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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.


Name of Track 

Courses Required

Credit Union Fundamentals

Introduction to Credit Unions (A1004 or S1304)

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

Security (S30)

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 (A1002 or S1305)

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 (A1024 or S1322)

Managing Member Accounts (A1026 or S1311)

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 (A1000 or S1306)

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

Professional Member Service (A1005 or S1308)

Security Procedure Protocol (A1008 or S1309)

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

Servicing Mortgage Loans(A1010 or S1312)

Preparing Loan Documents

(A1011 or S1313)

Maintaining Loan Documents

(A1012 or S1314)

Reconciling Records

(A1013 or S1315)

Applying Collection Practices

(A1014 or S1316)

Recognizing Emerging Fraudulent Practices

(A1015 or S1317)

Encouraging & Instilling Member Service in Others

(A1022 or S1318)

Aligning your Department with CU Strategy

(A1023 or S1319)

Robbery Prevention and Preparation


Frontline Basics

(A1025 or S111)

Call Center Service Skills

(A1027 or S1321)

Guiding Members Through Economic Challenges

(A1029 or S1323)

Your Role in Growing Membership

(A1032 or S1324)

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)


Credit Union Technology (S600)

Serving Members with Technology (S620)

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

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


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)


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


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