Training that covers every critical area and adapts to every employee
BVS courseware is built specifically for banks and credit unions — covering compliance, security, operations, employee development, and customer-facing performance. Delivered through Individualized Learning so each employee focuses only on what they need to know.
500+
Courses across eight curriculum areas purpose-built for financial institutions
LifeStage Courses
Specialized training designed to help financial institution employees better serve customers
Skillsoft® Access
The world's largest course library right inside Monarch LMS. Thousands of courses available.
A large library only matters if employees
can learn efficiently and retain what matters most.
BVS' course library paired with Dynamic Learning allows experienced employees to demonstrate what they already know, focus on real knowledge gaps, and every learner reaches full mastery before moving on. The result is smarter training, less wasted time, and better understanding.
Purpose-built for banks and credit unions. Every subject. Every role.
A sampling of what's available across our expansive course library —
covering compliance, security, sales, lending, HR, and more.
Compliance
BSA Basics
The GLB Privacy Rule
Truth in Savings
Americans with Disabilities
UDAAP: Unfair, Deceptive or Abusive Acts or Practices
MANY MORE
Security
Active Shooter: How to Respond
Robbery Prevention and Preparation
Deepfakes and Security in the Digital Age
Information and Cybersecurity: Basic Precautions
Spear Phishing Awareness
MANY MORE
Sales & Service
Handling Complaints
Service Excellence in Banking
Building Customer Relationships
Cross-Selling with Confidence
Communication Skills for Frontline Staff
MANY MORE
Product Knowledge
Cryptocurrency Basics
The Certificate of Deposit
IRAs
Home Equity Products
Matching Consumers with the Right Mortgage
MANY MORE
Personal & Professional Development
Ethics and Trust
Ethics and Trust: Recognizing Unethical Behavior
Professionalism in the Workplace
Time Management & Productivity
Critical Thinking & Problem Solving
MANY MORE
Human Resources
Preventing Sexual Harassment: Everyday Guidance
Workplace Abuse: What it Is
Workplace Abuse: Bullying
Battling Discrimination in Banking
Americans with Disabilities
MANY MORE
Lending
Fairness in Lending and Housing
Real Estate Appraisals & Evaluations
Reg. B: The Equal Credit Opportunity Act
Reg. Z Basics
CRA Compliance for Large Institutions
MANY MORE
Financial Education
Preventing Identity Theft
Identity Theft Red Flag Categories
Financial Planning Basics
What is the Stock Market
The Right to Financial Privacy: Rules and Rights
MANY MORE
The full BVS library covers hundreds of courses across every curriculum area. Don't see what you need? The SAGE AI Course Builder can build a course from any document your institution already has — policies, procedures, or any internal content — and publish it directly to Monarch LMS.
The compliance courses banks and credit unions rely on most.
Based on actual course usage across BVS client institutions — the compliance training your peers take most. All courses are updated to reflect current regulatory requirements and examiner priorities.
FCRA and FACT Act Basics
The GLB Privacy Rule
BSA Basics for Credit Unions
Truth in Savings
What is OFAC
Bank Secrecy: CIP Requirements
Bank Secrecy: General Compliance
UDAAP: Unfair, Deceptive or Abusive Acts or Practices
BSA: CIP Basics
OFAC Compliance
UDAAP: Steering Clear of Violations
GLB: Member and Consumer Privacy
Beneficial Ownership: The Facts
BSA for Tellers
UDAAP: Case Examples
A Guide to Reg. GG
Reg. B: The Equal Credit Opportunity Act
CRA Compliance for Large Institutions
The Right to Financial Privacy: Rules and Rights
Reg. Z Basics
CRA for Large Institutions: Background
Bank Secrecy: Penalties
BSA and OFAC: Fighting Crime and Terror
Bank Secrecy: Suspicious Activities
These are just a sample of the more than 500 BVS courses available. All compliance courses are updated for current regulatory requirements and examiner priorities. New courses added regularly.
LifeStage Financial Consulting
In addition to our core curriculum, BVS offers LifeStage Financial Consulting — specialized training designed to help financial institution employees better understand and serve customers through every stage of life. This training supports more meaningful conversations, stronger customer relationships, and more relevant financial guidance.
Young Adults & Early Financial Foundations
First Checking Accounts
Building Credit Early
Budgeting for Early Adulthood
Saving for First Major Purchases
Marriage & Growing Families
Joint Finances & Household Budgeting
Saving for Children
Insurance & Family Protection Basics
Planning for Larger Family Expenses
Homeownership & Major Purchases
Preparing for Homeownership
Mortgage Basics for Consumers
Financing Major Purchases
Managing Debt Responsibly
Mid-Career Financial Growth
Mid-Life Budgeting Strategies
Investing Basics for Working Adults
Balancing Debt Reduction and Saving
Planning for Bigger Financial Goals
Pre-Retirement Planning
Catch-Up Saving Strategies
Retirement Income Readiness
Social Security Basics
Preparing for Healthcare Costs in Retirement
Retirement & Distribution Strategies
Retirement Budgeting
Required Minimum Distribution Basics
Managing Income in Retirement
Fraud Risks for Older Adults
Legacy, Protection & Financial Transition
Estate Planning Basics
Beneficiary Designations
Fraud Prevention for Aging Customers
Financial Planning Through Life Transitions
Outcome: Help employees better understand customer needs across every stage of life — and support more relevant, trusted financial conversations.
Skillsoft®. The world's largest course library, right inside Monarch LMS.
BVS has partnered with Skillsoft® — a global leader in corporate learning — to give your institution access to thousands of courses across leadership, technology, compliance, and professional development. All at special BVS partner pricing, all managed in one place.
50 courses — included
Every customer that is a full collection subscriber receives a curated package of 50 Skillsoft® courses — available in Monarch LMS at no additional cost.
Special pricing for BVS customers
Access Skillsoft's full library of thousands of courses at exclusive BVS partner pricing — directly through your Monarch LMS account.
All in Monarch LMS
BVS courses, Sage AI-built courses, and Skillsoft® courses — all assigned, tracked, and reported in one place. No separate system, no extra login.
Thousands of courses across every professional subject area
Leadership Development
Management skills, executive development, coaching
Business & Management Skills
Communication, project management, strategy
Technology & Developer
Cloud, data, IT, cybersecurity, software development
Compliance & Risk
Regulatory compliance, ethics, workplace safety
Digital Transformation
Digital skills, AI literacy, emerging technologies
Productivity & Collaboration
Microsoft 365, Google Workspace, workplace tools
Finance & Accounting
Financial analysis, budgeting, accounting principles
Human Resources
HR management, talent development, onboarding
Plus thousands more courses across data & analytics, sales, marketing, personal effectiveness, and more.
