Course Descriptions by Learning Plan

Credit union–specific learning plans guide your career path
Start with the core competency courses, which provide the base for your learning adventure. Continue your professional development with the specialized courses specific to each position. The completion of a learning plan ensures you have the skill set and knowledge to succeed. Many courses offer certificates, designations, or college credit to document your educational experience.

View Learning Plan ListView Course ListView Descriptions by Topic
Core Competency Courses Accounting Clerk
Branch Manager Collector
Compliance Officer Loan Officer
Loan Processor VP Lending
Marketing Manager Member Service Representative
New Employee Orientation Teller
Head Teller Teller Manager



Core Competency Courses



  Member Services and Accounts

Professional Member Service
Module: A1005 / S1308 is an equivalent course
[Order online version]
This course provides successful strategies for building long-term member relationships with a focus on consultative selling. See more

Money and Negotiable Instruments
Module: A1024 / S1322 is an equivalent course
[Order online version]
These interactive courses will help improve efficiency and accuracy by exploring the methods for handling cash, share drafts, and other negotiable instruments. (This course replaces Course S100.) See more

Frontline Basics
Module: A1025 / S111 is an equivalent course
[Order online version]
These interactive courses teach fundamentals that every teller should know including maintaining the teller work station, handling cash and negotiable instruments, balancing the teller drawer, operating remote branches, understanding features and benefits of credit union products and services, and translating financial jargon into terms members understand. See more

Managing Member Accounts
Module: A1026 / S1311 is an equivalent course
[Order online version]
These interactive courses will help you gain an understanding of the basic tools necessary for providing exceptional service to your members. See more

Balancing the Drawer (Training on Demand)
Course: FC113P
[Order online version]
As a teller you are responsible for handling and safeguarding thousands of dollars in cash each day. This Training on Demand course introduces useful cash-handling techniques including the importance of an organized cash drawer, methods for counting and strapping cash, the basics of balancing a cash drawer, and the typical balancing errors and how to avoid them. See more

Frontline Basics — Second Edition
Course: S111 / A1025, S110 are equivalent courses
[Order print version]
For many members, tellers personify the credit union— so it is important that frontline staff make a good first impression on new members while maintaining successful relationships with existing members. See more

Professional Member Service
Course: S1308 / A1005 is an equivalent course
[Order print version]
This course provides successful strategies for building long-term member relationships with a focus on consultative selling and how this approach can be beneficial to your credit union. See more

Managing Member Accounts
Course: S1311 / A1026 is an equivalent course
[Order print version]
"People helping people" is the philosophy of the credit union movement. These engaging lessons will help you gain an understanding of the basic tools necessary for providing exceptional service to your members. See more

Call Center Service Skills
Course: S1321 / A1027 is an equivalent course
[Order print version]
The call center is crucial to the success of your credit union, but it is often overlooked in regards to training. This course presents tips and techniques for enjoying your job and relating effectively with members, while dealing with repetitive tasks. See more

Money and Negotiable Instruments
Course: S1322 / A1024 is an equivalent course
[Order print version]
This course will help improve efficiency and accuracy by exploring the methods for handling cash, share drafts, and other negotiable instruments. (This course replaces Course S100.) See more

Member Relations — Fourth Edition
Course: S20
[Order online version] [Order print version]
Learn ways to provide professional member service, including information on developing a professional image, handling telephone transactions, and resolving conflicts. See more

Serving Credit Union Members
Course: S21 / A1030 is an equivalent course
[Order print version]
Providing credit union members with high-quality, professional service has never been more important than it is today. Members need to be able to trust you with their money and with their classified information to help them manage their finances. In this module, you will discover how you can support your credit union’s image by providing professional and efficient member service. You will learn how to handle member’s financial business tactfully and confidentially, and recognize the role technology can play in your efforts. Additionally, you will learn techniques for relating to a diverse membership and how to better manage the stress and conflicts that sometimes occur on the front line. See more

Opening New Accounts, 2nd edition, Revised — Second Edition
Course: S800
[Order print version]
Learn the regulatory requirements for the Truth in Savings Act, Expedited Funds Availability Act, and the Bank Secrecy Act.

Place your order now for this course that is currently being revised. See more

  Sales

Credit Union Sales
Module: A1002 / S1305 is an equivalent course
[Order online version]
These interactive courses provide a set of effective strategies to help you maximize sales and service success with members at your credit union. See more

Leading and Managing Credit Union Sales — First Edition
Course: M16
[Order print version]
Learn how to develop a sales planning system, write strategies, organize an effective sales operation, develop a sales culture, communicate with members and evaluate your sales operation. See more

Managing Financial Education Programs
Course: M30
[Order print version]
Learn the keys to building a stronger bond between the credit union and its members. Discover how to help members create a secure financial future for themselves and their families. See more

Cross-Selling — Fourth Edition
Course: S120
[Order online version] [Order print version]
Your employees will discover the fundamentals of cross-selling, marketing, sales presentations, and telemarketing. See more

Credit Union Sales
Course: S1305 / A1002 is an equivalent course
[Order print version]
This course provides a set of effective strategies to help you maximize sales and service success with members at your credit union. See more

Improving and Maintaining Quality Service
Course: S500
[Order online version] [Order print version]
Provides front-line staff with practical advice for developing quality service, overcoming barriers, and maintaining a positive sales attitude. See more

  Security

Security Procedure Protocol
Module: A1008 / S1309 is an equivalent course
[Order online version]
These interactive courses offer a thorough foundation in security systems, procedures, and plans. Discover what you need to do before, during, or after an emergency. See more

Online Security
Course: M36
[Order print version]
Online security is too important to be left only to the information technology staff - everybody needs to be prepared. This course provides the tools and methods to protect your members and credit union from online security threats. See more

Security Procedure Protocol
Course: S1309 / A1008 is an equivalent course
[Order print version]
This course offers a thorough foundation in security systems, procedures, and plans. Discover what you need to do before, during, or after an emergency. See more

Recognizing Emerging Fraudulent Practices
Course: S1317 / A1015 is an equivalent course
[Order print version]
Learn how new fraud-detection systems are helping credit unions save money and reduce risks to members through this course. See more

Robbery Prevention and Preparation
Course: S1320
[Order online version] [Order print version]
Understand robbery precautions by learning from case studies that challenge you to draw lessons for your own credit union. See more

Preventing Fraud — Second Edition
Course: S900
[Order online version] [Order print version]
Understand the issues of IDs, fraudulent share drafts and checks, plastic card fraud, and embezzlement. See more

Security Issues
Course: S910
[Order online version] [Order print version]
Discover how to cope with emergencies and deal with workplace violence. Understand ways to provide safe deposit box and ATM security. See more

