USAA - University of Phoenix

Transcription

University of Phoenix - Prior Learning Assessment - Corporate Articulation
USAA
Credit Recommendation Guide (CRG)
The following courses have been evaluated by Corporate Articulation to potentially fulfill General Education or Elective credits for an Undergraduate Degree. In order to receive any of the
credits recommended below, students should submit supporting documents to Prior Learning Assessment. For more information on PLA visit: ecampus.phoenix.edu/pla or contact the
department toll free at 866-440-4707.
*NOTE: Fees are applicable for credits evaluated.
PLA will not award credit for certifications or coursework that duplicates the content of credits earned through PLA, transfer credit, National Testing Program credit or University of Phoenix.
Clock hour to semester credit hour conversions are made based on current academic standards as outlined in the academic policy of the University.
University of Phoenix Equivalency: (General Education or Elective category to which credit can be applied)
Combinable: Courses may only be combined with courses of similar content, modality and General Education/Elective areas.
Non-Academic: Lack of college level theory and/or principle necessary for credit recognition. Company specific and skill-based training.
Too Few Hours: Courses/training that cannot receive credit because they are less than 1 hour total in length. Similar content in a 1(+) hour timeframe may be eligible for credit.
Applicable Hours: Indicates the total amount of actual learning time. Any breaks or lunch time included in the initial clock hours have been removed.
Course
Number
Course Title
Delivery Method
Course Course Applicable
Year Length
Hours
Credits
Recommended
University of Phoenix
Equivalency
BKT-1164
VA PROCESSING
CLASSROOM
01/200956
12/2010 HOURS
0
0
NON-ACADEMIC
BKT-1180
MORTGAGE CLOSING
SELF-PACED
01/200980
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200980
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200980
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200972
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200932
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200932
12/2010 HOURS
0
0
NON-ACADEMIC
BKT-1183
BKT-1185
BKT-1192
BKT-1194
BKT-1210
BKT-1225
CLA FOR POLICY SERVICE
CONSUMER LENDING ORIGINATION CROSS SKILLS
CONSUMER LENDING SERVICING (CLS) COMPLEX
MORTGAGE ORIGINATIONS LOAN REVIEW
CONSUMER LENDING FULFILLMENT CROSS SKILL
MORTGAGE ORIGINATIONS VA
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
BKT-1229
MORTGAGE PROCESSING FOR CONTRACTORS
WITH PROCESSING SKILLS
SELF-PACED
01/200980
12/2010 HOURS
80
2.5
INTERDISCIPLINARY/
ELECTIVE
BKT-1231
DEBT PROTECTION FOR SERVICING
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BKT-1246
MSR ACADEMY FOR BANK
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
BKT-1249
MORTGAGE ORIGINATIONS APPLY
SELF-PACED
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091
12/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BKT-1260
CLA ENHANCEMENTS FOR SEASONAL PRODUCTS
BKT-1268
CLA - AUTO QUOTE WITHOUT A VEHICLE
IDENTIFICATION NUMBER
BKT-1269
CLA UNLICENSED - ADD OPERATOR
SELF-PACED
01/20091.5
12/2010 HOURS
BKT-1277
CREDIT CARD ACT
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BKT-1278
CLA FOR PS GAP TRAINING
SELF-PACED
01/200924
12/2010 HOURS
24
0.5
INTERDISCIPLINARY/
ELECTIVE
BKT-1279
BANK COLLECTION NEW HIRE - CONSUMER
LENDING AND HOME EQUITY
SELF-PACED
01/200976
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200940
12/2010 HOURS
40
1
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BKT-1281
CLA SEASONAL
BKT-1284
MORTGAGE RESPA 2010
CLASSROOM
01/20092
12/2010 HOURS
BKT-BK1112P
DEPOSIT SERVICING COMPLEX
SELF-PACED
01/200980
12/2010 HOURS
0
0
NON-ACADEMIC
BKT-BK1135
CONSUMER LENDING UNDERWRITING - NEW HIRE
TRAINING
SELF-PACED
01/200945.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200988
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200997.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200980
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200980
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BKT-BK1138P
BKT-BK1145
BKT-BK1156P
COLLECTIONS FOR NEW HIRES - CREDIT CARD
CREDIT CARD CROSS SKILL
DEPOSIT SERVICING CROSS SKILL
BKT-BK1158
CLS CROSS SKILL
CCO-116
ARTESIA SOFTWARE ORIENTATION FOR DIGITAL
ASSET MANAGEMENT
CRE-2005
HAZARD COMMUNICATION
Course
Number
CRE-2007
Course Title
CONFINED SPACE ENTRY
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
CRE-2008
HEARING CONSERVATION
CLASSROOM
01/200912/2010 1 HOUR
CRE-2009
ASBESTOS AWARENESS
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
8
0.5
INTERDISCIPLINARY/
ELECTIVE
SCIENCE/TECHNOLOGY
CRE-2016
CRE-2020
CRE-2023
EBO-122
FALL PROTECTION
LOCK OUT - TAG OUT
BUZZSAW TRAINING
POLITICAL DIMENSION
EBO-125
DAILY LEADERSHIP
CLASSROOM
01/20098
12/2010 HOURS
EBO-133
SHAREPOINT 2007 GOVERNANCE
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
EBO-173P
WEBSITE CUSTOMER SUPPORT CENTER NEW
HIRE
LAB
01/200940
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200920
12/2010 HOURS
20
1
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-178
TALKING TO THE TOP BRASS
EBO-182
IT BUSINESS FINANCIALS 101
CLASSROOM
01/20094
12/2010 HOURS
EBO-184
PRESENTATIONS THAT WORK FOR EBO
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
EBO-205
CHANGE AND RELEASE PROCESS OVERVIEW
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20098
12/2010 HOURS
8
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200916
12/2010 HOURS
16
0.5
INTERDISCIPLINARY/
ELECTIVE
EBO-206
EBO-208
EBO-212
INFRA-NAVIGATE INFRA
INITIATE A CHANGE
INFRA - SERVICE INCIDENTS - WEBDESK
EBO-214
RESOLVE INCIDENTS USING INFRA
EBO-231
PEOPLESOFT INTEGRATION BROKER OVERVIEW
REL 8.48
EBO-232
PEOPLESOFT SERVICE OPERATIONS REL 8.48
Course
Number
EBO-239
Course Title
NAVIGATE INFRA FOR INCIDENT MANAGEMENT
Delivery Method
Year Length
Hours
SELF-PACED
01/20091.25
12/2010 HOURS
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
24
1.5
INTERDISCIPLINARY/
ELECTIVE
EBO-244
INTRODUCTION TO PRESENTATION SERVICES
CLASSROOM
01/200924
12/2010 HOURS
EBO-245
ADVANCED PRESENTATION SERVICES
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
EBO-247
BUSINESS SERVICES USING RAD
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
EBO-248
WEB SERVICES USING RAD
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
INTERDISCIPLINARY/
ELECTIVE
EBO-249
UNIX FUNDAMENTALS
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
SCIENCE/TECHNOLOGY
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-253
HOST NAVIGATION
CLASSROOM
01/20092
12/2010 HOURS
EBO-258
TEA LEAF TRAINING
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
EBO-259
ASSEMBLER TRAINING FOR SPECIAL PROJECTS
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
EBO-261
ESSENTIAL COMMUNICATION STRATEGIES
CLASSROOM
01/20095
12/2010 HOURS
5
COMBINABLE
COMMUNICATION ARTS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-262
PROJECT MANAGEMENT LIFESTYLE
CLASSROOM
01/20094
12/2010 HOURS
EBO-263
EFFECTIVE PRESENTATION SKILLS
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
EBO-264
PRODUCTION BATCH SET-UP AND EXECUTION
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200932
12/2010 HOURS
32
2
SCIENCE/TECHNOLOGY
CLASSROOM
01/200932
12/2010 HOURS
32
2
SCIENCE/TECHNOLOGY
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-265
SOFTWARE COMPONENT LEADERSHIP
EBO-266
COMPONENT MANAGEMENT TRAINING
EBO-268
INTRODUCTION TO OPERATIONS AT USAA (OPS
101)
EBO-269
SECURING WEB APPLICATIONS, SERVICES AND
SERVERS
EBO-270
AJAX/JAVASCRIPT
EBO-272
RISK MANAGEMENT
EBO-273
BUSINESS AND TECHNOLOGY INNOVATION AT
USAA
4
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
EBO-274
UNIT TESTING
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-275
CHANGE MANAGEMENT FOR EMPLOYEES
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-276
THE USE OF MODELS AT USAA
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-277
IT ARCHITECTURE FOR IT PROFESSIONALS
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
EBO-278
COACHING - GROWING PEOPLE, PERFORMANCE
AND EFFECTIVENESS
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-281
SYMANTEC HIGH AVAILABILITY FUNDAMENTALS
WITH VERITAS STORAGE FOUNDATION 5.0
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200924
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
40
2.5
INTERDISCIPLINARY/
ELECTIVE
EBO-282
EBO-284
IT SERVICE MANAGEMENT V3 FOUNDATION
SMS IMPLEMENTATION
EBO-286
CICS/TS FOR SYSTEMS PROGRAMMERS
CLASSROOM
01/200940
12/2010 HOURS
EBO-289
IMS OVERVIEW, IMS OPERATOR TRG, IMS
PARALLEL
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
EBO-290
JUNIT TESTING
CLASSROOM
01/200916
12/2010 HOURS
16
1
SCIENCE/TECHNOLOGY
CLASSROOM
01/200932
12/2010 HOURS
32
2
SCIENCE/TECHNOLOGY
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-291
INFORMATICA DEVELOPERS BOOT CAMP
EBO-293
DATA MASKING
SELF-PACED
01/200912/2010 1 HOUR
EBO-295
DEVELOPING JAVA WEB APPLICATIONS: HANDSONS
CLASSROOM
01/200932
12/2010 HOURS
32
2
SCIENCE/TECHNOLOGY
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
SCIENCE/TECHNOLOGY
40
2.5
INTERDISCIPLINARY/
ELECTIVE
EBO-296
JBOSS EAP 5.0
EBO-298
ANDROID BOOTCAMP
CLASSROOM
01/200940
12/2010 HOURS
EBO-300
NORKON CONFIGURATION TRAINING
CLASSROOM
01/200932
12/2010 HOURS
32
2
SCIENCE/TECHNOLOGY
EBO-301
HUMAN FACTORS INTERNATIONAL USABILITY
TESTING, PART 3
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
EBO-302
HUMAN FACTORS INTERNATIONAL RESEARCH,
PART 4
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
EBO-303
IBM TSA TRAINING
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
EBO-304
CLEAR COMMERCE - FRAUD SHIELD TRAINING
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
EBO-305
INFORMATION SECURITY APPROACH TO INFOPATH
CLASSROOM
01/20096
12/2010 HOURS
6
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-306
CIRBA ADMINISTRATION TRAINING
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
EBO-307
NETWORK MONITORING AND MANAGEMENT KEY
PROCESSES
CLASSROOM
01/200912
12/2010 HOURS
12
0.5
INTERDISCIPLINARY/
ELECTIVE
EBO-310
STRATEGY AND DIBS PROCESS CONNECTIONS PHASE I
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-311
STRATEGY AND DIBS PROCESS CONNECTIONS PHASE 2
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EBO-312
DIMENSIONAL MODELING FUNDAMENTALS AND
ADVANCED TOPICS
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
EBO-313
COBOL AND PL/I PROGRAMMING
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200914
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200915
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200910
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
HUMANITIES
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
0.1
INTERDISCIPLINARY/
ELECTIVE
EBO-314
CL550 SPECIAL TOPICS
EBO-315
DEFENSIVE PROGRAMMING FOR JAVA EE
APPLICATIONS AND WEB SERVICES
EMG-1014
EMG-1017
EMG-1024
NEW EXECUTIVE ORIENTATION
LEADERSHIP LESSONS FROM GETTYSBURG
EXECUTIVE COACHING
EMG-1026
EXECUTIVE ASSESSMENT
EMG-1027
BEHIND THE NUMBERS: BUILDING FINANCIAL
STRENGTH
EMG-1033
EMG-1035
EMG-1037
LEADERSHIP ACADEMY - LEADER STORY
LEADERSHIP ACADEMY - ALUMNI MENTOR
ETHICS/KEITH DARCY
EMG-1038
ANTITRUST ESSENTIALS
EMG-1040
EMG THOUGHT LEADER SERIES - ETHICS - FORD
PINTO FIRES
Course
Number
Course Title
Delivery Method
Year Length
Hours
CLASSROOM
01/200932
12/2010 HOURS
ENT-1046
PERSONAL FINANCIAL PLANNING - DEBT
MANAGEMENT
CLASSROOM
01/20092
12/2010 HOURS
ENT-1047
PERSONAL FINANCIAL PLANNING - SAVING
CLASSROOM
ENT-1053
PERSONAL FINANCIAL PLANNING - INVESTING
ENT-1089
HEARTSAVER CPR & AED-ADULT/CHILD/INFANT
ENT-1093
BUSINESS PROCESS ENGINEERING CONTINUING
EDUCATION FORUM
ENT-1029
NEW EMPLOYEE ORIENTATION
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
80
5
INTERDISCIPLINARY/
ELECTIVE
ENT-1107
BUSINESS ARCHITECT III FUNDAMENTALS
CLASSROOM
01/200980
12/2010 HOURS
ENT-1108
BUSINESS ARCHITECT II FUNDAMENTALS
SELF-PACED
01/200924
12/2010 HOURS
24
0.8
INTERDISCIPLINARY/
ELECTIVE
ENT-1110
BUSINESS ARCHITECT I FUNDAMENTALS
CLASSROOM
01/200960
12/2010 HOURS
60
4
INTERDISCIPLINARY/
ELECTIVE
ENT-1155
ADULT CPR AND AED
CLASSROOM
01/20094.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
HUMANITIES
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
ENT-1188
ENT-1192
ENT-1195
ENT-1205
ENTERPRISE PROCESS LIBRARY (EPL) LIBRARIAN
RESPIRATORY PROTECTION
HOW MEMBERS DO BUSINESS WITH USAA
GOING ABOVE
ENT-1207
CPR & AED-ADULT/CHILD/INFANT
ENT-1250
PREVENTING WORKPLACE HARASSMENT (PWH)
EMPLOYEE VERSION
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1274
USAA'S ENTERPRISE CHANGE MANAGEMENT
CERTIFICATION COURSE
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1277
APPLIED ANALYTICS USING SAS ENTERPRISE
MINER 5.3
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1280
GOING ABOVE RECONNECT
CLASSROOM
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20095
12/2010 HOURS
0
0
NON-ACADEMIC
ENT-1281
GOING ABOVE MINI-RECONNECT
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
ENT-1286
YELLOW BELT - IMPROVEMENT FUNDAMENTALS
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1296
SAS - SAS SQL 1 - ESSENTIALS
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
ENT-1304
SAS - DATA MINING TECHNIQUES: THEORY AND
PRACTICE
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1305
DIVERSITY TRAINING
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1306
INTRODUCTION TO EG AT USAA
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1306B
POINT AND CLICK QUERIES IN EG AT USAA
ENT-1306D
WRITING SAS CODE 1 AT USAA
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
SCIENCE/TECHNOLOGY
ENT-1314
LEAN SIX SIGMA TRAINING FOR BUSINESS
LEADERS - ANALYZE
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1315
LEADERS - DEFINE
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1316
LEADERS - IMPROVE AND CONTROL
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1317
LEADERS - MEASURE
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1318
2010 BENEFITS TUTORIAL
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
8
0.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1319
DFSS - INTRO
ENT-1320
DFSS - DEFINE
CLASSROOM
01/20098
12/2010 HOURS
ENT-1323
DFSS - DESIGN
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1326
SAS PROGRAMMING 2
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1327
SUPPLIER CONTRACTS MANAGEMENT END USER
OVERVIEW
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1328
ORACLE EXPENSE MODULE
CLASSROOM
01/200914
12/2010 HOURS
14
0.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1332
OUTCOME DIRECTED TEAM FACILITATION
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
INTERDISCIPLINARY/
ELECTIVE
ENT-1333
NEW EMPLOYEE ORIENTATION FOR SEASONAL
EMPLOYEES
SELF-PACED
01/20097
12/2010 HOURS
0
0
NON-ACADEMIC
Course
Number
ENT-1334
Course Title
WHO WE SERVE
Delivery Method
Year Length
Hours
CLASSROOM
01/20096
12/2010 HOURS
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
16
1
INTERDISCIPLINARY/
ELECTIVE
ENT-1338
EXCEL 2003 PROGRAMMING WITH VBA
CLASSROOM
01/200916
12/2010 HOURS
ENT-1339
JRULES 101
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ENT-1340
USAA ANALYST FOUNDATIONS TRAINING
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
ENT-1344
BUSINESS OBJECTS TOOLS AND VOICE OF
MEMBER PILOT REPORT TRAINING
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FPS-178
SERVICING INVESTMENTS
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
FPS-183
WEALTH ACADEMY TECHNICAL TRAINING
SELF-PACED
01/200998.75
12/2010 HOURS
98.75
3
INTERDISCIPLINARY/
ELECTIVE
FPS-184
PRODUCT KNOWLEDGE FOR WEALTH MANAGERS
SELF-PACED
01/200938
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200940
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200916
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20098
12/2010 HOURS
0
0
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091
12/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200924
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
8
0.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
FPS-189
FPS-192
USAA ACADEMY FOR WEALTH MANAGEMENT
MEDICARE SOLUTIONS TRAINING
FPS-193
HUMANA MED ADVANTAGE PRODUCT TRAINING
FPS-194
TERM LIFE INSURANCE PRODUCTS - MANAGER
OVERVIEW
GC-110
HR-157
HR-158
HR-HR131A
LABOR AND EMPLOYMENT FORUM 2 (SEMINAR)
CISCO UNIFIED MEETINGPLACE OVERVIEW
HR ACTION AND HR EQUATOR SOFTWARE
PERSONAL FINANCIAL PLANNING
HR-HR131C
PRE-RETIREMENT FINANCIAL PLANNING
CLASSROOM
01/20098
12/2010 HOURS
HR-HR142
PEOPLE SERVICES NEIGHBORHOOD
CLASSROOM
01/20097.5
12/2010 HOURS
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200932
12/2010 HOURS
0
0
NON-ACADEMIC
HR-HR146
HR-HR147
FACILITATION SKILLS
IEX TOTAL VIEW TRAINING
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
IMCO-588
SERIES 66 LICENSING LAB
CLASSROOM
01/200980
12/2010 HOURS
80
5
INTERDISCIPLINARY/
ELECTIVE
IMCO-597S
FASG SURGE (CONTRACTOR TO MAS)
SELF-PACED
01/200956
12/2010 HOURS
0
0
NON-ACADEMIC
IMCO-604
SMS TO MAS
CLASSROOM
01/200932
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200980
12/2010 HOURS
80
5
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200980
12/2010 HOURS
80
5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200916
12/2010 HOURS
16
1
SCIENCE/TECHNOLOGY
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
SCIENCE/TECHNOLOGY
IMCO-605
IMCO-606
IMCO-610
LEVELS OF SERVICE - BROKERAGE GUI
LEVELS OF SERVICE - MARGIN BASICS
MSR ACADEMY FOR MAS
IMCO-FI498
CRM WORK PORTAL - IMCO NEW USERS
IMCO-FI522
STANDARDIZED FULFILLMENT MATERIALS
SELECTION
IMCO-FI530
USAA INFORMATION SECURITY POLICIES AND
RECORD RETENTION
IMCO-FI550
ENHANCED PORTAL MUTUAL FUND GUI OPERATIONS
IMCO-FI562
IMCO-FI571
ITT-1058
IMCO PNC WORKSHARE PROJECT TRAINING
STRATEGIC FUND ADVISOR ACQUISITIONS
IT APPLICATION OWNER TRAINING
ITT-1083
ITIL OVERVIEW
ITT-1093
DEVELOPING A BUSINESS RULE APPLICATION
WITH ILOG JRULES
ITT-1111
OOAD AND DESIGN PATTERNS
ITT-1113
WEB DEVELOPMENT USING J2EE AND
PRESENTATION SERVICES
ITT-1114
ITT-1116
ITT-1142
BUSINESS SERVICES USING J2EE
DESIGN PATTERNS IN JAVA
HIBERNATE FOR JAVA DEVELOPERS
Course
Number
ITT-DA103
Course Title
MASTERCRAFT AT USAA
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/200932
12/2010 HOURS
32
2
SCIENCE/TECHNOLOGY
40
2.5
SCIENCE/TECHNOLOGY
ITT-V2232A
INTRODUCTION TO JAVA
CLASSROOM
01/200940
12/2010 HOURS
ITT-V2238
HOST BOOT CAMP
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
ITT-V2293
INTRO TO SQL
CLASSROOM
01/200924
12/2010 HOURS
24
1.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
CLASSROOM
01/200916
12/2010 HOURS
16
1
SCIENCE/TECHNOLOGY
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
SCIENCE/TECHNOLOGY
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ITT-V2366
ITT-V2401
ITT-V2412
ITT-V2418
INTERMEDIATE JAVA AND UNIT TESTING
ILOG JRULES FOR DEVELOPERS
ADVANCED SQL FOR APPLICATION DEVELOPERS
ADVANCED JAVA PROGRAMMING
LCT-2117
ANTI-FRAUD LIFE AND HEALTH CLAIMS
SELF-PACED
01/200912/2010 1 HOUR
LCT-2120
NMS LIFE ACQUISITION
SELF-PACED
01/200970
12/2010 HOURS
70
2
INTERDISCIPLINARY/
ELECTIVE
LCT-2126
CALIFORNIA PARTNERSHIP TRAINING
(CLASSROOM)
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
LCT-2127
LIFE AGENCY
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LCT-2130
MEDICARE SUPPLEMENT MODERNIZATION ACTS SALES
SELF-PACED
01/200916
12/2010 HOURS
16
0.5
INTERDISCIPLINARY/
ELECTIVE
LCT-2134
LIFE INSURANCE SPECIALIZED MEMBER SERVICE
CROSS SKILL
CLASSROOM
01/200932
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200930
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200968
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912
12/2010 HOURS
12
0.5
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LCT-2139
LCT-LC2067
MGMT-102A
LIFE INSURANCE WORKSHOP
TRADITIONAL AND UNIVERSAL LIFE DISTRIBUTIONS
SELECTING FOR SUCCESS
MGMT-1058
TRANSITIONING TO MANAGER PART 1
CLASSROOM
01/20094
12/2010 HOURS
MGMT-1059
COMMUNICATION FOUNDATIONS
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
COMMUNICATION ARTS
CLASSROOM
01/20096
12/2010 HOURS
6
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1061
DELIVERING EFFECTIVE MESSAGES
Course
Number
MGMT-1062
Course Title
PRODUCTIVE MEETINGS
Delivery Method
Year Length
Hours
CLASSROOM
01/20093
12/2010 HOURS
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1063
UNDERSTANDING OUR BUSINESS - PART 1
CLASSROOM
01/20094
12/2010 HOURS
MGMT-1065
TIME MANAGEMENT
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1066
UNDERSTANDING OUR BUSINESS - PART 2
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1067
YOU DECIDE
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1068
PERFORMANCE MANAGEMENT FOUNDATIONS
CLASSROOM
01/20096
12/2010 HOURS
6
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1069
TRANSITIONING TO MANAGER - PART II
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1071
MANAGEMENT DEVELOPMENT SCHOOL KICK-OFF
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
MGMT-1072
MANAGEMENT DEVELOPMENT SCHOOL PROGRAM
CLOSE
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
16
1
INTERDISCIPLINARY/
ELECTIVE
MGMT-1079
MGMT-1083
CONTACT CENTER CONVERSATIONS
PLAY TO WIN
MGMT-1084
PLAY TO WIN (MCS/MDS)
CLASSROOM
01/200916
12/2010 HOURS
MGMT-1086
TIME OFF PROGRAMS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1088
BUILDING A HIGH PERFORMANCE WORKFORCE:
EVALUATING PERFORMANCE
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1089
CONTACT CENTER DYNAMICS
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
15
1
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
MGMT-1092
RETAINING TOP TALENT
MGMT-1093
COACH FOR RESULTS WORKSHOP
CLASSROOM
01/200915
12/2010 HOURS
MGMT-1094
COACH FOR RESULTS RECONNECT
CLASSROOM
01/20093
12/2010 HOURS
CLASSROOM
01/20092.25
12/2010 HOURS
2.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1098
MGMT-1099
EMOTIONAL INTELLIGENCE
MANAGING PERFORMANCE
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
MGMT-1100
DEFINING PROBLEMS
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1101
COMPENSATION
CLASSROOM
01/20091
12/2010 HOURS
0
0
NON-ACADEMIC
MGMT-1103
BUSINESS ACUMEN CHALLENGE LEADERSHIP
ACADEMY KICK OFF
CLASSROOM
01/200925
12/2010 HOURS
25
1.5
INTERDISCIPLINARY/
ELECTIVE
MGMT-1104
LEADER INSIGHT
CLASSROOM
01/200910
12/2010 HOURS
10
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1105
ACTION LEADERSHIP CHALLENGE SESSION 1
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
MGMT-1106
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
MGMT-1107
