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Marketing & Business Development Product List

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Access to Money with Credit - Spanish electronic member seminar kit



The seminar material for Acceso a Dinero a Través de Crédito (Access to Money with Credit) covers how credit unions are different from banks, why credit is important, and the different types of credit.

Financial Education & Counseling
Additional FiCEP Exam



Instructions for requesting additional FiCEP exams.

Financial Education & Counseling, Print Courses
Adventures in Saving! - A Tale of Three Savers activity book



Entertain school-age children with a range of activities. Ideal for youth ages 7-15.

Financial Education & Counseling, Member Events & Promotions
Anytime Adviser



Help members become more knowledgeable decision-makers using these seven online interactive coaches, available at their convenience.

Marketing Content & Microsites
Are Your Savings Ready for Anything statement stuffer (customized)



This stuffer encourages members to establish a savings plan so they'll be prepared for planned and unplanned events. Includes a sidebar that discusses different savings vehicles such as basic savings accounts, money m ...

Statement Stuffers
Bank Fees Suck Money Down the Drain drive-up envelope



Use this drive-up envelope to plant the seed to switch more accounts to your credit union.

Drive Up Envelopes
Bank Fees Suck Money Down the Drain drive-up envelope (customized)



Use this drive-up envelope to plant the seed to switch more accounts to your credit union.

Drive Up Envelopes
Basic NCUA Advertising Regulations (Training on Demand)



This Training on Demand course will help you understand the rules and regulations that apply to credit union advertising.

Online Courses
Basic Steps to Managing Your Money - Spanish electronic member seminar kit



This member seminar, Pasos Básicos Para el Control de su Dinero (Basic Steps to Managing Your Money), has information to improve Hispanic members' financial management.

Financial Education & Counseling
Be Merry and Bright drive-up envelope (customized)



Celebrate the season with a playful greeting on a drive-up envelope.

Drive Up Envelopes
Be Prepared for Auto Emergencies statement stuffer (customized)



Give your members this handy brochure covering "what to keep in your car" and "what to do in case of accident." It includes an "Auto Accident Checklist" and space to diagram the accident scene. It's a perfect handout ...

Statement Stuffers
Best Practices in ITIN Lending webinar (recorded)



This recorded event is available until October 15, 2015.

Recorded Training
Budget Blueprint Interactive CD-ROM



Members can track their household finances and set realistic savings goals via Microsoft Excel spreadsheets.

Financial Education & Counseling
Budgeting and Accounting for Non-Financials course (online)



This course is part of the CUNA CU Advance program and contains individual courses for $35 each.

Online Courses
Build a Basic Budget - The 5-Step Spending Plan electronic member seminar kit



This member seminar covers steps to set up a spending plan, track spending, save money, and short- and long-term financial goals.

Financial Education & Counseling, Member Promotions & Events
Business as Usual at Your Credit Union statement stuffer (customized)



Even during the recession, credit unions remain strong financial institutions. Credit unions are still a great place to manage your money and reach your financial goals.

Statement Stuffers
Business Communication Skills course (online)



This is a CUNA CU Advance course through CUNA Professional Development Online (CPD Online) and contains individual courses for $35 each.

Online Courses
Business Communication Skills course (print)



In this course, you'’ll learn to communicate in ways that get things done effectively and enhance your career opportunities.

Print Courses
Business Loans Help Realize Your Dreams statement stuffer (customized)



Gives members essential information for getting a business loan through their credit union. Shares the credit union advantage as well as items the lender will expect.

Statement Stuffers
Buzz Points

Buzz Points is a social media marketing and rewards program that helps you find new members, uncover loan opportunities, and cross-sell more products. Your credit union can use Buzz Points to encourage and reward ...

Products & Services



Big financial decisions can be stressful for members. With Calculators, you can ease the process by giving members the in-depth tools they need in order to choose wisely.

Marketing Content & Microsites
Can I Make It On My Own - student guide



This 20-page full-color student guide and lesson plan encourage teenagers to plan and budget for adult independence.

Financial Education & Counseling
CARD Act Shows Credit Union Cards Still the Best statement stuffer (customized)



Use this stuffer to tell members how the new credit card law will affect them, while encouraging them to get a credit card from your credit union. An easy-to-read table highlights effective dates of major components o ...

Statement Stuffers
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