  Technology

The Critical Role of Technology in Credit Unions
Module: A1009 / S630 is an equivalent course
[Order online version]
These interactive courses will help you to identify the critical role of technology in today’s credit union. See more

Managing Technology
Course: M20
[Order print version]
In this fast-changing world, effective strategic planning requires a magical ability to predict tomorrow’s technology. While that may be impossible, what is required is an ability to be fast on your feet in reacting to new technologies as they become available. Understanding these technological opportunities and dealing with the rapid rate of introduction are covered in this course. See more

Using Technology to Improve Member Service
Course: S1120
[Order online version] [Order print version]
This course will help employees understand the changing role of front-line staff, communicating with members about technology, understanding critical technologies, and cross-selling remote services. See more

Credit Union Technology — Second Edition
Course: S600
[Order online version] [Order print version]
Discover types of technology credit unions use - ATMs, debit and credit cards, ACH, call centers, home banking, web sites - and your staff's role in providing these services. See more

Serving Members with Technology — Second Edition
Course: S620
[Order online version] [Order print version]
Discover ways to provide the human dimension to technology. Learn from leading credit unions that have successfully combined technology with effective member service. See more

The Critical Role of Technology in Credit Unions
Course: S630 / A1009 is an equivalent course
[Order print version]
This course will help you to identify the critical role of technology in today’s credit union. See more

  Political Affairs

Communicating the Credit Union Difference
Course: PA1000
[Order online version]
This course offers tips for communicating this uniqueness to your staff, board, credit union members, elected officials, and community. See more

Accounting Clerk



  Accounting, Budgeting, and Finance

Reconciling Records
Module: A1013 / S1315 is an equivalent course
[Order online version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Asset-Liability Management for Executives, 2nd edition — Second Edition
Course: M18
[Order online version] [Order print version]
Here are the tools to determine credit, liquidity, and interest-rate risk — and the means to apply these tools. See more

Credit Union Investments
Course: M21
[Order print version]
Discover the tools credit union managers need to help manage the credit union's investment portfolio. See more

Budgeting and Accounting for Nonaccounting Managers
Course: M31
[Order print version]
The course takes students step-by-step through the basic accounting process, then fills in details of accounting systems, asset accounting, liabilities, shares and reserves, budgeting, and planning. See more

Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Basic Accounting — Third Edition
Course: S300
[Order online version] [Order print version]
Understand fundamental accounting techniques, along with methods for recording transactions and adjustments. See more

Accounting for Credit Unions — Third Edition
Course: S310
[Order online version] [Order print version]
Understand the major accounts used in credit unions and the importance of internal controls. See more

  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

General Operations Regulations (RegTraC-Level 1)
Course: 22691 / R102 is an equivalent course
[Order print version]
This module provides information on the major regulations that affect your credit union's daily operations. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg D - Reserve Requirements
(RegTraC-Level 1)

Course: R101B
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Truth in Savings - NCUA Part 707
(RegTraC-Level 1)

Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg E - Electronic Fund Transfers
(RegTraC-Level 1)

Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg J and UCC Article 4A
(RegTraC-Level 1)

Course: R101E
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

IRS Information Reporting and Withholding Requirements (RegTraC-Level 1)
Course: R102E
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program. See more

Branch Manager



  Accounting, Budgeting, and Finance

Reconciling Records
Module: A1013 / S1315 is an equivalent course
[Order online version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Credit Union Financial Management for Nonfinancial Executives — Second Edition
Course: M17
[Order print version]
Here’s an overview of a credit union’s financial operations. See more

Asset-Liability Management for Executives, 2nd edition — Second Edition
Course: M18
[Order online version] [Order print version]
Here are the tools to determine credit, liquidity, and interest-rate risk — and the means to apply these tools. See more

Budgeting and Accounting for Nonaccounting Managers
Course: M31
[Order print version]
The course takes students step-by-step through the basic accounting process, then fills in details of accounting systems, asset accounting, liabilities, shares and reserves, budgeting, and planning. See more

Financial Analysis Tools for Decision Making
Course: M33
[Order print version]
Discover the tools needed for making decisions with financial implications for your credit union. See more

Financial Management Made Easy: Financial Statements and Budgeting
Course: S1200
[Order online version] [Order print version]
Use financial statements and learn about spread analysis as a key financial management tool. See more

Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Credit Union Financial Analysis — Third Edition
Course: S320
[Order online version] [Order print version]
Recently Revised! Learn how account relationships work and the value of financial ratios. See more

  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

General Operations Regulations (RegTraC-Level 1)
Course: 22691 / R102 is an equivalent course
[Order print version]
This module provides information on the major regulations that affect your credit union's daily operations. See more

Consumer Lending Regulations (RegTraC-Level 1)
Course: 22692 / R103 is an equivalent course
[Order print version]
Knowing the regulatory requirements that govern your lending practices is critical. See more

NCUA Requirements and Guidance (RegTraC-Level 1)
Course: 22694 / R105 is an equivalent course
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Truth in Savings - NCUA Part 707
(RegTraC-Level 1)

Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg E - Electronic Fund Transfers
(RegTraC-Level 1)

Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Right to Financial Privacy Act
(RegTraC-Level 1)

Course: R102C
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program. See more

IRS Information Reporting and Withholding Requirements (RegTraC-Level 1)
Course: R102E
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program. See more

Servicemembers’ Civil Relief Act
(RegTraC-Level 1)

Course: R103G
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Federal Share Insurance Rules
(RegTraC-Level 1)

Course: R105B
[Order online version]
This course is part of NCUA Requirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program. See more

  HR Staffing and the Law

Recruiting Today’s Employee
Module: A1019 / M40 is an equivalent course
[Order online version]
These interactive courses identify special skills and awareness of complex legal issues that managers need to know. See more

Difficult Human Resource Issues
Module: A1021 / M42 is an equivalent course
[Order online version]
These interactive courses will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

Training and Orienting Employees — Second Edition
Course: M04
[Order online version] [Order print version]
Discover ways to set the stage for effective training and create your own employee training program. See more

Compensation Systems — Second Edition
Course: M11
[Order print version]
You'll get helpful procedures on data gathering, job documentation and evaluation, job descriptions, market pricing, and compensation resources. See more

Managing Today\'s Employees
Course: M41 / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees. See more

Difficult Human Resource Issues
Course: M42 / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

  Lending and Loan Processing

Servicing Mortgage Loans
Module: A1010 / s1312 is an equivalent course
[Order online version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Module: A1011 / s1313 is an equivalent course
[Order online version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Module: A1012 / S1314 is an equivalent course
[Order online version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

