Learning Plans for Credit Union Staff and Managers

CUNA's self-study courses offer current, real-world instruction and guide learners toward a new level of skills and knowledge. The following learning plans are designed to guide course selection for credit union staff and managers.

You can also check out our full course list. The core competency courses are labeled with the symbol in the course listing below.

Self-study courses are also available for credit union executives and board members and volunteers.

 
 

Bankruptcy

A1006 This is a core competency course Bankruptcy and Court Proceedings, 3rd edition
  • Bankruptcy History and Court Structure
  • Bankruptcy Basic Concepts
  • Bankruptcy Documents
  • Bankruptcy Immediate Issues
  • Bankruptcy Abuse and Recoveries
  • Bankruptcy Do's and Don'ts
Online S400

Compliance

22691 This is a core competency course General Operations Regulations (RegTraC-Level 1) R102 Print
22692 This is a core competency course Consumer Lending Regulations (RegTraC-Level 1) R103 Print
FC102P This is a core competency course Bank Secrecy Act for Front-Line Staff (Training on Demand) Online
FC108P This is a core competency course Office of Foreign Assets Control (Training on Demand) Online
FC109P This is a core competency course Share Insurance Rules (Training on Demand) Online
R102A This is a core competency course Bank Secrecy Act
(RegTraC-Level 1)
Online
R102B This is a core competency course OFAC - Office of Foreign Assets Control (RegTraC-Level 1) Online
R102D This is a core competency course Bank Bribery Act
(RegTraC-Level 1)
Online
R102H This is a core competency course NCUA Privacy Regulation
(RegTraC-Level 1)
Online
R103F This is a core competency course Reg B - Equal Credit Opportunity Act (RegTraC-Level 1) Online

Credit Union Orientation

S1304 This is a core competency course BEST SELLER Introduction to Credit Unions A1004 Print

HR Staffing And The Law

M12 This is a core competency course Workplace Diversity Online Print
M13 This is a core competency course Employment Law and Preventing Sexual Harassment Online Print

Interpersonal Skills And Career Building

A1003 This is a core competency course BEST SELLER Business Communication Skills
  • Basic Communication Concepts
  • Communicating the 3 Cs
  • Advanced Verbal and Nonverbal Skills
  • Telephone Communication Skills
  • Communicating Effectively with Difficult People
Online M37
M15 This is a core competency course Interpersonal Skills: Understanding Your Effect on Others Online Print
M37 This is a core competency course Business Communication Skills A1003 Print
S1000 This is a core competency course Develop A Career Plan Online Print
S1010 This is a core competency course Write Effectively Online Print
S1020 This is a core competency course Make Work Manageable Online Print
S1110 This is a core competency course Helping Members Understand and Solve Problems Online Print
S1303 This is a core competency course Communication and Telephone Skills Online Print

Management Skills And Managing Employee Performance

A1016 This is a core competency course Resolving Employee Conflict
  • The Nature of Conflict
  • Types of Conflict
  • Organizational Culture and Conflict
  • Acting to Resolve Conflict
  • Applying Conflict Prevention Tools
Online M38
M38 This is a core competency course Resolving Employee Conflict A1016 Print

Marketing

M28 This is a core competency course Developing Retail Marketing   Print

Member Services And Accounts

A1005 This is a core competency course BEST SELLER Professional Member Service
  • What is Member Service?
  • Not for Profit, Not for Charity, But for Service
  • Building Member Service Skills
  • Technology as a Member Service Tool
  • Member Service Challenges
Online S1308
A1024 This is a core competency course BEST SELLER Money and Negotiable Instruments
  • Currency Facts and Features
  • Handling and Organizing Cash
  • Checks and Share Drafts
  • Detecting Bad Checks and Drafts
  • The Clearing Process
  • Additional Negotiable Instruments
Online S1322
A1025 This is a core competency course Frontline Basics
  • Today's Professional Teller
  • Credit Union Basics
  • Managing the Teller Station
  • The Balancing Act
  • Handling Negotiable Instruments
Online S111
A1026 This is a core competency course Managing Member Accounts
  • Member Accounts
  • Savings Accounts
  • Checks and Share Draft Accounts
  • The Fundamentals of Lending
  • Electronic Member Services
  • Additional Credit Union Services
Online S1311
FC113P This is a core competency course Balancing the Drawer (Training on Demand) Online
S111 This is a core competency course Frontline Basics, 2nd edition A1025 Print
S1308 This is a core competency course Professional Member Service A1005 Print
S1311 This is a core competency course Managing Member Accounts A1026 Print
S1321 This is a core competency course Call Center Service Skills A1027 Print
S1322 This is a core competency course Money and Negotiable Instruments A1024 Print
S20 This is a core competency course Member Relations, 4th edition Online Print
S21 This is a core competency course Serving Credit Union Members A1030 Print
S800 This is a core competency course Opening New Accounts, 2nd edition, Revised, 2nd edition   Print

Political Affairs

PA1000 This is a core competency course Communicating the Credit Union Difference Online

Sales

A1002 This is a core competency course BEST SELLER Credit Union Sales
  • Introduction to Sales
  • Plan for Successful Sales
  • Recognize Needs
  • Inquire and Listen
  • Describe Benefits
  • Expedite the Sale
Online S1305
M16 This is a core competency course Leading and Managing Credit Union Sales, 1st edition   Print
M30 This is a core competency course Managing Financial Education Programs   Print
S120 This is a core competency course Cross-Selling, 4th edition Online Print
S1305 This is a core competency course Credit Union Sales A1002 Print
S500 This is a core competency course Improving and Maintaining Quality Service Online Print

Security

A1008 This is a core competency course BEST SELLER Security Procedure Protocol
  • Introduction to Security
  • Security Systems and Procedures
  • Emergency and Disaster Preparedness
  • Identifying Suspicious Activity
  • Robbery: Actions, Reactions, and Coping Skills
  • Executing Security Procedures
Online S1309
M36 This is a core competency course Online Security   Print
S1309 This is a core competency course Security Procedure Protocol A1008 Print
S1317 This is a core competency course Recognizing Emerging Fraudulent Practices A1015 Print
S1320 This is a core competency course Robbery Prevention and Preparation Online Print
S900 This is a core competency course Preventing Fraud, 2nd edition Online Print
S910 This is a core competency course Security Issues Online Print

Technology

A1009 This is a core competency course The Critical Role of Technology in Credit Unions
  • Recognizing the Importance of Technology
  • Putting Members at the Center of Their Finances
  • Using 21st Century Lending Centers
  • ATMs, Debit Cards, and Credit Cards
  • Understanding Internet Financial Services
  • Keeping Pace with Innovation
Online S630
M20 This is a core competency course Managing Technology   Print
S1120 This is a core competency course Using Technology to Improve Member Service Online Print
S600 This is a core competency course Credit Union Technology, 2nd edition Online Print
S620 This is a core competency course Serving Members with Technology, 2nd edition Online Print
S630 This is a core competency course The Critical Role of Technology in Credit Unions A1009 Print



100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Not finding what you're looking for? Click here to submit your topic suggestion or question.

Copyright © 2012 Credit Union National Association