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
MGMT-1108
ACTION LEADERSHIP CHALLENGE
PRESENTATIONS
CLASSROOM
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
MGMT-1109
MDS CAPSTONE CHALLENGE
MGMT-1110
MAINTAINING DIRECT RELATIONSHIPS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1112
PREVENTING WORKPLACE HARASSMENT NON-CA
MANAGER VERSION
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1115
MDS LEADER TRAINING
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20097.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20097
12/2010 HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1117
LINKING NUMBERS TO BEHAVIORS - SESSION 2
MGMT-1118
OPERATIONAL PERFORMANCE ANALYTICS TOOL
(OPAT) TRAINING
MGMT-1120
MGMT-1122
MGMT-1123
MGMT-1124
MGMT-1125
MGMT-1128
GOING ABOVE - MANAGER PREP SESSIONS
NEW LEADER ORIENTATION
CONTACT CENTER TOOLS: TOTAL VIEW
CONTACT CENTER TOOLS: ACM AND IVR
CONTACT CENTER TOOLS: OPAT AND CMS
FOUNDATIONS OF COACHING
7
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
MGMT-1131
DELEGATING FOR GROWTH CASE STUDY
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1132
PROVIDING FEEDBACK CASE STUDY
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1134
MDS EXECUTIVE SPONSOR
CLASSROOM
01/200930
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20096
12/2010 HOURS
6
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200924
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NON-ACADEMIC
MGMT-1135
MGMT-1136
MGMT-1137
MGMT-1138
MGMT-1139
MGMT-1141
MGMT-1142
MGMT-1149
MDS CAPSTONE CHALLENGE COACH TRAINING
MDS CAPSTONE FEEDBACK COACH SESSION
BEHIND THE NUMBERS: FLUENT IN FINANCE
MANAGER CANDIDATE SCHOOL LEADER TRAINING
MSC EXECUTIVE SPONSOR
SHADOW OF THE LEADER, WORKSHOP
VERINT QUALITY MONITORING
PAY MANAGEMENT TRAINING
MGMT-1150
BOOTS TO SUITS
CLASSROOM
01/20094
12/2010 HOURS
MGMT-1152
MANAGER CANDIDATE SCHOOL KICK-OFF
CLASSROOM
01/20094
12/2010 HOURS
0
0
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MGMT-1153
MGMT-1154
MGMT-1155
MGMT-1156
MANAGER CANDIDATE SCHOOL PROGRAM CLOSE
MANAGER CANDIDATE SCHOOL PRESENTATIONS
MILITARY AFFAIRS
EXECUTIVE COMMUNICATION
MGMT-1157
ART OF WAR LEADERSHIP WORKSHOP
CLASSROOM
01/20092
12/2010 HOURS
MGMT-1158
STRATEGY CAFE
CLASSROOM
01/20092.5
12/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
MGMT-223
EQUAL EMPLOYMENT OPPORTUNITY
1
Course
Number
Course Title
MANAGER ROUNDTABLE - PERFORMANCE
MGMT-MR202 IMPROVEMENT PROCESS
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
DISPUTE RESOLUTION AND USAA'S DIALOGUE
MGMT-MR222 PROGRAM ROUNDTABLE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
MKT-137
APRIMO MARKET PLANNER TRAINING
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MKT-140
MARKETING CAMPAIGN PLANNING WORKSHOP
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MKT-142
SALESFORCE.COM LEADS MARKETING
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NMS-0001
NEW JERSEY STATE SPECIFIC FOR NEW MEMBER
SOLUTIONS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NMS-0018
NMS AUTO ADJUSTMENTS
CLASSROOM
01/200932
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200918
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200910
12/2010 HOURS
10
0.5
INTERDISCIPLINARY/
ELECTIVE
11
0.5
INTERDISCIPLINARY/
ELECTIVE
NMS-0024
PCT-2565
PCT-2567
PCT-2571
MSR ACADEMY FOR NMS
XACTCONTENTS
AGENT LICENSING PRE-READ
INTERNATIONAL OPERATIONS - ITALY
PCT-2572
INTERNATIONAL OPERATIONS - GERMANY
CLASSROOM
01/200911
12/2010 HOURS
PCT-2575
SETTLE TOTAL LOSS
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-2579
INTERNATIONAL OPERATIONS - EUROPEAN BASIC
KNOWLEDGE
CLASSROOM
01/20096
12/2010 HOURS
6
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2587
HOMEOWNERS SIMPLIFIED PROPERTY INSURANCE
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2619
SIMPLIFIED PROPERTY INSURANCE - CLAIMS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2622
ENHANCED BILLING
SELF-PACED
01/200916
12/2010 HOURS
0
0
NON-ACADEMIC
PCT-2627
VEHICLE FRAME AND UNIBODY CONSTRUCTION
AND REPAIRS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
16
0.5
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2628
MSR ADVANCED AUTO
SELF-PACED
01/200916
12/2010 HOURS
PCT-2629
VEHICLE REPLACEMENT PARTS AND REPAIR
PRACTICES
SELF-PACED
01/20092
12/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PCT-2631
VEHICLE MECHANICAL SYSTEMS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2636
MASSACHUSETTS SPECIALTY STATE TRAINING
FOR POLICY SERVICE
CLASSROOM
01/200980
12/2010 HOURS
80
5
INTERDISCIPLINARY/
ELECTIVE
PCT-2637
HO QUOTE/ISSUE FOR MORTGAGEE REPS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PCT-2640
AUTO THEFT AND FIRE (ATF)
SELF-PACED
01/200964
12/2010 HOURS
64
2
INTERDISCIPLINARY/
ELECTIVE
PCT-2644P
THIRD PARTY INJURY ADJUSTER WITH
EXPERIENCE
SELF-PACED
01/200964
12/2010 HOURS
64
2
INTERDISCIPLINARY/
ELECTIVE
PCT-2647
MOVERSADVANTAGE PROGRAM
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
PCT-2654
PENNSYLVANIA, DC AND MARYLAND SPECIALTY
STATE PNC TRAINING
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2656
NEW YORK AND NEW JERSEY SPECIALTY STATE
PNC TRAINING
CLASSROOM
01/20095
12/2010 HOURS
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2657
HAWAII AND NEVADA SPECIALTY STATE PNC
TRAINING
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2658
NORTH CAROLINA SPECIALTY STATE TRAINING
CLASSROOM
01/20093
12/2010 HOURS
3
0.2
INTERDISCIPLINARY/
ELECTIVE
PCT-2661
HOMEOWNERS UNDERWRITING RISK
MANAGEMENT SYSTEM TRAINING
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2682
FLORIDA UNLICENSED AUTO STATE SPECIFICS
TRAINING
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2684
MEMBER SERVICE ACADEMY FOR CLAIMS
CLASSROOM
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
PCT-2686
IMPROVED UMBRELLA
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2687
BUSINESS OBJECTS BASICS AND REPORT
OVERVIEW
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2688
AD-HOC REPORTING VIA WEBI
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2689
PENNSYLVANIA SPECIALTY STATE PNC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2690
INTERNATIONAL MRS, RETURN TO WORK
CLASSROOM
01/20098
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-2692
PCT-2698
DATA SPECIFIC FOUNDATION TRAINING
ADVANCED AUTO
Course
Number
PCT-2699
Course Title
MRS1 198 BILLING SKILL
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/200924
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
PCT-2701
INTERNATIONAL MRS II
CLASSROOM
01/20098.5
12/2010 HOURS
PCT-2710
WIND AND HAIL PROPERTY CLAIMS
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2714
BASIC BUSINESS SKILLS TO GET YOU ON THE
FAST TRACK
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2715
CRAFTING DEALS
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2716
WHAT TO DO WHEN THE GOING GETS TOUGH
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2717
MASTERING NEGOTIATION
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2718
NEGOTIATION SKILLS
SELF-PACED
01/200910
12/2010 HOURS
10
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-2719
INTERPRETING MEDICAL REPORTS
SELF-PACED
01/200915
12/2010 HOURS
15
0.5
INTERDISCIPLINARY/
ELECTIVE
PCT-2720
MEDICAL TESTS AND SIGNS
SELF-PACED
01/200915
12/2010 HOURS
15
0.5
INTERDISCIPLINARY/
ELECTIVE
PCT-2721
MBA COORDINATOR HOUSE CALL
SELF-PACED
01/200924
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200932
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200916
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
40
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-2722
PCT-2723
PCT-2725
PCT-CA701A
AIS TRAINING
ICAR PLATINUM STATUS
UMBRELLA REFRESHER
AUTOMOTIVE REFINISHING COURSE
PCT-CP101
PROPERTY STRUCTURE COURSE
CLASSROOM
01/200940
12/2010 HOURS
PCT-CP261
PROP LIA I NEGLIGENCE/TORT LAW
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
PCT-CP262
PROP LIA II - CONTRACTS
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-CP263
PROP LIA III - FILE HANDLING
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
PCT-GA010
GA FLOOD INSURANCE SERVICE
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
Course
Number
PCT-PC2027
Course Title
P&C TX AGENT LICENSING EXAM PREPARATION
Delivery Method
Year Length
Hours
CLASSROOM
01/200920
12/2010 HOURS
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
75
5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
PCT-PC2117
BILLING SUPPORT SPECIALIST PART 2
CLASSROOM
01/200975
12/2010 HOURS
PCT-PC2118
BILLING SUPPORT SENIOR
CLASSROOM
01/200980
12/2010 HOURS
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
24
0.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2133
ADJUSTING LOSSES WITH MOLD DAMAGE
PCT-PC2168
CASUALTY CLAIMS ADJUSTER PHASE A
SELF-PACED
01/200924
12/2010 HOURS
PCT-PC2340
TEXAS ADJUSTER LICENSING
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2344
PERSONAL UMBRELLA PROTECTION
SELF-PACED
01/200921
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200980
12/2010 HOURS
80
2.5
INTERDISCIPLINARY/
ELECTIVE
40
2.5
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2394
PCT-PC2405
ADDITIONAL COVERED RESIDENT ENDORSEMENT
3RD PARTY INJURY CLAIMS
PCT-PC2407
FLORIDA PERSONAL LINES AGENT PRE-LICENSING
CLASSROOM
01/200940
12/2010 HOURS
PCT-PC2413
NY AUTO INSURANCE STATE SPECIFICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
PCT-PC2414
MSR PORTAL - P&C MAS
SELF-PACED
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
17
1
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2418
NJ AUTOMOBILE INSURANCE STATE SPECIFICS
PCT-PC2419
COLORADO AGENT PRE-LICENSING
CLASSROOM
01/200917
12/2010 HOURS
PCT-PC2420
NC AUTOMOBILE INSURANCE STATE SPECIFICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2424
AZ PERSONAL LINES PRE-READ/VENDOR TRAINING
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2434
MSR PORTAL - P&C POLICY SERVICE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200972
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20098
12/2010 HOURS
0.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2444
PCT-PC2447
PCT-PC2448
WATER MITIGATION
PROPERTY FIELD ORIENTATION
PROPERTY FIELD ORIENTATION - ROOF MODULE
8
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PCT-PC2467
FLORIDA ADJUSTER LICENSING CLASS
CLASSROOM
01/200940
12/2010 HOURS
40
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2473
UW SHOWCASE
CLASSROOM
01/200940
12/2010 HOURS
0
0
NON-ACADEMIC
PCT-PC2476
EARTHQUAKE CLAIMS
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2477
EARTHQUAKE CLAIMS CALIFORNIA
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2499
P&C UNDERWRITING LEADERSHIP SKILLS
CLASSROOM
01/200936
12/2010 HOURS
36
2
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2514
REGIONAL SERVICES RENTERS VPP
LAB
01/200936
12/2010 HOURS
36
1
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2516
MSR ADVANCED AUTO (WITHOUT AUTO ISSUE)
SELF-PACED
01/200915
12/2010 HOURS
15
0.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2541
POLICY SERVICE RENTERS/VPP
SELF-PACED
01/200932
12/2010 HOURS
32
1
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2554
ESTATE HANDLING
CLASSROOM
01/200911.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200922.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200916
12/2010 HOURS
16
0.5
INTERDISCIPLINARY/
ELECTIVE
16
1
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
PCT-PC2555
PCT-PC2556
MEMBER RELATIONSHIP SPECIALIST 1
SEPARATION/DIVORCE HANDLING
PCT-PC501
FLOOD POLICY & CLAIMS HANDLING
CLASSROOM
01/200916
12/2010 HOURS
PCT-PC505
XACTIMATE ON DESKTOP/DISCOVERY
CLASSROOM
01/200924
12/2010 HOURS
PCTWEB_CAFCS
CALIFORNIA FAIR CLAIMS SETTLEMENT
PRACTICES REGS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PROF-1000
STRATEGIES FOR EFFECTIVE PRESENTATION
SKILLS
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
PROF-1004
INNOVATION AND CREATIVITY
CLASSROOM
01/20098
12/2010 HOURS
8
0.5
INTERDISCIPLINARY/
ELECTIVE
XCO-133
2006 LIFE/IMCO/FPS BROKER-DEALER
COMPLIANCE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200924
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
XCO-136
IMPROVED AUTO PRICING (SELF-STUDY)
XCO-141
ENTERPRISE KNOWLEDGE: KNOW, UNDERSTAND
AND PROVIDE
XCO-146
ENHANCED QUOTE AND ILLUSTRATE TOOL
Course
Number
XCO-181
Course Title
HOW MEMBERS DO BUSINESS THROUGH
USAA.COM
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
XCO-194
DETERMINE ELIGIBILITY FOR USAA MEMBERSHIP
SELF-PACED
01/20091.5
12/2010 HOURS
XCO-204
OUTBOUND SALES PREPARATION
CLASSROOM
01/200916
12/2010 HOURS
16
1
INTERDISCIPLINARY/
ELECTIVE
XCO-205
BASIC SAVING FOR HOME
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-206
XCO-207
XCO-209
YOUTH EVENT
MARRIAGE EVENT
BASIC MOVE GUIDANCE
XCO-210
COMMUNICATING WITH CARE AND CANDOR
CLASSROOM
01/20092
12/2010 HOURS
XCO-213
VALUE STATEMENT WORKSHOP
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-214
VIDEO TELEPHONY TRAINING: COMPANY SPECIFIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200980
12/2010 HOURS
80
5
COMMUNICATION ARTS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
27.125
1.5
INTERDISCIPLINARY/
ELECTIVE
62.25
4
INTERDISCIPLINARY/
ELECTIVE
48.375
3
INTERDISCIPLINARY/
ELECTIVE
28.5
1.5
INTERDISCIPLINARY/
ELECTIVE
29.125
1.25
INTERDISCIPLINARY/
ELECTIVE
22.45
1
INTERDISCIPLINARY/
ELECTIVE
53.125
3.5
INTERDISCIPLINARY/
ELECTIVE
XCO-217
XCO-221
VIDEO TELEPHONY GENERAL SESSION
FACE-TO-FACE COMMUNICATION
XCO-235
KNOW CAR BUYING SERVICES
BKT-1184P
CONSUMER LENDING ORIGINATIONS NEW HIRE
CLASSROOM / SELFPACED / PRACTICAL
BKT-1208P
MORTGAGE ORIGINATIONS NEW HIRE TRAINING
BKT-1262P
HOME EQUITY SERVICING (HES) NEW HIRE
BKT-1263
MORTGAGE PROCESSING NEW HIRE TRAINING
BKT-1054
DEPOSIT SERVICING NEW HIRE FOR 3RD PARTY
BKT-CCO22P
CREDIT CARD SERVICING NEW HIRE COURSE
BKT-HO164
HOME EQUITY ORIGINATIONS NEW HIRE COURSE
01/2009160
12/2010 HOURS
01/2009216
12/2010 HOURS
01/2009162
12/2010 HOURS
01/2009200
12/2010 HOURS
01/2009200
12/2010 HOURS
01/2009200
12/2010 HOURS
01/2009184
12/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
01/2009288
12/2010 HOURS
01/2009231
12/2010 HOURS
60.5
4
47.375
3
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2428P ADVANCED AUTO CLAIMS - INTERNAL
01/2009184
12/2010 HOURS
31.25
2
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2487
01/2009208
12/2010 HOURS
26
1.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2538P ADVANCED AUTO CLAIMES NEW HIRE
42.25
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-PC2454P MEMBER SERVICE REPRESENTATIVE NEW HIRE
25.75
1.5
INTERDISCIPLINARY/
ELECTIVE
IMCO-592P
INVESTMENT ADVICE NEW HIRE TRAINING
40.25
2.5
IMCO-593P
INVESTMENTS SMS COMPLEX SERVICING NEW
HIRE TRAINING
01/2009243
12/2010 HOURS
01/2009230
12/2010 HOURS
01/2009296
12/2010 HOURS
01/2009264
12/2010 HOURS
64.75
4
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
LCT-2121
LIFE INSURANCE ADVICE CROSS TRAINING
COURSE
01/2009100
12/2010 HOURS
35.25
2
INTERDISCIPLINARY/
ELECTIVE
LCT-LC2012P
LIFE INSURANCE ADVICE NEW HIRE COURSE
01/2009288
12/2010 HOURS
41.25
2.5
INTERDISCIPLINARY/
ELECTIVE
LCT-LC2054P
(SMS) TRAINING
CLASSROOM
01/2009168
12/2010 HOURS
30.75
2
INTERDISCIPLINARY/
ELECTIVE
PCT-2583
INITIAL PROPERTY CLAIMS (IPC)
44.125
2.5
INTERDISCIPLINARY/
ELECTIVE
PCT-2704
MSR SEASONAL NEW HIRE AUTO COURSE
CALENDAR
24.75
1.5
INTERDISCIPLINARY/
ELECTIVE
BKT1212P
MORTGAGE PROCESSING FOR CONTRACTED
EMPLOYEES
37.75
2.5
INTERDISCIPLINARY/
ELECTIVE
BKT-1217
MORTGAGE ORIGINATIONS
60.25
4
INTERDISCIPLINARY/
ELECTIVE
BKT-1217S
MORTGAGE ORIGINATIONS (SURGE)
53
3.5
INTERDISCIPLINARY/
ELECTIVE
BKT-1273
MORTGAGE PROCESSING CROSS SKILL
34.25
2
INTERDISCIPLINARY/
ELECTIVE
BKT-1283
HOME EQUITY FULFILLMENT CROSS SKILL
31.625
2
BKT-BK1136
HOME EQUITY ORIGINATIONS CROSS-SKILL
COURSE
42.875
2.5
43.5
2.5
FPS-104P
FINANCIAL SOLUTIONS ADVISOR NEW HIRE
TRAINING
PCT-2584
INITIAL PROPERTY CLAIMS (IPC) - INTERNAL HIRE
IMCO-591
INITIAL AUTO CLAIMS NEW HIRE COURSE
INVESTMENT ADVICE CROSS TRAINING
01/2009241
12/2010 HOURS
01/2009114
12/2010 HOURS
01/2009160
12/2010 HOURS
01/2009160
12/2010 HOURS
01/2009120
12/2010 HOURS
01/2009160
12/2010 HOURS
01/2009160
12/2010 HOURS
01/2009184
12/2010 HOURS
01/2009160
12/2010 HOURS
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
Course
Number
Course Title
Delivery Method
IMCO-599S
LEVER 3 - FSG OPERATIONS TO SMS SURGE PLAN
PCT-2580
UP-SKILL PROPERTY (SPI) TRAINING
BKT-1184P
CONSUMER LENDING ORIGINATIONS NEW HIRE
Year Length
Hours
Credits
Recommended
Equivalency
48.75
3
INTERDISCIPLINARY/
ELECTIVE
10
0.5
27.125
1.5
01/2009128
12/2010 HOURS
01/2009184
12/2010 HOURS
01/2009160
12/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
0
0
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
DAY 1 INTRO TO USAA BANK
CT 1.1
XCO-194
BF 1.1
COURSE INTRODUCTION
DETERMINING ELIGIBLITY FOR USAA MEMBERSHIP
BANK FOUNDATIONS
NON-ACADEMIC
BF 1.2
BANK PRODUCTS AND SERVICES
CLASSROOM
01/20092
12/2010 HOURS
BKT-1178
CL END-TO-END
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
XCO-167
USAA PROCEDURES
DAY 2 NEEDS ANALYSIS/ ASSESSMENT
CLA PROCESS
XC0-166
NEEDS ANALYSIS
FINANCING FUNDMENTALS
ADVISE & CLOSE CONSUMER LOANS DEBRIEF (*)
DETERMINE MEMBERS PRODUCT NEEDS DEBRIEF
XCO-213
VALUE STATEMENTS
DAY 3 PRE-LOAN ORIGINATION
XCO-184
XCO-195
XCO-225
XCO-173
VERIFY MEMBER
VERIFY MEMBER IN PORTAL
AUTHENTICATE MEMBER IN PORTAL
PORTAL BASICS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
BKT-1190
MAKE EVERY CALL COUNT
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-218
COMPETITIVE SOLUTIONS TOOLS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
XCO-235
KNOW CAR BUYING SERVICE
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
TOTAL LOSS PROTECTION
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 4 LOAN ORIGINATION
LT2.1
COMPLIANCE REGULATIONS
CONSUMER LENDING BASICS
AUTO LOAN APPLICATION BRIEF (**)
LTV AND EQUITY DEBRIEF
COMPLETE AN APPLICATION IN CLA
XCO-185
SETTING MEMBERS EXPECTATIONS
DAY 5 ORIGINATION ASSESSMENT & OBSERVATION
XCO-171
IDENTIFYING LIFE EVENTS AND REFERRALS
ORIGINATE A COMSUMER LOAN ROLE PLAY
ASSESSMENT
ORIGINATE A CONSUMER LOAN PILOT/ CO-PILOT
BKT-1177
UNDERWRITING BASICS
SELF-PACED
01/200912/2010 1 HOUR
XCO-168
CALL CALIBRATION
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
COUNTER OFFERS DEBRIEF
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CONSUMER LOAN NON-APPROVALS DEBRIEF
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 6 NON-APPROVAL, TITLES, AND DEBT PROTECTION
XCO-172
TRACKING LIFE EVENTS AND REFERRALS
Course
Number
BKT-1247
BKT-1187
BKT-1221
BKT-1286
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
TRUTH IN LENDING
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLA TITLE BRIEF
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CL DEBT PROTECTION
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FINISH FINALIZE AND CONSUMER LOAN BRIEF
CLASSROOM
01/20095
12/2010 HOURS
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FULFILLMENT TOUR (EXPECT REGINAL OFFICES)
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093
12/2010 HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DUAL POSSESSION CLA (MEMBER AND MSR)
EXTEND VEHICLE PROTECTION
DAY 7 E-SIGN AND FINALIZE
E-SIGN
XCO-163
XCO-220
SHADOW MEMBERS
CLICK-TO-CALL
BEGIN FINALIZE A CONSUMER LOAN BRIEF
DAY 8 FINALIZE
FINALIZE A CONSUMER LOAN ROLE PLAY
ASSESSMENT
FINALIZE A CONSUMER LOAN PILOT/CO-PILOT
CONTINUE FINALIZE A CONSUMER LOAN BRIEF
DAY 9 FINALIZE & FULFILLMENT
DAY 10 SELF SERVICE & DEPOSIT ACCOUNTS
XCO-181
USAA.COM
XCO-182
XCO-193
VOICELINE
ENTERPRISE PRIMARY BANKING PACKAGE
DAY 11 TELEPHONE, UTILITIES, AND QM ASSESSMENT
3
Course
Number
CT2.5
CT6.1
CT4.4
BKT-1248
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
IEX
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PROCESS MEMEMBER INQUERIES DEBRIEF
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM / LAB
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20094.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
ICR/ECA/TELEPHONE
TOOLS & UTILITIES
HE AND CONSUMER LENDING LATE CHARGES
CUMULATIVE ASSESSMENT (QM)
DAY 12 CALL CALIBRATION AND LIVE WORK
CALL CALIBRATION REVIEW
LIVE WORK
DAY 13 LIVE WORK
LIVE WORK
DAY 14 LIVE WORK
LIVE WORK
DAY 15 LIVE WORK
LIVE WORK
DAY 16 LIVE WORK
LIVE WORK
DAY 17 LIVE WORK
LIVE WORK
DAY 18 CERTIFICATION
CERTIFICATION
CERTIFICATION
Course
Number
Course Title
CERTIFICATION
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/2009216
12/2010 HOURS
62.25
4
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.20
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
CERTIFICATION
CERTIFICATION
BKT-1208P
MORTGAGE ORIGINATIONS NEW HIRE TRAINING
DAY 1
VIRTUAL MACHINE INTRODUCTION
CT1.1
CT6.2
CT2.5
CT6.1
XCO-167
XCO-194
XCO-184
XCO-225
COURSE INTRODUCTION
MS OUTLOOK
ICR/ECA TELEPHONE
IEX
USAA PROCEDURES
ELIGIBLITY GUIDELINES
VERIFY MEMBER
AUTHENTICATE CALLER
XCO-171
IDENTIFYING LIFE EVENTS / REFERRALS
CLASSROOM
01/2009.5
12/2010 HOURS
XCO-181
USAA.COM
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
XCO-182
DAY 2
VOICELINE
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
BF1.1
BANK FOUNDATIONS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BF1.2
BANK PRODUCTS & SERVICES
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CALCULATE LOAN-TO-VALUE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
IDENTIFY MORTGAGE PRODUCTS
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
MOVER'S ADVANTAGE PROGRAM
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DETERMINING LOAN TO VALUE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INTERPRETING USAA PRODUCT GUIDELINES
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
VALUE STATEMENTS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELLING THE VALUE
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOAN BASICS
DAY 3
BKT-1160
MORTGAGE END-TO-END
MORTGAGE ORIGNATION PROCESS
CT1.2
BKT-1177
BKT-1216
USAA REQUIRED COURSES (COMPLIANCE)
UNDERWRITING BASICS
MORTGAGE ORIGINATIONS JOB OVERVIEW
ADMINISTRATIVE SET-UP FOR LIVE WORK
DAY 4
BKT-1215
INTERPRET THE RATE SHEET
BKT-1223
QUOTE AND CALCULATOR
DAY 5
BKT-1188
XCO-218
XCO-213
TRUTH-IN-LENDING MORTGAGE
COMPETITIVE SOLUTIONS TOOL
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
XCO-166
NEEDS ANALYSIS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-189
MAKING EVERY CALL COUNT
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-185
SETTING EXPECTATIONS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20095
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FINISH BEGIN A MORTGAGE LOAN APPL