Home Equity Lending
Course: M22
[Order print version]
Gain a blueprint for establishing a home equity lending program, a business process review for those already offering home equity loans, and information to improve existing home equity lending practices. See more

Loan Pricing
Course: M23
[Order print version]
Pricing, marketing, and planning are interrelated and must be considered together. Understand how you can integrate these three areas while providing specific information on all the areas needed to price loans. See more

Providing Loans to Small Businesses
Course: M29
[Order print version]
Gain insights from the extensive information provided on documentation for processing, small business administration, asset/liability strategies, decision making, and monitoring underwriting. See more

Servicing Mortgage Loans
Course: S1312 / A1010 is an equivalent course
[Order print version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Course: S1313 / A1011 is an equivalent course
[Order print version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Course: S1314 / A1012 is an equivalent course
[Order print version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

The Lending Process — Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently. See more

Lending Products and Regulations — Fifth Edition
Course: S210
(Available winter 2012) [Order online version] [Order print version]
This course helps employees understand federal laws and regulations affecting consumer loans, including the Equal Credit Opportunity Act and Truth in Lending. Learn about real estate and business lending, auto lending, and credit cards. In this updated fifth edition, you'll find: * Current information about Member Business Lending * New sample loan documents * Up-to-date Regulation Z and CARD Act requirements See more

Loan Interviewing
Course: S700
[Order online version] [Order print version]
Employees will become effective loan interviewers by understanding the duties, responsibilities, skills,and knowledge needed for loan interviewing. See more

Loan Underwriting
Course: S710
[Order online version] [Order print version]
Learn the factors involved in making loan decisions, including information on determining a borrower's ability and willingness to pay. See more

Loan Servicing
Course: S720
[Order online version] [Order print version]
Learn about loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technology. See more

  Management Skills and Managing Employee Performance

Encouraging and Instilling Member Service in Others
Module: A1022 / S1318 is an equivalent course
[Order online version]
Topics include creating organizational change, setting clear team performance targets, team motivation, and building trust. See more

Aligning Your Department With CU Strategy
Module: A1023 / S1319 is an equivalent course
[Order online version]
Learn how to decrease stress, turnover, and operating costs while improving the credit union’s public image during these interactive courses. See more

Leading Your Team
Module: A1031 / M44 is an equivalent course
[Order online version]
Lead Your Team – and Your Credit Union – to Success See more

Fundamentals of Management — Second Edition
Course: M01
[Order online version] [Order print version]
Learn the essential duties every manager must master — planning, staffing, directing, motivating, decision-making, and communicating. See more

Delegating for Results — Second Edition
Course: M05
[Order online version] [Order print version]
Understand the importance of monitoring, follow-up, evaluation, delegating, and feedback. Discover the benefits delegation brings — staff motivation, team building, and the personal growth of each employee. See more

Managing Employee Performance — Second Edition
Course: M06
[Order online version] [Order print version]
Learn how to manage your employees as individuals and help them work at their highest level. See more

Managing Teamwork
Course: M07
[Order online version] [Order print version]
Discover ways to polish your leadership skills and review the latest thinking in team dynamics, team building, facilitation, evaluation, and resources. See more

Process Improvement: Achieving Quality Together
Course: M08
[Order online version] [Order print version]
This course gives you the tools you need to make an objective review of how your credit union actually works. See more

Developing Exceptional Leadership
Course: M09
[Order online version] [Order print version]
This course will assist you with leadership challenges in a demanding management environment. See more

Strategic Thinking and Planning
Course: M10
[Order online version] [Order print version]
Discover techniques on planning large and long-term projects, overcoming planning pitfalls, preparing viable budgets, and dealing with plan changes. See more

Managing Change
Course: M19
[Order online version] [Order print version]
This course includes a change implementation planning template and activities designed to help credit unions evaluate their own unique change needs. See more

Managing the Problem Employee
Course: M25
[Order print version]
Explore the tools and strategies to effectively reduce confusion and enhance understanding in the workplace. See more

Managing Through Motivation
Course: M35
[Order print version]
As managers, our actions and words can have a profound effect on employees and the type of environment we are trying to develop. Managing Through Motivation provides practical methods that motivate and gives examples from credit unions that have developed a motivating environment. See more

Leading Your Team
Course: M44 / A1031 is an equivalent course
[Order print version]
Lead Your Team – and Your Credit Union – to Success See more

Encouraging and Instilling Member Service in Others
Course: S1318 / A1022 is an equivalent course
[Order print version]
Topics include creating organizational change, setting clear team performance targets, team motivation, and building trust. See more

Aligning Your Department With CU Strategy
Course: S1319 / A1023 is an equivalent course
[Order print version]
Learn how to decrease stress, turnover, and operating costs while improving the credit union’s public image during this course. See more

Collector

UCC Article 9
(RegTraC-Level 1)

Course: R103A
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Fair Debt Collection Practices Act
(RegTraC-Level 1)

Course: R103B
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Fair Credit Reporting Act
(RegTraC-Level 1)

Course: R103D
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

  Accounting, Budgeting, and Finance

Reconciling Records
Module: A1013 / S1315 is an equivalent course
[Order online version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

  Bankruptcy

Bankruptcy and Court Proceedings — Third Edition
Module: A1006 / S400 is an equivalent course
[Order online version]
These courses provide you with knowledge on the various bankruptcy chapters, what types of documents must be completed, immediate issues that are of importance, as well as prevention. See more

Bankruptcy and Court Proceedings — Fourth Edition
Course: S400 / A1006 is an equivalent course
(Available winter 2012) [Order print version]
This course provide you with knowledge on the various bankruptcy chapters, what types of documents must be completed, immediate issues that are of importance, as well as prevention. In this updated fourth edition, you will find current bankruptcy trends. See more

  Collections

Applying Collection Practices
Module: A1014 / S1316 is an equivalent course
[Order online version]
Learn about best practices in protecting your credit union and members’ assets. See more

Applying Collection Practices
Module: A1014 / S1316 is an equivalent course
[Order online version]
Learn about best practices in protecting your credit union and members’ assets. See more

Successful Collections: Balancing Member Service and Credit Union Interests
Course: S1310
[Order online version] [Order print version]
This course will show you how to safeguard your members’ assets by minimizing losses due to unpaid loans. See more

Successful Collections: Balancing Member Service and Credit Union Interests
Course: S1310
[Order online version] [Order print version]
This course will show you how to safeguard your members’ assets by minimizing losses due to unpaid loans. See more

Applying Collection Practices
Course: S1316 / A1014 is an equivalent course
[Order print version]
Learn about best practices in protecting your credit union and members’ assets. See more

Applying Collection Practices
Course: S1316 / A1014 is an equivalent course
[Order print version]
Learn about best practices in protecting your credit union and members’ assets. See more

