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Operations, Sales & Service Upcoming Training List

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Showing products 1-19 of 19
CUNA Certified Financial Counselor Part 1 eSchool

$1395.00

ES8CFC15

Help members solve financial problems, maximize payments on your loans and improve your credit union’s bottom line. CPE Credits: TBD.

8/4/2015

Upcoming Training
Helping Your Members Understand Their Rights on Repossessions, Foreclosures and Bankruptcies webinar

$219.00

EW090815-1

Examine the consumers’ motivations to pay their loans, creditor’s motivations to get paid and both parties’ biggest fears.

9/8/2015

Upcoming Training
The Counseling Relationship webinar

$219.00

EW091515-1

Different people often perceive the same information in different ways. We'll examine how your ability to “enter the member’s world” and connect the impact of their perceptions to their financial well-being can make a ...

9/15/2015

Upcoming Training
CUNA Community Credit Union Conference and The Federation 2015 Annual Meeting

$1095.00

CCUAZ15

Hear from industry experts and speakers on the latest tools for reaching your local community, new ways to communicate the benefits of your credit union and best practices for attracting new members. CPE Credits: TBD.

9/22/2015

Upcoming Training
The Counseling Process webinar

$219.00

EW092215-1

Discuss how utilizing a six-step process can help you build a strong counseling relationship, diagnose the member’s needs, generate alternatives, choose a plan of action, implement and evaluate the plan.

9/22/2015

Upcoming Training
CUNA Operations Sales and Service Council Conference

$1245.00

OPSFL15

Plan to attend the annual CUNA Operations Sales & Service Council Conference, September 27-30, 2015 at the Walt Disney World Dolphin Resort in Orlando, FL. CPE Credits: TBD.

9/27/2015

Upcoming Training
CUNA Certified Financial Counselor Part 2 eSchool

$1395.00

ES8CFC215

Help members manage expenses, understand their tax obligations, purchase insurance that fits their budget, build an investment strategy and plan for retirement. CPE Credits: TBD.

10/6/2015

Financial Education & Counseling, Upcoming Training
Controlling Living Expenses - Part 1 webinar

$219.00

EW100615-2

A critical component of working with members is learning how they manage expenses.

10/6/2015

Upcoming Training
Certified Credit Union Financial Counselor (CCUFC) Recertification webinar

$399.00

EW100615-1

Review the content included in the Certified Credit Union Financial Counselor (CCUFC) recertification module.

10/6/2015

Upcoming Training
Controlling Living Expenses - Part 2 webinar

$219.00

EW101315-2

A critical component of working with members is learning how they manage expenses.

10/13/2015

Upcoming Training
ACH Origination webinar series

$795.00

EW101315

This webinar series does more than just cover the basics – it untangles and clarifies the ACH process. At the end of this webinar series, you’ll leave prepared to make compliant ACH transfers with minimal risk.

10/13/2015

Upcoming Training
CUNA Investment Certification Schools

$2199.00

ICSAZ15

Strengthen your investment management skills and improve your process and operations by guiding your credit union investment strategy. CPE Credits: Fundamentals (18), Advanced (26).

10/18/2015

Upcoming Training
Why People Act The Way They Do About Money - Part 1 webinar

$219.00

EW102015

Uncover your members’ beliefs about money so that you can help them discover a sustainable direction.

10/20/2015

Upcoming Training
CUNA Sales and Service Culture Institute

$1495.00

SSCWI15

Dive deep into the three distinct phases that an organization goes through to achieve productive change and a successful sales and service culture. CPE Credits: 21.

10/26/2015

Upcoming Training
Why People Act The Way They Do About Money - Part 2 webinar

$219.00

EW102715

Uncover your members’ beliefs about money so that you can help them discover a sustainable direction.

10/27/2015

Upcoming Training
Insurance webinar

$219.00

EW110315

Assist your members in understanding the importance of various types of insurance.

11/3/2015

Upcoming Training
Taxes and Investment Basics webinar

$219.00

EW111015

Help your members make wise decisions.

11/10/2015

Upcoming Training
Personal Financial Preparedness webinar

$219.00

EW111715

Help your members create financial security by gaining an understanding of the importance of personal planning, identity theft and fraud.

11/17/2015

Upcoming Training
Retirement webinar

$219.00

EW112415

Help your members understand the importance of planning for and dealing with retirement issues that they may have to plan for and be aware of.

11/24/2015

Upcoming Training