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CUMULATIVE ASSESSMENT (RECOMMEND A
PRODUCT) AND ROLE PLAY
CLASSROOM
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
UNDERWRITING REVIEW
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
START UNDERWRITING - EMPLOYMENT AND
INCOME
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 9
FINISH UNDERWRITING -EMPLOYMENT AND
INCOME
CLASSROOM
01/20093.75
12/2010 HOURS
3.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
UNDERWRITING - ASSETS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
START UNDERWRITING - ANALYZING A CREDIT
REPORT
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 10
FINISH UNDERWRITING - ANALYZING A CREDIT
REPORT
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 6
START RECOMMEND A PRODUCT (MECC WKSHP)
XCO-173
XCO-195
PORTAL BASICS
DAY 7
XCO-172
UNIFI SYSTEM OVERVIEW (LOS PREFILL)
START BEGIN A MORTGAGE LOAN APPL
DAY 8
Course
Number
Course Title
Delivery Method
Year Length
Hours
CLASSROOM
01/2009.5
12/2010 HOURS
CLASSROOM
01/20093
12/2010 HOURS
LOAN REVIEW - CASE STUDIES
CLASSROOM
CUMULATIVE ASSESSMENT (CONVENTIONAL
UNDERWRITING) - (LOCATED WITHIN CASE
STUDIES SPLASH PAGE)**
PRESENT/PROPOSED QUIZ
Equivalency
0
NON-ACADEMIC
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
LOS PRACTICE - PRE-APPROVALS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOS PRACTICE - CCB CONVERSATION
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FACILITATOR-LED DEMO - SUBORDINATE
FINANCING (PM2)
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
REFINANCE BASICS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 13
CONDUCTING A NEEDS ANALYSIS FOR A
REFINANCE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FACILITATOR LED DEMO - REFINANCE WITH NO
CASH OUT
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOS PRACTICE - REFINANCE WITH CASH OUT
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
START LOS PRACTICE - REFINANCE WITH
SUBORDINATE FINANCING
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CASH-OUT REFINANCE (TX 101)
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 14
FINISH LOS PRACTICE - REFINANCE WITH
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HASP
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MORTGAGE COMPLIANCE PHASE 1
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
DESKTOP UNDERWRITING
0
Credits
Recommended
DAY 11
NON-APPROVAL
DAY 12
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLOSING
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Y SME/ FACILITATOR Y-CORD
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Y SME/ FACILITATOR Y-CORD
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
JUMBO LOANS
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CALL CALIBRATION
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20095.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 15
XCO-168
XCO-163
SHADOW MEMBERS
DAY 16
CT4.4
BKT-1249
XCO-220
TOOLS AND UTILITIES
APPLY
CLICK TO CALL
LIVE WORK
DAY 17
LIVE WORK
DAY 18
LIVE WORK
DAY 19
LIVE WORK
DAY 20
LIVE WORK
REFINANCE KNOWLEDGE ASSESSMENT
DAY 21
CERTIFICATION
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 22
CERTIFICATION
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/2009162
12/2010 HOURS
42.875
2.5
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.2
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 23
CERTIFICATION
DAY 24
CERTIFICATION
DAY 25
CERTIFICATION
DAY 26
CERTIFICATION
DAY 27
CERTIFICATION
BKT-1262P
HOME EQUITY SERVICING (HES) NEW HIRE
DAY 1
WELCOME-HE INTRODUCTION
CT 1.1
CT2.5
CT6.1
XCO-167
XCO-194
XCO-184
XCO-225
COURSE INTRODUCTION
ICR/ECA, TELEPHONE (AND SIM)
IEX
USAA PROCEDURES
DETERMINE ELIGIBILITY
VERIFY MEMBER - (KNOW)
AUTHENTICATE CALLER
DAY 2
Course
Number
XCO-171
Course Title
Delivery Method
IDENTIFY LIFE EVENTS AND REFERRALS
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
NON-ACADEMIC
XCO-181
HOW MBRS DO BUSINESS THROUGH USAA.COM
SELF-PACED
01/20091.5
12/2010 HOURS
XCO-182
HOW MBRS DO BUSINESS THROUGH VOICELINE
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-168
CALL CALIBRATION
BANK FRAUD AWARENESS (SAI GLOBAL)
DAY 3
BF1.1
BANK FOUNDATION
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BF1.2
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
XCO-193
PRIMARY BANK PACKAGE
EDUCATED MBRS ON CHECKING AND SAVING
ACCT
EDUCATE MBRS ON CREDIT CARDS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
HES 3.1
DAY IN THE LIFE OF AN HE SERVICING
REPRESENTATIVE
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
HES 3.2
START LOAN PRODUCTS AND SVCS
-
DAY 4
HES 3.2
XCO-173
XCO-163
FINISH LOAN PRODUCT & SVCS
PORTAL BASICS
SHADOW MEMBERS
XCO-195
VERIFY MEMBER IN PORTAL - (TOOLS)
SELF-PACED
01/2009.75
12/2010 HOURS
XCO-174
ENTERPRISE WORKLIST
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
XCO-172
CT4.4
TOOLS AND UTILITIES
DAY 5
BKT-1189
TRUTH-IN-LENDING
Course
Number
XCO-166
HES 3.01
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
NEEDS ANALYSIS HUDDLE
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SYSTEM ACCESS - SETUP
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NEEDS ANALYSIS
DETERMINE EQUITY
DAY 6
HES 3.3
FUNDING
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.4
ALL ABOUT INTEREST RATE
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.18
RATE RETENTION
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.5
START LOAN DOCUMENTS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FINISH LOAN DOCUMENTS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BSC SYSTEMS OVERVIEW
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
AUTOMATIC PAYMENT PLAN
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ROLE PLAY ASSESSMENT 1
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 7
HES 3.5
FIDELITY SYSTEMS OVERVIEW
XCO-185
HES 3.6
HES 3.7
LOAN STATEMENTS
AVAILABLE PAYMENT OPTIONS
DAY 8
HES 3.8
HES 3.10
PRINCIPAL PAYMENTS
DAY 9
HES 3.10
PRINCIPAL PAYMENTS
Course
Number
HES 3.12
BKT-1248
Course Title
LATE PAYMENTS
LATE CHARGES
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/20092.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20095
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20093.50
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 10
HES 3.9
HES 3.13
ONE TIME PAYMENTS
DUE DATE CHANGES
DAY 11
HES 3.14
BACKDATE A PAYMENT
PILOT/ CO-PILOT
DAY 12
HES 3.15
OVERPAYMENT PROCESS
QUESTIONMARK ASSESSMENT 1
HES 3.17
HELOC ADVANCES
DAY 13
HES 3.23
HELOC RATE LOCKS
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.21
HELOC CONVENIENCE CHECKS
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 14
HES 3.19
HELOC FREEZE
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.20
HE LIEN MAINTENANCE
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.24
PAYOFF QUOTE
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 15
QUESTIONMARK ASSESSMENT 2
ROLE PLAY ASSESSMENT 2
PILOT/ CO-PILOT
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 16
HES 3.25
SCRA OPPORTUNITIES
CLASSROOM
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.27
HE OTHER INSURANCE TOPICS
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HES 3.28
INTEREST INFO ON HE LOANS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20094.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/2009200
12/2010 HOURS
27.75
1.5
INTERDISCIPLINARY/
ELECTIVE
DAY 17
XCO-220
CLICK TO CALL
LIVE WORK
DAY 18
LIVE WORK
DAY 19
LIVE WORK
DAY 20
LIVE WORK
DAY 21
LIVE WORK/CERTIFICATION
DAY 22
DAY 23
DAY 24
DAY 25
BKT-1263
MORTGAGE PROCESSING NEW HIRE TRAINING
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 1
CT1.1
CT6.2
CT2.5
XCO-167
XCO-171
XCO-181
XCO-182
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
COURSE INTRODUCTION
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
UNDERWRITING BASICS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SAI GLOBAL ANTI-MONEY LAUNDERING
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MORTGAGE END-TO-END
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
MS OUTLOOK
ICR/ECA TELEPHONE
USAA PROCEDURES
IDENTIFY LIFE EVENTS & REFERRALS
HOW MBRS DO BUSINESS WITH USAA.COM
HOW MBRS DO BUSINESS WITH VOICELINE
DAY 2
XC0-168
CALL CALIBRATION
LOAN BASICS
BKT-1177
BKT-1160
MORTGAGE BASICS
BKT-1215
DAY 3
BKT-1188
TRUTH-IN-LENDING
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PROCESSING END-TO-END
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MEMBER MESSAGING
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
REVIEWING MORTGAGE DOCUMENTS
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.25
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 4
INTRODUCTION TO INSURANCE
VERIFYING INSURANCE COVERAGE
EVALUATING A CREDIT REPORT
ANALYZING DESKTOP UNDERWRITING FINDINGS
ADMINISTRATIVE SET-UP FOR LIVE WORK
PREPARING FOR THE INTRODUCTION CALL
DAY 5
XCO-173
XCO-195
XCO-172
XCO-218
XCO-213
PORTAL BASICS
VERIFY MEMBER-PORTAL
VALUE STATEMENTS
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
START TOOLS: PREPARING FOR THE
INTRODUCTION CALL
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 6
FINISH TOOLS: PREPARING FOR THE
INTRODUCTION CALL
PRACTICAL
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
APPLY OVERVIEW
XCO-185
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093.25
12/2010 HOURS
0
0
NON-ACADEMIC
Y-CORD
PRACTICAL
01/20093.25
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 8
MAKING THE INTRO CALL: CUMULATIVE
ASSESSMENT
PRACTICAL
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
TOOLS: VERIFYING INCOME AND EMPLOYMENT
PRACTICAL
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 9
FINISH TOOLS: VERIFYING INCOME AND
EMPLOYMENT
PRACTICAL
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20094.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
START MAKING THE INTRO CALL
DAY 7
TOOLS: MAKING THE INTRO CALL
VERIFYING INCOME AND EMPLOYMENT
VERIFYING ASSETS
TOOLS: VERIFYING ASSETS
APPROVING THE VALUATION
REVIEWING THE APPLICATION PKG
DAY 10
LOAN APPROVAL FOLLOW-UP
CUMULATIVE ASSESSMENT PRACTICE
DAY 11
APPROVING THE LOAN: CUMULATIVE ASSESSMENT
PREPARE FOR CLOSING
CALCULATING A HUD-1 SETTLEMENT STATEMENT
START HUD-1 FOLLOW-UP WITH MBR
DAY 12
Course
Number
Course Title
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
COMPLETING THE LOAN PROCESS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRIORITIZING WORK
CLASSROOM
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PROCESSING MORTAGE LOANS: PRACTICE
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ICR/ECA TELEPHONE (AND SIM)
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
PRACTICAL
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20090.75
12/2010 HOURS
0
0
TOO FEW HOURS
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
FINISH HUD-1 FOLLOW-UP WITH THE MEMBER
CT2.5
Delivery Method
DAY 13
PILOT/ CO-PILOT
DAY 14
PROCESSING MORTGAGE LOANS: ASSESSMENT
REFINANCING A SINGLE MORTGAGE
TOOLS: REFINANCING A SINGLE MORTGAGE
DETERMINING REFINANCE ELIGIBLITY AND
MULTIPLE MORTGAGE
TOOLS: DETERMINING REFINANCE ELIGIBLITY
WITH MULTIPLE MORTGAGES
DETERMINING THE BEST REFINANCE SOLUTION
PROCESSING A REFINANCE: PRACTICE
DAY 15
FINISH PROCESSING A REFINANCE: PRACTICE
DAY 16
PROCESSING A REFINANCE: ASSESSMENT
XCO-166
NEEDS ANALYSIS
XCO-189
MAKE EVERY CALL COUNT
CLASSROOM
01/200912/2010 1 HOUR
XCO-163
SHADOW MEMBERS
CLASSROOM
01/2009.75
12/2010 HOURS
Course
Number
Course Title
START INTRODUCTION TO VA LOANS
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/2009200
12/2010 HOURS
1.5
INTERDISCIPLINARY/
ELECTIVE
DAY 17
FINISH INTRODUCTION TO VA LOANS
VA UNDERWRITING GUIDELINES
VA REFINANCE
PREP FOR LIVE WORK
DAY 18
LIVE WORK
DAY 19
LIVE WORK
DAY 20
LIVE WORK
DAY 21
CERTIFICATION
DAY 22
CERTIFICATION
DAY 23
CERTIFICATION
DAY 24
CERTIFICATION
DAY 25
CERTIFICATION
BKT-1054
DEPOSIT SERVICING NEW HIRE FOR 3RD PARTY
DAY 1
24.5
Course
Number
CT 1.1
Course Title
COURSE INTRODUCTION
- BANK SENIOR MGMT INTRO
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
CT 1.2
USAA REQUIRED COURSES (COMPLIANCE)
CLASSROOM
01/2009.5
12/2010 HOURS
CT 2.5
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CT 6.1
CT 4.1 (XCO167)
XCO-194
XCO-184
IEX
USAA PROCEDURES
VERIFY MEMBER
DAY 2
XCO-171
IDENTIFYING LIFE EVENTS
XCO-181
USAA.COM
XCO-182
VOICELINE
BF 1.1
START BANK FOUNDATIONS
DAY 3
BF 1.1
FINISH BANK FOUNDATIONS
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BF 1.2
BANK PRODUCTS AND SERVICES
SELF-PACED
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 4
XCO-168
XCO-185
DS 2.1
CALL CALIBRATION
SETTING MEMBERS EXPECTATIONS
DAY IN THE LIFE OF A DS REP
XCO-173
PORTAL BASICS
SELF-PACED
01/20091.5
12/2010 HOURS
XCO-195
SELF-PACED
01/2009.75
12/2010 HOURS
Course
Number
XCO-225
Course Title
Delivery Method
AUTHENTICATE CALLER
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20090.2
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
XCO-163
SHADOW MEMBERS
SELF-PACED
01/2009.75
12/2010 HOURS
XCO-172
TRACKING LIFE EVENTS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 5
XCO-166
NEEDS ANALYSIS / PROBLEM SOLVING
SELF-PACED
01/20091
12/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DS 3.13
EDUCATE MEMBERS ON DEPOSIT PRODUCTS
SELF-PACED
01/20095
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091
12/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
START PRIMARY BANKING PACKAGE:
EDUCATE MBRS ON CHECKS/SAVINGS
OPEN A CREDIT CARD
-OPEN A CHECK/SAVINGS ACCT
-
DAY 6
FINISH PRIMARY BANKING PACKAGE:
EDUCATE MBRS ON CHECKS/SAVINGS
OPEN A CREDIT CARD
-OPEN A CHECK/SAVINGS ACCT
DS 3.16
BKT-1199
-
CDS & IRAS
FDIC
DAY 7
PRIMARY BANKING PKG ASSESSMENT
(KNOWLEDGE AND PERFORMANCE)
KUP LESSON 1 BUILDING RAPPORT WITH
PURPOSE
BEGIN KUP LESSON 2 ASK RELEVANT QUESTION
DAY 8
FINISH KUP LESSON 2 ASK RELEVANT QUESTIONS
KUP LESSON 3 PERSONALIZE FEATURES AND
BENEFITS
KUP LESSON 4 ASK FOR THE BUSINESS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
KUP LESSON 5 HANDLE OBJECTIONS
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KUP LESSON 6 CUMULATIVE ROLE PLAY
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20093.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 9
PRIMARY BANKING PKG TOOL ASSESSMENT
DS 3.19
ATM / DEBIT
DS 3.20.1
MOVING MONEY - FUND TRANSFER/CASH
ADVANCE
DAY 10
DS 3.20.3
DS 3.20.4
DS 3.20.6
DS 3.20.2
MOVING MONEY - OFFICIAL CHECKS
MOVING MONEY - PAY USAA BILLS
MOVING MONEY - FUND AVAILABLITY
BEGIN MOVING MONEY - WIRES
DAY 11
DS 3.20.2
DS 3.20.5E
FINISH MOVING MONEY - WIRES
MOVE MONEY - REMOTE DEPOSIT
DS 3.22
STOP PAYMENTS
SELF-PACED
01/200912/2010 1 HOUR
DS 3.21
ACE
SELF-PACED
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 12
DS 3.23
NSF INQUIRIES
PAY BILLS/ CASH ADVANCE NSF ASSESSMENT
(PERFORMANC)
CUMULATIVE ASSESSMENT (KNOW)
DS 3.18
DS 3.24
ODOCK
START ACCOUNT STATUS AND MAINT
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 13
DS 3.24
FINISH ACCOUNT STATUS AND MAINT
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
DS 3.26
WORK ITEMS
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
DS 3.25
ACCOUNT RETENTION
DAY 14
CT4.4
TOOLS & UTILITIES
FACILITATOR DEMO
DS 3.27
CT2.6
CALL CALIBRATION
ISSUE A MEMBER NUMBER
DAY 15
PAY BILLS/ CASH ADVANCE NSF ASSESSMENT
(TOOL)
LOST DEBIT CARD ASSESSMENT (TOOL)
CUMULATIVE ASSESSMENT (TOOL)
ACM DEMO
DAY 16
Y-CORD
CLICK TO CALL
DAY 17
LIVE WORK
DAY 18
LIVE WORK
DAY 19
LIVE WORK
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 20
LIVE WORK
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/2009200
12/2010 HOURS
19.45
1
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.15
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 21
CERTIFICATION
DAY 22
CERTIFICATION
DAY 23
CERTIFICATION
DAY 24
CERTIFICATION
DAY 25
CERTIFICATION
BKT-CCO22P
CREDIT CARD SERVICING NEW HIRE COURSE
DAY 1
COURSE INTRODUCTION
CT 1.2
CT 2.5
CT 6.1
CT 4.1 (XCO167)
CT 2.4 (XCO194)
USAA REQ'D COURSES (COMPLIANCE) (SAI
GLOBAL)
ECA / TELEPHONE AND SIM
IEX
USAA PROCEDURES
DAY 2
CT 2.2 (XCO184)
CT 2.3 (XCO171)
VERIFY MEMBER
IDENTIFY LIFE EVENTS
Course
Number
Course Title
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
TRAINING SYSTEM CHECK
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
START BANK FOUNDATION
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BANK SENIOR MGMT INTRODUCTION
BF 1.1
Delivery Method
DAY 3
BF 1.2
SELF-PACED
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-181
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.2
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NEEDS ANALYSIS HUDDLE
CLASSROOM
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
PRIMARY BANKING PACKAGE - EDUCATE
MEMBERS ON USAA CREDIT CARDS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
XCO-182
DAY 4
CCS 2.1
CT 2.7 (XCO168)
BKT-1186
CT 2.1 (XCO173)
CT 2.2 (XCO195)
XCO-225
CT 2.3 (XCO172)
YOUR ROLE
CALL CALIBRATION
TRUTH-IN-LENDING
PORTAL BASICS
AUTHENTICATE CALLER
TRACKING LIVE EVENTS
PRODUCTION SYSTEM CHECK
DAY 5
XCO-218
XCO-166
CT 5.1 ((XCO193)
NEEDS ANALYSIS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
KUP LESSON 1, BUILD RAPPORT WITH PURPOSE
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
START KUP LESSON 2, ASK RELEVANT QUESTIONS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KUP LESSON 4, ASK FOR THE BUSINESS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KUP LESSON 5, HANDLE OBJECTIONS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KUP LESSON 6, CUMULATIVE ROLE PLAY
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 6
FINISH KUP LESSON 2 ASK RELEVANT QUESTIONS
KUP LESSON 3, PERSONALIZE FEATURES AND
BENEFITS
DAY 7
CCS 3.3
PROVIDE FOR MEMBERS CREDIT CARD NEEDS
CCS 3.4
EXPLAIN USAA CREDIT CARD BENEFITS TO
MEMBERS
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.5
EDUCATED MEMBERS ON TERMS, FEES AND
CONDITIONS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.5
DAY 8
EDUCATED MEMBERS ON TERMS, FEES AND
CONDITIONS CONT'D
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
GROUP PRESENTATIONS FOR CCS 3.3 - CCS 3.6
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.7
EDUCATE MEMBERS ON DEBT PROTECTION PLAN
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.8
PROTECT MEMBER'S CREDIT WITH CREDITCHECK
MONITORING
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
Q IS THE A GAME
XCO-185
SETTING MEMBER EXPECTATIONS
DAY 9
CCS 3.10
CCS 3.3
CALL CALIBRATION
PROVIDE FOR MEMBERS CREDIT CARD NEEDS
Course
Number
Course Title
CCS 3.4
EXPLAIN USAA CREDIT CARD BENEFITS TO
MEMBERS
CCS 3.5
EDUCATE MEMBERS ON TERMS, FEES AND
CONDITIONS
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
ISSUING CREDIT CARD APPLICATIONS (INCLUDES
CCS 3.11 (BKT- CREDIT CARD ACT APPLICATION UNDER THE AGE
OF 21)
1277)
SELF-PACED
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CCS 3.12
EXPLAIN CREDIT DECISIONS
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 11
GROUP KEY POINTS/FLIP CHART (CCS 3.11 - CCS
12)
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 10
CCS 3.7
EDUCATE MEMBERS ON DEBIT PROTECTION PLAN
CT 5.1 ((XCO193)
PRIMARY BANKING PACKAGE - OPEN A CREDIT
CARD
SELF-PACED
01/200912/2010 1 HOUR
CCS 3.11
ISSUING CREDIT CARD APPLICATIONS (TOOLS)
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CCS 3.12
EXPLAINING CREDIT DECISIONS
SELF-PACED
01/20091.5
12/2010 HOURS
CCS 3.9
DAY 12
ADVISE MEMBERS OF CONVENIENCE CHECK
OPTIONS
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.13
PROVIDE CREDIT CARD SOLUTIONS
BKT-1220
CREDIT CARD BALANCE TRANSFER
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.14
HELPING MEMBERS UNDERSTAND THEIR
STATEMENTS AND BILLS
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.14
DAY 13
HELPING MEMBERS UNDERSTAND THEIR
STATEMENTS AND BILLS
SELF-PACED
01/20092.4
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093.05
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.17
EDUCATE MEMBERS ON PAYMENT
DAY 14
CCS 3.15
CCS 3.16
SERVICING MEMBER'S CREDIT CARD NEEDS
RETAINING MEMBERS
Course
Number
CT 7.1 (XCO161)
Course Title
MEMBER MARKETING TOOL
LAST ONE STANDING (LIGHTING ROUND)
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 15
DEBRIEF
CUMULATIVE PRODUCTION ASSESSMENT
(KNOWLEDGE AND PERFORMANCE)
CT 3.2 (XCO163)
SHADOW MEMBERS
SELF-PACED
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.9
OPTIONS
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
CCS 3.9
DAY 16
OPTIONS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.9
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093.15
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.4
12/2010 HOURS
1.4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CCS 3.13
PROVIDE CREDIT CARD SOLUTIONS
CCS 3.14
HELP MEMBERS UNDERSTAND THEIR STATEMENT
AND BILLS
CCS 3.17
EDUCATE MEMBERS ON PAYMENT
DAY 17
CCS 3.15
CCS 4.1
SERVICING MEMBER'S CREDIT CARD NEEDS
ACCOUNT MAINTENANCE
DAY 18
CCS 4.1
ACCOUNT MAINTENANCE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CT 5.1 ((XCO193)
PRIMARY BANKING PACKAGE:
- EDUCATE MBRS ON CHECKING/SAVING
-OPEN A CHECKING/SAVINGS
SELF-PACED
01/20091.15
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.45
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CT 2.6
CT 4.4
XCO-220
TOOLS & UTILITIES
CLICK TO CALL
Course
Number
Course Title
Y CORDING
Y CORDING DEBRIEF
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
51.125
3
INTERDISCIPLINARY/
ELECTIVE
DAY 19
LIVE WORK
DAY 20
LIVE WORK
DAY 21
CERTIFICATION
DAY 22
CERTIFICATION
DAY 23
CERTIFICATION
DAY 24
CERTIFICATION
DAY 25
CERTIFICATION
BKT-HO164
HOME EQUITY ORIGINATIONS NEW HIRE COURSE
CT 1.1
COURSE INTRODUCTION
CT 6.1
CT 4.1 (XCO167)
XCO-194
XCO-184
XCO-218
IEX
USAA PROCEDURES
VERIFY MEMBER
COMPETITIVE ANALYSIS TOOL
SELF-PACED
01/2009184
12/2010 HOURS
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
Course
Number
XCO-171
XCO-181
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 2
XCO-182
XCO-168
BF 1.1
BF 1.2
CALL CALIBRATION
BANK FOUNDATIONS
DAY 3
BF 1.5
BANK COMPLIANCE
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-193
PRIMARY BANK PACKAGE
-EDUCATED MBRS ON CHECKING AND SAVING
ACCT
-EDUCATE MBRS ON CREDIT CARDS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
HE 3.31
CALL CALIBRATION
SELF-PACED
01/20092
12/2010 HOURS
XCO-173
PORTAL BASICS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.2
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093
12/2010 HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-163
XCO-195
XCO-225
SHADOW MEMBERS
AUTHENTICATE CALLER
DAY 4
XCO-172
XCO-156
CT 4.4
HE 2.1
HE 3.01
TRACKING LIFE EVENTS/REFERRALS
MEMBER E-MAIL
TOOLS & UTILITIES
A DAY IN THE LIFE
WHAT IS EQUITY?
