Skip to main content
Member Quick Links
Calendar of Events
Contact Us

Main navigation

  • About About
    • About CSBS
    • CSBS Bank Membership
    • Networked Supervision
    • CSBS Leadership
    • Contact Your State Agency
    • Careers
  • Newsroom
  • Policy Policy
    • Policy
    • Model Laws
    • Comment Letters
    • Cooperative Agreements
  • Data Data
    • Data
    • Research
    • Catalyst Initiative
    • Community Bank Sentiment Index
    • Community Bank Survey
  • Examiners Examiners
    • Examiners
    • Job Aids
    • Accreditation
    • Certification
    • Training Programs
    • Graduate School Scholarships
    • Learning Roadmaps
  • NMLS NMLS
    • NMLS
    • NMLS Modernization
    • NMLS Roadmap
    • State Examination System
    • Resource Center
    • For Homebuyers
    • Consumer Access
  • Calendar of Events
  • Contact Us
  • Login
Training Resources

This page is in progress. Please check back for updates as more resources will continue to be added.

Certification Online Portal User Roles

Learning Videos

Training Directors
  • Expiring Certifications Dashboard
  • Creating a New Course
  • Managing Attendance
  • Bulk Attendance Upload - (PDF)
  • Bulk Attendance Upload
  • View/Export Attendance Reports
Point of Contact (POC)
  • Adding/Removing a User
  • Managing the Agency
  • Managing Existing User Details
  • Viewing and Managing Certifications
Level 1 - 5 Reviewers
  • Reviewing Applications (Level 2-5)
Applicants
  • Accessing the Certification Portal - (PDF)
  • Applying for Certification
  • Viewing Your Transcript
  • Viewing your Username - (PDF)
  • Managing Your Attendance
  • Guide to Applying for the Certified Application Specialist

Recorded Trainings

  • Certification Program & Portal Overview April 2025 (Training Directors & POCs)
  • Certification Program & Portal Overview April 2025 (Examination & Licensing Staff)
  • New Features 2025 - Application Process Change & Applications in Progress Dashboard Updates
  • Certification Portal Training for Training Directors
  • Certification Portal Training for Examiners
CSBS

Conference of State Bank Supervisors

1300 I St NW, Suite 700 East

Washington, DC 20005

Phone: 202.296.2840

Fax: 202.296.1928

NEWSLETTER

Stay Updated with CSBS

Subscription Type
CSBS is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal bank authority.
  • Contact
  • Terms Of Use
  • Privacy Policy
  • Vulnerability Disclosure Policy
  • Sitemap
  • Legal