Barret School of Banking • (901) 321-4000 •


Retention Policy

All records will be maintained for a period of at least five years. To accomplish this, the records will contain the following:

  1. program outlines/materials
  2. records of participation
  3. dates and locations during which program was available
  4. number of credits earned by participants
  5. results of program evaluations
  6. instructors and credentials


Applicants who withdraw in writing (or email) within a week of a program will receive a full refund.


The Barret School of Banking has been in existence since 1972. No session has ever been cancelled, but in the event the school session is cancelled or postponed, a refund will be in order.


 The Barret School of Banking will cooperate fully with the National Registry of CPE Sponsors to alleviate and /or correct any valid infraction based on the requirements and responsibilities set forth by the NASBA. Chris Kelley, Executive Director of the Barret School of Banking, will investigate all complaints. Please contact the school office at 901-321-4000 with questions and/or concerns.

Course Update Policy

The Barret School of Banking is governed by a Board of Regents, which includes bankers in senior management positions from approximately twenty states. The curriculum of the School is designed to provide a high degree of understanding of all commercial banking functions and to bridge the gap between primary banking and the advanced graduate schools of banking. The curriculum is reviewed and updated annually by a committee from the Board of Regents. The faculty comprises outstanding business, financial, and educational leaders who are experts in their chosen fields. Each faculty member is evaluated annually, and faculty selection and review are conducted prior to each school session by a committee of Regents. The students fill out evaluations after each school section, and a member of the Board of Regents sits in on each class to insure its relevance in today’s banking environment. If the members of the Board feel a course does not satisfy the current needs of the banking industry, the course will be altered or removed before the next year’s session in order to maintain the integrity of the program.

Program content and knowledge level equate to background of intended participants.

We assure that the program content and program level is appropriate for the intended participants. The knowledge level of a course is specified so that prospective participants can determine if the program is appropriate for their development needs. None of our programs currently have prerequisites, but in the event we do in the future, it will be clearly stated in program materials. 

Content and delivery system(s) are current, effectively designed and accurate.

Our courses are developed by individuals or teams having expertise in the subject matter. This includes subject matter experts (facilitators) and members of our staff.  Courses are evaluated annually, and revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc.

Content is developed by a subject matter expert and reviewed by qualified persons outside of the development team.

Programs are reviewed by qualified persons other than those who developed the programs. These included members of our Board and industry professionals and/or alums from our programs. These reviews occur before the first presentation of these materials and again after each significant revision of the program.  Any course or program where we award credit for Accounting is reviewed by a licensed CPA. We do not offer any course or program where credit is offered for Auditing or Taxes. 

Content is based on relevant learning objectives and outcomes.

Our programs contain relevant learning objectives and outcomes that clearly articulate the knowledge, skills and abilities that can be achieved by the participants.

Scroll to Top