Collections — Fourth Edition
Course: S220
[Order online version] [Order print version]
Discover the best procedures for delinquency control, record keeping, and problem accounts. See more

Collections — Fourth Edition
Course: S220
[Order online version] [Order print version]
Discover the best procedures for delinquency control, record keeping, and problem accounts. See more

  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

Consumer Lending Regulations (RegTraC-Level 1)
Course: 22692 / R103 is an equivalent course
[Order print version]
Knowing the regulatory requirements that govern your lending practices is critical. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Article 9
(RegTraC-Level 1)

Course: R103A
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Fair Debt Collection Practices Act
(RegTraC-Level 1)

Course: R103B
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Fair Credit Reporting Act
(RegTraC-Level 1)

Course: R103D
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Compliance Officer



  Accounting, Budgeting, and Finance

Reconciling Records
Module: A1013 / S1315 is an equivalent course
[Order online version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

  Compliance for Compliance Staff

Deposit Account Regulations (RegTraC-Level 2)
Course: 22707
[Order print version]
This module covers the disclosures required by Truth in Savings, the intricacies of check deposits, returns and collections, and your obligations to your members under these regulations. See more

General Operations Regulations (RegTraC-Level 2)
Course: 22708
[Order print version]
This module provides information on the major regulations that affect your credit union’s daily operations. See more

Consumer Lending Regulations (RegTraC-Level 2)
Course: 22709
[Order print version]
Learn the required Reg Z disclosures, how and when the Servicemembers’ Civil Relief Act applies, and NCUA requirements for member business loans. See more

Mortgage Lending Regulations (RegTraC-Level 2)
Course: 22710
[Order print version]
This module helps clarify required disclosures and their timing, regulatory requirements for fair and equitable lending practices, escrow requirements, and information on participating in the secondary mortgage market. See more

NCUA Requirements and Guidance (RegTraC-Level 2)
Course: 22711
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking. See more

Successful Compliance Program Management (RegTraC-Level 2)
Course: 22712
[Order print version]
These include checklists to use when auditing your credit union's policies and procedures, tips on preparing for an NCUA exam, and valuable sources for compliance information. See more

Compliance Training Kit (RegTraC-Level 2)
Course: 23511
[Order print version]
This kit includes all six RegTraC Level 2 modules. See more

Compliance Training Kit - PDF (RegTraC-Level 2)
Course: 23511P
[Order print version]
See more

  Lending and Loan Processing

Servicing Mortgage Loans
Module: A1010 / s1312 is an equivalent course
[Order online version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Module: A1011 / s1313 is an equivalent course
[Order online version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Providing Loans to Small Businesses
Course: M29
[Order print version]
Gain insights from the extensive information provided on documentation for processing, small business administration, asset/liability strategies, decision making, and monitoring underwriting. See more

Servicing Mortgage Loans
Course: S1312 / A1010 is an equivalent course
[Order print version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Course: S1313 / A1011 is an equivalent course
[Order print version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

The Lending Process — Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently. See more

Lending Products and Regulations — Fifth Edition
Course: S210
(Available winter 2012) [Order online version] [Order print version]
This course helps employees understand federal laws and regulations affecting consumer loans, including the Equal Credit Opportunity Act and Truth in Lending. Learn about real estate and business lending, auto lending, and credit cards. In this updated fifth edition, you'll find: * Current information about Member Business Lending * New sample loan documents * Up-to-date Regulation Z and CARD Act requirements See more

Loan Officer



  Accounting, Budgeting, and Finance

Reconciling Records
Module: A1013 / S1315 is an equivalent course
[Order online version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Asset-Liability Management for Executives, 2nd edition — Second Edition
Course: M18
[Order online version] [Order print version]
Here are the tools to determine credit, liquidity, and interest-rate risk — and the means to apply these tools. See more

Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

  Lending and Loan Processing

Servicing Mortgage Loans
Module: A1010 / s1312 is an equivalent course
[Order online version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Module: A1011 / s1313 is an equivalent course
[Order online version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Module: A1012 / S1314 is an equivalent course
[Order online version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

Home Equity Lending
Course: M22
[Order print version]
Gain a blueprint for establishing a home equity lending program, a business process review for those already offering home equity loans, and information to improve existing home equity lending practices. See more

Loan Pricing
Course: M23
[Order print version]
Pricing, marketing, and planning are interrelated and must be considered together. Understand how you can integrate these three areas while providing specific information on all the areas needed to price loans. See more

Providing Loans to Small Businesses
Course: M29
[Order print version]
Gain insights from the extensive information provided on documentation for processing, small business administration, asset/liability strategies, decision making, and monitoring underwriting. See more

Servicing Mortgage Loans
Course: S1312 / A1010 is an equivalent course
[Order print version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Course: S1313 / A1011 is an equivalent course
[Order print version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Course: S1314 / A1012 is an equivalent course
[Order print version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

The Lending Process — Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently. See more

Lending Products and Regulations — Fifth Edition
Course: S210
(Available winter 2012) [Order online version] [Order print version]
This course helps employees understand federal laws and regulations affecting consumer loans, including the Equal Credit Opportunity Act and Truth in Lending. Learn about real estate and business lending, auto lending, and credit cards. In this updated fifth edition, you'll find: * Current information about Member Business Lending * New sample loan documents * Up-to-date Regulation Z and CARD Act requirements See more

Loan Interviewing
Course: S700
[Order online version] [Order print version]
Employees will become effective loan interviewers by understanding the duties, responsibilities, skills,and knowledge needed for loan interviewing. See more

Loan Underwriting
Course: S710
[Order online version] [Order print version]
Learn the factors involved in making loan decisions, including information on determining a borrower's ability and willingness to pay. See more

Loan Servicing
Course: S720
[Order online version] [Order print version]
Learn about loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technology. See more

  Spanish

Spanish for Tellers
Module: A1007
[Order online version]
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. See more

Credit Union Spanish: Applying the Basics
Module: A1017
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007) See more

  Financial Counseling (FiCEP)

FiCEP Part 1: Introduction to Financial Counseling (Module 1)
Course: 27564
[Order print version]
This module provides an overview of the financial attitudes and behaviors that contribute to problems with spending, saving, and debt. See more

FiCEP Part 1: Financial Counseling Essentials (Module 2)
Course: 27565
[Order print version]
Learn how to dive into the role of a credit union financial counselor, including the essential work of analyzing spending, savings, and debt. See more

FiCEP Kit: Part 1, Modules 1-4
Course: 27568K
[Order print version]
By successfully completing the proctored exam for each module, you'll be half way to becoming a Credit Union Certified Financial Counselor. See more

