NEW ACCOUNTS · IRAs · HSAs
Practical training.
Confident teams.
Practical education and resources for banks, credit unions, and the people behind every account.
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Meet Matt Dickinson
Financial industry educator
President & CEO, Training Resources Consulting, LLC
“Matt brings hands-on banking experience in new accounts, IRAs, lending, operations, and executive leadership. His approachable teaching style connects technical information with the situations financial professionals handle every day. After acquiring Training Resources Consulting in 2024, he continued its practical, state-specific education for financial institutions and banking associations.”
New account training & resources
New account training, customized to your state
Give your team practical guidance for opening accounts, documenting ownership, and managing risk. Matt Dickinson brings real-world banking experience to engaging training for banks and credit unions, with materials tailored to state law.
A practical reference for your team
Support day-to-day account opening with a state-specific New Account Documentation and Compliance Manual. Review available states, formats, and pricing on the manual order form.
New account training online
Explore training on business, personal, trust, fiduciary, minor, and estate accounts through OnCourse Learning. These webinars provide practical guidance for account-opening and compliance teams. This training is not customized to individual state law.