3
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 5
PROPERTY TYPES
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MOVERS ADVANTAGE PROGRAM
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.03
INTEREST RATES
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.04
INSTALLMENT LOANS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.16
AUTOMATED PAYMENT PLAN
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.02
DAY 6
HE 3.06
RATE LOCKS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.05
LINE OF CREDIT
SELF-PACED
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.12
PRODUCT SHEETS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DAY 7
HE 3.11
TEXAS HOME EQUITY
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.37
PRE-APPROVALS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.12.02
NEGATIVE AMORTIZATION
HE 3.10
DETERMINE THE LOAN
SELF-PACED
01/20091.25
12/2010 HOURS
HE 3.13
EVALS AND APPRAISALS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 8
HE 3.13
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.14
FLOOD AND HAZARD INS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.15
TITLE REQUIREMENTS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.17
CLOSING COSTS
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 9
Course
Number
HE 3.22
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
KUP LESSON 1 - BUILDING RAPPORT WITH
PURPOSE
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KUP LESSON 2 - ASK RELEVANT QUESTIONS
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KUP LESSON 3 - PERSONALIZE FEATURES AND
BENEFITS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 10
BENEFITS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BENEFITS
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KUP LESSON 6 - CUMULATIVE ROLE PLAY
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FINISH DTI, INCOME, EMPLOY, ASSETS
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
VERBAL ROLE PLAY
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
START DTI, INCOME, EMPLOY, ASSETS
DAY 11
HE 3.22
XCO-166
XCO-185
XCO-189
XCO-213
NEEDS ANALYSIS
VALUE STATEMENTS
DAY 12
HE 3.41
HE 3.42
INITIAL ASSESSMENT (HE SOP)
ENTERING LOAN INFO IN CREDITREVUE
DAY 13
HE 3.42
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.24
CREDIT REPORTS
SELF-PACED
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.23
UNDERWRITING ASPECTS
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 14
HE 3.23
Y-CORD
DEBRIEF Y-CORD
HE 3.21
HE 3.39
REGULATIONS AND FRAUD CONTROL (INCLUDES
TIME FOR TRUTH-IN-LENDING, BKT-1189)
THE CONVERSATION
DAY 15
PRODUCT KNOWLEDGE ASSESSMENT
WRITTEN
RETURN TESTS
HE 3.26
HE 3.27
HE 3.46
LOAN DOCUMENTS
FUNDING HE LOANS
ROLE PLAY PRACTICE
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
-
DAY 16
HE 3.28
CONTROLLED PAYOFFS
HE 3.43
INCOMPLETE LOANS
CLASSROOM
01/200912/2010 1 HOUR
HE 3.44
APPROVED LOANS
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.47
LOAN TYPES W/ ADDITIONAL REQUIREMENTS
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 17
HE 3.47
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.25
LOC INCREASES
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.45
DECLINED LOANS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-174
ENTERPRISE WORKLIST
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
Course
Number
HE XXX
Course Title
CREDIT LINE DECREASES
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
0
0
TOO FEW HOURS
CLASSROOM
01/200912/2010
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20095
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
-
DAY 18
CT 2.5
XCO-220
CLICK TO CALL
LIVE WORK
DAY 19
LIVE WORK
DAY 20
LIVE WORK
DAY 21
LIVE WORK
DAY 22
LIVE WORK
DAY 23
LIVE WORK
DAY 24
LIVE WORK
DAY 25
LIVE WORK
DAY 26
CERTIFICATION
DAY 27
CERTIFICATION
DAY 28
Course
Number
Course Title
Delivery Method
CERTIFICATION
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
57.625
3.5
INTERDISCIPLINARY/
ELECTIVE
DAY 29
CERTIFICATION
DAY 30
CERTIFICATION
ASSESSMENT OVERVIEW
QUESTION MARK
FPS-104P
FINANCIAL SOLUTIONS ADVISOR NEW HIRE
TRAINING
COURSE ORIENTATION
FINGERPRINTING
USAA REQUIRED COURSES
OUTLOOK
ENTERPRISE ANTI-MONEY LAUNDERING
DEPT. EXECS MEET AND GREET
USAA INFORMATION SECURITY POLICES AND
RECORD RETENTION
IMCO-607
JOINT CODE OF ETHICS
2009 ANNUAL COMPLIANCE MEETING
SELF-PACED
01/2009288
12/2010 HOURS
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
DAY 1
EXPECTATIONS OF A MAS ADVISOR
XCO-194
USAA ELIGIBILITY GUIDELINES
PROCEDURES
XCO-166
NEEDS ANALSIS AND PROBLEM SOLVING
Course
Number
XC0-218
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
FAST
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CALCULATORS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CTAR/FPS GUIDELINES
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
COMPLIANCE BRIEFING
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
IB- IRAS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
IB-TRUSTS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 2
USAA.COM
VALUE STATEMENTS
IB-P&C PRODUCTS
USAA PRODUCTS - P&C PRODUCTS
DEBRIEF
DAY 3
IB-BANKING PRODUCTS
IB-LENDING PRODUCTS
USAA PRODUCTS - LENDING PRODUCTS
DEBRIEF
IB-RETIREMENT PLANS
DAY 4
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
ESTATE PLANNING
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
IB-MUTUAL FUNDS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
USAA PRODUCTS - MUTUAL FUNDS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 5
DEBRIEF
IB- BROKERAGE
USAA - BROKERAGE PRODUCTS
SELF-PACED
01/200912/2010 1 HOUR
ECONOMIC INDICATORS (FACILITATOR AND GUEST
SPEAKERS)
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 6
ECONOMIC INDICATORS (FACILITATOR AND GUEST
SPEAKERS)
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
IB- FINANCIAL PLANNING
CLASSROOM
01/20091 HOUR
12/2010
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
QM ASSESSMENT
CLASSROOM
USAA PRODUCTS - WEALTH MANAGEMENT
USAA PRODUCTS - MANAGED MONEY ACCOUNTS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092
12/2010 HOURS
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
IB- LIFE PRODUCTS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
USAA PRODUCTS- LIFE PRODUCTS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DEBRIEF
IB- SAVING FOR EDUCATION
DAY 7
USAA PRODUCTS- COLLEGE SAVINGS
DEBRIEF
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MILITARY BENEFITS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DEBRIEF
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DEBRIEF
DAY 8
DEBRIEF
IB- ANNUITIES
USAA PRODUCTS - ANNUITIES
DEBRIEF
DAY 9
USAA PRODUCTS - MEDICAL PRODUCTS
MILITARY BENEFITS
DAY 10
PORTAL BASICS
VERIFY MEMBER (KNOWLEDGE)
DAY 11
INITIATE CALL/ REFERRAL ACCEPTANCE
CALL CALIBRATION
CALL QUALITY CHART
EVALUATE TO ADVISE
2
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DEBRIEF
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DAY 12
PROBING QUESTIONS AND TRANSITIONAL
PHRASES
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
(ENT KUP) UNDERSTAND INDIVIDUAL NEEDS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
(ENT KUP) HOW USAA CAN HELP
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NEEDS ANALYSIS (CONTINED)
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
RECOMMEND MUTUAL FUND PRODUCTS
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ASSET ALLOCATION MODELS (CONT'D)
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ONA/RAONA
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SFA
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
GOP
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
GOP ROLE PLAY
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
(ENT KUP) OVERCOMING OBJECTIONS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
(ENT KUP) CLOSE THE BUSINESS
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MAS CALL FLOWS
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20094
12/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NEEDS ANALYSIS
DAY 13
ASSET ALLOCATION MODELS
DAY 14
DAY 15
DAY 16
MAS CALL FLOWS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20092.25
12/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EMERGENCY FUNDS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
TAX STRATEGIES
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LIVING IN RETIREMENT
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LIVING IN RETIREMENT
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
VOICE AUTHORIZATION
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20095
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DEBT MANAGEMENT
DAY 17
DAY 18
GRADED ROLE PLAYS
DAY 19
RETENTION
CTI/ENTERPRISE CALL ASSISTANT
VERIFY MEMBER (TOOL)
XCO-163
SHADOWING
XCO-164
USAA VOICELINE
SELF-PACED
01/2009.5
12/2010 HOURS
XCO-156
MEMBER E-MAIL
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ACCESS CORRESPONDENCE FROM EMAIL
DAY 20
TOOLS & UTILITIES
RETIREMENT INCOME PLANNER
2
Course
Number
Course Title
Delivery Method
Year Length
Hours
CLASSROOM
01/2009.5
12/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
2010 PRODUCT CREDIT RULES
CLASSROOM
ONLINE RETIREMENT ANALYZER (JOB AID0
0
Credits
Recommended
Equivalency
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20092
12/2010 HOURS
2
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INVESTMENT SERVICIING ACCOUNT MAINTENANCE
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INVESTMENT SERVICING - MUTUAL FUND MONEY
MOVEMENT
CLASSROOM
01/200912/2010
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 24
INVESTMENT SERVICING - MUTUAL FUND MONEY
MOVEMENT
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LISTEN ACTIVITY
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICE ACTIVITY
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CUMULATIVE ASSESSMENT
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 21
DOCUMENTUM
INVESTMENTS PORTAL
INVESTMENT SERVICING INQUIERIES
DAY 22
RESPONDING TO INVESTMENT INQUERIES
INVESTMENT SERVICING ACCOUNT MAINTENANCE
DAY 23
1.5
HOUR
DAY 25
Y-CORDING
PILOT/ CO-PILOT
DAY 26
PILOT/ CO-PILOT
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 27
LIVE WORK
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/2009231
12/2010 HOURS
45.625
3
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 28
LIVE WORK
DAY 29
LIVE WORK
DAY 30
LIVE WORK
DAY 31
LIVE WORK
DAY 32
CERTIFICATION
DAY 33
CERTIFICATION
DAY 34
CERTIFICATION
DAY 35
CERTIFICATION
DAY 36
CERTIFICATION
PCT-2584
PCT 1.1
INITIAL PROPERTY CLAIMS (IPC) - INTERNAL HIRE
COURSE INTRO
PC 2.1
WHAT IS A P&C COMPANY
SELF-PACED
01/200912/2010 1 HOUR
XCO-167
PROCEDURES
SELF-PACED
01/20091.5
12/2010 HOURS
Course
Number
PCT 2.1
PCT 3.10
Course Title
EXPECTATIONS OF A PROPERTY CLAIMS
REPRESENTATIVE
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRINCIPLES OF INSURANCE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
INSURANCE CONTRACT BASICS
SELF-PACED
01/200912/2010
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.25
HOUR
DAY 2
PCT 3.11
HO, CONDO & FIRE INSURANCE BASICS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCT 3.12
RENTERS & VPP INSURANCE BASICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-168
CALL CALIBRATION
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PC 5.1
CLAIMS INVESTIGATION BASICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCI 5.1
VERIFY THE PERSONAL PROPERTY LOSS
DAMAGES
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCI 5.1
DAY 3
VERIFY THE PERSONAL PROPERTY LOSS
DAMAGES
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.3
INVESTIGATING THE PROPERTY LOSS WITH
LIABLITY
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.2
VALIDATING PROPERTY LOSS DETAILS (RS)
SELF-PACED
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 4
PCA 5.2
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 5.2
CLAIMS FRAUD BASICS
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 6.1
EVALUATE CLAIMS BASICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 7.1
NEGOTIATE AND SETTLE CLAIMS BASICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCI 5.2
PERSONAL PROPERTY BASICS
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
TOO FEW HOURS
DAY 5
PCI 5.2
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCI 5.3
PERSONAL PROPERTY CONTRACTS DETAILS
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Course
Number
PCA 5.6
Course Title
INVESTIGATE THE PERSONAL PROPERTY LOSS
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
DAY 6
PCA 5.6
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
PCA 6.5
DEPRECIATING THE PROPERTY LOSS
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20094.75
12/2010 HOURS
4.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XACTCONTENTS TRAINING
CLASSROOM
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 6.3
EVALUATE THE PERSONAL PROPERTY LOSS
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCI 5.6
NEGOTIATE AND SETTLE THE PERSONAL
PROPERTY LOSS
SELF-PACED
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCI 5.6
DAY 8
PROPERTY LOSS
SELF-PACED
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.9
MOVING & STORAGE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.7
CUMULATIVE PERSONAL PROPERTY KNOWLEDGE
ASSESSMENT (QUESTIONMARK)
CLASSROOM
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.20
INVESTIGATE THE PERSONAL PROPERTY LOSS TOOLS
SELF-PACED
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.20
DAY 9
SELF-PACED
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.20
DAY 10
PRACTICAL
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.21
DOCUMENT AND OPEN THE PERSONAL PROPERTY
LOSS - TOOLS
SELF-PACED
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 7
CT 4.3
DOCUMENT IMAGING (PAPER-BASED)
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCI 5.22
FINALIZING THE PERSONAL PROPERTY LOSS TOOLS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PCI 5.22
DAY 11
SELF-PACED
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
Course
Number
PCI 5.24
Year Length
Hours
Course Title
Delivery Method
ASSESSMENT (ROLE PLAY ONLY)
CLASSROOM
01/20092
12/2010 HOURS
SELF-PACED
01/20092
12/2010 HOURS
SELF-PACED
SIMPLIFIED PROPERTY INSURANCE, PART 1, 2, 3,
AND 4
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 12
BUSINESS TO BUSINESS E-MAIL
XCO-164
XCO-161
USAA VOICELINE
CT 4.4
TOOLS AND UTILITIES (PAPER-BASED)
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.25
DAY IN THE LIFE OF A PROPERTY CLAIMS
REPRESENTATIVES
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.25
DAY 13
REPRESENTATIVES
SELF-PACED
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20094.25
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK - WORK LIST
DAY 14
LIVE WORK
DAY 15
LIVE WORK
PC 5.6
TREE, SHRUB & PLANT BASICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 5.7
TREE, SHRUB & PLANT CONTRACT DETAILS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 5.5
INVESTIGATE THE TREE, SHRUB & PLANT LOSS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 16
PC 5.5
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 5.8
EVALUATE, NEGOTIATE & SETTLE THE TREE
SHRUB & PLANT LOSS
SELF-PACED
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.1
VERIFYING THE DWELLING LOSS DAMAGE
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Course
Number
PC 4.1
Course Title
DWELLING BASICS
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 17
PC 4.1
DWELLING BASICS
SELF-PACED
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.5
DWG CONTRACT DETAILS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.4
INVESTIGATING THE DWG LOSS
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 18
PCA 6.2
EVALUATING THE DWG LOSS
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 71
NEGOTIATING AND SETTLING THE DWG LOSS
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.9
DAY 19
MULTIPLE EXPOSURE PROPERTY CONTRACT
DETAILS
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20093.5
12/2010 HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.7
INVESTIGATING THE WATER LOSS
IAC 10.3
MINIMIZING PROPERTY LOSSES FROM WATER
SELF-PACED
01/200912/2010 1 HOUR
PCA 5.8
INVESTIGATING THE MULTIPLE EXPOSURE
PROPERTY LOSS
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 20
PCA 5.8
INVESTIGATING THE MULTI EXPOSURE
SELF-PACED
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 6.4
EVALUATING THE MULTI EXPOSURE PROPERTY
LOSS
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 6.4
LOSS
SELF-PACED
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 7.2
NEGOTIATING AND SETTLING THE MULTI
EXPOSURE PROPERTY LOSS
SELF-PACED
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 21
PCA 8.1
CUMULATIVE KNOWLEDGE ASSESSMENT
PCA 9.20
INVESTIGATING THE ME PROPERTY LOSS - TOOLS
SELF-PACED
01/20095
12/2010 HOURS
PCA 9.21
DAY 22
DOCUMENTING AND OPENING THE ME PROPERTY
LOSS - TOOLS
SELF-PACED
01/200912/2010 1 HOUR
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PCA 9.22
FINALIZING THE ME PROPERTY LOSS - TOOLS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PCI 8.2
DAY 23
CUMULATIVE KNOWLEDGE & TOOLS ASSESSMENT
(ROLE PLAY)
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
PCA 9.23
VERIFYING THE DWELLING LOSS DAMAGES TOOLS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
IAC 10.3
MINIMIZING PROPERTY LOSSES FROM WATER TOOLS
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20094.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PCA 9.23
SIU GUEST SPEAKER
LIVE WORK
DAY 24
LIVE WORK
DAY 25
LIVE WORK
DAY 26
LIVE WORK
DAY 27
LIVE WORK
DAY 28
LIVE WORK
CERTIFICATION
DAY 29
CERTIFICATION
DAY 30
CERTIFICATION
DAY 31
Course
Number
Course Title
CERTIFICATION
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 32
CERTIFICATION
DAY 33
CERTIFICATION
PCT-PC2428P ADVANCED AUTO CLAIMS - INTERNAL
INSTRUCTOR WECLOCME
LESSON PCT1.1 COURSE INTRODUCTION
LESSON 2.4 EXPECTATIONS OF A P&C CLAIMS REP
DEBRIEF CALL QUALITY FORM AND ASSIGNMENT
GUIDELINES
PRACTICAL
01/2009184
12/2010 HOURS
33.75
2
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
LESSON 3.2 COVERAGE AVAILABLE TO OUR
MEMBERS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 2
MEMBERS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
PART A AND B DEBRIEF
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
LESSON AA3.5 PROTECTING THE FROM
UNINSURED/UNDERINSURED MOTORISTS
SELF-PACED
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
LESSON 3.6 PROTECTING THE MEMBER'S
PROPERTY
SELF-PACED
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 4
PROPERTY
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 3.3 PROTECTING THE MEMBER FROM
AUTO LIABLITY
DAY 3
PART C DEBRIEF
LESSON 3.7 PROTECTING THE MEMBER WITH
AUTO INSURANCE PROVISIONS
Course
Number
Course Title
Delivery Method
PART D AND E DEBRIEF
-COLL VS. COMP
-ROAD DMG VS. ROAD DEBRIS
A400 (WV)
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 5
LESSON 4.1 INVESTIGATING THE LOSS (GA=PR,
CALL FLOW, PARKING LOT QUESTIONS) (START
BUILD-A-CLAIM)
SELF-PACED
01/20096
12/2010 HOURS
6
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 4.5 UNDERSTANDING THE AUTO
ACCIDENT (DIAGRAMMING WEBSITE)
SELF-PACED
01/20094.25
12/2010 HOURS
4.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 6
LESSON 4.2 TAKING CARE OF THE DAMAGES
(GA=IOP SCRIPTING, APPRAISAL OPTIONS, CALLS)
(BUILD-A-CLAIM APPRAISALS)
CLASSROOM
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 4.3 TAKING CARE OF AUTO THEFT AND
FIRE (ATF) LOSSES
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DEBRIEF THE ELEMENTS OF LIABILITY
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON AA 4.6 VALIDATING AUTO LOSS DETAILS
(GA= INSTRUCTOR DEMO, STREAMLINE RS) (BUILDA-CLAIM ROLE PLAYS)
SELF-PACED
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 9
AAC INVESTIGATION KNOWLEDGE ASSESSMENT
(QUESTIONMARK)
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 4.1 INVESTIGATING THE LOSS - TOOLS
(BUILD-A-CLAIM KEY L/R)
SELF-PACED
01/20094.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
"PCT-PC2538 AUTO CONTRACT
AACN" CUMULATIVE ASSESSMENT
(QUESTIONMARK)
-
DAY 7
LESSON 4.4 THE ELEMENTS OF LIABILITY
DAY 8
DAY 10
LESSON 4.1 INVESTIGATING THE LOSS -TOOLS
LESSON 4.2 TAKING CARE OF THE DAMAGES TOOLS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
FIRE (ATF) LOSSES - TOOLS (KEY L/R IN TRAINING
SYSTEM)
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
LESSON 9.13 DOCUMENTING A CLAIM FILE AND
OPENTING COVERAGES (BUILD-A-CLAIM ASSIGN,
DOC, OPEN CVG)
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 11
AAC INVESTIGATION ASSESSMENT (ROLE PLAY)
(STARTS BUILD-A-TEST)
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 5.1 MATCHING THE DAMAGES TO WHAT
HAPPENED IN THE AUTO LOSS (GA=VEH REPL
PARTS & REPAIR PRACTICE) (BUILD-A-CLAIM
REVIEW APPRAISALS)
CLASSROOM
01/20096.25
12/2010 HOURS
6.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 5.3 RECOGNIZING FRAUDULENT CLAIMS
(TO INCLUDE GUEST SPEAKER) (GA=IS0)
SELF-PACED
01/20094.75
12/2010 HOURS
4.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 13
LESSON AA5.2 ASSESSING THE MEMBER'S
LIABILITY (GA=NEGLIGENCE, LIABILITY,
SUBROGATION)
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 14
LIABILITY
SELF-PACED
01/20092.25
12/2010 HOURS
2.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
AAC EVALUATION ASSESSMENT (CONTINUE BUILDA-TEST; PAPER-BASED THEN DOCUMENT IN ALR)
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON AA6.1 NEGOTIATION AND SETTLEMENT
SELF-PACED
01/20093.25
12/2010 HOURS
3.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DELIVERING DIFFICULT MESSAGES
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20093.25
12/2010 HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Y-CORD AND DEBRIEF
DAY 12
DAY 15
LESSON AA6.2 AN ARBITRATION OVERVIEW
LESSON 6.1 FINALIZING THE AUTO CLAIM
DAY 16
1.5
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
AAC NEGOTIATION & SETTLEMENT ASSESSMENT
(CONTINUE BUILD-A-TEST: ROLE PLAY + ENTRIES
IN ALR)
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20092.75
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 17
LESSON 4.7 IDENTIFYING MECHANICAL SYSTEM
TRIGGERS
CLASSROOM
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 9.14 DAY IN THE LIFE OF A CLAIMS
REPRESENTATIVE
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
Y-CORD AND DEBRIEF
DAY 18
Y-CORD & DEBRIEF
DAY 19
LESSON AA 4.6 VALIDATING AUTO LOSS DETAILS
LIVE WORK (NO PHONE)
DAY 20
LIVE WORK (ON THE PHONE)
DAY 21
LIVE WORK (ON THE PHONE)
DAY 22
CERTIFICATION
DAY 23
CERTIFICATION
DAY 24
CERTIFICATION
DAY 25
CERTIFICATION
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 26
CERTIFICATION
PCT-PC2487
INITIAL AUTO CLAIMS NEW HIRE COURSE
INSTRUCTOR WECOME
LESSON PCT1.1 COURS INTRODUCTION
REGION WELCOME
LESSON 2.1 WHAT IS A PROPERTY AND CASUALTY
COMPANY?
XCO-167
XCO-194
XCO-171
CT LESSON PROCEDURES (IOP AND FRONTLINE
DIGEST)
CT LESSON ELIGIBILITY
CT LESSON IDENTIFYING LIFE EVENTS
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
01/2009208
12/2010 HOURS
21.625
1
1 - INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
PRACTICAL
DAY 2
XCO-213
CT LESSON VALUE STATEMENTS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-218
CT LESSON COMPETITIVE ANALYSIS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CT LESSON VERIFY MEMBER
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 3
MEMBERS
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
MEMBERS
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
AUTO LIABLITY
SELF-PACED
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
XCO-181
CT LESSON HOW MEMBERS A USAA.COM
LESSON 2.4 EXPECTATIONS OF A P&C CLAIMS
REPRESENTATIVE
XCO-168
XCO-184
CT LESSON CALL CALIBRATION
DAY 4
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
UNINSURED MOTORIST/ UMPD
SELF-PACED
01/20091
12/2010 HOURS
0
0
NON-ACADEMIC
PROPERTY
SELF-PACED
01/20094.75
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 5
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON EK4 ASK RELEVANT QUESTIONS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON EK5 EXPLAIN FEATURES AND BENEFITS
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
1.5
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PART A DEBRIEF
UNINSURED MOTORIST/ UMPD
PART C, D, AND E DEBRIEF
(QUESTIONMARK)
-
DAY 6
LESSON EK6 HANDLE OBJECTIONS
LESSON EK7 ASK FOR THE BUSINESS
DAY 7
CT LESSON NEEDS ANALYSIS
XCO-185
CT LESSON SETTING MEMBER EXPECTATIONS
LESSON 4.1 INVESTIGATING THE LOSS
DAY 8
LESSON 4.5 UNDERSTANDING THE ACCIDENT
Course
Number
Course Title
Credits
Recommended
Equivalency
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 4.6 EXPLAINING REPLACEMENT
TRANSPORTATION
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 9
FIRE (ATF) LOSSES
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20095
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 2 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
7.1 AUTO CLAIMS CUMULATIVE KNOWLEDGE
ASSESSMENT (QUESTIONMARK AND ROLE PLAY)
XCO-195
Year Length
Hours
XCO-173
Delivery Method
CT LESSON PORTAL BASICS
DAY 10
Y-CORD AS FINAL COMPONENT TO 4.1
INVESTIGATING THE LOSS - TOOLS
DAY 11
TRANSPORTATION - TOOLS
FIRE (ATF) LOSSES - TOOLS
OPENING COVERAGES
SELF-PACED
01/20092.5
12/2010 HOURS
HAPPENED IN THE AUTO LOSS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 12
SELF-PACED
01/20094.25
12/2010 HOURS
4.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
IDENTIFYING FRAUD
SELF-PACED
01/20091.75
12/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 13
LESSON 5.3 RECOGNIZING FRAUDULENT CLAIMS:
IDENTIFYING FRAUD
SELF-PACED
01/20093
12/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20092.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 15
TRIGGERS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CT LESSON SHADOWING MEMBERS
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
LESSON CT4.3 DOCUMENT IMAGING
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON CT4.4 TOOLS & UTILITIES
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 14
7.2 CUMULATIVE ASSESSMENT
-SETTLEMENT PAYMENT ( ROLE PLAY)
Y-CORD
XCO-163
XCO-182
XCO-156
CT LESSON USAA VOICELINE
CT LESSON MEMBER E-MAIL
XCO-172
CT LESSON TRACKING LIFE EVENTS
LESSON CT2.5 CTI/ECA/TELEPHONE
DAY 16
XCO-161
CT LESSON MEMBER MARKETING TOOL
REPRESENTATIVE
DAY 17
Y-CORD
LIVE WORK (E-DOCS/WORKLIST)
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 18
LIVE WORK (E-DOCS/WORKLIST)
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 19
LIVE WORK
DAY 20
LESSON 10.1 PROPERTY COVERAGE AVAILABLE
TO OUR MEMBERS
LESSON 10.2 GATHERING PROPERTY LOSS
DETAILS FROM THE MEMBERS
LESSON 10.3 MINIMIZING PROPERTY LOSSES
FROM WATER
LESSON 10.2 GATHERING PROPERTY LOSS
DETAILS FROM THE MEMBERS - TOOLS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
FROM WATER - TOOLS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 21
FROM WATER -TOOLS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/20095.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
DAY 22
LIVE WORK
DAY 23
LIVE WORK
DAY 24
CERTIFICATION
DAY 25
CERTIFICATION
DAY 26
CERTIFICATION
DAY 27
Course
Number
Course Title
CERTIFICATION
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
41.5
2.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
1
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 28
CERTIFICATION
XCO-167
LESSON CT4.1 PROCEDURES (IOP AND FRONTLINE
DIGEST)
SELF-PACED
XCO-194
CT LESSON ELIGIBILITY
SELF-PACED
01/2009243
12/2010 HOURS
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
01/200912/2010 1.5 HOUR
SELF-PACED
01/2009.5
12/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CT LESSON CALL CALIBERATION
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DAY 3
DEBRIEF CALL QUALITY FORM AND HANDOUT
ASSIGNMENT GUIDELINES
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
PCT-PC2538P ADVANCED AUTO CLAIMES NEW HIRE
INSTRUCTOR WELCOME
CLASSROOM
LESSON PCT1.1 COURSE INTRODUCTION
COMPANY?
SELF-PACED
SELF-PACED
DAY 2
XCO-171
XCO-213
XCO-218
XCO-181
CT LESSON IDENTIFYING LIFE EVENTS
CT LESSON VALUE STATEMENTS
CT LESSON COMPETITIVE ANALYSIS TOOLS
CT LESSON HOW MEMBERS USE USAA.COM
LESSON 2.4 EXPECTATIONS OF A P&C CLAIMS
REPRESENTATIVE
XCO-168
XCO-184
XCO-184
MEMBERS
AUTO LIABILITY
Course
Number
Course Title
Delivery Method
DAY 4
AUTO LIABILITY
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20091.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
SELF-PACED
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
PART C DEBRIEF
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DAY 5
PROPERTY
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
CT LESSON SETTING MEMBER EXPECTATIONS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
BUILD-A-CLAIM)
SELF-PACED
01/20092.25
12/2010 HOURS
2.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 7
BUILD-A-CLAIM)
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 4.1 INVESTIGATING THE LOSS
SELF-PACED
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PART A AND B DEBRIEF
LESSON AA3.5 PROTECTING THE FROM
PROPERTY
DAY 6
PART D AND E DEBRIEF
-COLL VS. COMP
-ROAD DMG VS. ROAD DEBRIS
A400 (WV)
(QUESTIONMARK)
XCO-166
XCO-185
CT LESSON NEEDS ANALYSIS
DAY 8
-
Course
Number
Course Title
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/20091.25
12/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 4.2 TAKING CARE OF DAMAGES (GA/IOP
SCRIPTING, APPRAISAL OPTIONS, CALLS) (BUILD-ACLAIM APPRAISAL)
CLASSROOM
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
TRANSPORTATION (BUILD-A-TEAM)
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 9
FIRE (ATF) LOSSES
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
TOO FEW HOURS
SELF-PACED
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DEBRIEF THE ELEMENTS OF LIABILITY
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 10
LESSON AA4.6 VALIDATING AUTO LOSS DETAILS
(GA=INSTRUCTOR DEMO, STREAMLINE RS) (BUILDA-CLAIM ROLE PLAYS)
SELF-PACED
01/20094
12/2010 HOURS
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20095.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
FIRE (ATF) LOSSES
AAC INVESTIGATION KNOWLEDGE ASSESSMENT
(QUESTIONMARK)
XCO-173
Delivery Method
CT LESSON PORTAL BASICS
DAY 11
XCO-195
(BUILD-A-CLAIM KEY L/R)
DAY 12
LESSON 4.1 INVESTIGATING THE LOSS- TOOLS
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
TRANSPORTATION (ARMS) - TOOLS
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
FIRE (ATF) LOSSES - TOOLS (KEY L/R IN TRAINING
SYSTEM)
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
OPENING COVERAGES (BUILD-A-CLAIM ASSIGN,
DOC, OPEN CVG)
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 13
OPENING COVERAGES BUILD-A-CLAIM ASSIGN,
DOC, OPEN CVG.
SELF-PACED
01/20092.25
12/2010 HOURS
2.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 9.13 DEMO ASSIGNING LOSSES, TRANS
LOSSES, OPEN ADDITIONAL COVERAGE, SUB REF
& TEMPLATE, CLAD, TASK
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
HAPPENED IN THE AUTO LOSS (GA=VEH REPL
PARTS & REPAIR PRACTICE) (BUILD-A-CLAIM
REVIEW APPRAISALS)
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 15
CLASSROOM
01/20093.75
12/2010 HOURS
3.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092.75
12/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 16
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LIABILITY (GA=NEGLIGENCE, LIABILITY,
SUBROGATION)
SELF-PACED
01/20094.25
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010 1 HOUR
0
0
SELF-PACED
01/20095
12/2010 HOURS
5
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
AAC INVESTIGATION ASSESSMENT (ROLE PLAY)
(STARTS BUILD-A-TEST)
DAY 14
Y-CORD WITH ACA & DEBRIEF
DAY 17
AAC EVALUATION ASSESSMENT (CONTINUE BUILDA-TEST; PAPER-BASED THEN DOCUMENT IN ALR)
DAY 18
Course
Number
Course Title
01/2009.25
12/2010 HOURS
LESSON AA6.2 AN ARBITRATION OVERVIEW
SELF-PACED
01/200912/2010 1 HOUR
SELF-PACED
DAY 19
AAC NEGOTIATION & SETTLEMENT ASSESSMENT
(CONTINUE BUILD-A-TEST: ROLE PLAY + ENTRIES
IN ALR)
XCO-156
Equivalency
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
01/20095
12/2010 HOURS
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
0
0
TRIGGERS
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
DAY 20
TRIGGERS
SELF-PACED
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CT LESSON SHADOWING MEMBERS
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
SELF-PACED
01/20091
12/2010 HOURS
1
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CT LESSON HOW MEMBERS USE VOICELINE
CT LESSON MEMBER E-MAIL
XCO-172
0
Credits
Recommended
01/20094
12/2010 HOURS
Y-CORD WITH ACA & DEBRIEF
XCO-182
Year Length
Hours
CLASSROOM
XCO-163
Delivery Method
CT LESSON TRACKING LIFE EVENTS
LESSON CT2.5 CTI/ECA/TELEPHONE
LESSON CT4.3 DOCUMENT IMAGING
DAY 21
LESSON CT4.4 TOOLS & UTILITIES
XCO-161
CT LESSON MEMBER MARKETING TOOL
REPRESENTATIVE
DAY 22
Course
Number
Course Title
LIVE WORK - NO PHONE (WORK LIST: EDOCS, ISO,
RENTAL AND ACP)
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
PRACTICAL
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON EK5 PERSONALIZED FEATURES AND
BENEFITS
CLASSROOM
01/200912/2010 1 HOUR
0
0
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 25
RENTAL AND ACP)
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 26
RENTAL AND ACP)
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 23
LESSON AA4.6 VALIDATING AUTO LOSS DETAILS
Y-CORD WITH ACA
DAY 24
LESSON EK6 HANDLE OBJECTIONS
DAY 27
LIVE WORK - ON PHONE
DAY 28
DAY 29
DAY 30
CERTIFICATION
DAY 31
CERTIFICATION
DAY 32
Course
Number
Course Title
CERTIFICATION
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
19
1
INTERDISCIPLINARY/
ELECTIVE
DAY 33
CERTIFICATION
DAY 34
CERTIFICATION
CLASSROOM
01/2009230
12/2010 HOURS
01/20092.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON CT6.2 OUTLOOK
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 2
COMPANY?