FiCEP Part 2: Controlling Living Expenses and Understanding Consumer Credit (Module 2)
Course: 27570
[Order print version]
This module provides information that can be used to help the member learn to manage his or her expenses to survive a financial crisis. See more

FiCEP Part 2: Retirement and Special Issues (Module 4)
Course: 27572
[Order print version]
By addressing spending and debt habits and educating members, credit unions can help members extend their financial security throughout their retirement years. See more

FiCEP Kit: Part 2, Modules 1-4
Course: 27573K
[Order print version]
By successfully completing the proctored exams for each module, and FiCEP Part 1, you will earn your Credit Union Certified Financial Counselor designation. See more

Loan Processor



  Lending and Loan Processing

Servicing Mortgage Loans
Module: A1010 / s1312 is an equivalent course
[Order online version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Module: A1011 / s1313 is an equivalent course
[Order online version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Module: A1012 / S1314 is an equivalent course
[Order online version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

Home Equity Lending
Course: M22
[Order print version]
Gain a blueprint for establishing a home equity lending program, a business process review for those already offering home equity loans, and information to improve existing home equity lending practices. See more

Providing Loans to Small Businesses
Course: M29
[Order print version]
Gain insights from the extensive information provided on documentation for processing, small business administration, asset/liability strategies, decision making, and monitoring underwriting. See more

Servicing Mortgage Loans
Course: S1312 / A1010 is an equivalent course
[Order print version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Course: S1313 / A1011 is an equivalent course
[Order print version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Course: S1314 / A1012 is an equivalent course
[Order print version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

The Lending Process — Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently. See more

Lending Products and Regulations — Fifth Edition
Course: S210
(Available winter 2012) [Order online version] [Order print version]
This course helps employees understand federal laws and regulations affecting consumer loans, including the Equal Credit Opportunity Act and Truth in Lending. Learn about real estate and business lending, auto lending, and credit cards. In this updated fifth edition, you'll find: * Current information about Member Business Lending * New sample loan documents * Up-to-date Regulation Z and CARD Act requirements See more

Mortgage Lending
Course: S410
[Order online version]
This product is currently unavailable. We are in the process updating this module. See more

Loan Interviewing
Course: S700
[Order online version] [Order print version]
Employees will become effective loan interviewers by understanding the duties, responsibilities, skills,and knowledge needed for loan interviewing. See more

Loan Underwriting
Course: S710
[Order online version] [Order print version]
Learn the factors involved in making loan decisions, including information on determining a borrower's ability and willingness to pay. See more

Loan Servicing
Course: S720
[Order online version] [Order print version]
Learn about loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technology. See more

VP Lending



  Accounting, Budgeting, and Finance

Reconciling Records
Module: A1013 / S1315 is an equivalent course
[Order online version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Credit Union Financial Management for Nonfinancial Executives — Second Edition
Course: M17
[Order print version]
Here’s an overview of a credit union’s financial operations. See more

Asset-Liability Management for Executives, 2nd edition — Second Edition
Course: M18
[Order online version] [Order print version]
Here are the tools to determine credit, liquidity, and interest-rate risk — and the means to apply these tools. See more

Budgeting and Accounting for Nonaccounting Managers
Course: M31
[Order print version]
The course takes students step-by-step through the basic accounting process, then fills in details of accounting systems, asset accounting, liabilities, shares and reserves, budgeting, and planning. See more

Financial Analysis Tools for Decision Making
Course: M33
[Order print version]
Discover the tools needed for making decisions with financial implications for your credit union. See more

Financial Management Made Easy: Financial Statements and Budgeting
Course: S1200
[Order online version] [Order print version]
Use financial statements and learn about spread analysis as a key financial management tool. See more

Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts. See more

Credit Union Financial Analysis — Third Edition
Course: S320
[Order online version] [Order print version]
Recently Revised! Learn how account relationships work and the value of financial ratios. See more

  HR Staffing and the Law

Recruiting Today’s Employee
Module: A1019 / M40 is an equivalent course
[Order online version]
These interactive courses identify special skills and awareness of complex legal issues that managers need to know. See more

Managing Today’s Employees
Module: A1020 / M41 is an equivalent course
[Order online version]
Learn how to use practical tools in building your bench and creating effective employees. See more

Difficult Human Resource Issues
Module: A1021 / M42 is an equivalent course
[Order online version]
These interactive courses will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

Training and Orienting Employees — Second Edition
Course: M04
[Order online version] [Order print version]
Discover ways to set the stage for effective training and create your own employee training program. See more

Compensation Systems — Second Edition
Course: M11
[Order print version]
You'll get helpful procedures on data gathering, job documentation and evaluation, job descriptions, market pricing, and compensation resources. See more

Managing Today\'s Employees
Course: M41 / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees. See more

Difficult Human Resource Issues
Course: M42 / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

  Lending and Loan Processing

Servicing Mortgage Loans
Module: A1010 / s1312 is an equivalent course
[Order online version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Module: A1011 / s1313 is an equivalent course
[Order online version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Module: A1012 / S1314 is an equivalent course
[Order online version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

Home Equity Lending
Course: M22
[Order print version]
Gain a blueprint for establishing a home equity lending program, a business process review for those already offering home equity loans, and information to improve existing home equity lending practices. See more

Loan Pricing
Course: M23
[Order print version]
Pricing, marketing, and planning are interrelated and must be considered together. Understand how you can integrate these three areas while providing specific information on all the areas needed to price loans. See more

Providing Loans to Small Businesses
Course: M29
[Order print version]
Gain insights from the extensive information provided on documentation for processing, small business administration, asset/liability strategies, decision making, and monitoring underwriting. See more

Servicing Mortgage Loans
Course: S1312 / A1010 is an equivalent course
[Order print version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies. See more

Preparing Loan Documents
Course: S1313 / A1011 is an equivalent course
[Order print version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner. See more

Maintaining Loan Documents
Course: S1314 / A1012 is an equivalent course
[Order print version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents. See more

The Lending Process — Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently. See more

Lending Products and Regulations — Fifth Edition
Course: S210
(Available winter 2012) [Order online version] [Order print version]
This course helps employees understand federal laws and regulations affecting consumer loans, including the Equal Credit Opportunity Act and Truth in Lending. Learn about real estate and business lending, auto lending, and credit cards. In this updated fifth edition, you'll find: * Current information about Member Business Lending * New sample loan documents * Up-to-date Regulation Z and CARD Act requirements See more

Mortgage Lending
Course: S410
[Order online version]
This product is currently unavailable. We are in the process updating this module. See more

Loan Marketing — Third Edition
Course: S420
[Order online version] [Order print version]
This course will help employees understand product and pricing concepts, product development, and loan design. See more

