Financial Services Security Professional (CFSSP) |
3.0
|
| Certified Securities Operations Professional (CSOP) |
3.0
|
|||
|
10.
|
Basics of Banking
|
10
|
Certified Bank Teller (CBT)
|
17.0
|
|
Certified Customer Service Representative (CCSR)
|
17.0
|
|||
|
Certified Personal Banker (CPB)
|
17.0
|
|||
|
11.
|
Budgeting |
5
|
Certified Financial Marketing
Professional (CFMP) |
6.0
|
|
12.
|
Commodity and Energy Markets |
3
|
Certified Corporate Trust Specialist (CCTS) |
5.0
|
| Certified Securities Operations Professional (CSOP) |
5.0
|
|||
|
13.
|
Corporate Governance |
9
|
Certified Securities Operations
Professional (CSOP) |
12.
|
|
14.
|
Counterparty Credit Risk |
9
|
Certified Securities Operations
Professional (CSOP) |
12.0
|
|
15.
|
Credit Analysis |
13
|
Certified Lender Business
Banker (CLBB) |
17.5
|
|
16.
|
Credit Derivatives |
23
|
Certified Securities Operations
Professional (CSOP) |
35.0
|
|
17.
|
Credit Ratings |
3
|
Certified Lender Business
Banker (CLBB) |
3.75
|
|
18.
|
Credit Risk Modeling |
6
|
Certified Lender Business
Banker (CLBB) |
7.5
|
|
19.
|
CTM - Case Studies |
5
|
Certified Securities Operations Professional (CSOP) |
16.25
|
| Certified Trust And Financial Advisor (CTFA) - Investment Management (INV) |
16.0
|
|||
|
20.
|
CTM Foreign Exchange Management |
7
|
Certified Securities Operations
Professional (CSOP) |
8.5
|
|
21.
|
CTM - Funding and Investments |
5
|
Certified Securities Operations
Professional (CSOP) Certified Trust & Financial Advisor (CTFA) -
Investment Management (INV) |
7.5
|
|
22.
|
CTM - Implementation |
4
|
Certified Securities Operations
Professional (CSOP) |
5.0
|
|
23.
|
CTM - Interest Rate Risk
Management |
4
|
Certified Securities Operations Professional (CSOP) |
6.0
|
|
24.
|
CTM - Treasury Analytics |
5
|
Certified Securities Operations
Professional (CSOP) |
6.75
|
|
25.
|
Equity Markets |
10
|
Certified Securities Operations
Professional (CSOP) Certified Trust & Financial Advisor (CTFA) - Investment
Management (INV) |
15.0
|
|
26.
|
Financial Accounting |
9
|
Certified Lender Business Banker (CLBB) |
19.5
|
| Certified Trust And Financial Advisor (CTFA) - Financial Planning (FP) |
19.5
|
|||
|
27.
|
Estate planning |
4
|
Certified Trust And Financial Advisor (CTFA), (FID 4.25, TAX 1.25) |
5.5
|
|
28.
|
Financial Mathematics |
8
|
Certified Lender Business
Banker (CLBB) |
12.0
|
| Certified Trust & Financial
Advisor (CTFA) - Financial Planning (FP) |
12.0
|
|||
|
29.
|
Financial Planning |
9
|
Certified Trust And Financial
Advisor (CTFA) - Financial Planning (FP) |
12.5
|
|
30.
|
Financial Privacy |
6
|
Certified Regulatory Compliance
Manager (CRCM), Certified Securities Operations Professional (CSOP)
|
7.25
|
|
31.
|
Fixed Income Markets |
19
|
Certified Corporate Trust
Specialist (CCTS), Certified Securities Operations Professional (CSOP),
Certified Trust And Financial Advisor (CTFA) - Investment Management
(INV) |
26.0
|
| Certified Securities Operations
Professional (CSOP) |
26.0
|
|||
|
32.
|
Flotation |
4
|
Certified Securities Operations
Professional (CSOP) |
5.0
|
|
33.
|
Foreign Exchange Markets |
9
|
Certified Securities Operations
Professional (CSOP) |
11.5
|
|
34.
|
Futures and Forwards |
7
|
Certified Securities Operations
Professional (CSOP) |
9.0
|
| Certified Trust & Financial
Advisor (CTFA) - Investment Management (INV) |
9.0
|
|||
|
35.
|
Global Banking Supervision |
15
|
Certified Securities Operations Professional (CSOP) |
22.25
|
|
36.
