Payments Education for You & Your Team

We provide education for financial institutions and others in the payments industry, so your team stays current with rules, compliance, solutions to common pain points, professional development, and continued education credits.
Browse SFE’s Calendar of Events for all upcoming educational events, or browse by your preferred format – Webinars, In-Person, or On-Demand. Select a topic – ACH, Card, Check, Wire, Risk/Fraud, or General, then click on the tab with your preferred format.


Education Plan

The member-exclusive Education Plan gives your team access to every SFE workshop throughout the year for one low payment. Any staff member from your organization can use the Education Plan.

Workshops Included in the Education Plan:

  • What’s New in Payments
  • ACH Fundamentals (spring workshop)
  • Tax Refund Exceptions
  • RDFI Roles and Responsibilities / Exception Processing
  • What Frontline Needs to Know
  • Tiptoe Through the Rulebook
  • Get an “A” on Your ACH Audit
  • Elder Abuse – Exploitation and Fraud Prevention
  • Putting on your ODFI Hat
  • Balancing Risk and Rewards for ODFIs
  • Government Payments Update
  • ACH Fundamentals (fall workshop)


SFE Workshops

Classes are comprehensive half-day, full-day or two-day workshops on relevant industry topics for professionals in the payments space. Our knowledgeable staff goes in-depth on the session topics, providing an engaging discussion, real examples, answers to your questions, and materials to take back to your organization.

A list of all SFE Workshops available throughout the year can be viewed here, or click the link below.


Live & On-Demand Webinars

Bring industry experts to your desktop and enjoy the convenience of relevant payments education. You have access to live or on-demand training through SFE.

Live webinars are often interactive, allowing you to ask questions during the session.

On-demand webinars give you flexibility to learn at your pace.

To browse the available online payments education, select a topic – ACH, Card, Check, Wire, Risk/Fraud, or General, then click on the tab with your preferred format.

All upcoming live educational events are available on SFE’s Calendar of Events.


Power Hours

Join our complimentary Power Hour webinars offered throughout the year, a member-exclusive benefit. These sixty-minute sessions are packed with information on industry hot topics. Visit the Power Hour page to see what’s coming!



You need subject matter experts who are tuned into payment industry rules and regulations, trends, and who can answer any questions from customers and colleagues.

Earning your Accredited ACH Professional (AAP), Accredited Payments Risk Professional (APRP) or National Check Professional (NCP) contributes to your professional growth, your organization's compliance and efficient operations, and the financial industry as a whole.

A comprehensive study plan is critical to preparing for your AAP, APRP or NCP exam. Through in-depth preparation programs, you connect with industry experts in classes and review sessions. Other study materials like flashcards and quizzes are also available on our website.

For all the details on each certification and preparation program, click on the credential(s) of your interest below.




Customized Training

Don’t see the training you’re looking for? Tell us what you need and we’ll develop custom education for your team.



“I wanted to take a moment to let you know how appreciative I have been for the ability to join important SFE seminars remotely. In 2020, I joined both the annual conference in April and the Virtual Payments Seminar in September. As an AAP who works far from typical SFE event locations, this has been a critical means for me to earn crucial CE credits to maintain my certification without the added cost of travel. In my opinion, the value of the AAP certification will only grow in the future, and I’m grateful that SFE provides such meaningful and appropriate information around payment channels. I cannot speak highly enough of the workshops and speakers. The content and strengthened relationships are invaluable.”

Kathy Dobson, AAP
Vice President | Treasury Management Officer
First Horizon Bank
Sevierville, TN

“SFE has provided excellent on-site training seminars for our employees on numerous occasions. We appreciate the convenience of having SFE staff on-site because it allows more of our employees to attend the training. We also know that we are receiving quality training from experts in their field at a significant cost savings to our bank. We look forward to many more years of working with Southern Financial Exchange as our partner in banking.”

Chris Harley
Chief Information Officer
The Commercial Bank
Meridian, MS

“We’ve attended many SFE seminars which keep us informed on ACH know-how. We put an instructor-recommended sound business practice in place. This low-tech security procedure saved us major money and major headaches. We were able to thwart a Corporate Account Takeover using this procedure and no losses were incurred. Also, thanks so much for presenting the SFE Power Hours – we receive valuable info delivered right in our own house – we love it!”

Patricia Perry
Senior Vice President
St. Landry Bank & Trust Company
Opelousas, LA

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