Loan Interviewing
Course: S700
[Order online version] [Order print version]
Employees will become effective loan interviewers by understanding the duties, responsibilities, skills,and knowledge needed for loan interviewing. See more

Loan Underwriting
Course: S710
[Order online version] [Order print version]
Learn the factors involved in making loan decisions, including information on determining a borrower's ability and willingness to pay. See more

Loan Servicing
Course: S720
[Order online version] [Order print version]
Learn about loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technology. See more

  Financial Counseling (FiCEP)

FiCEP Part 1: Introduction to Financial Counseling (Module 1)
Course: 27564
[Order print version]
This module provides an overview of the financial attitudes and behaviors that contribute to problems with spending, saving, and debt. See more

FiCEP Part 1: Financial Counseling Essentials (Module 2)
Course: 27565
[Order print version]
Learn how to dive into the role of a credit union financial counselor, including the essential work of analyzing spending, savings, and debt. See more

FiCEP Kit: Part 1, Modules 1-4
Course: 27568K
[Order print version]
By successfully completing the proctored exam for each module, you'll be half way to becoming a Credit Union Certified Financial Counselor. See more

FiCEP Part 2: Controlling Living Expenses and Understanding Consumer Credit (Module 2)
Course: 27570
[Order print version]
This module provides information that can be used to help the member learn to manage his or her expenses to survive a financial crisis. See more

FiCEP Kit: Part 2, Modules 1-4
Course: 27573K
[Order print version]
By successfully completing the proctored exams for each module, and FiCEP Part 1, you will earn your Credit Union Certified Financial Counselor designation. See more

Marketing Manager



  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

Consumer Lending Regulations (RegTraC-Level 1)
Course: 22692 / R103 is an equivalent course
[Order print version]
Knowing the regulatory requirements that govern your lending practices is critical. See more

Mortgage Lending Regulations (RegTraC-Level 1)
Course: 22693 / R104 is an equivalent course
[Order print version]
This module helps clarify required disclosures and their timing, regulatory requirements for fair and equitable lending practices, escrow requirements, and information on participating in the secondary mortgage market. See more

NCUA Requirements and Guidance (RegTraC-Level 1)
Course: 22694 / R105 is an equivalent course
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Truth in Savings - NCUA Part 707
(RegTraC-Level 1)

Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg E - Electronic Fund Transfers
(RegTraC-Level 1)

Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Fair Credit Reporting Act
(RegTraC-Level 1)

Course: R103D
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Reg Z - Truth in Lending
(RegTraC-Level 1)

Course: R103H
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Reg C - Home Mortgage Disclosure Act (RegTraC-Level 1)
Course: R104D
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program. See more

Fair Housing Act
(RegTraC-Level 1)

Course: R104E
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program. See more

Federal Share Insurance Rules
(RegTraC-Level 1)

Course: R105B
[Order online version]
This course is part of NCUA Requirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program. See more

  HR Staffing and the Law

Recruiting Today’s Employee
Module: A1019 / M40 is an equivalent course
[Order online version]
These interactive courses identify special skills and awareness of complex legal issues that managers need to know. See more

Managing Today’s Employees
Module: A1020 / M41 is an equivalent course
[Order online version]
Learn how to use practical tools in building your bench and creating effective employees. See more

Difficult Human Resource Issues
Module: A1021 / M42 is an equivalent course
[Order online version]
These interactive courses will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

Training and Orienting Employees — Second Edition
Course: M04
[Order online version] [Order print version]
Discover ways to set the stage for effective training and create your own employee training program. See more

Compensation Systems — Second Edition
Course: M11
[Order print version]
You'll get helpful procedures on data gathering, job documentation and evaluation, job descriptions, market pricing, and compensation resources. See more

Managing Today\'s Employees
Course: M41 / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees. See more

Difficult Human Resource Issues
Course: M42 / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

  Marketing

Marketing Management
Course: M26
[Order print version]
You’ll learn the basics of market research, how to prepare the marketing budget, and how to plan your program and evaluate its results. See more

Managing Advertising Guidelines
Course: M27
[Order print version]
Discover how advertising fits into the marketing function, how to create a strategic advertising plan, and how to manage the advertising budget, from both business and creative aspects of advertising. See more

Community Involvement and Outreach
Course: M32
[Order print version]
Discover ways credit union management and marketers can enlist the aid of volunteers, board members, and staffers in the outreach effort. See more

Member Service Representative



  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

General Operations Regulations (RegTraC-Level 1)
Course: 22691 / R102 is an equivalent course
[Order print version]
This module provides information on the major regulations that affect your credit union's daily operations. See more

Consumer Lending Regulations (RegTraC-Level 1)
Course: 22692 / R103 is an equivalent course
[Order print version]
Knowing the regulatory requirements that govern your lending practices is critical. See more

NCUA Requirements and Guidance (RegTraC-Level 1)
Course: 22694 / R105 is an equivalent course
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Identity Theft: Red Flags (Training on Demand)
Course: FC110P
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur? See more

Right to Financial Privacy Act (Training on Demand)
Course: FC112P
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government. See more

ACH Compliance and IAT Implementation (Training on Demand)
Course: FC115P
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions? See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Truth in Savings - NCUA Part 707
(RegTraC-Level 1)

Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg E - Electronic Fund Transfers
(RegTraC-Level 1)

Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Right to Financial Privacy Act
(RegTraC-Level 1)

Course: R102C
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program. See more

UCC Article 9
(RegTraC-Level 1)

Course: R103A
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Fair Credit Reporting Act
(RegTraC-Level 1)

Course: R103D
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

NCUA Lending Regulations
(RegTraC-Level 1)

Course: R103E
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Servicemembers’ Civil Relief Act
(RegTraC-Level 1)

Course: R103G
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Reg Z - Truth in Lending
(RegTraC-Level 1)

Course: R103H
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program. See more

Federal Share Insurance Rules
(RegTraC-Level 1)

Course: R105B
[Order online version]
This course is part of NCUA Requirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program. See more

  Spanish

Spanish for Tellers
Module: A1007
[Order online version]
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. See more

Credit Union Spanish: Applying the Basics
Module: A1017
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007) See more

New Employee Orientation



  Credit Union Orientation

The Credit Union Difference (Training on Demand)
Course: FC117P
[Order online version]
Have you ever been asked, “What’s the difference between a credit union and a bank?” If you have…. and if you wondered how to respond… this course will help you understand and explain why credit unions are different from all other financial institutions. See more

Introduction to Credit Unions
Course: S1304 / A1004 is an equivalent course
[Order print version]
This course provides you with an in-depth overview of the credit union movement, with an emphasis on how credit unions differentiate themselves from other financial institutions. See more

