BAI Learning and Development Terms of Use

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Compliance

BAI provides compliance training and professional development courses to entities such as financial services organizations. BAI’s compliance training is designed to help clients meet regulatory body training requirements as part of a client’s comprehensive compliance program. BAI compliance programs are as follows:

“Banking Series” is BAI’s library of compliance courses and resources for all bank employees and focuses on banking regulations, product information, human resource training, skills and responsibilities general.

“Credit Union Series” is BAI’s library of compliance courses and resources for all credit union employees and focuses on financial regulations, product information, human resource training, skills, and education. general responsibilities.

“Mortgage Series” is BAI’s library of compliance courses and resources for all employees of mortgage organizations and focuses on financial regulations, product information, human resource training, skills and responsibilities. general.

“Nonbank Series” is BAI’s library of compliance courses and resources for all employees of nonbank financial institutions and focuses on financial regulations, product information, human resource training, skills and general responsibilities.

Board of Directors Insight Series – Bank is a library of courses that assist with compliance and training professionals to effectively facilitate institution-specific in-person training sessions for the board of directors. The courses cover regulatory information, review and risk management issues for banks.

“Board of Directors Insight Series – Credit Union” is a library of courses that assist with compliance and training professionals to effectively facilitate institution-specific in-person training sessions for the board of directors. The courses cover regulatory information, review and risk management issues for credit unions.

Professional development

BAI’s professional development training is designed to provide clients with the opportunity to enhance the skills of their employees within the financial services industry. BAI professional development programs are as follows:

The Professional Skills Series is BAI’s library of professional development courses and resources for all employees to improve the day-to-day operations of the facility, help build and maintain stronger client relationships, and promote leadership development. organizational.

Leadership Innovation Library is BAI’s library of professional development courses and resources designed specifically for financial services leaders to meet the growing demands of an evolving industry. These courses provide practical information on how to lead innovation initiatives, case studies to guide successful projects and clear goals for success.

Program availability and customization

BAI creates new programs, withdraws programs and regularly updates programs to respond to regulatory changes. BAI strives to make changes to the content of the Program at least 90 days before the applicable regulatory change dates. This is not always possible because regulators do not always provide sufficient notice of effective change dates.

For an additional fee, BAI makes the source code and / or scripts available to clients so that clients can provide the source code / scripts to auditors or regulators, or be used as part of a process of customization.

BAI allows clients to customize BAI programs. However, once clients turn BAI programs into custom courses, BAI no longer provides them with regulatory updates. Updates to personalized courses are the responsibility of the Customer.

BAI sometimes provides advice on programs to consider for employees with specific responsibilities. These are only intended as suggestions for consideration. The course assignments are ultimately the responsibility of professionals within the Client.

Licenses and Services

License definitions

“User licenses” refer to the named licenses that the customer has purchased as part of their subscription agreement.

“Authorized Users” means its employees and those of its other financial subsidiaries, parent companies, subsidiaries and any entity in which the customer has a controlling interest and who have the right to use the Services, as dictated by the number of licenses of use purchased by the customer. in accordance with a registration form.

“Active Users” means the Authorized User who is set by the Customer to an “Active” status in the BAI Learning Manager, as dictated by the number of User Licenses purchased by the Customer in accordance with a registration form.

“Unique Users” means authorized users who access a program on a Customer’s learning management system, as dictated by the number of user licenses purchased by Customer in accordance with an enrollment form.

Customer acknowledges and agrees that BAI will provide ongoing information regarding the Program and Services via email. The client undertakes to take the necessary measures to allow the receipt of communications by email from BAI; and BAI will provide the Customer with information regarding technical communication requirements. Communication may include electronic newsletters, compliance and regulatory information, or promotional information regarding the products and services of BAI and its affiliates.

BAI provides access to programs through subscriptions in two ways.

BAI Learning Manager Service

First BAI authorizes the use of its Programs as part of a complete solution within the BAI Learning Manager, the “Service” as defined in the Subscription Agreement. The BAI Learning Manager enables organizations to administer training by assigning specific programs to specific authorized users, monitoring progress by user, and reporting in detail on user completions. There are three options.

  1. Premium eLearning provides clients with the programs, the BAI Learning Manager, as well as several additional tools that make it easier to assign and administer training programs, as well as the ability to customize the program. These include:
  • BAI Training Insights – a unique collaboration tool within the BAI Learning Manager designed to help determine which compliance courses to assign to which people, and then document those decisions.
  • “BAI Career Pathing software”: allows administrators to group courses by associated skills, then display this grouping of courses for students and managers.
  • BAI I-Design Course Creation Tool – allows clients to create and publish custom courses on the BAI Learning Manager.
  • “BAI I-Modify” which allows clients to make selected customizations to BAI courses.
  1. Essentials Plus eLearning provides clients with the programs, the BAI Learning Manager, as well as training information.
  2. “Essentials eLearning” provides clients with the BAI learning programs and manager.

These options also have related services that BAI charges for separately, including configuration, HRMS file synchronization, and single sign-on (SSO) implementation. These services will be defined in a statement of work between the client and BAI.

The license fees for these options are based on the number of active customer users in the BAI Learning Manager at any given time.

Each authorized user in the BAI Learning Manager must have a unique username, usually an email address.

Client may print student records and training plans for programs and services without written permission from BAI.

Customer learning management system

BAI also authorizes the use of its programs by customers within other Learning Manager systems.

With the “BAI Content Provider Service”, BAI sends program files, configured according to the client’s pre-approved learning management system settings, directly to clients. BAI will provide reasonable assistance to Customer in configuring the files to function as Customer intended in Customer’s learning management system. If the Customer requires programming changes and re-delivery of the Program, BAI will do so for a fee.

The license fees for these options are based on the number of unique customer users who access a course during a 12 month period.


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