CUNA's CU Advance Program Course Listing

(All courses are available in print. Course exams are available in print or online.)
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Accounting, Budgeting, And Finance

A1013   Reconciling Records
  • Cash Accounts
  • Share Draft Accounts
  • Credit and Debit Cards
  • ACH Payments
  • Investments
Online S1315

Bankruptcy

A1006 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

Business Math

A1000   Business Math: Lending and Credit
  • Basic Lending Concepts and Calculations
  • Closed-End Loans
  • Helping Members Compare Rates and Loans
  • Loan Ratios
  • Mortgage Loans
  • Open-End Credit
Online S1306
A1001   Business Math: Share and Deposit Accounts
  • Basic Math Definitions
  • Share Account Dividends
  • Account Balances and Dividend Calculations
  • Dividend Compounding and Annual Percentage Yield (APY)
  • Helping Members Reach Savings Goals
Online S1307

Collections

A1014   Applying Collection Practices
  • Credit and Collections
  • Credit and Collection Policies
  • Developing a Collections System
  • Early Warnings and Final Actions
  • Legal Action and Outsourcing Alternatives
  • Best Practices
Online S1316

Credit Union Orientation

A1004   Introduction to Credit Unions
  • The Credit Union Difference
  • Member Service: The Core of Credit Unions
  • What is the Credit Union Movement?
  • A Tradition of Community Involvement
  • You and Your Credit Union
Online S1304

HR Staffing And The Law

A1019   Recruiting Today’s Employee
  • Challenges of Recruiting in the 21st Century
  • Employment Law
  • Preparing for Recruiting
  • Preparing for the Interview
  • Conducting the Interview
  • Candidate Evaluation and Selection
Online M40
A1020   Managing Today’s Employees
  • Introduction to Managing Today's Employees
  • Managing Employee Performance
  • Managing Employee Success
  • Building Your Bench
  • Employee Retention
  • HR Law and Today's Employees
Online M41
A1021   Difficult Human Resource Issues
  • Defining Difficult Human Resource Issues
  • Sexual Harassment
  • Addressing Performance
  • Recognition, Rewards, and Compensation
  • Workplace Diversity
Online M42

Interpersonal Skills And Career Building

A1003 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
A1018   Transitioning to Trainer
  • Introduction to the Adult Learner
  • Designing a Curriculum for Learning
  • Designing Active Learning
  • Learner-Centered Learning Strategies
  • Honing Your Presentation Skills
  • A Blended Approach to Learning
Online M39
A1028   Transitioning to Trainer II
  • Revisiting and Revising Your Training Plan
  • Multi-Sensory Learning
  • Levels of Learning
  • Learner Retention and Motivation
  • Fine-Tuning Your Presentation Skills
  • The Art of Facilitation
Online M43

Lending And Loan Processing

A1010   Servicing Mortgage Loans
  • Types of Mortgage Loan Programs
  • Regulatory Compliance
  • Loan Servicing
  • Servicing Payments
  • Insurance, Taxes, and Escrow Accounts
  • Collections and Delinquent Loans
Online s1312
A1011   Preparing Loan Documents
  • The Lending Process
  • Laws and Regulations
  • Interview and Application
  • Loan Underwriting
  • Loan Decisions and Closing
Online s1313
A1012   Maintaining Loan Documents
  • Basic Record Filing and Maintenance
  • Loan Documents Overview
  • File Retention Policies and Procedures
  • Loan Documents as Member Service Tools
  • Loan Auditing
Online S1314
A1034   Consumer Lending
  • Characteristics of Credit
  • Laws and Regulations
  • The Lending Process
  • Consumer Lending Products
  • Building Lending Relationships
A1034
R104G   SAFE Act & Mortgage Licensing
  • A Nationwide Registry
  • Credit Union Requirements
  • Employee Requirements
  • The Registration Process
R104G
S410   Mortgage Lending Online

Management Skills And Managing Employee Performance

A1016 Resolving Employee Conflict
  • The Nature of Conflict
  • Types of Conflict
  • Organizational Culture and Conflict
  • Acting to Resolve Conflict
  • Applying Conflict Prevention Tools
Online M38
A1022   Encouraging and Instilling Member Service in Others
  • Member Service in Today's Environment
  • Building Teams through Communication and Trust
  • Creating Enthusiasm for Learning and Improvement
  • Encouraging Cooperation in Others
  • Motivating Service Excellence in Others
Online S1318
A1023   Aligning Your Department With CU Strategy
  • Introduction to the Bigger Picture
  • Problem Solving and Decision Making
  • Scheduling and Delegation
  • Process Improvement
  • Teamwork
Online S1319
A1031   Leading Your Team Online M44

Marketing

A1033   Credit Union Marketing Fundamentals A1033

Member Services And Accounts

A1005 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 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 Frontline Basics
  • Today's Professional Teller
  • Credit Union Basics
  • Managing the Teller Station
  • The Balancing Act
  • Handling Negotiable Instruments
Online S111
A1026 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
A1027   Call Center Service Skills
  • Today's Call Center
  • Positive Communication Skills
  • Dealing with Repetitive Tasks
  • Tools and Technology
  • Handling Special Situations
  • Call Center Coaching
Online S1321
A1029   Guiding Members Through Economic Challenges
  • National, Local and Personal Economies
  • Budgeting Basics
  • The Savings Habit
  • Understanding Consumer Credit
  • Helping Members with Severe Financial Problems
  • Member Service More Than Ever
Online S1323
A1030   Serving Credit Union Members
  • Supporting Your Credit Union’s Professional Image
  • Professional Service Basics
  • Handling Members’ Financial Business
  • Using Technology to Provide Member Service
  • Relating to Diverse Members
  • Resolving Conflicts
Online S21
A1032   Your Role in Growing Membership
  • The Importance of Growing Membership
  • The Role of Branch Employees in Growing Membership
  • The Role of Call Center Employees in Growing Membership
  • Membership Growth is Everyone's Job: A Role for Every Department
  • Leading for Membership Growth: The Role of the Executive Team
  • Membership Growth Strategies for the Future
Online S1324
S1322 Money and Negotiable Instruments A1024 Print

Sales

A1002 Credit Union Sales
  • Introduction to Sales
  • Plan for Successful Sales
  • Recognize Needs
  • Inquire and Listen
  • Describe Benefits
  • Expedite the Sale
Online S1305

Security

A1008 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
A1015   Recognizing Emerging Fraudulent Practices
  • Introduction to Recognizing Emerging Fraudulent Practices
  • Cyber Fraud
  • Plastic Card Fraud
  • Other Types of Fraud
  • Security Technology
  • Best Practices
Online S1317

Spanish

A1007   Spanish for Tellers
  • The Latino Culture and Your Credit Union
  • Spanish Foundations and Member Greetings
  • Basic Credit Union Terms and Phrases
  • The Spanish Calendar
  • Numbers, Coins, and Currency
  • Transactions with Spanish-Speaking Members
Online
A1017   Credit Union Spanish: Applying the Basics
  • Building Blocks
  • Using Verbs
  • Asking Questions
  • Using Object Pronouns
  • Present Perfect Tense
Online

Technology

A1009 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

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