What’s New?

Look Who Recently Earned Their CFT Diploma!

  • Alexandra Pessolano-Sales & Service Diploma

Look Who Recently Earned Their CFT Certificate!

  • Amber Gouchoe-Intro to Financial Services Certificate
  • Alexandra Kibbe-Intro to Financial Services Certificate
  • Marilyn Melendez-Intro to Supervision Certificate
  • Alexandra Pessolano-Universal Banker Certificate
  • Alexandra Pessolano-Intro to Sales & Service Certificate
  • Patricia Churchill-Intro to Supervision Certificate
  • Leora Yates-Intro to Supervision Certificate
  • Norma Barnes-Intro to Financial Services Certificate
  • Norma Barnes-Intro to Financial Services Operations Certificate
  • Alexandra Wurl-Universal Banker Certificate

What’s New?

Make Your Summer Count! Enroll in July and August courses today! Students are in full-swing this summer at CFT working on their Certificates and Diplomas. Check out our line-up of online courses here. Self-Study also available! Have a question about what course to begin with or take next? Contact Crista Olson, VP. crista@CFTeducation.org  or 860.969.0614

Looking to elevate Sales and Services at the branch level?  Our Selling Fundamentals course prepares students with a detailed, yet broad, step-by-step selling process that is universal in nature. Selling Fundamentals demonstrates to students the order of steps within the selling process; provides numerous examples of what should be in each step; and shows how the steps within the selling process interact with one another. Next online course begins 7/18/22!

Speaking of Sales….Outside Calling School begins 7/12/22. This series is for the professional caller, including lenders, mortgage originators, wealth managers, and experienced branch managers. This program includes pre-call planning, the in-person or virtual appointment, and post-call follow up.  We also cover negotiation, handling objections, and pricing. Get more information here!

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