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
USAA SPECIFIC PRODUCT INFORMATION - P&C
PRODUCTS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
PROCEDURES
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
LESSON 2.9 PROCEDURES
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.8333
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PCT-PC2454P MEMBER SERVICE REPRESENTATIVE NEW HIRE
COURSE WELCOME
LESSON CT 1.2 USAA REQUIRED COURSE
LESSON CT 2.5 (2.5.1, 2.5.2, PAGES 8-10 ONLY, 2.5.3.
2.5.4, 2.5.5 PAGES 19-26 AND 30-31)
LESSON CT 1.3 COMPUTER BASICS
XCO-168
CALL CALIBRATION
LESSON 2.8 EXPECTATIONS OF A P&C MEMBER
SERVICE REPRESENTATIVE
XCO-167
XCO-171
DAY 3
XCO-194
LESSON 2.4 P&C COMPANIES IN THE USAA GROUP
Course
Number
XCO-184
Course Title
VERIFY MEMBER
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
XCO-173
PORTAL BASICS
SELF-PACED
01/2009- 1.3333
12/2010 HOURS
XCO-225
AUTHENTICATE CALLER
SELF-PACED
01/2009.3333
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-166
XCO-218
NEEDS ANALYSIS
DAY 4
VALUE STATEMENTS
LESSON 8.1 ADJUST LIENHOLDER
MEMBERS
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
AUTO LIABILITY
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 5
AUTO LIABILITY (CONTINUED)
SELF-PACED
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
AUTO INJURY
SELF-PACED
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DAY 6
(CONTINUED)
SELF-PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
DEBRIEF WITH MANAGER OR FACILITATOR
CLASSROOM
01/2009- 1.16666
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 7
PROPERTY (CONTINUED)
CLASSROOM
01/20094.25
12/2010 HOURS
0
0
NON-ACADEMIC
PROPERTY
NEW MSR Y-CORDS WITH EXPERIENCED MSR
Course
Number
Course Title
XCO-185
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 8
AUTO INSURANCE PROVISIONS (CONTINUED)
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 4.2 EXPLORING THE MEMBER'S AUTO
RISKS
XCO-172
Delivery Method
SELF-PACED
01/20094.25
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 4.5 HELPING THE MEMBER UNDERSTAND
BILLING
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DAY 9
BILLING (CONTINUED)
CLASSROOM`
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 10
BILLING (CONTINUED)
CLASSROOM
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
TOO FEW HOURS
USAA.COM
SELF-PACED
01/2009- 1.83333
12/2010 HOURS
0
0
NON-ACADEMIC
ONLINE LESSON: ADDENING OR REPLACING
VEHICLES
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
POLICY SERVICE MGMET AS NEED
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 12
LESSON 11.1 ADD/REPLACE/DELETE VEHICLE AND
AO318 PPT (CONTINUED)
CLASSROOM
01/20096.75
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 13
LESSON 6.1 SERVICING THE MEMBER'S CHANGING
AUTO NEEDS
CLASSROOM
01/20096.5
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 4.6 PROVIDING SOLUTIONS AND SETTING
EXPECTATIONS
DAY 11
RESOLVING UW CONCERNS
XCO-181
ONLINE LESSON: VEHICLE USAGE
LESSON 11.1 ADD/REPLACE/DELETE VEHICLE
Course
Number
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009- .583333
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20094.5
12/2010 HOURS
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 5.3 CREDIT-BASED INSURANCE SCORE
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 5.4 MERIT RATING PLAN
CLASSROOM
01/20092.5
12/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NEW MSR CO-PILOT (SPEAKS) WHILE
EXPERIENCED MSR KEYS
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 5.5 ACCIDENT FORGIVENESS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 5.6 AUTO RATE SET CHART
LESSON 5.7 RESPONDING TO AUTO PREMIUM
INQUIRES
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20094
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 18
LESSON 5.7 RESPONDING TO AUTO PREMIUM
INQUIRES (CONTINUED)
CLASSROOM
01/20094.5
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON 7.1 PROBLEM RESOLUTION: EVALUATING
THE MEMBER'S BILLING INQUIRY
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 19
LESSON 7.1 PROBLEM RESOLUTION: EVALUATING
THE MEMBER'S BILLING INQUIRY
CLASSROOM
01/20093.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
TOO FEW HOURS
Course Title
Delivery Method
DAY 14
LESSON 6.1 SERVICING THE MEMBER'S CHANGING
AUTO NEEDS (CONTINUED)
CLASSROOM
01/20091.5
12/2010 HOURS
PRACTICAL
ROLE PLAY ASSESSMENT
LESSON 9.1 ONLINE DOCUMENTATION
ONLINE LESSON: WARN NOTES
ONLINE LESSON: RETURNED PAYMENTS
DAY 15
NON-PAYMENT CANCELLATION (NPC)
LESSON 5.2 WHAT MAKES AN AUTO PREMIUM?
DAY 16
DAY 17
PCT-2646
PCT-PC2500
CA FRAUD AWARENESS TUTORIAL
Course
Number
PCT-2662
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CA ONLINE TUTORIAL
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LESSON 14.1 CA AUTO STATE SPECIFIC
CLASSROOM
01/20091.5
12/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SELF-PACED
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
LESSON CT4.4 TOOLS AND UTILITIES
SELF-PACED
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
HOW MEMBERS DO BUSINESS THOUGH VOICELINE
SELF-PACED
01/2009- 1.083333
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 20
LESSON CT6.1 IEX
XCO-156
XCO-174
MEMBER E-MAIL
ENTERPRISE WORK LIST
DOC LIST AND FLEXSNAP LEARNING GUIDE
WORK LIVE MAIL
DAY 21
DEBRIEF MAIL WORK AND LIVE WORK
XCO-182
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
NEW MSR TAKES LIVE CALLS (SPEAKS AND KEYS)
WITH EXPERIENCED MSR
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
PCT-2682
DAY 22
FLORIDA UNLICENSED AUTO STATE SPECIFICS
TRAINING
CLASSROOM
01/20092
12/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-163
SHADOWING
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
DECLINE TOOL 6/15/09 FLD
CLASSROOM
01/2009.25
12/2010 HOURS
0
0
NON-ACADEMIC
SHOW STUDENT HOW TO LOOK UP CLAIMS
REPRESENTATIVE ASSIGNED TO MEMBER'S CLAIM
CLASSROOM
01/2009.25
12/2010 HOURS
0
0
NON-ACADEMIC
XCO-161
LESSON CT2.5 (2.5.5 AND 2.5.6)
XCO-220
CLICK TO CALL
Course
Number
Course Title
LIVE WORK
DEBRIEF LIVE WORK
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/2009.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.75
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20096.75
12/2010 HOURS
0
0
NON-ACADEMIC
DAY 23
LIVE WORK
DEBRIEF LIVE WORK
DAY 24
LIVE WORK
DEBRIEF LIVE WORK
DAY 25
LIVE WORK
DEBRIEF LIVE WORK
DAY 26
LIVE WORK
DEBRIEF LIVE WORK
DAY 27
CERTIFICATION
DAY 28
CERTIFICATION
DAY 29
CERTIFICATION
DAY 30
CERTIFICATION
DAY 31
CERTIFICATION
Course
Number
IMCO-592P
Course Title
INVESTMENT ADVICE NEW HIRE TRAINING
COURSE ORIENTATION
IMCO 607
IMCO-FI530
Delivery Method
SELF-PACED
Year Length
Hours
01/2009296
12/2010 HOURS
.5
01/200912/2010 HOURS
2009 INVESTMENT CODE OF ETHICS
SELF-PACED
ENTERPRISE ANTI-MONEY LAUNDERING (SAI
GLOBAL)
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
USAA INFORMATION SECURITY POLICIES &
RECORD KEEPING
SELF-PACED
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
54.5
3.5
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 1
CT 1.1
INTRODUCTION - ORIENTATION TO LPS
CLASSROOM
XCO-167
PROCEDURES
SELF-PACED
FAST
CLASSROOM
IMCO IOP
SELF-PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIFE EVENTS
SELF-PACED
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
EXPECTATIONS OF A LIFE/ INVESTMENT
REPRESENTATIVE
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 2
XCO-194
USAA ELIGIBILITY GUIDELINES - KNOWLEDGE
(CONTINUED)
SELF-PACED
XCO-218
SELF-PACED
MILITARY BENEFITS:
-MILITARY PENSIONS
-MILITARY LIFE INSURANCE
- MILITARY HEALTH CARE
-TAX AND THE MILITARY
-CIVIL RELIEF
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010
SELF-PACED
5
HOURS
DAY 3
XCO-166
XCO-192
NEEDS ANALYSIS
SELF-PACED
IB-BANKING PRODUCTS
SELF-PACED
SELF-PACED
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
Course
Number
Course Title
Delivery Method
IB-LENDING PRODUCTS
SELF-PACED
SELF-PACED
IB- P&C PRODUCTS
SELF-PACED
SELF-PACED
Year Length
Hours
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
Credits
Recommended
Equivalency
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
2
HOURS
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
2
HOURS
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 4
IB-ANNUITIES
SELF-PACED
SELF-PACED
IB - FINANCIAL PLANNING PRODUCTS
SELF-PACED
USAA PRODUCT - WEALTH MANAGEMENT
SELF-PACED
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
DAY 5
IB - LIFE PRODUCTS
XCO-177C
SELF-PACED
USAA PRODUCTS - LIFE PRODUCTS
SELF-PACED
VALUE STATEMENTS
CLASSROOM
LONG TERM CARE AND MEDICARE SOLUTIONS
REFERAL
IB - RETIREMENT PLANS
SELF-PACED
SELF-PACED
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010 1 HOUR
DAY 6
IB - IRA'S PRODUCTS
SELF-PACED
RETIREMENT PRODUCTS AND SERVICES
CLASSROOM
COMMUNICATE THE PROCESS FOR ACQUIRING
RETIREMENT ASSESTS
.5
01/200912/2010 HOURS
5
01/200912/2010 HOURS
RETIREMENT ASSESTS (CONTINUED)
CLASSROOM
1.5
01/200912/2010 HOURS
01/200912/2010
4.5
01/200912/2010 HOURS
IB - MUTUAL FUNDS
SELF-PACED
01/200912/2010 1 HOUR
CLASSROOM
DAY 7
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
SELF-PACED
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
7
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 8
COMMUNICATE THE FEATURES AND BENEFITS
FOR MUTUAL FUND PRODUCTS
DAY 9
IB - TRUST
SELF-PACED
MANAGED MONEY
SELF-PACED
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
CLASSROOM
5
01/200912/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
FOR MANAGED MONEY
IB - SAVING FOR EDUCATION
DAY 10
USAA PRODUCTS - COLLEGE SAVINGS PRODUCTS
SELF-PACED
FOR COLLEGE SAVINGS PLAN
CLASSROOM
01/200912/2010 1 HOUR
6
01/200912/2010 HOURS
DAY 11
IB - BROKERAGE PRODUCTS
SELF-PACED
USAA PRODUCTS - BROKERAGE PRODUCTS
SELF-PACED
BROKERAGE ACCOUNT TYPES
CLASSROOM
FOR BROKERAGE ACCOUNTS
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2.75
01/200912/2010 HOURS
DAY 12
XCO-184
FOR BROKERAGE ACCOUNTS (CONTINUED)
CLASSROOM
VERIFY MEMBER
SELF-PACED
2.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
LISTENING ACTIVITY
CLASSROOM
PRACTICE AND CUMULATIVE ASSESSMENT
SELF-PACED
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
SELF-PACED
1.5
01/200912/2010 HOURS
DAY 13
XCO-173
PORTAL BASICS
Course
Number
Course Title
Delivery Method
XCO-195
VERIFY MEMBER
SELF-PACED
XCO-171
SELF-PACED
CT 2.6
ISSUES MEMBER NUMBER
SELF-PACED
INVESTMENT PORTAL
CLASSROOM
ENTERPRISE NEEDS ANALYSIS - KNOWLEDGE
SELF-PACED
Year Length
Hours
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 14
SELF-PACED
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INTERVIEW TO DETERMINE THE NEED
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LISTENING ACTIVITY
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
ENTERPRISE NEEDS ANALYSIS - TOOL
SELF-PACED
EVALUATE TO ADVISE
DAY 15
XCO-172
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INVESTMENT RECOMMENDATIONS - MANAGED
MONEY
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INVESTMENT PRODUCTS VIA MANUAL
ALLOCATIONS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ASK FOR THE BUSINESS
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLOSE THE BUSINESS: RAONA/ONA
CLASSROOM
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICE
SELF-PACED
SELF-PACED
INVESTMENT RECOMMENDATIONS
PORTFOLIO PLANNER
SELF-PACED
-
LISTENING ACTIVITY
DAY 16
DAY 17
01/200912/2010 1 HOUR
3.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
.5
HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLOSE THE BUSINESS: RAONA/ONA (CONTINUED)
CLASSROOM
HANDLING OBJECTIONS
CLASSROOM
XCO-185
SELF-PACED
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
IMCO-FI522
SELECTION
SELF-PACED
01/200912/2010 1 HOUR
CLASSROOM
01/200912/2010 1 HOUR
LISTENING ACTIVITY
DAY 18
XC0-169
XCO-163
PRACTICE
CLASSROOM
CLASSROOM
USAA.COM FEATURES
SELF-PACED
SHADOWING MEMBERS
SELF-PACED
XCO-164
USAA VOICELINE
SELF-PACED
XCO-181
HOW DO MEMBERS DO BUSINESS ON USAA.COM
SELF-PACED
CT 4.4
TOOLS AND UTILITIES
SELF-PACED
DOCUMENTUM
CLASSROOM
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 19
DOCUMENTUM
CLASSROOM
RETENTION
CLASSROOM
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
4
01/200912/2010 HOURS
INVESTMENT SERVICING P INQUERIES
DAY 20
CLASSROOM
INVESTMENT SERVICING - ACCOUNT
MAINTENANCE
CLASSROOM
DAY 21
4
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
INVESTMENT SERVICING - ACCOUNTING
MAINTENANCE
CLASSROOM
INVESTMENT SERVICING - MONEY MOVEMENT
CLASSROOM
1.5
01/200912/2010 HOURS
4
01/200912/2010 HOURS
LISTENING ACTIVITY
CLASSROOM
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 22
XCO-161
PRACTICE
CLASSROOM
CLASSROOM
SELF-PACED
YEAR END TAX FORMS
CT 2.5
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
OVERCOMING OBJECTIONS- INVESTMENTS
CLASSROOM
CTI/ECA/TELEPHONE
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
CALL CALIBRATION
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 23
Y-CORDING
PRACTICAL
PILOT/CO-PILOT
PRACTICAL
3
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 24
PILOT/CO-PILOT
DAY 25
LIVE WORK
DAY 26
LIVE WORK
DAY 27
LIVE WORK
PRACTICAL
CERTIFICATION
PRACTICAL
3
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 28
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
5.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
5.25
01/200912/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
INTERDISCIPLINARY/
ELECTIVE
DAY 29
CERTIFICATION
DAY 30
CERTIFICATION
DAY 31
CERTIFICATION
DAY 32
CERTIFICATION
DAY 33
CERTIFICATION POST CERTIFICATION (AFTER
CLASS)
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
264
01/200912/2010 HOURS
64.75
4
SELF-PACED
.5
01/200912/2010 HOURS
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
CT 6.1
IEX
SELF-PACED
CT 6.2
OUTLOOK
SELF-PACED
IMCO-593P
INVESTMENTS SMS COMPLEX SERVICING NEW
HIRE TRAINING
COURSE ORIENTATION
IMCO-607
IMCO-FI530
2009 INVESTMENT CODE OF ETHICS
SELF-PACED
GLOBAL)
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
RECORD KEEPING
DAY 1
CT 1.1
INTRODUCTION - ORIENTATION TO LPS
CLASSROOM
XCO-167
PROCEDURES
SELF-PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
5
HOURS
0
0
NON-ACADEMIC
.5
HOURS
0
0
TOO FEW HOURS
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
FAST
CLASSROOM
IMCO IOP
SELF-PACED
LIFE EVENTS
SELF-PACED
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
EXPECTATIONS OF A LIFE/ INVESTMENT
REPRESENTATIVE
SELF-PACED
01/200912/2010 1 HOUR
DAY 2
XCO-194
USAA ELIGIBILITY GUIDELINES - KNOWLEDGE
(CONTINUED)
SELF-PACED
XCO-218
SELF-PACED
MILITARY BENEFITS:
-MILITARY PENSIONS
-MILITARY LIFE INSURANCE
- MILITARY HEALTH CARE
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010
SELF-PACED
DAY 3
XCO-166
XCO-193
NEEDS ANALYSIS
SELF-PACED
IB-BANKING PRODUCTS
SELF-PACED
ENTERPRISE PRIMARY BANKING PACKAGE CT 5.1
SELF-PACED
SELF-PACED
SELF-PACED
SELF-PACED
SELF-PACED
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
DAY 4
XCO-177C
USAA PRODUCTS - LIFE PRODUCTS (CONTINUED)
SELF-PACED
VALUE STATEMENTS
CLASSROOM
LONG TERM CARE AND MEDICARE SOLUTIONS
REFERRALS
SELF-PACED
SELF-PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Course
Number
Course Title
IB- MUTUAL FUNDS
Delivery Method
SELF-PACED
Year Length
Hours
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
5.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 5
USAA PRODUCTS - MUTUAL FUNDS (CONTINUED)
SELF-PACED
COMMUNICATED THE FEATURES AND BENEFITS
FOR MUTUAL FUNDS PRODUCTS
CLASSROOM
1.5
01/200912/2010 HOURS
5.5
01/200912/2010 HOURS
DAY 6
FOR MUTUAL FUND PRODUCTS (CONTINUED)
CLASSROOM
MANAGED MONEY
SELF-PACED
1.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
CLASSROOM
5
01/200912/2010 HOURS
FOR MANAGED MONEY
DAY 7
CLASSROOM
RETIREMENT ASSETS
CLASSROOM
5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
DAY 8
RETIREMENT ASSETS (CONTINUED)
CLASSROOM
USAA PRODUCTS -COLLEGE SAVING PRODUCTS
SELF-PACED
5.25
01/200912/2010 HOURS
01/200912/2010 1 HOUR
CLASSROOM
6
01/200912/2010 HOURS
DAY 9
COMMUNICATE THE FEATURES AND BENEFITS TO
COLLEGE SAVINGS PLANS
DAY 10
CLASSROOM
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
3
01/200912/2010 HOURS
CLASSROOM
2
01/200912/2010 HOURS
IB - BROKERAGE PRODUCTS
SELF-PACED
SELF-PACED
DAY 11
FOR BROKERAGE ACCOUNTS (CONTINUED)
Course
Number
Course Title
Delivery Method
XCO-184
VERIFY MEMBER
SELF-PACED
XCO-173
PORTAL BASICS
SELF-PACED
XCO-195
VERIFY MEMBER
SELF-PACED
XCO-171
SELF-PACED
CT 2.6
ISSUE MEMBER NUMBER
SELF-PACED
Year Length
Hours
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
DAY 12
PORTAL FACILITATOR DEMO & STUDENT PRACTICE
CLASSROOM
ENTERPRISE NEEDS ANALYSIS- KNW
SELF-PACED
ENTERPRISE NEEDS ANALYSIS-TOOL
SELF-PACED
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
SELF-PACED
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 13
XCO-172
TRACKING LIFE EVENT
GAIN AGREEMENT FOR NEXT STEPS
CLASSROOM
XCO-185
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
IMCO-FI522
SELECTION
SELF-PACED
01/200912/2010 1 HOUR
LISTENING ACTIVITY
CLASSROOM
XCO-169
USAA.COM FEATURES
SELF-PACED
XCO-163
SHADOWING MEMBERS
SELF-PACED
XCO-164
USAA VOICELINE
SELF-PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
XCO-181
HOW DO MEMBERS DO BUSINESS ON USAA.COM
DAY 14
CT 4.4
TOOLS AND UTILITIES
Course
Number
Course Title
DOCUMENTUM
INVESTMENT SERVICING - INQUIRIES
Delivery Method
CLASSROOM
CLASSROOM
Year Length
Hours
1.5
01/200912/2010 HOURS
4
01/200912/2010 HOURS
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 15
CLASSROOM
MAINTENANCE
CLASSROOM
4
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
DAY 16
MAINTENANCE (CONTINUED)
CLASSROOM
INVESTMENT SERVICING - MONEY MOVEMENT
CLASSROOM
PRACTICE
CLASSROOM
1.5
01/200912/2010 HOURS
4
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 17
XCO-161
CLASSROOM
SELF-PACED
YEAR END TAX FORMS
CLASSROOM
OVERCOMING OBJECTIONS- INVESTMENTS
CLASSROOM
SERVICING MF ACCOUNTS- SERVICING FORMS
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
DAY 18
SERVICING MF ACCOUNTS- TOP TRANSACTIONS
CLASSROOM
IRA DISTRIBUTIONS
CLASSROOM
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
IRA DISTRIBUTIONS DEMO
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SERVICING COLLEGE SAVING PLANS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 19
SERVICING COLLEGE SAVINGS PLANS
Course
Number
Course Title
Delivery Method
Year Length
Hours
BROKERAGE GUI & PHASE3
CLASSROOM
MARGIN BASICS
CLASSROOM
MARGINS, EXTENSIONS & RESTRICTIONS
CLASSROOM
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
2
01/200912/2010 HOURS
Credits
Recommended
Equivalency
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
DAY 20
OPTIONS
BROKERAGE TRANSFERS
CLASSROOM
GUIDELINES TO HOUSEHOLDING
CLASSROOM
BROKERAGE COMMISSION SCHEDULE
CLASSROOM
REGISTRATION CHANGES
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 21
BROKERAGE PROCESSES & SIA
CLASSROOM
MONEY IN & OUT OF USAA BROKERAGE
CLASSROOM
1
COMBINABLE
CLASSROOM
01/200912/2010 1 HOUR
1.25
01/200912/2010 HOURS
INTERDISCIPLINARY/
ELECTIVE
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
.75
01/200912/2010 HOURS
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
FIXED INCOME SECURITIES
CLASSROOM
IN-HOUSE MONEY MOVEMENT
BROKERAGE CERTIFICATES
ESOPS
.75
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
DAY 22
CLASSROOM
.5
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MUTUAL FUND ORDER ENTRY
CLASSROOM
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
OPENING A CD OR IRA
SELF-PACED
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
COST BASIS INQUIRIES
CLASSROOM
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
GIFTING SECURITIES
FUND MARKETPLACE
CLASSROOM
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
DAY 23
CLASSROOM
STATEMENTS INQUIRIES
CLASSROOM
2
01/200912/2010 HOURS
4
01/200912/2010 HOURS
DAY 24
CT 2.5
DIVIDENDS
CLASSROOM
CORPORATE REORGANIZATIONS
CLASSROOM
.5
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
PRECIOUS METALS
CLASSROOM
CTI/ECA/TELEPHONE
SELF-PACED
CALL CALIBRATION
SELF-PACED
.25
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
PRACTICAL
3
01/200912/2010 HOURS
Y-CORDING
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 25
Y-CORDING
PRACTICAL
PILOT/CO-PILOT
PRACTICAL
3
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 26
LIVE WORK
DAY 27
LIVE WORK
DAY 28
CERTIFICATION
DAY 29
CERTIFICATION
DAY 30
CERTIFICATION
DAY 31
Course
Number
Course Title
CERTIFICATION
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
29.5
1.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 32
CERTIFICATION
POST CERTIFICATION (AFTER CLASS)
CT 6.1
IEX
CT 6.2
OUTLOOK
LCT-2121
SELF-PACED
LIFE INSURANCE ADVICE CROSS TRAINING
COURSE
COURSE INTRODUCTION
PRODUCTS AND CRITICAL ROLE OF A
REPRESENTATIVE
SELF-PACED
CLASSROOM
SELF-PACED
PROVIDE BASICS: RECOMMEND SOLUTIONS
SELF-PACED
PROVIDE BASICS: GUIDE MEMBERS TO ESTABLISH
PERSONAL VALUE SOLUTIONS
SELF-PACED
PROVIDE BASICS: CLOSE THE BUSINESS AND
INSPIRE MEMBERS TO ACT
CLASSROOM
USAA PRODUCTS - LIFE INSURANCE
SELF-PACED
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
100
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 2
USAA PRODUCTS - LIFE INSURANCE
SELF-PACED
USAA.COM - LIFE PRODUCTS
CLASSROOM
CONTRACT ROLES
CLASSROOM
KNOW TERM LIFE INSURANCE PRODUCTS
SELF-PACED
01/200912/2010 1 HOUR
1.25
01/200912/2010 HOURS
3
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 3
DETERMINE TERM LIFE INSURANCE SOLUTIONS
SELF-PACED
PROVIDE TERM LIFE SOLUTIONS
CLASSROOM
SWL - COMMUNICATE PRODUCT FEATURES AND
BENEFITS
CLASSROOM
01/200912/2010 1 HOUR
3.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
DAY 4
BENEFITS
CLASSROOM
UL - COMMUNICATE PRODUCT FEATURES AND
BENEFITS
CLASSROOM
6
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
DAY 5
UL - COMMUNICATE PRODUCT FEATURES AND
BENEFITS
CLASSROOM
COMBO PLANS - COMMUNICATE PRODUCT
FEATURES AND BENEFITS
CLASSROOM
3
01/200912/2010 HOURS
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
INTERVIEW TO DETERMINE THE NEED FOR LIFE
INSURANCE
DAY 6
INTERVIEW TO DETERMINE THE NEED FOR A
SPECIFIC LIFE INSURANCE PRODUCT
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
CALCULATE MEMBER LIFE INSURANCE NEEDS
CLASSROOM
RECOMMEND AN AMOUNT OF COVERAGE
LISTENING ACTIVITY
DAY 7
CREATE A QUOTE (ENHANCED QUOTE)
CLASSROOM
CREATE A QUOTE (UNIVERSAL LIFE)
CLASSROOM
01/200912/2010 1 HOUR
2.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CREATE A COMPLEX QUOTE (UNIVERSAL LIFE)
CLASSROOM
01/200912/2010 1 HOUR
PRACTICE
CLASSROOM
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 8
CLASSROOM
CREATE A QUOTE (COMBO QUOTE)
CLASSROOM
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
GAIN AGREEMENT FOR NEXT STEPS - LIFE
INSURANCE
CLASSROOM
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
REPLACEMENT TRAINING FOR LIFE AND ANNUITIES
SELF-PACED
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
THE APPLICATION PROCESS- LIFE INSURANCE
CLASSROOM
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LISTENING ACTIVITY
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICE
CLASSROOM
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
COMMUNICATE THE QUOTE
DAY 9
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
DAY 10
PRACTICAL
Y-CORDING
PRACTICAL
LIVE WORK
PRACTICAL
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
DAY 11
SELF-PACED
ANNUITIES - COMMUNICATE PRODUCT FEATURES
AND BENEFITS
CLASSROOM
2
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
INTERVIEW TO DETERMINE THE NEED FOR AN
ANNUITY
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
ANNUITY
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
SPECIFIC ANNUITY PRODUCT
CLASSROOM
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 12
ENTERPRISE NEEDS ANALYSIS
CLASSROOM
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
DAY 13
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
