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.
New Professional Skills Courses
It is just as important to train employees on professional skills as it is to train them on compliance risks. Professional training courses help educate all levels of employees on key topics that can help them better understand how to interact with their coworkers and make sure they stay safe in their working environment.
BAI has released several new courses to help train your employees on various aspects of working safely and effectively in a corporate setting. 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.
New BAI Professional Development Courses Coming Soon:
Check back soon for updates.
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
- 50400SP – California Workplace Violence Prevention – For Employees (Spanish) >> New Course PS
Release Notes – Content Development – 04.04.24
- 50259 – From Peer to Supervisor >> Updated Version PS
Release Notes – Content Development – 03.26.24
- 50287 – Preventing Workplace Harassment (Connecticut) >> Tutorial Correction (“Ask Yourself” Slide) PS
Release Notes – Content Development – 03.21.24
- 50232 – Preventing Workplace Harassment for Employees (California) >> Tutorial Correction (“Ask Yourself” Slide) PS
- 50283 – Preventing Workplace Harassment for Supervisors (New York) >> Tutorial Correction (“Ask Yourself” Slide) PS
- 50281 – Preventing Workplace Harassment for Supervisors (Illinois) >> Tutorial Correction (“Ask Yourself” Slide) PS
Release Notes – Content Development – 03.19.24
- 50282 – Preventing Workplace Harassment for Employees (New York) >> Tutorial Correction (“Ask Yourself” Slide) PS
- 50284 – Preventing Workplace Harassment for Employees (Chicago, Illinois) >> Tutorial Correction (“Ask Yourself” Slide) PS
- 50280 – Preventing Workplace Harassment for Employees (Illinois) >> Tutorial Correction (“Ask Yourself” Slide) PS
- 50231 – Preventing Workplace Harassment for Supervisors (California) >> Tutorial Correction (“Ask Yourself” Slide) PS
- 50285 – Preventing Workplace Harassment for Supervisors (Chicago, Illinois) >> Tutorial Correction (“Ask Yourself” Slide) PS
Release Notes – Content Development – 03.14.24
- 50268 – Mind Your Mood >> Retired PS
Release Notes – Content Development – 03.12.24
- 50288 – Bystander Intervention (Chicago, Illinois) >> Additional Content Added (“Introduction,” “Who Is a Bystander?,” “Common Responses to Harassment,” “Bystanders as Game Changers,” “Forms of Sexual Harassment,” “Workplace Bullying,” “Types of Bullying,” “Effects of Bullying,” “How to Detect Bullying,” “Preventing Workplace Bullying,” “The Case for Calling It Workplace Bullying,” “Examples of Harassment (continued),” “Intersectionality,” “What Would You Do?,” “Safety First!,” and “Following Up” Slides + 3 Knowledge Checks + Recap) PS
Release Notes – Content Development – 02.22.24
- 50400 – California Workplace Violence Prevention – For Employees >> New Course PS
- 50410 – California Workplace Violence Prevention – For Employers >> New Course PS
Release Notes – Content Development – 02.06.24
- 50231 – Preventing Workplace Harassment for Supervisors (California) >> Removed Gendered Language (“Ask Yourself” Slide) PS
- 50280 – Preventing Workplace Harassment for Employees (Illinois) >> Removed Gendered Language (“Ask Yourself” Slide) PS
- 50281 – Preventing Workplace Harassment for Supervisors (Illinois) >> Removed Gendered Language (“Ask Yourself” Slide) PS
- 50285 – Preventing Workplace Harassment for Supervisors (Chicago, Illinois) >> Removed Gendered Language (“Ask Yourself” Slide) PS
- 50287 – Preventing Workplace Harassment (Connecticut) >> Removed Gendered Language (“Ask Yourself” Slide) PS
Release Notes – Content Development – 02.01.24
- 50232 – Preventing Workplace Harassment for Employees (California) >> Removed Gendered Language (“Ask Yourself” Slide) PS
- 50283 – Preventing Workplace Harassment for Supervisors (New York) >> Removed Gendered Language (“Ask Yourself Slide” Slide) PS
- 50284 – Preventing Workplace Harassment for Employees (Chicago, Illinois) >> Removed Gendered Language (“Ask Yourself” Slide) PS
- 50282 – Preventing Workplace Harassment for Employees (New York) >> Removed Gendered Language (“Ask Yourself” Slide) PS
Release Notes – Content Development – 09.12.23
- 50315 – Introduction to Emotional Intelligence >> New Course PS
- 50320 – Managing Work and Family >> New Course PS
- 50325 – Office Ergonomics >> New Course PS
- 50330 – Employee Performance Recognition >> New Course PS
- 50335 – Opioids – Use and Misuse >> New Course PS
- 50340 – Drug Free Workplace >> New Course PS
- 50345 – Mental Health Awareness >> New Course PS
Release Notes – Content Development – 08.08.23
- 50232 – Preventing Workplace Harassment for Employees (California) >> Removed Outdated Wording (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
Release Notes – Content Development – 08.03.23
- 50231 – Preventing Workplace Harassment for Supervisors (California) >> Removed Outdated Wording (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
- 50285 – Preventing Workplace Harassment for Supervisors (Chicago, Illinois) >> Removed Outdated Wording (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
- 50287 – Preventing Workplace Harassment (Connecticut) >> Removed Outdated Wording (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
- 50284 – Preventing Workplace Harassment for Employees (Chicago, Illinois) >> Removed Outdated Wording (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
Release Notes – Content Development – 08.01.23
- 50280 – Preventing Workplace Harassment for Employees (Illinois) >> Removed Outdated Wording (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
- 50282 – Preventing Workplace Harassment for Employees (New York) >> Removed Outdated Language (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
- 50281 – Preventing Workplace Harassment for Supervisors (Illinois) >> Removed Outdated Language (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
- 50283 – Preventing Workplace Harassment for Supervisors (New York) >> Removed Outdated Language (“Forms of Sexual Harassment” and “Recognizing Sexual Harassment” Slide, and Knowledge Check) PS
Release Notes – Content Development – 07.27.23
- 70004 – Regulation O Insights for the Board of Directors >> Added Information on Non-Community Property States BOD
Release Notes – Content Development – 07.21.23
- 70010 – Workplace Harassment Insights for the Board of Directors >> New Course BOD
Release Notes – Content Development – 05.18.23
- 50288 – Bystander Intervention (Chicago, Illinois) >> Updated LGBTQ Language (“Forms of Sexual Harassment,” “Other Considerations for Bystanders,” and Multiple “Your Turn” Scenario Slides) + Removed Several Gated Sections PS
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 2024, or years prior.
View Full 2024 Courseware Updates
View Full 2023 Courseware Updates
View Full 2022 Courseware Updates
View Full 2021 Courseware Updates
View Full 2020 Courseware Updates
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 2023 Courseware Retirements
As part of our ongoing maintenance of the BAI libraries, we have retired several courses on January 19th, 2024. The following guide outlines the courses that were 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, 2021, and 2022.