  Member Services and Accounts

Professional Member Service
Module: A1005 / S1308 is an equivalent course
[Order online version]
This course provides successful strategies for building long-term member relationships with a focus on consultative selling. See more

Money and Negotiable Instruments
Module: A1024 / S1322 is an equivalent course
[Order online version]
These interactive courses will help improve efficiency and accuracy by exploring the methods for handling cash, share drafts, and other negotiable instruments. (This course replaces Course S100.) See more

Managing Member Accounts
Module: A1026 / S1311 is an equivalent course
[Order online version]
These interactive courses will help you gain an understanding of the basic tools necessary for providing exceptional service to your members. See more

Professional Member Service
Course: S1308 / A1005 is an equivalent course
[Order print version]
This course provides successful strategies for building long-term member relationships with a focus on consultative selling and how this approach can be beneficial to your credit union. See more

Money and Negotiable Instruments
Course: S1322 / A1024 is an equivalent course
[Order print version]
This course will help improve efficiency and accuracy by exploring the methods for handling cash, share drafts, and other negotiable instruments. (This course replaces Course S100.) See more

Member Relations — Fourth Edition
Course: S20
[Order online version] [Order print version]
Learn ways to provide professional member service, including information on developing a professional image, handling telephone transactions, and resolving conflicts. See more

Opening New Accounts, 2nd edition, Revised — Second Edition
Course: S800
[Order print version]
Learn the regulatory requirements for the Truth in Savings Act, Expedited Funds Availability Act, and the Bank Secrecy Act.

Place your order now for this course that is currently being revised. See more

  Technology

The Critical Role of Technology in Credit Unions
Module: A1009 / S630 is an equivalent course
[Order online version]
These interactive courses will help you to identify the critical role of technology in today’s credit union. See more

The Critical Role of Technology in Credit Unions
Course: S630 / A1009 is an equivalent course
[Order print version]
This course will help you to identify the critical role of technology in today’s credit union. See more

Teller



  Business Math

Business Math: Share and Deposit Accounts
Module: A1001 / S1307 is an equivalent course
[Order online version]
These interactive courses will familiarize you with calculations relating to share accounts and other deposit accounts. See more

Business Math: Share and Deposit Accounts
Course: S1307 / A1001 is an equivalent course
[Order print version]
This course will familiarize you with calculations relating to share accounts and other deposit accounts. See more

  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

General Operations Regulations (RegTraC-Level 1)
Course: 22691 / R102 is an equivalent course
[Order print version]
This module provides information on the major regulations that affect your credit union's daily operations. See more

NCUA Requirements and Guidance (RegTraC-Level 1)
Course: 22694 / R105 is an equivalent course
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Identity Theft: Red Flags (Training on Demand)
Course: FC110P
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur? See more

Right to Financial Privacy Act (Training on Demand)
Course: FC112P
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government. See more

ACH Compliance and IAT Implementation (Training on Demand)
Course: FC115P
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions? See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Truth in Savings - NCUA Part 707
(RegTraC-Level 1)

Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg E - Electronic Fund Transfers
(RegTraC-Level 1)

Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Right to Financial Privacy Act
(RegTraC-Level 1)

Course: R102C
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program. See more

Federal Share Insurance Rules
(RegTraC-Level 1)

Course: R105B
[Order online version]
This course is part of NCUA Requirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program. See more

  Spanish

Spanish for Tellers
Module: A1007
[Order online version]
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. See more

Credit Union Spanish: Applying the Basics
Module: A1017
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007) See more

Head Teller



  Business Math

Business Math: Share and Deposit Accounts
Module: A1001 / S1307 is an equivalent course
[Order online version]
These interactive courses will familiarize you with calculations relating to share accounts and other deposit accounts. See more

Business Math: Share and Deposit Accounts
Course: S1307 / A1001 is an equivalent course
[Order print version]
This course will familiarize you with calculations relating to share accounts and other deposit accounts. See more

  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

General Operations Regulations (RegTraC-Level 1)
Course: 22691 / R102 is an equivalent course
[Order print version]
This module provides information on the major regulations that affect your credit union's daily operations. See more

NCUA Requirements and Guidance (RegTraC-Level 1)
Course: 22694 / R105 is an equivalent course
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Identity Theft: Red Flags (Training on Demand)
Course: FC110P
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur? See more

Right to Financial Privacy Act (Training on Demand)
Course: FC112P
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government. See more

ACH Compliance and IAT Implementation (Training on Demand)
Course: FC115P
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions? See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Truth in Savings - NCUA Part 707
(RegTraC-Level 1)

Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg E - Electronic Fund Transfers
(RegTraC-Level 1)

Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Right to Financial Privacy Act
(RegTraC-Level 1)

Course: R102C
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program. See more

Federal Share Insurance Rules
(RegTraC-Level 1)

Course: R105B
[Order online version]
This course is part of NCUA Requirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program. See more

  Interpersonal Skills and Career Building

Business Communication Skills
Module: A1003 / M37 is an equivalent course
[Order online version]
In these interactive courses you’ll learn to communicate in ways that get things done effectively and enhance your career opportunities. See more

Transitioning to Trainer II
Module: A1028 / M43 is an equivalent course
[Order online version]
You'll learn how to revise and re-tool your training plans and dive deeper into adult learning theory and multi-sensory learning. See more

Business Communication Skills
Course: M37 / A1003 is an equivalent course
[Order print version]
In this course you’ll learn to communicate in ways that get things done effectively and enhance your career opportunities. See more

Transitioning to Trainer
Course: M39 / A1018 is an equivalent course
[Order print version]
In this course, you will explore the principles of adult learning, including what motivates adults to learn, and the various ways in which they prefer to learn. See more

Transitioning to Trainer II
Course: M43 / A1028 is an equivalent course
[Order print version]
This course builds on all of the base knowledge in Transitioning to Trainer. You'll revisit and revise your training plans and dive deeper into the adult learning theory and multi-sensory learning. See more

  Management Skills and Managing Employee Performance

Leading Your Team
Module: A1031 / M44 is an equivalent course
[Order online version]
Lead Your Team – and Your Credit Union – to Success See more

Fundamentals of Management — Second Edition
Course: M01
[Order online version] [Order print version]
Learn the essential duties every manager must master — planning, staffing, directing, motivating, decision-making, and communicating. See more

Leading Your Team
Course: M44 / A1031 is an equivalent course
[Order print version]
Lead Your Team – and Your Credit Union – to Success See more

  Spanish

Spanish for Tellers
Module: A1007
[Order online version]
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. See more

Spanish for Tellers
Module: A1007
[Order online version]
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. See more

