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Course Descriptions by Learning Plan
Credit unionspecific 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.
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.
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.)
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.
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.
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.
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.
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.
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.
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.
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.)
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.
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 unions image by providing professional and efficient member service. You will learn how to handle members 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 todays credit union.
Managing Technology
Course: M20
[Order print version]
In this fast-changing world, effective strategic planning requires a magical ability to predict tomorrows 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.
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.
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.
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.
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 todays credit union.
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.
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.
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.
Credit Union Investments
Course: M21
[Order print version]
Discover the tools credit union managers need to help manage the credit union's investment portfolio.
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.
Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
Basic Accounting Third Edition
Course: S300
[Order online version] [Order print version]
Understand fundamental accounting techniques, along with methods for recording transactions and adjustments.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Credit Union Financial Management for Nonfinancial Executives Second Edition
Course: M17
[Order print version]
Heres an overview of a credit unions financial operations.
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.
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.
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.
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.
Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
HR Staffing and the Law
Recruiting Todays 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The Lending Process Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently.
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
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.
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.
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.
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.
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 unions public image during these interactive courses.
Leading Your Team
Module: A1031 / M44 is an equivalent course
[Order online version]
Lead Your Team and Your Credit Union to Success
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.
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.
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.
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.
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.
Developing Exceptional Leadership
Course: M09
[Order online version] [Order print version]
This course will assist you with leadership challenges in a demanding management environment.
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.
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.
Managing the Problem Employee
Course: M25
[Order print version]
Explore the tools and strategies to effectively reduce confusion and enhance understanding in the workplace.
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.
Leading Your Team
Course: M44 / A1031 is an equivalent course
[Order print version]
Lead Your Team and Your Credit Union to Success
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.
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 unions public image during this course.
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.
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.
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.
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.
Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
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.
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.
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.
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.
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.
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.
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.
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.
Collections Fourth Edition
Course: S220
[Order online version] [Order print version]
Discover the best procedures for delinquency control, record keeping, and problem accounts.
Collections Fourth Edition
Course: S220
[Order online version] [Order print version]
Discover the best procedures for delinquency control, record keeping, and problem accounts.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
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.
General Operations Regulations (RegTraC-Level 2)
Course: 22708
[Order print version]
This module provides information on the major regulations that affect your credit unions daily operations.
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.
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.
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.
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.
Compliance Training Kit (RegTraC-Level 2)
Course: 23511
[Order print version]
This kit includes all six RegTraC Level 2 modules.
Compliance Training Kit - PDF (RegTraC-Level 2)
Course: 23511P
[Order print version]
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.
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.
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.
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.
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.
The Lending Process Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently.
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
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.
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.
Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The Lending Process Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently.
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
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.
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.
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.
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.
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)
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The Lending Process Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently.
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
Mortgage Lending
Course: S410
[Order online version]
This product is currently unavailable. We are in the process updating this module.
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.
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.
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.
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.
Credit Union Financial Management for Nonfinancial Executives Second Edition
Course: M17
[Order print version]
Heres an overview of a credit unions financial operations.
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.
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.
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.
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.
Reconciling Records
Course: S1315 / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
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.
HR Staffing and the Law
Recruiting Todays 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.
Managing Todays 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The Lending Process Fifth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently.
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
Mortgage Lending
Course: S410
[Order online version]
This product is currently unavailable. We are in the process updating this module.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
HR Staffing and the Law
Recruiting Todays 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.
Managing Todays 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.
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.
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.
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.
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.
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.
Marketing
Marketing Management
Course: M26
[Order print version]
Youll learn the basics of market research, how to prepare the marketing budget, and how to plan your program and evaluate its results.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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)
New Employee Orientation
Credit Union Orientation
The Credit Union Difference (Training on Demand)
Course: FC117P
[Order online version]
Have you ever been asked, Whats 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.
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.
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.
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.)
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.
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.
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.)
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.
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.
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 todays credit union.
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 todays credit union.
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.
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.
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.
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.
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.
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.
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?
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.
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?
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.
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.
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.
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.
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.
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.
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.
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)
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.
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.
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.
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.
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.
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.
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?
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.
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?
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.
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.
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.
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.
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.
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.
Interpersonal Skills and Career Building
Business Communication Skills
Module: A1003 / M37 is an equivalent course
[Order online version]
In these interactive courses youll learn to communicate in ways that get things done effectively and enhance your career opportunities.
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.
Business Communication Skills
Course: M37 / A1003 is an equivalent course
[Order print version]
In this course youll learn to communicate in ways that get things done effectively and enhance your career opportunities.
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.
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.
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
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.
Leading Your Team
Course: M44 / A1031 is an equivalent course
[Order print version]
Lead Your Team and Your Credit Union to Success
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.
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.
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)
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)
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.
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.
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.
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.
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?
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.
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?
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.
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.
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.
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.
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.
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.
HR Staffing and the Law
Recruiting Todays 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.
Managing Todays 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 unions public image during these interactive courses.
Leading Your Team
Module: A1031 / M44 is an equivalent course
[Order online version]
Lead Your Team and Your Credit Union to Success
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.
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.
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.
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.
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.
Developing Exceptional Leadership
Course: M09
[Order online version] [Order print version]
This course will assist you with leadership challenges in a demanding management environment.
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.
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.
Managing the Problem Employee
Course: M25
[Order print version]
Explore the tools and strategies to effectively reduce confusion and enhance understanding in the workplace.
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.
Leading Your Team
Course: M44 / A1031 is an equivalent course
[Order print version]
Lead Your Team and Your Credit Union to Success
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.
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 unions public image during this course.
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.
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)
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.
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