2027 Financial Institution Training Planning Checklist
Start planning what your institution needs from training in 2027
Before deciding what to allocate to training next year, take stock of what your institution actually needs to support.
Required compliance is one piece. Your 2027 training plan may also need to account for evolving fraud threats, AI adoption, role-specific skills, leadership development, and the systems and processes used to manage training.
The 2027 Financial Institution Training Planning Checklist gives banks and credit unions a practical framework to assess their current training program, identify areas that need attention, and set priorities for the year ahead.
What You'll Assess
Use the checklist to evaluate eight areas of your employee training program:
- Regulatory and compliance requirements
- Fraud prevention and emerging risk
- AI and technology readiness
- Role-specific banking skills
- Leadership and professional development
- Delivery, engagement, and application
- Vendors, content, and cost
- Reporting, administration, and oversight
You'll also get a 2027 Training Priorities Worksheet to help turn what you uncover into your top five priorities, including who needs the training, why it matters, how you're addressing it today, and what action is needed next.
Complete the Form to Download the Checklist
Build Your 2027 Training Plan
BankersHub helps banks and credit unions support training across compliance, fraud prevention, risk management, lending and mortgage, payments and treasury, branch operations, AI and innovation, HR and business skills, leadership, and professional development.
Our learning platform also makes it easier to manage the program behind the training, from assignments and due dates to automated enrollments, completion tracking, dashboards, and reporting.
If the checklist uncovers content gaps, administrative challenges, or opportunities to simplify your approach, see how BankersHub can support your 2027 training priorities.