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Recognition Opportunities

CU Advance Certificates

CU Advance certificates are awarded upon completion of the final exam for each module. All courses starting with an "A" are CU Advance modules.

STAR Certificates

STAR Certificates are awarded upon completion of these two elements:

  • Complete the Credit Union Fundamentals courses and exams.
  • Choose a TRACK most applicable to your training needs. Complete the courses and open-book exams within that track. Or take any combination of three courses from our Presidential Series.

Advanced Certificates are awarded upon completing courses and exams until all tracks are completed.

STAR Presidential Series Certificates

  • Complete the Credit Union Fundamentals courses and exams in addition to the courses required for each Presidential Certificate.

Washington Certificate is awarded when three courses and exams from this series are completed.
Lincoln Certificate is awarded when six courses and exams from this series are completed.
Hamilton Certificate is awarded when nine courses and exams from this series are completed.
Jackson Certificate is awarded when twelve courses and exams from this series are completed.
Grant Certificate is awarded when fifteen courses and exams from this series are completed.
Franklin Certificate is awarded when eighteen courses and exams from this series are completed.
McKinley Certificate is awarded when twenty-one courses and exams from this series are completed.

CORE REQUIREMENT COURSES

Name of Track

Courses Required

Credit Union Fundamentals

Introduction to Credit Unions (S1304 or A1004)

Serving Credit Union Members (S21 or A1030) or Member Relations (S20)

Security (S30)

CERTIFICATE TRACKS

Advanced Lending

Loan Marketing (S420)

Bankruptcy (A1006 or S400)

Mortgage Lending (S410)

Consumer Lending

The Lending Process (S200 or A1034)

Lending Products and Regulations (S210 or A1034)

Collections (S220)

Credit Union Accounting

Accounting for Credit Unions (S310)

Basic Accounting (S300)

Credit Union Financial Analysis (S320)

Credit Union Sales

Credit Union Sales (S1305 or A1002)

Interpersonal Skills: Understanding Your Impact on Members (S520)

Improving and Maintaining Quality Service (S500)

Credit Union Security

Preventing Fraud (S900)

Security Issues (S910)

Financial Management

Financial Management Made Easy: Financial Statements and Budgeting (S1200)

Financial Management Made Easy: Sources and Uses of Money (S1210)

Loan Officer

Loan Interviewing (S700)

Loan Servicing (S720)

Loan Underwriting (S710)

Member Services

Money and Negotiable Instruments (S1322 or A1024)

Managing Member Accounts (S1311 or A1026)

Cross-Selling (S120)

Member Services Level II

Working Effectively with Difficult Members and Staff (S1100)

Helping Members Understand and Solve Problems (S1110)

Using Technology to Improve Member Service (S1120)

Presidential Series ***
Complete 3 Courses:
Washington Certificate
Complete 6 Courses:
Lincoln Certificate
Complete 9 Courses:
Hamilton Certificate
Complete 12 Courses:
Jackson Certificate
Complete 15 Courses:
Grant Certificate
Complete 18 Courses:
Franklin Certificate
Complete 21 Courses:
McKinley Certificate

Member Service: Exceeding Expectations (S1300)

Financial Counseling for Members (S1301)

Transitioning from Staff to Management (S1302)

Communication and Telephone Skills (S1303)

Business Math: Lending and Credit (S1306 or A1000)

Business Math: Share and Deposit Accounts (S1307 or A1001)

Professional Member Service (S1308 or A1005)

Security Procedure Protocol (S1309 or A1008)

Successful Collections: Balancing Member Service and Credit Union Interests (S1310)

Servicing Mortgage Loans (S1312 or A1010)

Preparing Loan Documents (S1313 or A1011)

Maintaining Loan Documents (S1314 or A1012)

Reconciling Records (S1315 or A1013)

Applying Collection Practices (S1316 or A1014)

Recognizing Emerging Fraudulent Practices (S1317 or A1015)

Encouraging & Instilling Member Service in Others (S1318 or A1022)

Aligning your Department with CU Strategy (S1319 or A1023)

Robbery Prevention and Preparation (S1320)

Frontline Basics (S111 or A1025)

Call Center Service Skills (S1321 or A1027)

Guiding Members Through Economic Challenges (S1323 or A1029)

Your Role in Growing Membership (S1324 or A1032)

Professional Development

Develop a Career Plan (S1000)

Write Effectively (S1010)

Make Work Manageable (S1020)

Savings Plus

Opening New Accounts (S800)

Individual Retirement Accounts (S810)

Investment Choices for Members (S820)

Technology

Credit Union Technology (S600)

Serving Members with Technology (S620)

The Critical Role of Technology in Credit Unions (S630 or A1009)

All courses starting with an "S" are STAR courses.
All courses starting with an "A" are CU Advance modules.

MERIT Certificates

MERIT Certificates are offered in seven levels of achievement.

  • Credit Union Management Award – Complete six courses
  • Sapphire Award – Complete 12 courses
  • Ruby Award – Complete 18 courses
  • Emerald Award – Complete 24 courses
  • Diamond Award – Complete 30 courses
  • Amethyst Award – Complete 35 courses
  • Garnet Award – Compete 41 courses

All courses starting with “M” are MERIT courses.

As we develop new, online CU Advance courses, some of them are equivalent to print MERIT courses. Review the equivalencies below to help you reach your certificate goals.

Business Communication Skills (M37) is equivalent to Business Communication Skills (A1003).
Resolving Employee Conflict (M38) is equivalent to Resolving Employee Conflict (A1016).
Transitioning to Trainer (M39) is equivalent to Transitioning to Trainer (A1018).
Recruiting Today’s Employees (M40) is equivalent to RecruitingToday’s Employees (A1019).
Managing Today's Employees (M41) is equivalent to Managing Today's Employees (A1020)
Difficult Human Resource Issues (M42) is equivalent to Difficult Human Resource Issues (A1021)
Transitioning to Trainer II (M43) is equivalent to Transitioning to Trainer II (A1028)
Leading Your Team (M44) is equivalent to Leading Your Team (A1031)
Credit Union Marketing Fundamentals (M45) is equivalent to Credit Union Marketing Fundamentals (A1033)

Self-Study Exams

All self-study exams are open book and require 80% correct answers to pass. Students receive either a pass or fail grade.

CPE Credits

CPE LogoView a sortable CPE Program List of CUNA eSchools, Schools and Conferences that offer credits.

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