Custom Plan

The Custom Plan gives your bank access to more than 450 online self-paced courses, unlimited staff enrollment, and enhanced customization tools that help you align training with your bank’s policies and gain clearer insight into employee progress. This plan supports flexible, department-wide learning while centralizing all training activities, ICBA Education courses, in-house sessions, and third-party programs—into one platform.

What is the Custom Plan?

The Custom Plan is a comprehensive, easy-to-use, online training solution for community banks, that delivers bank specific learning across core operational, regulatory, and customer-facing functions. The Custom Plan also allows you to include your institution’s policies and procedures into select ICBA Education courses and track all learning activities in a single system.

With the Custom Plan your bank can:

• Easily assign courses and train all employees on a single, credible Learning Management System
• Integrate your bank’s policies and procedures directly into select online courses
• Track in-house training sessions and third-party training alongside ICBA courses
• Strengthen audit readiness with centralized reporting and visibility
• Provide flexible, self-paced learning across all departments
• Provide access on desktop, tablet, or smartphone
• Offer both audio and text based learning formats
• Receive new and updated courses on a regular basis

What’s included:

• Access to 450+ online courses
• Unlimited employee enrollment for one price
• Individual or group course enrollment
• Downloadable course activity reports
• Email reminders to staff to complete their courses
• Training across 14 key banking areas: Audit, Bank Security, Communication, Regulatory Compliance, Customer Service & Sales, Finance, Health & Safety, HSA/IRA, Human Resources, Information Security, Management & Leadership, Marketing, Personal Development, and Teller Training

Three exclusive Custom Plan enhancements:

• Ability to insert your bank’s policies and procedures into select courses
• Tools to track internal training sessions and third-party training
• An enhanced dashboard to filter and analyze training results

Your staff will be able to:

• Apply bank-specific policies within real-world training scenarios
• Track all their bank training in one centralized platform
• Build foundational and advanced skills across core banking functions
• Strengthen regulatory and audit readiness through centralized tracking
• Support career growth with structured, self-paced learning

Annual subscription runs January 1–December 31. (Prorated pricing based on purchase date).