|
Governance, Risk and Compliance |
7
|
Certified Securities Operations Professional (CSOP) |
11
|
| Certified Regulatory Compliance Manager (CRCM) |
11
|
|||
|
37.
|
International Trade Services |
9
|
Certified Lender Business Banker (CLBB) |
13.25
|
|
38.
|
Introduction to Bank Lending
Environment |
7
|
Certified Lender Business Banker (CLBB) |
9.0
|
|
39.
|
Liquidity Management and
Contingency Funding Plan |
14.
|
Certified Securities Operations Professional (CSOP) |
24.0
|
|
40.
|
Management Accounting |
7
|
Certified Lender Business Banker (CLBB) |
8.5
|
|
41.
|
Market Risk – Advanced |
4
|
Certified Securities Operations
Professional (CSOP) |
5
|
|
42.
|
Market Risk – Basic |
8
|
Certified Securities Operations
Professional (CSOP) |
11.0
|
|
43.
|
Market Risk – Intermediate |
8
|
Certified Securities Operations
Professional (CSOP) |
12.75
|
|
44.
|
Money Markets |
9
|
Certified Securities Operations
Professional (CSOP) |
12.75
|
|
45.
|
Mutual Funds |
10
|
Certified Retirement Services
Professional (CRSP) |
14.0
|
| Certified Securities Operations
Professional (CSOP) |
14.0
|
|||
| Certified Trust & Financial
Advisor (CTFA) - Investment Management (INV) |
14.0
|
|||
|
46.
|
Operational Risk Management |
21
|
Certified Securities Operations
Professional (CSOP) |
26.5
|
|
47.
|
Options |
10
|
Certified Securities Operations
Professional (CSOP) |
13.25
|
| Certified Retirement Services
Professional (CRSP) |
13.25
|
|||
| Certified Trust & Financial
Advisor (CTFA) - Investment Management (INV) |
13.25
|
|||
|
48.
|
Project Valuation |
3
|
Certified Lender Business
Banker (CLBB) |
3.75
|
|
49.
|
Retirement planning |
4
|
Certified Retirement Services
Professional (CRSP), Certified Trust And Financial Advisor (CTFA) -
Financial Planning (FP), CISP |
5.0
|
|
50.
|
Sarbanes Oxley |
12
|
Certified Financial Services
Security Professional (CFSSP) |
14.5
|
| Certified Regulatory Compliance
Manager (CRCM) |
14.5
|
|||
|
51.
|
Swaps |
7
|
Certified Securities Operations
Professional (CSOP) |
10.25
|
|
52.
|
Trading Operation Controls |
4
|
Certified Securities Operations
Professional (CSOP) |
5.5
|
|
53.
|
Understanding Financial Statements |
2
|
Certified Lender Business
Banker (CLBB) |
8.0
|
| Certified Trust & Financial
Advisor (CTFA) - Financial Planning (FP) |
8.0
|
|||
|
54.
|
Value at Risk |
16
|
Certified Securities Operations
Professional (CSOP) |
23.0
|
The following table/grid is prepared for full details of requirements and carry forwards etc.
Please visit website of The Institute of Certified Bankers™ (ICB)
(http://www.aba.com/ICB/default.htm)
|
Certification
|
CE Credits
|
||
|
Required
Credits (every three (3) years.)
|
Carry
over Credits per three-year cycle.
|
||
| CFMP | Certified
Financial Marketing Professional |
35
credits |
One-third
|
| CCSR | Certified
Customer Service Representative |
Six
(6) credits |
Two
(2) credits |
| CPB | Certified
Personal Banker |
Nine
(9) credits |
Three
(3) credits |
| CBT | Certified
Bank Teller |
Six
(6) credits |
Two
(2) credits |
| CRCM | Certified
Regulatory Compliance Manager |
60
credits |
20
credits |
| CFSSP | Certified
Financial Services Security Professional |
24
credits |
8
credits |
| CSOP | Certified
Securities Operations Professional |
30
credits |
10
credits |
| CLBB | Certified
Lender Business Banker |
30
credits |
10
credits |
| CRSP | Certified
Retirement Services Professional |
30
credits |
10
credits |
| CTFA | Certified
Trust and Financial Advisor |
45
credits * Minimum of six hours in each of the following four knowledge areas: a) Fiduciary and Trust Activities b) Personal Financial Planning c) Tax Law and d) Investments Management. * In addition you are required to complete three continuing education credits in Ethics. |
15
total continuing education credits |
| CCTS | Certified
Corporate Trust Specialist |
30
credits |
10
credits |
Source: ICB
