BAI Professional Development Courseware

BAI’s Professional Development Courseware offers a unique blend of professional and innovative leadership training, focused on employee success and growth. Our Professional Skills library contains course topics that we feel are of most value to organizations looking to develop staff internally, to prepare for career advancement. Taking an approach beyond general professional development training, our Leadership Innovation Library is built specifically for financial services leaders to meet the growing demands of a changing industry, delivering practical information on how to lead in an innovative manner. Both libraries contain scenario-based questions and other interactive content in a high-quality format, designed to engage employees.  

Microsoft Office 2019 & 365

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New Microsoft Office 365 Topics

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New Microsoft Office 2019 Topics

New Courses

By popular demand, BAI has released new Microsoft Office 2019 and 365 courses. These courses are available to all customers that subscribe to the Professional Skills Series – a library that aims to enhance institutional day-to-day operations, and promote organizational leadership development. If you do not currently subscribe to this library and are looking for more information, please reach out to your relationship manager. Covered topics include:

Microsoft 365 Word, Excel, PowerPoint, Outlook, OneNote, Yammer, WebSites, and OneDrive

Microsoft 2019 Word, Excel, PowerPoint, Outlook, Visio, Sharepoint, OneDrive, and Teams

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What’s New, What’s Updated?

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New BAI Professional Development Courses Coming Soon:

  • Workplace Harassment Insights for the Board of Directors BOD
  • + More!

Note: This list is tentative and subject to change. Check back weekly for updates.
*LIL = Leadership Innovation Library,  PS = Professional Skills Library,  BOD = Board of Directors

Release Notes – Content Development – 03.21.23

  • 50231 – Preventing Workplace Harassment for Supervisors (California)  >>  Updated Tutorial Link (“Reporting and Resources” Slide)

Release Notes – Content Development – 03.07.23

  • 59003 – Microsoft Office 2010 – PowerPoint  >>  Video File Update
  • 59001 – Microsoft Office 2010 – Excel  >>  Video File Update
  • 59002 – Microsoft Office 2010 – Outlook  >>  Video File Update
  • 59004 – Microsoft Office 2010 – Word  >>  Video File Update
  • 59009 – Microsoft Office 2013 – Excel  >>  Video File Update
  • 59006 – Microsoft Office 2013 – Outlook  >>  Video File Update
  • 59008 – Microsoft Office 2013 – Word  >>  Video File Update

Release Notes – Content Development – 02.28.23

  • 59017 –Windows 11  >>  New Course

Release Notes – Content Development – 02.21.23

  • 59014 – Microsoft Office 2016 – Excel  >>  Video File Updates
  • 59011 – Microsoft Office 2016 – Outlook  >>  Video File Updates
  • 59013 – Microsoft Office 2016 – Word  >>  Video File Updates
  • 59015 – Microsoft Office 2016 – OneNote  >>  Video File Updates
  • 59016 – Microsoft Office 2016 – Skype for Business  >>  Video File Updates
  • 59012 – Microsoft Office 2016 – PowerPoint  >>  Video File Updates
  • 59010 – Windows 10  >>  Video File Updates

Release Notes – Content Development – 02.07.23

  • 50288 – Bystander Intervention (Chicago, Illinois)  >>  Course Timer Gate Fix

Release Notes – Content Development – 01.24.23

  • 50280 – Preventing Workplace Harassment for Employees (Illinois)  >>  Fixed Sample Policy Link (“Required Reading” Slide)

Release Notes – Content Development – 01.12.23

  • 50232 – Preventing Workplace Harassment for Employees (California)  >>  Minor Wording Clarifications (“Protected Characteristics” Slide, Recap, and Summary) + DFEH Renamed to CRD (“Sexual Harassment,” “A Real-World Example,” and “Reporting and Resources” Slide, Recap, Resource Links, Summary, and 1 Test Question) + Tutorial Link Update (“Required Reading” Slide) PS
  • 50231 – Preventing Workplace Harassment for Supervisors (California)  >>  Minor Wording Clarifications (“Protected Characteristics” Slide, Recap, and Summary) + DFEH Renamed to CRD (“Required Reading,” “Sexual Harassment,” “A Real-World Example,” and “Reporting and Resources” Slide, Knowledge Check, Recap, Resource Links, Summary, and 1 Test Question) + Tutorial Link Update (“Required Reading” Slide) PS
  • 50282 – Preventing Workplace Harassment for Employees (New York)  >>  Minor Wording Clarifications (“Protected Characteristics,” “State and Local Laws,” and “Retaliation” Slide, Recap, Summary, and 1 Test Question) + Video Edit (“What is Sexual Harassment?” Slide) PS

