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Financial Services  Training

BAI and RMA are now ProSight, delivering trusted compliance training and professional development for financial institutions.

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Financial Institutions Use ProSight Training Each Year
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Courses Completed Across Our Platform
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Learners Rely on Our Training Annually
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Critical Financial Services Training That Creates Better Outcomes

ProSight is an industry leader in financial services education with a deep understanding of both compliance and risk management.

In a rapidly-changing world, training should keep pace—and help your staff stay ahead. Our team of industry experts and instructional designers provide comprehensive and up-to-date education solutions by actively monitoring the industry and updating content.

It’s relevant content that you can trust. It’s an actionable lesson that your staff can use to make better decisions.

ProSight goes beyond courseware with additional technology and resources that help organizations stay current with industry changes.

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Industry-Leading Training Aligned to Your Organization’s Needs

Advance your skills, train your team, track your knowledge, and earn digital credentials.

Compliance Training

Meet industry regulations, promote a culture of compliance, and advance your skills with anti-laundering courses and risk management content tailored to your role and industry.

Professional Development

Diverse course options covering communications, leadership, sales, HR, ethics, career development, and support, designed for busy working professionals.

Better Engagement, Better Training

The best learning solutions go beyond teaching—they encourage engagement and provide opportunities for growth. Our learning solutions include several features that encourage engagement including:

  • Interactive exercises
  • Student and Management dashboards that highlight additional learning opportunities
  • An easy to search Catalog with courseware and resources
  • Career Pathing
  • Badging
  • Student Profiles that track Skills development
  • Ask the Expert support

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Technology Designed for the Financial Services Industry

Learning solutions should help you reach your training goals. 

ProSight Learning Manager is designed to train professionals in the financial services industry with all of the associated regulatory requirements and complexities. The ProSight Learning Manager does this with tools and technology to help you:

  • Assign the right courses to the right learners
  • Encourage learners to complete required training before the due date
  • Track learner activity
  • Report on the key risk and compliance data requested by regulators

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The risk and compliance training has been really important to us as a midsize organization. We’re not a huge bank. Having access to services like these is huge.

Monica, Risk Executive, ProSight Customer

Improved Outcomes Are a Click Away

ProSight’s trusted e-learning content and trainings are designed specifically for the financial services industry.
Get access to timely resources that will advance your risk management strategy and improve your compliance efforts.

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More Effective Programs

With training tools designed to meet your organizations goals whether they be on-boarding target timeframes, skills development levels, completion rates, examiner coverage expectations

Key Skills Development

With the topics learners need to be productive in their roles covered in the depth leadership and examiners expect

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Engaging Experiences

With live classroom instruction, audio, video, interactive exercises, targeted assessments, skills tracking, badging, career pathing, and content recommendations

Focused Solutions

With role-based courses, microlearning, and learning objective driven content

Professional Delivery

With a best in class learning administrator, subject matter experts with decades of relevant experience, and experienced knowledgeable instructors

More Efficient Administration

With status dashboards, enrollment notifications, due dates, a targeted assignment engine, and custom reporting

Training Designed for your type of Organization

The financial services industry is ever-evolving, regularly bringing new technological advances, unforeseen challenges, and new opportunities.

Financial institutions don’t all face the same risks, regulations, or operational challenges. Our training programs are designed to meet the specific needs of banks, credit unions, mortgage lenders, and nonbank financial organizations, with role-based learning, up-to-date regulatory content, and flexible administration tools that help you stay compliant while building stronger, more capable teams.

 

Banks

The banking course library is intended for all bank employees, and focuses on skills related to banking regulations and hot topics including BSA/AML, CRA, Regulation W, Section 1071, cybersecurity, fraud, and more.

Credit Unions

The credit union course library is intended for all credit union employees, and focuses on skills related to credit union regulations and hot topics including BSA/AML, GLBA, UDAAP, identity theft, Regulation CC, the Truth in Savings Act, and more.

Mortgage

The mortgage course library is intended for all mortgage organization employees and focuses on mortgage-related regulations and skills including RESPA, SCRA, foreclosures, FCRA, privacy, cybersecurity, UDAAP, and more.

Nonbanks

The nonbank course library is intended for all nonbank financial institution employees, and focuses on skills related to nonbank regulations and hot topics including FDCPA, SCRA, ECOA, payments, decedent accounts, and more.

Strengthen Training Across Your Organization

ProSight provides the expertise, training, and tools financial institutions need to stay compliant, manage risk, and develop their workforce.

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Compliance & Risk Management Insights

Stay current with industry changes, regulatory developments, and emerging risk management strategies.

Identify and Prevent Check Fraud

Check fraud is rising, and financial institutions must stay ahead. This guide helps your team recognize common fraud tactics, spot red flags, and take action with confidence through practical training and proven prevention strategies

Three Benefits and Three Risks of AI in the Lending Decision Process

Explore how AI is transforming lending with faster decisions and improved risk insights, while understanding the critical risks around bias, transparency, and data security every institution must manage.

Seven Steps to Building a Culture of Compliance

Turn compliance from a requirement into a competitive advantage. Discover seven practical steps to embed accountability, strengthen training, and reduce risk across your organization.

Our Offerings

Industry-leading insights, training, events, analytics, tools, and resources

Explore our range of solutions designed to help you act with confidence.

ProSight offerings are research-driven and grounded in sound compliance and risk management principles. Network, innovate, learn, and engage with valuable peer connections, resources, and insights.

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Compliance & Training

Strengthen your skills through industry-leading on-line compliance training, risk management courses, and professional development.

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Peer Sharing & Collaboration

Connect with other financial services leaders in trusted, engaging events – roundtables, conferences, chapters, and more – in-person and virtually.

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Decision Support Solutions

Access industry-specific benchmarking, data, resources, tools, and technology to help you manage your business and act with confidence.

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Thought Leadership

Research and insights from financial services experts.

Creating Ripple Effects Throughout the Financial Services Industry

Together as ProSight, BAI and RMA have enhanced our abilities to support you at a time when the industry is challenged to meet changing customer needs, adopt new technologies, and manage more complex risk, compliance, and fraud issues. We are here to help you conquer these challenges, guide you towards new opportunities for growth, and empower you to act with confidence.

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