1
01/200912/2010 HOURS
1
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
COMMUNICATE THE RECOMMENDATION ANNUITIES
CLASSROOM
GAIN AGREEMENT FOR NEXT STEPS - ANNUITIES
CLASSROOM
ANNUITY SUITABILITY/ REPLACEMENT
(APPLICATION PROCESS)
CLASSROOM
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
Year Length
Hours
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
3
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 14
PRACTICAL
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
5.5
01/200912/2010 HOURS
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
38.75
2.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
PRACTICE
CLASSROOM
CLASSROOM
Y-CORDING
DAY 15
LIVE WORK
DAY 16
LIVE WORK
DAY 17
LIVE WORK
LCT-LC2012P
LIFE INSURANCE ADVICE NEW HIRE COURSE
PRACTICAL
INTRODUCTION / ORIENTATION TO LPS
CLASSROOM
SELF-PACED
PROCEDURES
SELF-PACED
EXPECTATIONS OF A MAS REP
CLASSROOM
XCO-194
ELIGIBILITY
SELF-PACED
XCO-218
SELF-PACED
XCO-167
6.5
01/200912/2010 HOURS
288
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
Course
Number
Course Title
INTRODUCTION TO THE COURSE
PRODUCTS AND CRITICAL ROLE OF A
REPRESENTATIVE
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
.25
01/200912/2010 HOURS
0
0
NON-ACADEMIC
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 2
CONTRACT ROLES
CLASSROOM
PROVIDE BASICS: RECOMMEND SOLUTIONS
SELF-PACED
PROVIDE BASICS: GUIDE MEMBER TO ESTABLISH
PERSONAL VALUE SOLUTIONS
SELF-PACED
3
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
DAY 3
PROVIDE BASICS: CLOSE THE BUSINESS AND
INSPIRE MEMBERS TO ACT
MILITARY PENSIONS
MILITARY LIFE INSURANCE
SELF-PACED
1.5
01/200912/2010 HOURS
3
01/200912/2010 HOURS
SELF-PACED
2
01/200912/2010 HOURS
CLASSROOM
DAY 4
XCO-166
MILITARY HEALTH CARE
SELF-PACED
TAX AND THE MILITARY
SELF-PACED
CIVIL RELIEF
SELF-PACED
DEBRIEF - MILITARY BENEFITS
SELF-PACED
NEEDS ANALYSIS
SELF-PACED
INDUSTRY BASICS - BANKING PRODUCTS
ASSESSMENT
SELF-PACED
PRACTICAL
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
DAY 5
XCO-192
PRIMARY BANKING PACKAGES (ALL LESSONS)
SELF-PACED
INDUSTRY BASICS - LENDING PRODUCTS
SELF-PACED
ASSESSMENT
PRACTICAL
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Equivalency
SELF-PACED
1 HOUR
0
0
CLASSROOM
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
CLASSROOM
INDUSTRY BASICS - P&C PRODUCTS
SELF-PACED
Credits
Recommended
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
SELF-PACED
DEBRIEF - LENDING PRODUCTS
ASSESSMENT
Year Length
Hours
PRACTICAL
1 HOUR
0
0
NON-ACADEMIC
.5
HOURS
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
.5
HOURS
0
0
NON-ACADEMIC
NON-ACADEMIC
DAY 6
DEBRIEF - P&C PRODUCTS
INDUSTRY BASICS - FINANCIAL PLANNING
ASSESSMENT
USAA PRODUCTS- WEALTH MANAGEMENT
DEBRIEF - FINANCIAL PLANNING / WEALTH
MANAGEMENT
INDUSTRY BASICS - MUTUAL FUNDS
SELF-PACED
PRACTICAL
SELF-PACED
PRACTICAL
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
1
01/200912/2010 HOURS
DEBRIEF - MUTUAL FUNDS
PRACTICAL
ASSESSMENT
PRACTICAL
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
INDUSTRY BASICS - BROKERAGE PRODUCTS
DAY 7
ASSESSMENT
PRACTICAL
DEBRIEF - BROKERAGE PRODUCTS
PRACTICAL
INDUSTRY BASICS - TRUSTS
ASSESSMENT
MANAGED MONEY
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
PRACTICAL
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
SELF-PACED
.75
01/200912/2010 HOURS
SELF-PACED
Course
Number
Course Title
INDUSTRY BASICS - SAVING FOR EDUCATION
Delivery Method
SELF-PACED
ASSESSMENT
PRACTICAL
DEBRIEF - COLLEGE SAVINGS PLANS
PRACTICAL
INDUSTRY BASICS - RETIREMENT PLANS
SELF-PACED
Year Length
Hours
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 8
ASSESSMENT
INDUSTRY BASICS - IRAS
ASSESSMENT
XCO-177C
INDUSTRY BASICS - LIFE PRODUCTS
ASSESSMENT
PRACTICAL
SELF-PACED
PRACTICAL
SELF-PACED
SELF-PACED
PRACTICAL
SELF-PACED
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
DAY 9
SELF-PACED
DEBRIEF - LIFE INSURANCE
PRACTICAL
USAA.COM-LIFE INSURANCE
CLASSROOM
KNOW TERM LIFE INSURANCE PRODUCTS
SELF-PACED
DETERMINE TERM LIFE INSURANCE SOLUTIONS
SELF-PACED
CLASSROOM
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
DAY 10
CLASSROOM
BENEFITS
CLASSROOM
2.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Course
Number
Course Title
BENEFITS
Delivery Method
CLASSROOM
Year Length
Hours
2
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 11
BENEFITS
CLASSROOM
UL-COMMUNICATE PRODUCT FEATURES AND
BENEFITS
CLASSROOM
4
01/200912/2010 HOURS
2
01/200912/2010 HOURS
DAY 12
BENEFITS
CLASSROOM
COMBO PLANS - COMMUNICATE PRODUCT
CLASSROOM
1.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
VALUE STATEMENTS
CLASSROOM
INTERVIEW TO DETERMINE THE NEED FOR LIFE
INSURANCE
CLASSROOM
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
CLASSROOM
1.5
01/200912/2010 HOURS
DAY 13
SPECIFIC LIFE INSURANCE PRODUCT
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
XCO-184
VERIFY MEMBER - KNOWLEDGE
SELF-PACED
XCO-173
PORTAL BASICS
SELF-PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
DAY 14
XCO-195
VERIFY MEMBER - TOOL
SELF-PACED
XCO-171
SELF-PACED
CT 2.6
ISSUE MEMBER NUMBER
CLASSROOM
CALCULATE MEMBER LIFE INSURANCE NEEDS
CLASSROOM
RECOMMEND AND AMOUNT OF COVERAGE
CLASSROOM
DAY 15
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
CREATE A QUOTE (ENHANCED QUOTE)
CLASSROOM
CREATE A QUOTE (UNIVERSAL LIFE)
CLASSROOM
Year Length
Hours
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2.5
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 16
CLASSROOM
CREATE A QUOTE (COMBO)
CLASSROOM
3
01/200912/2010 HOURS
2
01/200912/2010 HOURS
DAY 17
XCO-172
TRACKING LIFE EVENT
SELF-PACED
COMMUNICATE THE QUOTE
CLASSROOM
CLASSROOM
REPLACEMENT TRAINING FOR LIFE AND ANNUITIES
SELF-PACED
THE APPLICATION PROCESS - LIFE INSURANCE
CLASSROOM
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
DAY 18
SELF-PACED
USAA.COM FEATURES
SELF-PACED
XCO-163
SHADOWING MEMBERS
SELF-PACED
XCO-164
USAA VOICELINE
SELF-PACED
XCO-185
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
ENT-1195
HOW MEMBERS DO BUSINESS WITH USAA
SELF-PACED
XCO-161
SELF-PACED
CT 2.5
ECA /CTI/TELEPHONE
SELF-PACED
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
XCO-168
CALL CALIBRATION
Course
Number
CT 4.4
Course Title
TOOLS AND UTILITIES
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
NON-ACADEMIC
CLASSROOM
1.5
01/200912/2010 HOURS
0
0
CLASSROOM
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 19
DOCUMENTUM
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
PRACTICAL
Y-CORDING
PRACTICAL
LIVE WORK
PRACTICAL
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 20
INDUSTRY BASICS - ANNUITIES
ASSESSMENT
AND BENEFITS
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
3.5
01/200912/2010 HOURS
SELF-PACED
PRACTICAL
DAY 21
ANNUITY
CLASSROOM
INTERVIEW TO DETERMINE THE NEED FOR
SPECIFIC ANNUITY PRODUCT
CLASSROOM
ENTERPRISE NEED ANALYSIS
LISTENING ACTIVITY
CLASSROOM
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
1
01/200912/2010 HOURS
DAY 22
PRACTICE
CLASSROOM
COMMUNICATE THE RECOMMENDATION ANNUITIES
CLASSROOM
GAIN AGREEMENT FOR THE NEXT STEPS ANNUITIES
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
Course
Number
Course Title
ANNUITY SUITABILITY/ REPLACEMENT
(APPLICATION PROCESS)
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
3.5
HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
Delivery Method
CLASSROOM
Year Length
Hours
3
01/200912/2010 HOURS
DAY 23
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
Y-CORDING
PRACTICAL
DAY 24
PILOT/CO-PILOT
DAY 25
PILOT/CO-PILOT
DAY 26
LIVE WORK
DAY 27
LIVE WORK
DAY 28
LIVE WORK
DAY 29
CERTIFICATION
DAY 30
CERTIFICATION
DAY 31
CERTIFICATION
DAY 32
CERTIFICATION
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 33
(SMS) TRAINING
CLASSROOM
6.5
01/200912/2010 HOURS
168
01/200912/2010 HOURS
COURSE)
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LCT-2117
ANTI FRAUD
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LCT-LC2087
REPLACEMENT FOR LIFE AND ANNUITY
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
CERTIFICATION
LCT-LC2054P
PRACTICAL
0
0
NON-ACADEMIC
31.25
2
INTERDISCIPLINARY/
ELECTIVE
DAY 1
CT 1.1
INTRODUCTION/ORIENTATION TO LPS
CLASSROOM
XCO-167
PROCEDURES
SELF-PACED
FAST REFERENCE SITE
CLASSROOM
LIFE IOP REFERENCE SITE
CLASSROOM
EXPECTATIONS OF LIFE AND INVESTMENT REPS
CLASSROOM
XCO-194
ELIGIBILITY
SELF-PACED
XCO-218
SELF-PACED
.5
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
SELF-PACED
.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MILITARY LIFE INSURANCE
SELF-PACED
1
01/200912/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MILITARY HEALTH CARE
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
TAX AND THE MILITARY
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CIVIL RELIEF
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
NEEDS ANALYSIS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INTRODUCTUION TO THE COURSE
MILITARY PENSIONS
CLASSROOM
DAY 2
XCO-166
Course
Number
Course Title
PRIMARY BANKING PACKAGES (ALL LESSONS)
Delivery Method
SELF-PACED
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
2.25
01/200912/2010 HOURS
DAY3
SELF-PACED
SELF-PACED
SELF-PACED
SELF-PACED
SELF-PACED
SELF-PACED
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
DAY 4
SELF-PACED
MANAGED MONEY
SELF-PACED
USAA COLLEGE SAVINGS PLANS
SELF-PACED
SELF-PACED
USAA.COM LIFE PRODUCTS
SELF-PACED
CONTRACT ROLES
CLASSROOM
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1.5
HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 5
PRACTICAL
1.5
01/200912/2010 HOURS
5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CLASSROOM
7
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CONTRACT ROLES
CLASSROOM
TERM-COMMUNICATE PRODUCT FEATURES AND
BENEFITS
CLASSROOM
WEEKLY DEBRIEF
DAY 6
BENEFITS
DAY 7
BENEFITS
Course
Number
Course Title
Delivery Method
BENEFITS
CLASSROOM
VALUE STATEMENTS
CLASSROOM
Year Length
Hours
5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 8
XCO-195
AND BENEFITS
CLASSROOM
PORTAL BASICS
SELF-PACED
SELF-PACED
XCO-171
SELF-PACED
CT 2.6
ISSUE MEMBER NUMBER
SELF-PACED
3
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
DAY 9
XC0-169
CLASSROOM
USAA.COM FEATURES
SELF-PACED
XC0-172
TRACKING LIFE EVENT
SELF-PACED
XCO-163
SHADOWING MEMBERS
SELF-PACED
XCO-164
USAA VOICELINE
SELF-PACED
XCO-181
HOW MEMBERS DO BUSINESS WITH USAA.COM
SELF-PACED
CT 4.4
TOOLS AND UTILITIES
SELF-PACED
2
01/200912/2010 HOURS
1
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
DAY 10
XCO-184
DOCUMENTUM
CLASSROOM
PORTAL ACTIVE LIFE PRODUCTS DEMO
CLASSROOM
SELF-PACED
LEGACY TOOLS
WEEKLY DEBRIEF
CLASSROOM
PRACTICAL
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
4
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 11
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
DIARY / WARN
CLASSROOM
01/200912/2010 1 HOUR
BILLINGIN/PAYMENT METHOD
CLASSROOM
HUDDLE
CLASSROOM
LEGACY TOOLS
ODOCC
Y-CORDING
CLASSROOM
PRACTICAL
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 12
MGA
CLASSROOM
PAYMENT METHOD CHANGE
CLASSROOM
4
01/200912/2010 HOURS
2
01/200912/2010 HOURS
HUDDLE
CLASSROOM
.5
01/200912/2010 HOURS
DAY 13
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
3
01/200912/2010 HOURS
SIMPLE ACCOUNTING
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
REDUCTION IN COVERAGE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
TERM CANCELLATION & NOT TAKEN OUT POLICIES
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
REINSTATEMENT DEMO
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/200912/2010 1 HOUR
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BANK CHANGE
CLASSROOM
HUDDLE
CLASSROOM
Y-CORDING
SIMPLE ACCOUNTING
PRACTICAL
DAY 14
CREDIT CARD PAYMENT
1
Course
Number
Course Title
Delivery Method
DIVIDEND OPTION CHANGE
CLASSROOM
CCS LETTERS DEMO
CLASSROOM
ADD CHILD TO CHILD RIDER
CLASSROOM
Year Length
Hours
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 15
HUDDLE
Y-CORDING
LOST POLICY CERTIFICATION
WEEKLY DEBRIEF
CLASSROOM
PRACTICAL
CLASSROOM
PRACTICAL
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
DAY 16
BENEFICIARY CHANGES
CLASSROOM
OWNERS
CLASSROOM
2
01/200912/2010 HOURS
4.5
01/200912/2010 HOURS
DAY 17
OWNERS
CLASSROOM
WORKFLOW
CLASSROOM
5.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 18
PRACTICAL
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
2
01/200912/2010 HOURS
WORKFLOW
CLASSROOM
HUDDLE
CLASSROOM
Y-CORDING
IN FORCE ILLUSTRATIONS
DAY 19
XC0-161
IN FORCE ILLUSTRATIONS
CLASSROOM
SELF-PACED
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
CT 2.5
CTI/EC/TELEPHONE
SELF-PACED
XCO-168
CALL CALIBRATION
SELF-PACED
PILOT/CO-PILOT LIVE WORK
PRACTICAL
Year Length
Hours
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
2.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 20
PILOT/CO-PILOT LIVE WORK
PRACTICAL
WEEKLY DEBRIEF
PRACTICAL
6
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 21
LIVE WORK
DAY 22
LIVE WORK
DAY 23
LIVE WORK
DAY 24
LIVE WORK
DAY 25
CERTIFICATION
WEEKLY DEBRIEF
SELF-PACED
6
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
DAY 26
CERTIFICATION
DAY 27
CERTIFICATION
DAY 28
CERTIFICATION
DAY 29
Course
Number
Course Title
CERTIFICATION WHEN APPLICABLE
CT 6.1
IEX
CT 6.2
OUTLOOK
PCT-2583
INITIAL PROPERTY CLAIMS (IPC)
PCT 1.1
COURSE INTRO
Delivery Method
PRACTICAL
SELF-PACED
SELF-PACED
CLASSROOM
Year Length
Hours
6.5
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
20092010
20092010
241
HOURS
2
HOURS
PC 2.1
WHAT IS A P&C COMPANY
SELF-PACED
XC0-167
PROCEDURES
SELF-PACED
XCO-171
SELF-PACED
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
ELIGIBILITY
SELF-PACED
1.5
01/200912/2010 HOURS
XCO-181
USAA.COM
SELF-PACED
PCT 2.1
EXPECTATIONS OF A PROPERTY CLAIMS
REPRESENTATIVE
SELF-PACED
PRINCIPLES OF INSURANCE
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
XCO-194
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
46.375
3
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 2
PCT 3.11
HO, CONDO & FIRE INSURANCE BASICS
SELF-PACED
PCT 3.12
RENTER & VPP INSURANCE BASICS
SELF-PACED
XCO-184
VERIFY MEMBER
SELF-PACED
XCO-168
CALL CALIBRATION
SELF-PACED
XCOF-166
NEEDS ANALYSIS
SELF-PACED
XCO-185
SELF-PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
SELF-PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
DAY 3
PC 5.1
CLAIMS INVESTIGATION BASICS
1
Course
Number
Course Title
Delivery Method
Year Length
Hours
Equivalency
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
VERIFYING THE PERSONAL PROPERTY LOSS
DAMAGES
SELF-PACED
LIABLITY
SELF-PACED
PCA 5.3
LIABLITY
SELF-PACED
PCA 5.2
SELF-PACED
CLAIMS FRAUD BASICS
SELF-PACED
2
01/200912/2010 HOURS
4
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CLAIMS FRAUD BASICS
SELF-PACED
2.5
01/200912/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 6.1
EVALUATE CLAIMS BASICS
SELF-PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PC 7.1
NEGOTIATE AND SETTLE CLAIMS BASICS
SELF-PACED
PCI 5.2
PCI 5.3
PCA 5.3
2.5
01/200912/2010 HOURS
5
01/200912/2010 HOURS
Credits
Recommended
DAY 4
DAY 5
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
01/200912/2010 1 HOUR
1.25
01/200912/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PERSONAL PROPERTY CONTRACT DETAILS
SELF-PACED
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.6
INVESTIGATING THE PERSONAL PROPERTY LOSS
SELF-PACED
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 6.5
DEPRECIATING THE PROPERTY LOSS
SELF-PACED
5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
6.5
01/200912/2010 HOURS
6.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
EVALUATE THE PERSONAL PROPERTY LOSS
SELF-PACED
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PROPERTY LOSS
SELF-PACED
3
01/200912/2010 HOURS
3
01/200912/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MOVING & STORAGE
SELF-PACED
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
ASSESSMENT (QUESTIONMARK)
CLASSROOM
2.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 6
DAY 7
DAY 8
PCA 6.3
PCA 5.9
DAY 9
PCI 5.7
Course
Number
Course Title
Delivery Method
XCO-173
PORTAL BASICS
SELF-PACED
XCO-195
VERIFY MEMBER
SELF-PACED
PCI 5.2
SELF-PACED
SELF-PACED
Year Length
Hours
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
2
COMBINABLE
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 10
PCI 5.2
Y-CORD
PRACTICAL
Y-CORD
PRACTICAL
4.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
DAY 11
PCI 5.21
DOCUMENT AND OPEN THE PERSONAL PROPERTY
LOSS - TOOLS
SELF-PACED
2
01/200912/2010 HOURS
2.25
01/200912/2010 HOURS
CT 4.3
DOCUMENT IMAGING (PAPER-BASED)
SELF-PACED
PCI 5.22
SELF-PACED
01/200912/2010 1 HOUR
1.25
01/200912/2010 HOURS
PCI 5.22
SELF-PACED
2.25
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PCI 5.24
& TOOLS ASSESSMENT (ROLE PLAY ONLY)
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
CT 2.5
CTI/ECA/TELEPHONE
SELF-PACED
0
0
NON-ACADEMIC
XCO-156
MEMBER E-MAIL
SELF-PACED
0
0
NON-ACADEMIC
SELF-PACED
0
0
TOO FEW HOURS
XCO-182
USAA VOICELINE
SELF-PACED
0
0
NON-ACADEMIC
XCO-164
SELF-PACED
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 12
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.75
01/200912/2010 HORUS
DAY 13
XCO-172
SELF-PACED
CT 4.4
TOOLS AND UTILITIES
SELF-PACED
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
XCO-163
SHADOWING
SELF-PACED
PCI 5.25
REPRESENTATIVE
SELF-PACED
REPRESENTATIVE
SELF-PACED
Year Length
Hours
.5
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 14
PCI 5.25
LIVE WORK - WORK LIST, EDOCS
PRACTICAL
4.75
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 15
DAY 16
DAY 17
CT 6.1
IEX SCHEDULING
SELF-PACED
PC 5.6
TREE, SHRUB & PLANT BASICS
SELF-PACED
PC 5.7
TREE, SHRUB & PLANT CONTRACT DETAILS
SELF-PACED
PC 5.5
SELF-PACED
PC 5.8
EVALUATE NEGOTIATE & SETTLE THE TREE,
SHRUB & PLANT LOSS
SELF-PACED
PCA 5.1
VERIFYING THE DWELLING LOSS DAMAGES
SELF-PACED
PC 4.1
DWELLING BASICS
PC 4.1
1.75
01/200912/2010 HOURS
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
DAY 18
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF-PACED
1.75
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
3.25
01/200912/2010 HOURS
3..25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DWELLING BASICS
SELF-PACED
2.75
01/200912/2010 HOURS
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.5
DWG CONTRACT DETAILS
SELF-PACED
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PCA 5.4
INVESTIGATING THE DWG LOSS
SELF-PACED
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 19
01/200912/2010 1 HOUR
2.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
3
01/200912/2010 HOURS
Credits
Recommended
Equivalency
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
EVALUATING THE DWG LOSS
SELF-PACED
PCA 7.1
NEGOTIATING AND SETTLING THE DWG LOSS
SELF-PACED
PCA 5.9
MULTIPLE EXPOSURE PROPERTY
SELF-PACED
3
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
PCA 5.8
INVESTIGATING THE WATER LOSS
SELF-PACED
3.5
01/200912/2010 HOURS
IAC 10.3
MINIMIZING PROPERTY LOSSES FROM WATER
SELF-PACED
PCA 5.8
INVESTIGATING THE MULTI EXPOSURE PROPERTY
LOSS
SELF-PACED
PCA 5.8
LOSS
SELF-PACED
PCA 6.4
LOSS
SELF-PACED
2
01/200912/2010 HOURS
3
01/200912/2010 HOURS
PCA 7.2
SELF-PACED
1.5
01/200912/2010 HOURS
PCA 7.2
SELF-PACED
PCA 8.1
CUMULATIVE KNOWLEDGE ASSESSMENT
(QUESTIONMARK AND ROLE PLAY)
CLASSROOM
PCA 9.2
LOSS
PRACTICAL
2.5
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
PCA 9.2
LOSS - TOOLS
PRACTICAL
3.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PCA 9.21
DOCUMENTING AND OPENING THE MULTI
EXPOSURE PROPERTY LOSS - TOOLS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PCA 9.22
FINALIZING THE MULTI EXPOSURE PROPERTY
LOSS - TOOLS
SELF-PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PCI 8.2
CUMULATIVE KNOWLEDGE ASSESSMENT (ROLE
PLAY ONLY)
SELF-PACED
0
0
NON-ACADEMIC
PCA 9.23
VERIFYING THE DWELLING LOSS DAMAGES TOOLS
SELF-PACED
0
0
NON-ACADEMIC
DAY 20
DAY 21
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
DAY 22
DAY 23
DAY 24
DAY 25
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
Course
Number
IAC 10.3
Course Title
Delivery Method
MINIMIZING PROPERTY LOSSES FROM WATER TOOLS
SELF-PACED
VALIDATING PROPERTY LOSS DETAILS (RS) TOOLS
SELF-PACED
SIU GUEST SPEAKER
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
CLASSROOM
.25
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LIVE WORK
PRACTICAL
1.75
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
4.75
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 26
DAY 27
DAY 28
DAY 29
DAY 30
DAY 31
DAY 32
DAY 33
DAY 34
DAY 35
Course
Number
Course Title
CERTIFICATION
PCT-2704
CT 2.5
MSR SEASONAL NEW HIRE AUTO COURSE
CALENDAR
Delivery Method
PRACTICAL
COURSE INTRODUCTION/WELCOME
CLASSROOM
COMPLIANCE COURSES
SELF-PACED
LESSON (2.5.1, 2.5.2 PAGES 8-10 ONLY, 2.5.3. 2.5.4,
2.5.5 PAGES 19-26 AND 30-31)
SELF-PACED
CT 1.3
LESSON COMPUTER BASICS
SELF-PACED
CT 6.2
LESSON OUTLOOK
SELF-PACED
USAA SPECIFIC PRODUCT INFORMATION - P&C
PRODUCTS
SELF-PACED
PROCEDURES
SELF-PACED
LESSON 2.9 PROCEDURES
CLASSROOM
SELF-PACED
Year Length
Hours
6.5
01/200912/2010 HOURS
2009114
2010
HOURS
1.5
01/200912/2010 HOURS
3
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
01/200912/2010 1 HOUR
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
24.75
1.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 2
XCO-167
XCO-171
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.8333
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
XCO-194
SELF-PACED
XCO-184
SELF-PACED
XCO-173
PORTAL BASICS
SELF-PACED
XCO-195
VERIFY THE MEMBER IN PORTAL - TOOL
SELF-PACED
XCO-225
AUTHENTICATE CALLER
SELF-PACED
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
.3333
01/200912/2010 HOURS
KNOW UNDERSTAND PROVIDE
CLASSROOM
3
01/200912/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
KNOW UNDERSTAND PROVIDE (CONTINUED)
CLASSROOM
5
01/200912/2010 HOURS
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 3
DAY 4
DAY 5
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
4.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
INTERDISCIPLINARY/
ELECTIVE
ADJUST AUTO INSURANCE COVERAGES
CLASSROOM
ONLINE LESSON: WARN NOTES
SELF-PACED
4.5
01/200912/2010 HOURS
.5833
01/200912/2010 HOURS
BILLING
CLASSROOM
5.25
01/200912/2010 HOURS
5.25
COMBINABLE
SELF-PACED
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 6
DAY 7
XCO-185
XCO-181
LESSON 4.6 PROVIDING SOLUTIONS AND SETTING
EXPECTATIONS
SELF-PACED
LESSON 8.1 ADJUST LIENHOLDER
CLASSROOM
USAA.COM
SELF-PACED
ONLINE LESSON: VEHICLE USAGE
SELF-PACED
ONLINE LESSON: ANNUAL MILAGE
SELF-PACED
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
01/2009- 1.8333
12/2010 HOURS
DAY 8
.25
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
ONLINE LESSON: VEHICLE OPERATOR
ASSOCIATION
SELF-PACED
BASIC AUTO RATING
CLASSROOM
.25
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CLASSROOM
4
01/200912/2010 HOURS
(CONTINUED)
CLASSROOM
ADD YOUTHFUL OPERATOR
CLASSROOM
ADD YOUTHFUL OPERATOR (CONTINUED)
CLASSROOM
ADD SPOUSE
CLASSROOM
CHANGE LOCATION WITHIN STATE
CLASSROOM
DAY 9
3.5
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
DAY 10
DAY 11
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
Course
Number
Course Title
ROLE PLAY ASSESSMENT
Delivery Method
PRACTICAL
LESSON 9.1 ONLINE DOCUMENTATION
CLASSROOM
PCT-PC2500
CA FRAUD AWARENESS TUTORIAL
SELF-PACED
PCT-2662
CALIFORNIA AUTOMOBILE INSURANCE STATE
SPECIFICS ONLINE TUTORIAL
SELF-PACED
LESSON 14.1 CALIFORNIA AUTOMOBILE
INSURANCE STATE SPECIFIC
ADJUST AUTO USING MISCELLANEOUS
TRANSACTIONS
Year Length
Hours
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
2.5
01/200912/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 12
DOC LIST AND FLEXSNAP LEARNING GUIDE - GIVE
LEARNERS THE FOLLOING WEB SITE ADDRESS TO
COMPLETE THIS LESSON
HTTP://WEB.USAA.COM/LS_JOBAIDS/DOCLIST_TOO
