Reconciling records within the credit union is a detailed and critical process. Learning the fundamentals of reconciling records helps ensure the integrity of your credit union's financial data. This module illustrates how funds move among financial institutions and how to appropriately reconcile cash, share draft, credit, debit, ACH and investment accounts.
This course is part of the CUNA CU Advance program through CUNA CPDOnline and contains individual courses for $35 each.
- Cash Accounts (A1013A)
- Share Draft Accounts (A1013B)
- Credit and Debit Cards (A1013C)
- ACH Payments (A1013D)
- Investments (A1013E)
Course participants will have an option of taking a pre-assessment to determine which courses are needed for his or her skill level. A comprehensive exam for all 6 courses can be purchased for $24.50 through CUNA CPDOnline.
Estimated length of course: Each individual course is 20-30 minutes.