Credit Union Spanish: Applying the Basics
Module: A1017
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007) See more

Credit Union Spanish: Applying the Basics
Module: A1017
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007) See more

Teller Manager



  Compliance

Deposit Account Regulations (RegTraC-Level 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products. See more

General Operations Regulations (RegTraC-Level 1)
Course: 22691 / R102 is an equivalent course
[Order print version]
This module provides information on the major regulations that affect your credit union's daily operations. See more

NCUA Requirements and Guidance (RegTraC-Level 1)
Course: 22694 / R105 is an equivalent course
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking. See more

Regulation CC (Training on Demand)
Course: FC104P
[Order online version]
Regulation CC requires that credit unions provide annual training to their staff. This Training on Demand course will help you achieve your compliance training goals. Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation. Recognize the difference between local and non-local checks and what is considered a business day under Regulation CC. See more

Identity Theft: Red Flags (Training on Demand)
Course: FC110P
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur? See more

Right to Financial Privacy Act (Training on Demand)
Course: FC112P
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government. See more

ACH Compliance and IAT Implementation (Training on Demand)
Course: FC115P
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions? See more

Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Truth in Savings - NCUA Part 707
(RegTraC-Level 1)

Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Reg E - Electronic Fund Transfers
(RegTraC-Level 1)

Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program. See more

Right to Financial Privacy Act
(RegTraC-Level 1)

Course: R102C
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program. See more

Federal Share Insurance Rules
(RegTraC-Level 1)

Course: R105B
[Order online version]
This course is part of NCUA Requirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program. See more

  HR Staffing and the Law

Recruiting Today’s Employee
Module: A1019 / M40 is an equivalent course
[Order online version]
These interactive courses identify special skills and awareness of complex legal issues that managers need to know. See more

Managing Today’s Employees
Module: A1020 / M41 is an equivalent course
[Order online version]
Learn how to use practical tools in building your bench and creating effective employees. See more

Difficult Human Resource Issues
Module: A1021 / M42 is an equivalent course
[Order online version]
These interactive courses will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

Training and Orienting Employees — Second Edition
Course: M04
[Order online version] [Order print version]
Discover ways to set the stage for effective training and create your own employee training program. See more

Compensation Systems — Second Edition
Course: M11
[Order print version]
You'll get helpful procedures on data gathering, job documentation and evaluation, job descriptions, market pricing, and compensation resources. See more

Managing Today\'s Employees
Course: M41 / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees. See more

Difficult Human Resource Issues
Course: M42 / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues. See more

  Interpersonal Skills and Career Building

Transitioning to Trainer II
Module: A1028 / M43 is an equivalent course
[Order online version]
You'll learn how to revise and re-tool your training plans and dive deeper into adult learning theory and multi-sensory learning. See more

Career Mapping for You and Your Staff
Course: M34
[Order print version]
Discover ways for your staff to plan their career, visualize future staffing needs, establish staff career development programs, and develop a mentoring program. See more

Transitioning to Trainer
Course: M39 / A1018 is an equivalent course
[Order print version]
In this course, you will explore the principles of adult learning, including what motivates adults to learn, and the various ways in which they prefer to learn. See more

Transitioning to Trainer II
Course: M43 / A1028 is an equivalent course
[Order print version]
This course builds on all of the base knowledge in Transitioning to Trainer. You'll revisit and revise your training plans and dive deeper into the adult learning theory and multi-sensory learning. See more

Transitioning from Staff to Management
Course: S1302
[Order online version] [Order print version]
This course provides the tools staff need to successfully transition from staff to management. See more

  Management Skills and Managing Employee Performance

Encouraging and Instilling Member Service in Others
Module: A1022 / S1318 is an equivalent course
[Order online version]
Topics include creating organizational change, setting clear team performance targets, team motivation, and building trust. See more

Aligning Your Department With CU Strategy
Module: A1023 / S1319 is an equivalent course
[Order online version]
Learn how to decrease stress, turnover, and operating costs while improving the credit union’s public image during these interactive courses. See more

Leading Your Team
Module: A1031 / M44 is an equivalent course
[Order online version]
Lead Your Team – and Your Credit Union – to Success See more

Fundamentals of Management — Second Edition
Course: M01
[Order online version] [Order print version]
Learn the essential duties every manager must master — planning, staffing, directing, motivating, decision-making, and communicating. See more

Delegating for Results — Second Edition
Course: M05
[Order online version] [Order print version]
Understand the importance of monitoring, follow-up, evaluation, delegating, and feedback. Discover the benefits delegation brings — staff motivation, team building, and the personal growth of each employee. See more

Managing Employee Performance — Second Edition
Course: M06
[Order online version] [Order print version]
Learn how to manage your employees as individuals and help them work at their highest level. See more

Managing Teamwork
Course: M07
[Order online version] [Order print version]
Discover ways to polish your leadership skills and review the latest thinking in team dynamics, team building, facilitation, evaluation, and resources. See more

Process Improvement: Achieving Quality Together
Course: M08
[Order online version] [Order print version]
This course gives you the tools you need to make an objective review of how your credit union actually works. See more

Developing Exceptional Leadership
Course: M09
[Order online version] [Order print version]
This course will assist you with leadership challenges in a demanding management environment. See more

Strategic Thinking and Planning
Course: M10
[Order online version] [Order print version]
Discover techniques on planning large and long-term projects, overcoming planning pitfalls, preparing viable budgets, and dealing with plan changes. See more

Managing Change
Course: M19
[Order online version] [Order print version]
This course includes a change implementation planning template and activities designed to help credit unions evaluate their own unique change needs. See more

Managing the Problem Employee
Course: M25
[Order print version]
Explore the tools and strategies to effectively reduce confusion and enhance understanding in the workplace. See more

Managing Through Motivation
Course: M35
[Order print version]
As managers, our actions and words can have a profound effect on employees and the type of environment we are trying to develop. Managing Through Motivation provides practical methods that motivate and gives examples from credit unions that have developed a motivating environment. See more

Leading Your Team
Course: M44 / A1031 is an equivalent course
[Order print version]
Lead Your Team – and Your Credit Union – to Success See more

Encouraging and Instilling Member Service in Others
Course: S1318 / A1022 is an equivalent course
[Order print version]
Topics include creating organizational change, setting clear team performance targets, team motivation, and building trust. See more

Aligning Your Department With CU Strategy
Course: S1319 / A1023 is an equivalent course
[Order print version]
Learn how to decrease stress, turnover, and operating costs while improving the credit union’s public image during this course. See more

  Spanish

Spanish for Tellers
Module: A1007
[Order online version]
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms. See more

Credit Union Spanish: Applying the Basics
Module: A1017
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007) See more




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