L/DOCLIST_TOOL_WEB/INTRODUCTION.HTM
01/200912/2010
CLASSROOM
.5
HOURS
0
0
NON-ACADEMIC
VOICELINE
SELF-PACED
01/2009- 1.08333
12/2010 HOURS
0
0
NON-ACADEMIC
CT 4.4
LESSON TOOLS AND UTILITIES
SELF-PACED
0
0
NON-ACADEMIC
XCO-163
SHADOWING
SELF-PACED
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
XCO-182
DAY 13
CT 2.5
LESSON (2.5.5 AND 2.5.6)
SELF-PACED
XCO-220
CLICK TO CALL
SELF-PACED
Y-CORD
- NEW MSR LISTENS
DEBRIEF Y-CORD
PRACTICAL
CLASSROOM
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
DAY 14
Y-CORD
- 2 HOURS - NEW MSR CO-PILOTS (SPEAKS) WHILE
EXPERIENCED MSR KEYS - 2.5 HOURS NEW MSR
TAKES LIVE CALLS (SPEAKS AND KEYS) WITH
EXPERIENCED MSR
DEBRIEF LIVE WORK
01/200912/2010
PRACTICAL
4.5
HOURS
0
0
NON-ACADEMIC
PRACTICAL
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
Course
Number
Course Title
SHOW LEARNERS HOW TO LOOK UP CLAIMS
REPRESENTATIVE ASSIGNED TO MEMBER'S CLAIM
Delivery Method
CLASSROOM
Year Length
Hours
01/2009.25
12/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 15
LIVE WORK
PRACTICAL
DEBRIEF LIVE WORK
PRACTICAL
5.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
LIVE WORK
PRACTICAL
6
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6
HOURS
0
0
NON-ACADEMIC
160
HOURS
33.75
2.5
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
.5
HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 16
DAY 17
DAY 18
DAY 19
BKT1212P
MORTGAGE PROCESSING FOR CONTRACTED
EMPLOYEES
USAA CONTRACTOR MEETING
MANAGER INTRODUCTION
CT 1.1
CLASSROOM
CLASSROOM
KNOW THE USAA MEMBER
CLASSROOM
JOB OVERVIEW
CLASSROOM
01/200912/2010
20092010
01/200912/2010
01/200912/2010
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
COURSE INTRODUCTION
CLASSROOM
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CTI/ECA/TELEPHONE
SELF-PACED
.25
01/200912/2010 HOURS
Y-CORD
PRACTICAL
Y-CORD DEBRIEF
PRACTICAL
DAY 2
CT 2.5
Course
Number
Course Title
Delivery Method
XCO-167
USAA PROCEDURES
SELF-PACED
XCO-184
VERIFY MEMBER
SELF-PACED
XCO-171
SELF-PACED
XCO-169
USAA.COM FEATURES
SELF-PACED
XCO-168
CALL CALIBRATION
SELF-PACED
ENT-1057
ANTI-MONEY LAUNDERING
SELF-PACED
BKT-1160
MORTGAGE END-TO-END
SELF-PACED
BKT-1216
IDENTFY MORTGAGE PRODUCTS
SELF-PACED
Year Length
Hours
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
INTERDISCIPLINARY/
ELECTIVE
DAY 3
DEBRIEF
BKT-1215
BKT-1188
INTERPRETING PRODUCT GUIDELINES
PRACTICAL
SELF-PACED
.25
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
REVIEWING MORTGAGE DOCUMENTS
CLASSROOM
.5
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
EVALUATING A CREDIT REPORT FACILITATOR
INSTRUCTION
CLASSROOM
.5
01/200912/2010 HOURS
SELF-PACED
3.5
COMBINABLE
0
0
TOO FEW HOURS
DAY 4
ANALYZING DU FINDINGS FACILITATOR
INSTRUCTION
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
GFE FACILITATOR INSTRUCTION
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PROCESSING END-TO-END
CLASSROOM
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PREPARING FOR THE INTRODUCTION CALL MGF
1.0
CLASSROOM
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-173
PORTAL BASICS
SELF-PACED
0
0
NON-ACADEMIC
XCO-195
SELF-PACED
0
0
NON-ACADEMIC
01/200912/2010 3 HOUR
2.5
01/200912/2010 HOURS
DAY 5
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
Course
Number
XCO-172
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
SELF-PACED
DOCLIST
SELF-PACED
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
INTRODUCTION CALL
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
FINISH PREPARING FOR THE INTRODUCTION CALL
MGF 1.0
CLASSROOM
2
HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PORTAL BASICS
SELF-PACED
1 HOUR
0
0
NON-ACADEMIC
.75
HOURS
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
.75
HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 6
XCO-173
DOCLIST
SELF-PACED
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
INTRODUCTION CALL
CLASSROOM
01/200912/2010 1 HOUR
INTRODUCTION CALL
CLASSROOM
SELF-PACED
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
START MAKING THE INTRODUCTION CALL MGF 2.0
CLASSROOM
4
01/200912/2010 HOURS
FINISH MAKING THE INTRODUCTION CALL MGF 2.0
CLASSROOM
TOOLS: MAKING THE INTRODUCTION CALL
CLASSROOM
PREPARING FOR AND MAKING THE INTRODUCTION
CALL: PRACTICE
CLASSROON
2.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CALL: PRACTICE
CLASSROOM
2.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093.75
12/2010 HOURS
0
0
NON-ACADEMIC
XCO-195
SELF-PACED
XCO-172
SELF-PACED
DAY 7
XCO-185
DAY 8
DAY 9
CALL CUMULATIVE ASSESSMENT (INCLUDEDS
ASSESSMENT DEBRIEF)
Course
Number
Course Title
Delivery Method
SELF-PACED
BKT-1212_06
SELF-PACED
BKT-1212_04
SELF-PACED
TOOLS VERIFYING INCOME AND EMPLOYMENT
CLASSROOM
BKT-1212_07
Year Length
Hours
.25
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 10
BKT-1212_05
VERIFYING ASSETS
SELF-PACED
TOOLS VERIFYING ASSETS
CLASSROOM
SELF-PACED
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
DAY 11
BKT-1212_02
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
REVIEWING THE APPLICATION PACKAGE
CLASSROOM
CLASSROOM
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
2.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
APPROVING THE LOAN PRACTICE
DAY 12
APPROVING THE LOAN CUMULATIVE ASSESSMENT
(INCLUDES ASSESSMENT DEBRIEF)
BKT-1212_03
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOUR
PREPARE FOR CLOSING
CLASSROOM
EXPLAIN A HUD-1 SETTLEMENT STATEMENT
CLASSROOM
HUD-1 FOLLOW-UP WITH THE MEMBER
CLASSROOM
START PROCESSING PURCHASE LOANS PRACTICE
CLASSROOM
2
01/200912/2010 HOURS
4
01/200912/2010 HOURS
FINISH PROCESSING PURCHASE LOANS PRACTICE
CLASSROOM
6.5
01/200912/2010 HOURS
DAY 13
DAY 14
DAY 15
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
START PROCESSING REFINANCE LOANS
CLASSROOM
6.5
01/200912/2010 HOURS
6.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FINISH PROCESSING REFINANCE LOANS
CLASSROOM
6.5
01/200912/2010 HOURS
6.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
START PROCESSING REFINANCE LOANS PRACTICE
CLASSROOM
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
FINISH PROCESSING REFINANCE LOANS PRACTICE
CLASSROOM
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 16
DAY 17
DAY 18
PILOT/CO-PILOT
PILOT/CO-PILOT DEBRIEF
PRACTICAL
CLASSROOM
2.5
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
DAY 19
PROCESSING A REFINACE CUMULATIVE
ASSESSMENT
XCO-163
CT 2.5
SHADOWING MEMBERS
PRACTICAL
SELF-PACED
2
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
CTI/ECA/TELEPHONE
SELF-PACED
ORDERING VENDOR ITEMS
CLASSROOM
.75
01/200912/2010 HOURS
4
01/200912/2010 HOURS
LIVE WORK
PRACTICAL
6
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
HOURS
0
0
NON-ACADEMIC
160
HOURS
60.25
4
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010
20092010
01/200912/2010
01/200912/2010
01/200912/2010
.5
HOURS
0
0
TOO FEW HOURS
CLASSROOM
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 20
DAY 21
BKT-1217
CT1.1
MORTGAGE ORIGINATIONS
CLASSROOM
COURSE INSTRUCTION
CLASSROOM
LOAN BASICS
MORTGAGE END-TO-END
Course
Number
CT 1.2
BKT-1177
BKT-1216
Course Title
Delivery Method
MORTGAGE ORIGINATIONS PROCESS
CLASSROOM
USAA REQUIRED COURSES (COMPLIANCE) (SAI
GLOBAL)
CLASSROOM
MORTGAGE BASICS
CLASSROOM
UNDERWRITING BASICS
CLASSROOM
Year Length
Hours
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
CLASSROOM
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
MORTGAGE ORIGINATION JOB OVERVIEW
CLASSROOM
1.25
01/200912/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
DAY 2
CLASSROOM
CLASSROOM
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
START INTERPRET THE RATE SHEET
CLASSROOM
01/200912/2010 1 HOUR
FINISH INTERPRET THE RATE SHEET
CLASSROOM
BKT-1223
CLASSROOM
BKT-1188
CLASSROOM
BKT-1215
DAY 3
BKT-1307
USAA HOME SOLUTIONS
SELLING THE VALUE
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
XCO-166
NEEDS ANALYSIS
CLASSROOM
01/200912/2010 1 HOUR
XCO-189
CLASSROOM
01/200912/2010 1 HOUR
Course
Number
Course Title
Delivery Method
ADMINISTRATIVE SET-UP FOR LIVE WORK NOTE:
COMPLETE THIS ON DAY 3 TO ENSURE
PRODUCTION ACCESS IS FULLY FUNCTIONAL NO
LATER THAN DAY 5.
CLASSROOM
CLASSROOM
RECOMMEND A PRODUCT WORKSHOP
CLASSROOM
Year Length
Hours
01/200912/2010
.5
HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
5.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 4
XCO-185
START UNIFI SYS OVERVIEW (LOS PREFILL)
CLASSROOM
FINISH UNIFI SYS OVERVIEW (LOS PREFILL)
CLASSROOM
START BEGIN A MORTGAGE LOAN APPL
CLASSROOM
FINISH BEGIN A MORTGAGE LOAN APPL
CLASSROOM
.5
01/200912/2010 HOURS
5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 5
01/200912/2010 1 HOUR
5.5
01/200912/2010 HOURS
DAY 6
UNDERWRITING REVIEW
CLASSROOM
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
START UNDERWRITING - EMPLOYMENT & INCOME
CLASSROOM
2.25
01/200912/2010 HOURS
FINISH UNDERWRITING - EMPLOYMENT & INCOME
CLASSROOM
CLASSROOM
2.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
REPORT
CLASSROOM
2
01/200912/2010 HOURS
FINISH UNDERWRITING - ANALYING CREDIT
REPORT
CLASSROOM
CUMULATIVE ASSESSMENT (RECOMMEND A
PRODUCT) AND ROLE PLAY
PRACTICAL
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 7
DAY 8
PRESENT/PROPOSED QUIZ
DAY 9
PRACTICAL
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CLASSROOM
4
01/200912/2010 HOURS
4
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
CLASSROOM
5.5
01/200912/2010 HOURS
5.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CUMULATIVE ASSESSMENT (CONVENTIONAL
UNDERWRITING) - (LOCATED WITHIN CASE
STUDIES SPLASH PAGE)**
PRACTICAL
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
NON-APPROVAL
CLASSROOM
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOS PRACTICE - PRE-APPROVAL
CLASSROOM
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOS PRACTICE - CCB CONVERSION
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOS PRACTICE - SUBORDINATE FINANCING (PM2)
ROLE PLAY
CLASSROOM
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOAN REVIEW - CASE STUDIES
DAY 10
START REFINANCE BASICS
CLASSROOM
REFINANCE
CLASSROOM
FACILITATOR LED DEMO - REFINANCE WITH NO
CASH OUT
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
DAY 11
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
2.5
01/200912/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LOS PRACTICE - REFINANCE WITH CASH OUT
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CASH OUT REFINANCE
CLASSROOM
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
FACILITATOR LED DEMO - REFINANCE WITH
CLASSROOM
LOS PRACTICE - REFINANCE WITH SUBORDINATE
FINANCING
DAY 12
TX 101
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HASP
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLOSING
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SME/FACILITATOR Y-CORD
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
DAY 13
Course
Number
Course Title
Delivery Method
JUMBO LOANS
CLASSROOM
XCO-168
CALL CALLIBERATION
CLASSROOM
BKT-1249
START APPLY
CLASSROOM
FINISH APPLY
CLASSROOM
Year Length
Hours
2.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
Credits
Recommended
Equivalency
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 14
BKT-1249
LIVE WORK
PRACTICAL
2
01/200912/2010 HOURS
4.5
01/200912/2010 HOURS
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
5.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CUMULATIVE KNOWLEDGE ASSESSMENT (SYSTEM
AUTHORITY)
PRACTICAL
0
0
NON-ACADEMIC
DAY 15
DAY 16
DAY 17
DAY 18
DAY 19
DAY 20
BKT-1217S
MORTGAGE ORIGINATIONS (SURGE)
CT 1.1
COURSE INTRODUCTION
LOAN BASICS
MORTGAGE END-TO-END
120
HOURS
38.5
3.5
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010
20092010
01/200912/2010
01/200912/2010
.5
HOURS
0
0
TOO FEW HOURS
CLASSROOM
.5
01/200912/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
1 HOUR
Course
Number
Course Title
MORTGAGE ORIGINATION PROCESS
BKT-1223
CLASSROOM
Year Length
Hours
.5
01/200912/2010 HOURS
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
INTERPRETING THE RATE SHEET
CLASSROOM
CLASSROOM
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
CLASSROOM
.5
01/200912/2010 HOURS
UNDERWRITING BASICS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
0
0
NON-ACADEMIC
MORTGAGE ORIGINATIONS JOB OVERVIEW
CLASSROOM
01/200912/2010 1 HOUR
1.25
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MORTGAGE BASICS
BKT-1177
Delivery Method
DAY 2
BKT-1216
LATER THAN DAY 5.
BKT-1215
01/200912/2010
CLASSROOM
.5
HOURS
0
0
NON-ACADEMIC
CLASSROOM
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
TRUTH-IN-LENDING - MORTGAGE
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
RECOMMEND A PRODUCT WORKSHOP
CLASSROOM
0
0
NON-ACADEMIC
UNIFI SYSTEM OVERVIEW
CLASSROOM
0
0
NON-ACADEMIC
RECOMMEND A PRODUCT
CLASSROOM
2.5
01/200912/2010 HOURS
4
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 3
BKT-1188
01/200912/2010 1 HOUR
5
01/200912/2010 HOURS
DAY 4
DAY 5
CUMULATIVE ASSESSMENT: RECOMMEND A
PRODUCT
Course
Number
Course Title
UNDERWRITING REVIEW
Delivery Method
CLASSROOM
Year Length
Hours
1.5
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
START UNDERWRITING - EMPLOYMENT & INCOME
CLASSROOM
FINISH UNDERWRITING - EMPLOYMENT & INCOME
CLASSROOM
CLASSROOM
REPORT
CLASSROOM
CLASSROOM
START LOAN REVIEW - CASE STUDIES
CLASSROOM
FINISH LOAN REVIEW - CASE STUDIES
CLASSROOM
NON-APPROVAL
CLASSROOM
3.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
FACILITATOR LED LOS PRACTICE - PRE-APPROVAL
CLASSROOM
1.5
01/200912/2010 HOURS
FACILITATOR LED LOS PRACTICE - CCB
CONVERSION
CLASSROOM
REFINANCE BASICS
CLASSROOM
REFINANCING A SINGLE MORTGAGE
CLASSROOM
CLASSROOM
DETERMINING REFINANCE ELIGIBILITY WITH
MULTIPLE MORTGAGES
CLASSROOM
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 6
1.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
DAY 7
4
01/200912/2010 HOURS
2
01/200912/2010 HOURS
DAY 8
DAY 9
TOOLS: DETERMINING REFINANCE ELIGIBILITY
DAY 10
CLASSROOM
CLASSROOM
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
Course
Number
Course Title
Delivery Method
REFINANCE
CLASSROOM
HASP
CLASSROOM
FACILITATOR LED LOS PRACTICE - REFINANCE
WITH CASH OUT
CLASSROOM
FACILITATOR LED LOS PRACTICE - REFINANCE
WITH SUBORDINATE FINANCING
CLASSROOM
CLASSROOM
CLOSING
CLASSROOM
SME/FACILITATOR Y-CORD
CLASSROOM
Year Length
Hours
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
INTERDISCIPLINARY/
ELECTIVE
DAY 11
LIVE WORK
PRACTICAL
LIVE WORK
PRACTICAL
3.25
01/200912/2010 HOURS
3.25
01/200912/2010 HOURS
DAY 12
LIVE WORK DEBRIEF
CLASSROOM
LIVE WORK
PRACTICAL
APPLY
CLASSROOM
6
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
DAY 13
BKT-1249
3.25
01/200912/2010 HOURS
3.25
01/200912/2010 HOURS
DAY 14
LIVE WORK
PRACTICAL
LIVE WORK DEBRIEF
CLASSROOM
LIVE WORK
PRACTICAL
6
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
DAY 15
LIVE WORK DEBRIEF
BKT-1273
MORTGAGE PROCESSING CROSS SKILL
CLASSROOM
6
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
2009160
2010
HOURS
34.25
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
CLASSROOM
COURSE INTRODUCTION
CLASSROOM
LOAN BASICS
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
UNDERWRITING BASICS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SAI GLOBAL ANTI-MONEY LAUNDERING
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BKT-1160
MORTGAGE END-TO-END
CLASSROOM
0
0
TOO FEW HOURS
BKT-1223
CLASSROOM
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CT 1.1
BKT-1177
MORTGAGE BASICS
CLASSROOM
START IDENTIFY MORTGAGE PRODUCTS
CLASSROOM
BKT-1215
CLASSROOM
BKT-1188
TRUTH-IN-LENDING - MORTGAGE
CLASSROOM
BKT-1216
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 2
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
ANALYZING DU FINDINGS FACILITATOR
INSTRUCTION
CLASSROOM
GOOD FAITH ESTIMATE (GFE) FACILITATOR-LED
INSTRUCTION
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
0
0
TOO FEW HOURS
START REVIEWING MORTGAGE DOCUMENTS
CLASSROOM
2.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
.25
01/200912/2010 HOURS
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 3
CLASSROOM
EVALUATING A CREDIT REPORT
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
CLASSROOM
3
01/200912/2010 HOURS
ANALYZING DESKTOP UNDERWRITING FINDINGS
3
Course
Number
XCO-174
Course Title
ENTERPRISE WORKLIST
LATER THAN DAY 4.
Delivery Method
CLASSROOM
Year Length
Hours
.75
01/200912/2010 HOURS
01/200912/2010
CLASSROOM
.5
HOURS
START PROCESSING END-TO-END
CLASSROOM
3
01/200912/2010 HOURS
PREPARING FOR THE INTRODUCTION CALL
CLASSROOM
INTRODUCTION CALL
CLASSROOM
INTRODUCTION CALL
CLASSROOM
CLASSROOM
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
DAY 4
01/200912/2010 1 HOUR
2.75
01/200912/2010 HOURS
DAY 5
XCO-185
Y-CORD
PRACTICAL
1.75
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
4
01/200912/2010 HOURS
DAY 6
PREPARING FOR AND MAKING THE INTRO CALL:
PRACTICE
CLASSROOM
MAKING THE INTRODUCTION CALL: LIVE WORK
CLASSROOM
2
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
START TOOLS: MAKING THE INTRODUCTION CALL
CLASSROOM
01/200912/2010 1 HOUR
FINISH TOOLS: MAKING THE INTRODUCTION CALL
CLASSROOM
CLASSROOM
CLASSROOM
TOOLS: VERIFYING INCOME AND EMPLOYMENT
CLASSROOM
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
CLASSROOM
.5
01/200912/2010 HOURS
DAY 7
2
01/200912/2010 HOURS
4
01/200912/2010 HOURS
DAY 8
VERIFY ASSETS
Course
Number
Course Title
TOOLS: VERIFYING ASSETS
Delivery Method
CLASSROOM
CLASSROOM
REVIEWING THE APPLICATION PACKAGE
CLASSROOM
CLASSROOM
APPROVING THE LOAN: LIVE WORK
CLASSROOM
APPROVING THE LOAN: CUMULATIVE ASSESSMENT
CLASSROOM
Year Length
Hours
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 9
1.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
DAY 10
CLASSROOM
3
01/200912/2010 HOURS
2
01/200912/2010 HOURS
START HUD-1 FOLLOW-UP WITH THE MEMBER
CLASSROOM
01/200912/2010 1 HOUR
FINISH HUD-1 FOLLOW-UP WITH THE MEMBER
CLASSROOM
COMPLETING THE LOAN PROCESS
CLASSROOM
PREPARE FOR CLOSING
DAY 11
CLASSROOM
3.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PREPARE FOR CLOSING: PRACTICE
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PREPARE FOR CLOSING: LIVE WORK
CLASSROOM
0
0
NON-ACADEMIC
REFINANCE A SINGLE MORTGAGE
CLASSROOM
0
0
TOO FEW HOURS
CLASSROOM
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRIORITIZING WORK
DAY 12
DETERMING REFINANCE ELIGIBILITY WITH
MULTIPLE MORTGAGES
CLASSROOM
TOOLS: DETERMINING REFINANCE ELIGIBILITY
CLASSROOM
CLASSROOM
2.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOUR
1.5
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 13
START PROCESSING A REFINANCE: PRACTICE
CLASSROOM
FINISH PROCESSING A REFINANCE: PRACTICE
CLASSROOM
PROCESSING A REFINANCE: ASSESSMENT
CLASSROOM
6
01/200912/2010 HOURS
DAY 14
START VA LOANS
CLASSROOM
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
4
01/200912/2010 HOURS
LIVE WORK
PRACTICAL
6
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
0
0
NON-ACADEMIC
31.875
2
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 15
DAY 16
DAY 17
DAY 18
DAY 19
DAY 20
BKT-1283
HOME EQUITY FULFILLMENT CROSS SKILL
CT 1.1
COURSE INTRODUCTION
CLASSROOM
CT 2.5
ICR / ECA TELEPHONE (AND SIMULATION)
SELF - PACED
CT 6.2
IEX
SELF - PACED
XCO-194
DETERMINING ELIGIBILITY
SELF - PACED
6.5
01/200912/2010 HOURS
2009160
2010
HOURS
.5
01/200912/2010 HOURS
1
01/200912/2010 HOURS
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
XCO-213
VALUE STATEMENTS
CLASSROOM
BKT-BK1052
BANK FRAUD AWARENESS
SELF - PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
BKT-1187
TRUTH-IN-LENDING
SELF - PACED
.5
01/200912/2010 HOURS
0
0
TOO FEW HOURS
XCO-193
PRI BANK PACKAGE:
EDUCATE MBRS ON USAA CREDIT CARDS
-EDUCATE MBRS ON CHECKING/SAVINGS
SELF - PACED
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
HEF 2.1
EXPECTATIONS OF THE HE FULFILLMENT MSR (K)
SELF - PACED
0
0
NON-ACADEMIC
XCO-174
ENTERPRISE WORKLIST
SELF - PACED
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
MEMBER E-MAIL
SELF - PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
HE 3.01
WHAT IS EQUITY (K)
SELF - PACED
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.02
IDENTIFY ELIGIBLE PROPERTY TYPES (K)
SELF - PACED
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.03
INTEREST RATES (K)
SELF - PACED
HE 3.04
INSTALLMENT LOANS (K)
HE 3.05
XCO-218
SELF - PACED
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
DAY 2
XCO-156
DAY 3
3.5
01/200912/2010 HOURS
2.75
01/200912/2010 HOURS
DAY 4
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF - PACED
2.5
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LINE OF CREDIT (K)
SELF - PACED
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.06
RATE LOCKS (KNOW/TOOLS)
CLASSROOM
0
0
NON-ACADEMIC
HEF 3.1
PRODUCT & GUIDELINES (K)
SELF - PACED
0
0
NON-ACADEMIC
HEF 3.2
PROCESS VALUATIONS (K)
SELF - PACED
3.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HEF 3.6
VERIFY HOMEOWNERS INSURANCE (K)
SELF - PACED
0
0
TOO FEW HOURS
DAY 5
3.5
01/200912/2010 HOURS
3
01/200912/2010 HOURS
DAY 6
3.25
01/200912/2010 HOURS
.4
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
VERIFY FLOOD INSURANCE (K)
SELF - PACED
HEF 3.4
UPDATE TITLE INFORMATION (K)
SELF - PACED
HEF 3.5
UPDATE VESTING INFORMATION (K)
SELF - PACED
HEF 3.7
PROCESS CONTROL CHECKLIST (K)
SELF - PACED
HEF 3.3
Year Length
Hours
1.75
01/200912/2010 HOURS
Credits
Recommended
Equivalency
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 7
HEF 3.8
VERIFY FEE INFORMATION (K)
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
SELF - PACED
.25
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HEF 3.9
PROCESS CONTROLLED PAYOFFS (K)
SELF - PACED
01/200912/2010 1 HOUR
HEF 3.10
MAKE LOAN REVISIONS (K)
SELF - PACED
01/200912/2010 1 HOUR
HEF 3.10
FINISH MAKE LOAN REVISIONS (K)
SELF - PACED
HEF 3.11
DISCUSS LOAN GUIDELINES (K)
DAY 8
VERBAL ROLE PLAY & KNOWLEDGE ASSESSMENT
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
SELF - PACED
01/200912/2010 1 HOUR
1.75
01/200912/2010 HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
3
01/200912/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 9
HEF 4.1
CREDIT REVUE OVERVIEW (T)
SELF - PACED
5.75
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
PROCESS VALUATIONS (T)
SELF - PACED
HEF 3.6
VERIFY HOMEOWNERS INSURANCE (T)
SELF - PACED
HEF 3.3
VERIFY FLOOD INSURANCE (T)
SELF - PACED
HEF 3.4
UPDATED TITLE INFORMATION (T)
SELF - PACED
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
HEF 3.5
UPDATED VESTING INFORMATION (T)
SELF - PACED
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PROCESS CONTROL CHECKLIST (T)
SELF - PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HEF 3.2
DAY 10
DAY 11
HEF 3.7
Course
Number
HEF 3.8
Course Title
VERIFY FEE INFORMTATION (T)
PILOT/CO-PILOT (LIVE WORK)
Delivery Method
SELF - PACED
PRACTICAL
Year Length
Hours
3
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
1.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
2.75
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 12
HEF 3.10
MAKE LOAN REVISIONS (T)
SELF - PACED
HEF 3.11
DISCUSS LOAN GUIDELINES (T)
SELF - PACED
.75
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
2
01/200912/2010 HOURS
HEF 4.8
CREDIT REPORTS (T)
SELF - PACED
1.5
01/200912/2010 HOURS
HEF 4.2
PROCESS LOC INCREASE (T)
SELF - PACED
HEF 4.3
PROCESS POWERS OF ATTORNEY (T)
SELF - PACED
HEF 4.4
OBTAIN FINAL LOAN DECISION (T)
SELF - PACED
HEF 4.4
PROVIDE LOAN APPL STATUS (T)
SELF - PACED
HEF 3.17
IDENTIFY WORKFLOW PROCEDURES (K)
SELF - PACED
2.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
SELF - PACED
2.75
01/200912/2010 HOURS
HEF 3.9
PROCESS CONTROLLED PAYOFFS (T)
SELF - PACED
DAY 13
3.5
01/200912/2010 HOURS
2.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
DAY 14
HEF 3.13
SCHEDULE CLOSING (K)
COMPLETE LIVE WORK SET-UPON DAY 14 TO
ENSURE PRODUCTION ACCESS IS FULLY
FUNCTIONAL NO LATER THAN DAY 16.
