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.  

Switch to BAI Compliance Courseware

Professional Development Libraries

Professional Skills

The 125+ courses in this library, intended for all employees, enhance institutional day-to-day operations, help to build and maintain stronger customer relationships, and promote organizational leadership development.

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Leadership Innovation

This library is built specifically for financial services leaders to meet the growing demands of a changing industry. These courses deliver practical information on how to lead innovation initiatives, case studies to guide successful projects and clear goals for success.

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Integration Instructions

Microsoft Office 2019 & 365 – New Courses

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New Microsoft Office 365 Topics

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New Microsoft Office 2019 Topics

They’re Here!

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

What’s New, What’s Updated?

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Courseware FAQ

Future Course Development Plans:

  • Unconscious Bias – refresh PS
  • Harassment Prevention Training (Connecticut) PS
  • Let’s Talk About Racism PS
  • + More!

Note: This list is tentative and subject to change. Check back weekly for updates.

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

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

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

Release Notes – Content Development – 02.02.22

  • 80006 – Diversity and Innovation | Clarified Test Question Feedback LIL

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

Release Notes – Content Development – 12.17.21

  • 59028 – Microsoft 365 Excel [Mini-Course] | New Mini-Course  PS
  • 59030 – Microsoft 365 Word [Mini-Course] | New Mini-Course PS
  • 59029 – Microsoft 365 PowerPoint [Mini-Course] | New Mini-Course PS

Release Notes – Content Development – 12.10.21

  • 59040 – Microsoft Office 2019 – Excel | New Course PS
  • 59041 – Microsoft Office 2019 – Word | New Course PS
  • 59042 – Microsoft Office 2019 – PowerPoint | New Course PS
  • 59043 – Microsoft Office 2019 – Outlook | New Course PS
  • 59044 – Microsoft Office 2019 – Visio | New Course PS
  • 59045 – Microsoft Office 2019 – SharePoint | New Course PS
  • 59046 – Microsoft Office 2019 – OneDrive | New Course PS
  • 59047 – Microsoft Teams | New Course PS

Release Notes – Content Development – 12.03.21

  • 50310 – COVID-19 Vaccine Awareness | New Course PS
  • 59020 – Microsoft 365 Excel | New Course PS
  • 59023 – Microsoft 365 Word | New Course PS
  • 59024 – Microsoft 365 PowerPoint | New Course PS
  • 59022 – Microsoft 365 Outlook | New Course PS
  • 59025 – Microsoft 365 OneNote [Mini-Course] | New Mini-Course PS
  • 59027 – Microsoft 365 Yammer [Mini-Course] | New Mini-Course PS
  • 59026 – Microsoft 365 WebSites [Mini-Course] | New Mini-Course PS
  • 59021 – Microsoft 365 OneDrive | New Course 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 – 09.24.21

  • 50232 – Preventing Workplace Harassment for Employees (CA) | Video Play Button Fix on Knowledge Check PS

Release Notes – Content Development – 08.05.21

  • 50232 – Preventing Workplace Harassment for Employees (California) | Enhanced Accessibility PS
  • 50231 – Preventing Workplace Harassment for Supervisors (California) | Enhanced Accessibility 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 2022, or years prior.

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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New Courses (past 12 mo)
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New Mini-Courses (past 12 mo)
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Total Courses w/ Enhanced Accessibility

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 2021 Courseware Retirements

As part of our ongoing maintenance of the BAI libraries, we have retired several courses on December 31, 2021. 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 and 2020.