Release Notes – Content Development – 01.10.23

  • 50280 – Preventing Workplace Harassment for Employees (Illinois)  >> Minor Wording Clarifications (“Protected Characteristics,” “Illinois Law,” “Responding as a Bystander,” and “Reporting and Resources” Slide, Recap, and Summary) + Video Edit (“What is Sexual Harassment?” Slide) PS

Release Notes – Content Development – 01.06.23

  • 50288 – Bystander Intervention (Chicago, Illinois)  >>  New Course PS
  • 50283 – Preventing Workplace Harassment for Supervisors (New York)  >>  Minor Wording Clarifications (“Protected Characteristics,” “New York State and NYC Requirements,” and “Retaliation” Slide, Recap, and Summary) PS

Release Notes – Content Development – 01.03.23

  • 50287 – Preventing Workplace Harassment (Connecticut)  >>  Minor Wording Clarifications (“Protected Characteristics” Slide, Recap, and Summary) PS
  • 50284 – Preventing Workplace Harassment for Employees (Chicago, Illinois)  >>  Minor Wording Clarification (“Protected Characteristics,” and “Illinois Law” Slide, Recap, and Summary) + URL Update (“Reporting and Resources” Slide) PS
  • 50285 – Preventing Workplace Harassment for Supervisors (Chicago)  >>  Minor Wording Clarification (“Protected Characteristics” and “Illinois Law” Slide, Recap, and Summary) + URL Update (“Reporting and Resources” Slide) PS
  • 50281 – Preventing Workplace Harassment for Supervisors (IL)  >>  Minor Wording Clarification (“Protected Characteristics” Slide, Recap, and Summary) + URL Update (“Reporting and Resources” Slide) PS

Release Notes – Content Development – 12.08.22

  • 50124 – Dealing with Difficult Customers | Rewrote Test Question PS

Release Notes – Content Development – 11.29.22

  • 50232 – Preventing Workplace Harassment for Employees (California) | Course Title Update PS

Release Notes – Content Development – 11.17.22

  • 50053 – Unconscious Bias | New Course PS

Release Notes – Content Development – 11.03.22

  • 50287 – Preventing Workplace Harassment (Connecticut) | New Course PS
  • 50124 – Dealing with Difficult Customers | Changed Question Type from “Fill In The Blank” to “Multi-Select” PS

Release Notes – Content Development – 10.18.22

  • 50280 – Preventing Workplace Harassment for Employees (Illinois) | Test Answer Update PS

Release Notes – Content Development – 10.11.22

  • 50282 – Preventing Workplace Harassment for Employees (New York) | Enhanced Accessibility PS

Release Notes – Content Development – 10.04.22

  • 50016 – Optimizing Email | Clarified Test Question Feedback PS

Release Notes – Content Development – 09.27.22

  • 50280 – Preventing Workplace Harassment for Employees (Illinois) | Enhanced Accessibility PS

Release Notes – Content Development – 09.22.22

  • 50283 – Preventing Workplace Harassment for Supervisors (New York) | Enhanced Accessibility PS

Release Notes – Content Development – 09.19.22

  • 50284 – Preventing Workplace Harassment for Employees (Chicago, Illinois) | New Course PS

Release Notes – Content Development – 09.14.22

  • 50232 – Harassment Prevention Training for Employees (California) | Enhanced Accessibility PS

Release Notes – Content Development – 09.01.22

  • 50231 – Preventing Harassment for Supervisors (California) | Additional Content Added Throughout Tutorial, Locked Menu, Timers Added to Each Section PS
  • 50281 – Preventing Workplace Harassment for Supervisors (Illinois) | Enhanced Accessibility PS
  • 50285 – Preventing Workplace Harassment for Supervisors (Chicago, Illinois) | New Course PS

There were no new courses, or course updates this month.