SELF - PACED
IDENTIFY WORKFLOW PROCEDURES (T)
SELF - PACED
01/200912/2010
.5
HOURS
DAY 15
HEF 3.17
HEF 3.13
SCHEDULE CLOSING (T)
PILOT/CO-PILOT (LIVE WORK)
DAY 16
SELF - PACED
PRACTICAL
1.5
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Course
Number
HEF 4.5
HEF 4.6
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
VERBAL ROLE PLAY AND TOOL ASSESSMENT
PRACTICAL
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
184
2009HOURS
2010
0
0
NON-ACADEMIC
37.125
2.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
PROCESS ATTORNEY CLOSINGS (T)
WITHDRAW OR PEND WD INCOMPLETE FILES (T)
SELF - PACED
SELF - PACED
0
0
TOO FEW HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 17
DAY 18
DAY 19
DAY 20
BKT-BK1136
HOME EQUITY ORIGINATIONS CROSS-SKILL
COURSE
CT 1.1
COURSE INTRODUCTION
SELF - PACED
HE 3.31
CALL CALIBRATION
SELF - PACED
.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.01
WHAT IS EQUITY?
SELF - PACED
3
01/200912/2010 HOURS
HE 3.02
PROPERTY TYPES
SELF - PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PROPERTY TYPES
SELF - PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
MOVERS ADVANTAGE PROGRAM
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.03
INTEREST RATES
SELF - PACED
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.04
INSTALLMENT LOANS
SELF - PACED
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.16
AUTOMATED PAYMENT PLAN
SELF - PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 2
HE 3.02
Course
Number
Course Title
Delivery Method
Year Length
Hours
01/200912/2010 1 HOUR
RATE LOCKS
SELF - PACED
HE 3.06
RATE LOCKS
SELF - PACED
HE 3.05
LINE OF CREDIT
SELF - PACED
01/200912/2010 1 HOUR
4
01/200912/2010 HOURS
HE 3.12
PRODUCT SHEETS
SELF - PACED
01/200912/2010 1 HOUR
HE 3.11
TEXAS HOME EQUITY
SELF - PACED
HE 3.37
PRE-APPROVALS
SELF - PACED
HE 3.06
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
DAY 3
DAY 4
3
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
HE 3.10
DETERMINE THE LOAN
SELF - PACED
.5
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
HE 3.13
SELF - PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.13
SELF - PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.14
FLOOD AND HAZARD INS
SELF - PACED
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.15
TITLE REQUIREMENTS
SELF - PACED
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.17
CLOSING COST
SELF - PACED
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DTI, INCOME, EMPLOY, ASSETS
SELF - PACED
5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
HE 3.12.02
NEGATIVE AMORTIZATION
SELF - PACED
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 5
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
3
01/200912/2010 HOURS
DAY 6
HE 3.22
NEEDS ANALYSIS
SELF - PACED
5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
SELF - PACED
.5
01/200912/2010 HOURS
VERBAL ROLE PLAY
XCO-166
PRACTICAL
DAY 7
XCO-185
Course
Number
Course Title
Delivery Method
XCO-189
SELF - PACED
XCO-213
VALUE STATEMENTS
SELF - PACED
INITIAL ASSESSMENT (HESOP)
CLASSROOM
CLASSROOM
Year Length
Hours
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
4
01/200912/2010 HOURS
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
DAY 8
HE 3.42
CREDIT REPORTS
SELF - PACED
HE 3.24
CREDIT REPORTS
SELF - PACED
HE 3.23
SELF - PACED
HE 3.24
4
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
DAY 9
Y-CORD
PRACTICAL
DEBRIEF Y-CORD
PRACTICAL
01/200912/2010 1 HOUR
3
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
DAY 10
HE 3.21
REGULATIONS AND FRAUD CONTROL (INCLUDES
TIME FOR TRUTH-IN-LENDING, BKT-1189)
SELF - PACED
HE 3.39
THE CONVERSATION
SELF - PACED
1.5
01/200912/2010 HOURS
3
01/200912/2010 HOURS
PRACTICAL
2.5
01/200912/2010 HOURS
WRITTEN
-
DAY 11
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CONTROLLED PAYOFFS
SELF - PACED
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INCOMPLETE LOANS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HE 3.26
LOAN DOCUMENTS
SELF - PACED
HE 3.27
FUNDING HE LOANS
SELF - PACED
HE 3.46
HE 3.28
ROLE PLAY PRACTICE
DAY 12
HE 3.43
Course
Number
Course Title
Delivery Method
HE 3.44
APPROVED LOANS
CLASSROOM
HE 3.47
CLASSROOM
HE 3.25
LOC INCREASES
SELF - PACED
HE 3.45
DECLINED LOANS
CLASSROOM
XCO-174
ENTERPRISE WORKLIST
SELF - PACED
Year Length
Hours
01/200912/2010 1 HOUR
3.5
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Credits
Recommended
Equivalency
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
3.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 13
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
CREDIT LINE DECREASES (NEW)
CLASSROOM
CT 2.5
ICR / ECA TELEPHONE (AND SIMULATION)
SELF - PACED
XCO-220
CLICK TO CALL
SELF - PACED
3.25
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
0
0
NON-ACADEMIC
45.5
2.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
DAY 14
DAY 15
DAY 16
DAY 17
DAY 18
IMCO-591
INVESTMENT ADVICE CROSS TRAINING
COURSE ORIENTATION
SELF - PACED
XCO-199
2008 JOINT CODE OF ETHICS
SELF - PACED
ENT-1057
SELF - PACED
6.5
01/200912/2010 HOURS
2009160
2010
HOURS
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
IMCO-FI530
RECORD KEEPING
SELF - PACED
XCO-202
2009 ANNUAL COMPLIANCE MEETING
SELF - PACED
INVESTMENT REFERENCE: FAST
SELF - PACED
Year Length
Hours
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
DAY 1
XCO-166
INVESTMENT IOP
CLASSROOM
NEEDS ANALYSIS
SELF - PACED
IB- FINANICAL PLANNING PRODUCTS
SELF - PACED
SELF - PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
IB- MUTUAL FUNDS
SELF - PACED
USAA PRODCUTS - MUTUAL FUNDS
SELF - PACED
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
COMMUNICATE THE FEATURES AND BENEFITS OF
MUTUAL FUND PRODUCTS
CLASSROOM
IB- TRUST
SELF - PACED
MANAGED MONEY
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
7
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 2
DAY 3
SELF - PACED
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
0
0
TOO FEW HOURS
FOR MANAGED MONEY
CLASSROOM
5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
IB- SAVING FOR EDUCATION
SELF - PACED
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
USAA PRODUCTS - COLLEGE SAVINGS PRODUCTS
SELF - PACED
FOR COLLEGE SAVINGS PLANS
FOR COLLEGE SAVINGS PLANS
DAY 4
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
4.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 5
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
CLASSROOM
4
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
IB- BROKERAGE PRODUCTS
SELF - PACED
USAA PRODUCTS- BROKERAGE PRODUCTS
SELF - PACED
0
0
0
0
NON-ACADEMIC
DAY 6
IB- RETIREMENT PLANS
SELF - PACED
IB- IRAS PRODUCTS
SELF - PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
CLASSROOM
RETIREMENT ASSETS
CLASSROOM
4
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
RETIREMENT ASSETS
CLASSROOM
2.5
01/200912/2010 HOURS
DAY 7
DAY 8
LISTENING ACTIVITY
CLASSROOM
PRACTICE
CLASSROOM
XCO-173
PRACTICAL
PORTAL BASICS
SELF - PACED
INVESTMENT PORTAL
CLASSROOM
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
1.5
HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 9
ENTERPRISE NEEDS ANALYSIS-KNW
SELF - PACED
ENTERPRISE NEEDS ANALYSIS-TOOL
SELF - PACED
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
EVALUATE TO ADVISE
SELF - PACED
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LISTENING ACTIVITY
CLASSROOM
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICE
CLASSROOM
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 10
PORTFOLIO PLANNER
PRACTICAL
CLASSROOM
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
2
HOURS
DAY 11
CLASSROOM
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
INVESTMENT PRODUCT VIA MANUAL ALLOCATIONS
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
ASK FOR THE BUSINESS
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLOSE THE BUSINESS: RAONA/ONA
CLASSROOM
3.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
HANDLE OBJECTIONS
CLASSROOM
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-185
SELF - PACED
2
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
IMCO-FI522
SELECTION
SELF - PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
LISTENING ACTIVITY
CLASSROOM
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
SFA ACQUISITIONS
MANAGED MONEY
CLASSROOM
-
01/200912/2010 1 HOUR
3.5
01/200912/2010 HOURS
DAY 12
DAY 13
PRACTICE
PRACTICAL
PRACTICAL
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
Course
Number
XCO-169
Course Title
Delivery Method
USAA.COM FEATURES
SELF - PACED
DOCUMENTUM
CLASSROOM
INVESTMENT SERVICING- INQUERIES
CLASSROOM
INVESTMENT SERVICING- INQUERIES
CLASSROOM
CLASSROOM
INVESTMENT SERVICING- ACCOUNT MAINTENANCE
CLASSROOM
INVESTMENT SERVICING- MONEY MOVEMENT
Year Length
Hours
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 14
2.5
01/200912/2010 HOURS
4
01/200912/2010 HOURS
DAY 15
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
4
01/200912/2010 HOURS
2.5
01/200912/2010 HOURS
2.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INVESTMENT SERVICIING- MONEY MOVEMENT
CLASSROOM
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
LISTENING ACTIVITY
CLASSROOM
1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1 HOUR
0
0
NON-ACADEMIC
1 HOUR
0
0
NON-ACADEMIC
.5
HOURS
0
0
NON-ACADEMIC
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 16
XCO-161
SELF - PACED
01/200912/2010
01/200912/2010
01/200912/2010
01/200912/2010
CLASSROOM
2
01/200912/2010 HOURS
PRACTICE
PRACTICAL
PRACTICAL
YEAR END TAX FORMS
DAY 17
Y-CORDING
PRACTICAL
PILOT/CO-PILOT
PRACTICAL
3
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
LIVE WORK
PRACTICAL
3.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 18
DAY 19
Course
Number
Course Title
Delivery Method
CERTIFICATION
PRACTICAL
CERTIFICATION
PRACTICAL
Year Length
Hours
3.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
45.75
3
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 20
IMCO-599S
LEVER 3 - FSG OPERATIONS TO SMS SURGE PLAN
CT 1.1
INTRODUCTION/ ORIENTATION TO LP'S
CLASSROOM
XCO-167
PROCEDURES
CLASSROOM
INVESTMENT REFERENCE - FAST
CLASSROOM
EXPECTATIONS OF A SURGE REP (GUEST
SPEAKER)
CLASSROOM
6.5
01/200912/2010 HOURS
2009128
2010
HOURS
.5
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
3.5
01/200912/2010 HOURS
USAA PRODUCTS - MF
CLASSROOM
COMMUNICATE MUTUAL FUND FEATURES AND
BENEFITS
CLASSROOM
(CON'T) COMMUNICATE MUTUAL FUND FEATURES
AND BENEFITS
CLASSROOM
MANAGED MONEY
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
RETIREMENT PRODUCTS
CLASSROOM
5
01/200912/2010 HOURS
RETIREMENT ASSETS
CLASSROOM
USAA COLLEGE SAVING PLANS
CLASSROOM
(CON'T) USAA COLLEGE SAVING PLANS
CLASSROOM
COMMUNICATE COLLEGE SAVINGS PLAN
CLASSROOM
1.5
01/200912/2010 HOURS
4.5
01/200912/2010 HOURS
USAA PRODUCTS BROKERAGE PRODUCTS
CLASSROOM
3
01/200912/2010 HOURS
DAY 2
DAY 3
4
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
DAY 4
DAY 5
Course
Number
Course Title
Delivery Method
CLASSROOM
COMMUNICATE BROKERAGE FEATURES AND
BENEFITS
CLASSROOM
(CON'T) COMMUNICATE BROKERAGE FEATURES
AND BENEFITS
CLASSROOM
XCO-184
CLASSROOM
XCO-173
PORTAL BASICS
SELF - PACED
Year Length
Hours
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 6
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
SELF - PACED
INVESTMENT PORTAL
CLASSROOM
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
ENTERPRISE NEEDS ANALYSIS - TOOLS
CLASSROOM
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
XCO-185
CLASSROOM
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
IMCO-FI522
SELECTION
CLASSROOM
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
XCO-181
USAA.COM
CLASSROOM
0
0
NON-ACADEMIC
XCO-163
SHADOWING MEMBERS
SELF - PACED
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
3
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
4
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
XCO-195
DAY 7
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
XCO-164
USAA VOICELINE
SELF - PACED
CT 4.4
TOOLS AND UTILITIES
CLASSROOM
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
INVESTMENT SERVICING INQUIRIES
CLASSROOM
3
01/200912/2010 HOURS
CLASSROOM
INVESTMENT SERVICING ACCOUNT MAINTENANCE
CLASSROOM
3
01/200912/2010 HOURS
3
01/200912/2010 HOURS
INVESTMENT SERVICING MUTUAL FUND MONEY
MOVEMENT
CLASSROOM
4
01/200912/2010 HOURS
DAY 8
DAY 9
Course
Number
Course Title
Delivery Method
YEAR END TAX FORMS
CLASSROOM
SERVICING MUTUAL FUND ACCOUNTS - SERVICING
FORMS
CLASSROOM
SERVICING MUTUAL FUND - TOP MF
TRANSACTIONS
CLASSROOM
IRA DISTRIBUTIONS
CLASSROOM
IRA DISTRIBUTIONS DEMO
CLASSROOM
SERVICING COLLEGE SAVINGS PLANS
CLASSROOM
CLASSROOM
Year Length
Hours
1.25
01/200912/2010 HOURS
2
01/200912/2010 HOURS
Credits
Recommended
Equivalency
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
DAY 10
2
01/200912/2010 HOURS
2
01/200912/2010 HOURS
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
DAY 11
BROKERAGE GUI & PHASE 3
CLASSROOM
MARGIN BASICS
CLASSROOM
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
MARGINS, EXTENSIONS & RESTRICTIONS
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
OPTIONS
CLASSROOM
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
INTERDISCIPLINARY/
ELECTIVE
DAY 12
BROKERAGE TRANSFERS
CLASSROOM
GUIDELINES TO HOUSEHOLDING
CLASSROOM
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
BROKERAGE COMMISSION SCHEDULE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
REGISTRATION CHANGES
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
BROKERAGE PROCESSES & SIA
CLASSROOM
.75
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 13
MONEY IN & OUT OF USAA BROKERAGE
FIXED INCOME SECURITIES
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
Course
Number
Course Title
Delivery Method
IN HOUSE MONEY MOVEMENT
CLASSROOM
BROKERAGE CERTIFICATES
CLASSROOM
ESOPS
CLASSROOM
GIFTING SECURITIES
CLASSROOM
FUND MARKETPLACE
CLASSROOM
MUTUAL FUND ORDER ENTRY
CLASSROOM
OPENING A CD OR IRA
CLASSROOM
Year Length
Hours
1.25
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
Credits
Recommended
Equivalency
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
TOO FEW HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 14
1.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/200912/2010 1 HOUR
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
STATEMENT INQUIRIES
CLASSROOM
2
01/200912/2010 HOURS
2
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DIVIDENDS
CLASSROOM
0
0
TOO FEW HOURS
CORPORATE REORGANIZATIONS
CLASSROOM
0
0
NON-ACADEMIC
PRECIOUS METALS
CLASSROOM
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
10.5
0.5
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
DAY 15
.5
01/200912/2010 HOURS
01/200912/2010 1 HOUR
.25
01/200912/2010 HOURS
DAY 16
LIVE WORK
PRACTICAL
PCT-2580
UP-SKILL PROPERTY (SPI) TRAINING
1.1
WELCOME
CLASSROOM
1.2
UNDERSTANDING THE HOME BUYING PROCESS
SELF - PACED
1.2
UNDERSTANDING THE HOME BUYING PROCESS HUDDLE
BASIC CREDIT GUIDANCE (ON HOLD 10/26/09)
BASIC SAVING FOR A HOME (ON HOLD 10/26/09)
3.5
01/200912/2010 HOURS
2009184
2010
HOURS
.75
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
CLASSROOM
.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
PRACTICAL
Course
Number
Course Title
Delivery Method
1.3
RELATING INSURANCE TO THE HOME BUYING
PROCESS
SELF - PACED
1.3
RELATING INSURANCE TO THE HOME BUYING
PROCESS - HUDDLE
PRACTICAL
1.4
ROLES AND RESPONSIBILITIES
1.4
ROLES AND RESPONSIBILITIES - HUDDLE
1.5
PROPERTY PROTECTION OFFERED BY USAA
SELF - PACED
PRACTICAL
SELF - PACED
Year Length
Hours
.5
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.25
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
TOO FEW HOURS
0
0
TOO FEW HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 2
1.5
PROPERTY PROTECTION OFFERED BY USAA HUDDLE
2.1
ADVISING THE MEMBER ABOUT DWELLING
COVERAGE PART 1
2.1
COVERAGE PART 1 - HUDDLE AND ROLE PLAYS
2.1
ADVISING THE MEMBERS ABOUT DWELLING
COVERAGES PART 2
2.1
COVERAGES PART 2 - HUDDLE AND ROLE PLAY
2.2
ADVISING THE MEMBER ABOUT OTHER
STRUCTURES
PRACTICAL
.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
SELF - PACED
01/200912/2010 1 HOUR
PRACTICAL
SELF - PACED
SELF - PACED
01/200912/2010 1 HOUR
.75
01/200912/2010 HOURS
PRACTICAL
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF - PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
SELF - PACED
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
PRACTICAL
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
SELF - PACED
.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
DAY 3
2.2
ADVISING THE MEMBER ABOUT OTHER
STRUCTURES COVERAGES - HUDDLE AND ROLE
PLAYS
2.3
ADVISING THE MEMBER ABOUT PERSONAL
PROPERTY COVERAGE PART 1
2.3
PROPERTY COVERAGE PART 1 - HUDDLE AND
ROLE PLAYS
2.3
PROPERTY COVERAGES PART 2
2.3
PROPERTY COVERAGES PART 2 - HUDDLE AND
ROLE PLAYS
2.4
ADVISING THE MEMBER ABOUT LOSS OF USE
COVERAGES
DAY 4
Course
Number
Course Title
Delivery Method
2.4
ADVISING THE MEMBER ABOUT LOSS OF USE
COVERAGES - HUDDLE
2.5
ADVISING THE MEMBER ABOUT ADDITIONAL
COVERAGES
SELF - PACED
2.5
ADVISING THE MEMBER ABOUT ADDITIONAL
COVERAGES - HUDDLE
PRACTICAL
2.6
ADVISING THE MEMBER ABOUT LOSS
ASSESSMENT COVERAGES
SELF - PACED
2.6
ADVISING THE MEMBER ABOUT LOSS
ASSESSMENT COVERAGES - HUDDLE
PRACTICAL
2.7
ADVISING THE MEMBER ABOUT PROPERTY
ENDORSEMENTS
2.7
ADVISING THE MEMBER ABOUT PROPERTY
ENDORSEMENTS - HUDDLE
PRACTICAL
Year Length
Hours
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
Credits
Recommended
Equivalency
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
SELF - PACED
.75
01/200912/2010 HOURS
.75
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
2.8
LIABILITY & MEDICAL PAYMENTS COVERAGE HUDDLE AND ROLE PLAY
PRACTICAL
01/20091.5
12/2010 HOURS
0
0
NON-ACADEMIC
2.9
ADVISING THE MEMBER ABOUT COVERAGES
UNDER SPECIAL PROPERTY POLICY HO-3
SELF - PACED
1.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
2.9
ADVISING THE MEMBER ABOUT COVERAGES
UNDER SPECIAL PROPERTY POLICY HO-3 HUDDLE AND ROLE PLAYS
PRACTICAL
01/20091.25
12/2010 HOURS
0
0
NON-ACADEMIC
PRACTICAL
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
5.75
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
INTERDISCIPLINARY/
ELECTIVE
DAY 5
A1
QM CONTRACT ASSESSMENT
DAY 6
2.10
2.11
ADVISING THE MEMBER ABOUT DETERMINING A
DWELLING'S REBUILDING COST
OVERCOMING OBJECTIONS
SELF - PACED
01/200912/2010 1 HOUR
DAY 7
2.11
OVERCOMING OBJECTIONS - HUDDLE AND ROLE
PLAYS
3.1
UNDERWRITING PROPERTY RISKS
3.1
UNDERWRITING PROPERTY RISKS - HUDDLE AND
ROLE PLAYS
3.1
SELF - PACED
1.25
01/200912/2010 HOURS
1.5
01/200912/2010 HOURS
1.5
COMBINABLE
PRACTICAL
2
01/200912/2010 HOURS
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
PRACTICAL
"OLD AGE HOMES" - GUEST SPEAKER
CLASSROOM
HOMEOWNER SIMPLIFIED PRICING ONLINE
SELF - PACED
01/200912/2010 1 HOUR
.5
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 8
HOMEOWNERS SIMPLIFIED PRICING HUDDLE
3.3
CONDUCTING A NEEDS ANALYSIS - ONLINE
3.3
CONDUCTING A NEED ANALYSIS - HUDDLE AND
ROLE PLAYS
SELF - PACED
SELF - PACED
01/200912/2010 1 HOUR
01/200912/2010 1 HOUR
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
CLASSROOM
01/200912/2010 1 HOUR
1.5
01/200912/2010 HOURS
PURCHASING A HOMEOWNERS POLICY CONVERSATION PPT, DEMONSTRATION, AND ROLE
PLAYS
CLASSROOM
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
3.4.1
PURCHASING A HOMEOWNERS POLICY CONVERSATION PPT, DEMONSTRATION
CLASSROOM
2.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
3.4.2
PURCHASING A HOMEOWNERS POLICY - TOOLS
PPT DEMONSTRATIONS AND ROLE PLAYS
(CONTINUES ON DAY 10)
CLASSROOM
01/2009.5
12/2010 HOURS
0
0
NON-ACADEMIC
3.4.2
LIFE HOUSE CALL PRESENTATION - GUEST
SPEAKER
CLASSROOM
0
0
TOO FEW HOURS
3.4.2
BANK MORTGAGE AWARENESS HOUSE CALL
PRESENTATION - GUEST SPEAKER
CLASSROOM
.5
01/200912/2010 HOURS
.5
01/200912/2010 HOURS
0
0
TOO FEW HOURS
CLASSROOM
01/20093
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
BASIC MOVE GUIDANCE (ON HOLD 10/26/09)
3.4.1
PRACTICAL
1.5
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
DAY 9
DAY 10
3.4.2
PURCHASING A HOMEOWNERS POLICY - TOOLS
DEMONSTRATIONS AND ROLE PLAYS (CONTINUED
FROM DAY 9)
3.4.2
BASIC ELIGIBILITY, ROLE PLAY AND REPLACEMENT
POLICIES - THIRD DEMONSTRATION ROLE PLAYS
CLASSROOM
01/20092.5
12/2010 HOURS
3.5.1
PURCHASING A FIRE POLICY - CONVERSATION
PPT, DEMONSTRATION, AND ROLE PLAYS
CLASSROOM
1.25
01/200912/2010 HOURS
3.5.1
CLASSROOM
3.4.2
UNDERWRITING ITV PRESENTATION -GUEST
SPEAKER
3.5.2
(CONTINUES ON DAY 12)
DAY 11
DAY 12
CLASSROOM
1.25
01/200912/2010 HOURS
1.25
01/200912/2010 HOURS
1.25
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20093.5
12/2010 HOURS
0
0
NON-ACADEMIC
Course
Number
Course Title
Delivery Method
3.5.2
PURCHASING A FIRE POLICY - TOOLS PPT,
DEMONSTRATION, AND ROLE PLAYS CONTINUED
FROM DAY 11)
3.5.2
UNDERWRITING GEO HAZARD PRESENTATION GUEST SPEAKER
3.6.1
PURCHASING A HO CONDO POLICY COVERSATION PPT, DEMONSTRATION, AND ROLE
PLAYS
3.6.2
PURCHASING A HO CONDO POLICY - TOOL PPT,
DEMONSTRATION, AND ROLE PLAY
3.7.1
PURCHASING A FIRE CONDO POLICY CONVERSATION PPT, DEMONSTRATION, AND ROLE
PLAYS
3.7.2
PURCHASING A FIRE CONDO POLICY - TOOL PPT,
DEMONSTRATION, AND ROLE PLAYS
CLASSROOM
A2
LIVING ROOM & TOOL CUMULATIVE ASSESSMENT
PURCHASE
PRACTICAL
Year Length
Hours
CLASSROOM
01/2009.5
12/2010 HOURS
CLASSROOM
01/200912/2010 1 HOUR
0
Credits
Recommended
Equivalency
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
CLASSROOM
01/20092.25
12/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
2.75
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CLASSROOM
01/20092
12/2010 HOURS
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
1
COMBINABLE
INTERDISCIPLINARY/
ELECTIVE
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
0
0
NON-ACADEMIC
DAY 13
3
01/200912/2010 HOURS
1.75
01/200912/2010 HOURS
DAY 14
3.2
PROVIDING SOLUTIONS FOR STATE SPECIFIC ONLINE
SELF - PACED
3.2
PROVIDING SOLUTIONS FOR STATE SPECIFIC HUDDLE
CLASSROOM
LIVE WORK - ISSUE (PILOT/CO-PILOT)
PRACTICAL
LIVE WORK - ISSUE (PILOT/CO-PILOT)
PRACTICAL
01/200912/2010 1 HOUR
3
01/200912/2010 HOURS
2.75
01/200912/2010 HOURS
DAY 15
SERVICING EXISTING HOMEOWNERS POLICY CONVERSATION, TOOL, AND ROLE PLAYS
CLASSROOM
4.1.1
SERVIING EXISTING HOMEOWNERS POLICY CONVERSATION, TOOL, AND ROLE PLAYS
CLASSROOM
4.2.1
SERVICING EXISTING FIRE POLICY CONVERSATION, TOOL, AND ROLE PLAYS
CLASSROOM
SERVICING EXISTING CONDO POLICY CONVERSATION, TOOL, AND ROLE PLAY
CLASSROOM
4.1.1
2.75
01/200912/2010 HOURS
3.75
01/200912/2010 HOURS
DAY 16
1.25
01/200912/2010 HOURS
5.5
01/200912/2010 HOURS
DAY 17
4.3.1
REVIEW OR START LIVE WORK
PRACTICAL
2.5
01/200912/2010 HOURS
4
01/200912/2010 HOURS
Course
Number
Course Title
Delivery Method
Year Length
Hours
Credits
Recommended
Equivalency
DAY 18
LIVE WORK
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
CERTIFICATION
PRACTICAL
6.5
01/200912/2010 HOURS
0
0
NON-ACADEMIC
DAY 19
DAY 20
DAY 21
DAY 22
DAY 23

USAA - University of Phoenix

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