What You'll Learn
Bundle Overview
This 10 course, instructor-led training series offers comprehensive preparation for banking professionals pursuing the Accredited ACH Professional (AAP) Exam. Whether you're pursuing certification or looking to deepen your understanding of ACH operations and risk, this 10-part course series provides the expert guidance and flexibility you need. Led by Kelly Rozier, AAP, APRP, each session includes live instruction, downloadable materials, and the ability to attend Live or complete On Demand following the live version*.
Live Course Schedule (of all courses included in the bundle):
- Part 1: ACH Basics & Participants — Now on demand
- Part 2: ACH Origination & ODFI Requirements — Now on demand
- Part 3: ACH Returns & RDFI Requirements — Now on demand
- Part 4: ACH Risk — Now on demand
- Part 5: ACH Processes — July 8, 2026 @ 12:00-1:00 ET
- Part 6: Third Party Senders, ACH Operators and IAT — July 14, 2026 @ 2:00-3:00 ET
- Part 7: Regulations and Network Rules — July 16, 2026 @ 12:00-1:00 ET
- Part 8: ACH Products — July 21, 2026 @ 12:00-1:00 ET
- Part 9: ACH Technical Specifications — July 23, 2026 @ 12:00-1:00 ET
- Part 10: New Nacha Rules & Network Obligations — August 4, 2026 @ 12:00-1:00 ET
Key Benefits
- Full coverage of the AAP exam content areas in ten structured sessions
- Clear understanding of ACH origination, returns, risk management, and regulations
- Opportunity to interact with the instructor during live sessions
- On Demand access available for schedule flexibility
Audience
- Professionals preparing for the AAP exam
- ACH operations, treasury, and payments staff
- Compliance, audit, and risk management teams
- Financial institution employees involved in ACH processing or oversight
The AAP Exam, administered by Nacha, will be available during the 2026 testing window from Monday, October 5 through Saturday, October 31, 2026.
*Please note: CPE/ NASBA credit is ONLY available for the live courses. While the playbacks will be available after the live stream, watching the on demand playback does not qualify for CPE credit.
About the Author:
You Might Also Like
Many financial institutions struggle with setting appropriate exposure limits for ACH and RDC clients. This course explores NACHA-defined exposure, effective calculation methods, and best practices for setting limits. Attendees will also learn how to handle temporary over-limits and permanent lim...
Instructor: Terri Sands
Account Officer Training on ACH/RDC Credit and Transactional Underwriting, Setting Exposure Limits and Performing Periodic Reviews
This Course takes you through the 2025 Rules changes, proposed changes and discuss best business practices for how financial institutions should implement these changes internally and downstream to their ACH Originators. *This program does NOT qualify, nor meet the National Standard for NASBA a...
Instructor: Terri Sands
Effectively managing debit card disputes is essential to Regulation E compliance and minimizing avoidable losses. This session explores best practices for investigating claims, determining liability, and asking the right consumer questions based on the specific dispute scenario. Key Takeaways: ...
Instructor: Terri Sands
Many financial institutions struggle with effectively setting exposure limits for ACH and RDC clients. This session covers exposure as defined by NACHA Rules, understanding what type of calculation works best, and best business practices for avoiding setting limits too high or too low. This webin...
Instructor: Terri Sands