Release Notes – Content Development – 07.28.22

  • 50282 – Preventing Workplace Harassment for Employees (New York) | Hotline Update (“Who is Protected?” Slide) PS
  • 50283 – Preventing Workplace Harassment for Supervisors (New York) | Hotline Update (“Who is Protected?” Slide) PS
There were no new courses or updates to the Professional Skills or Leadership Innovation Library this month.

There were no new courses or updates to the Professional Skills or Leadership Innovation Library this month.

Release Notes – Content Development – 04.21.22

  • 80500 – Cryptocurrency for Financial Institutions: Understanding the Basics | New Course  LIL

At BAI, we continually modify our courseware to ensure we stay up-to-date with the latest regulatory updates. View the full list of modifications made to our compliance and professional development courseware in 2023, or years prior.

View Full 2023 Courseware Updates

View Full 2022 Courseware Updates

View Full 2021 Courseware Updates

View Full 2020 Courseware Updates

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New Courses Coming Soon
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Professional Skills Series Courses
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Leadership Innovation Library Courses
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Total Courses w/ Enhanced Accessibility

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Did You Know?

LinkedIn Learning supports the AICC standard for integration with external Learning Management Systems (LMS). Since the BAI LMS supports the AICC standard, you can download LinkedIn Learning courses and load them into the BAI LMS as unique courses for your learners to complete.  Once LinkedIn Learning courses are loaded into the BAI LMS, you can take advantage of the numerous features within it that are designed specifically for the financial services industry. These features include:

  • Email notifications designed to drive training completions
  • A user interface that prioritizes and displays learning by due date
  • The ability to track learners’ statuses in a course, such as; Assigned, In-Progress, Unsuccessful, Successful
  • Completion reporting designed specifically for regulatory examination needs
  • An assignment engine designed for automated and highly targeted training plans
  • Discoverability of LinkedIn Learning courses in the BAI Learning Manager
  • And more!

Question: Will learners have to sign into LinkedIn Learning in order to take these classes? 
Answer:  Yes. AICC is an LMS integration standard and not an authentication standard. This means that when a user launches a LinkedIn Learning course in the BAI LMS for the first time, they will have to authenticate into their account to view LinkedIn Learning Content. If you have Single Sign-On (SAML 2.0) set up with LinkedIn Learning, it will be used for authentication. Otherwise, learners will need to enter their username & password to gain access but can save their credentials in their browser for easy future access.

Question:  If my learner completes a LinkedIn Learning course through the BAI LMS is the completion tracked in both systems?
Answer:  Yes, for all LinkedIn Learning course launched through the BAI LMS, the completion will track in both LMS and LinkedIn Learning. This includes both transcripts and reports.

Question:  If a learner navigates directly to LinkedIn Learning, or launches additional courses in LinkedIn Learning after completing an initial one from the LMS, is this activity sent back to the LMS?
Answer:  No, in order for communication to be sent back to the LMS, the course must be launched through the LMS and the LinkedIn Learning course must have been loaded as a custom course.

Question:  Can I prevent learners from navigating away from the LinkedIn Learning course launched through the LMS to browse other courses?
Answer:  Yes, in the AICC integration section in LinkedIn Learning there is a ‘Focused Learning’ option at the bottom of the page. Selecting ‘Focus learners on a course’ restricts their ability to browse or search for other courses.

Courseware Administration & Resources

Please contact your Relationship Manager if you have any questions regarding BAI courseware updates & new releases, or courseware retirements. To view the entire BAI course catalog, which includes the Compliance series, Professional Skills series, Leadership Innovation Library, & Board of Directors insight series, click here.

View 2022 Courseware Retirements

As part of our ongoing maintenance of the BAI libraries, we have retired several courses on January 20th, 2023. The following guide outlines the courses that we retired along with a few recommended replacement courses. If you would like to learn more, or have any questions related to the retirements, check out our FAQ.  Previous years’ retirement lists can be found here: 2019, 2020, and 2021.