|
| S310 |
|
Accounting for Credit Unions
|
| M18 |
|
Asset-Liability Management for Executives, 2nd edition
|
| S300 |
|
Basic Accounting
|
| S320 |
|
Credit Union Financial Analysis
|
| S1200 |
|
Financial Management Made Easy: Financial Statements and Budgeting
|
| S1210 |
|
Financial Management Made Easy: Sources and Uses of Money
|
| A1013 |
|
Reconciling Records
Cash Accounts
Share Draft Accounts
Credit and Debit Cards
ACH Payments
Investments
|
|
| A1006 |
|
Bankruptcy and Court Proceedings
Bankruptcy History and Court Structure
Bankruptcy Basic Concepts
Bankruptcy Documents
Bankruptcy Immediate Issues
Bankruptcy Abuse and Recoveries
Bankruptcy Do's and Don'ts
|
|
| A1000 |
|
Business Math: Lending and Credit
Basic Lending Concepts and Calculations
Closed-End Loans
Helping Members Compare Rates and Loans
Loan Ratios
Mortgage Loans
Open-End Credit
|
| A1001 |
|
Business Math: Share and Deposit Accounts
Basic Math Definitions
Share Account Dividends
Account Balances and Dividend Calculations
Dividend Compounding and Annual Percentage Yield (APY)
Helping Members Reach Savings Goals
|
|
| A1014 |
|
Applying Collection Practices
Credit and Collections
Credit and Collection Policies
Developing a Collections System
Early Warnings and Final Actions
Legal Action and Outsourcing Alternatives
Best Practices
|
| S220 |
|
Collections
|
| S1310 |
|
Successful Collections: Balancing Member Service and Credit Union Interests
|
|
| FC115P |
|
ACH Compliance and IAT Implementation (Training on Demand)
|
| R102D |
|
Bank Bribery Act
(RegTraC-Level 1)
|
| FC121P |
|
Bank Secrecy Act for Consumer Lending Staff (Training on Demand)
|
| FC102P |
|
Bank Secrecy Act for Front-Line Staff (Training on Demand)
|
| FC122P |
|
Bank Secrecy Act for Member Business Loans (Training on Demand)
|
| FC124P |
|
Bank Secrecy Act for New Accounts Staff (Training on Demand)
|
| FC120P |
|
Bank Secrecy Act for Operations Staff (Training on Demand)
|
| FC123P |
|
Bank Secrecy Act for Tellers (Training on Demand)
|
| R102A |
|
Bank Secrecy Act
(RegTraC-Level 1)
|
| R103C |
|
Business Lending Regulations
(RegTraC-Level 1)
|
| R103 |
|
Consumer Lending Regulations (RegTraC-Level 1)
|
| R105G |
|
CUSOs
(RegTraC-Level 1)
|
| R101 |
|
Deposit Account Regulations (RegTraC-Level 1)
|
| R102G |
|
ESIGN - Electronic Signatures in Global and National Commerce Act (RegTraC-Level 1)
|
| R103D |
|
Fair Credit Reporting Act
(RegTraC-Level 1)
|
| R103B |
|
Fair Debt Collection Practices Act
(RegTraC-Level 1)
|
| R104E |
|
Fair Housing Act
(RegTraC-Level 1)
|
| R105B |
|
Federal Share Insurance Rules
(RegTraC-Level 1)
|
| R105D |
|
Field of Membership Rules
(RegTraC-Level 1)
|
| R104A |
|
Flood Disaster Protection Act
(RegTraC-Level 1)
|
| R102 |
|
General Operations Regulations (RegTraC-Level 1)
|
| R104B |
|
Homeowner's Protection Act
(RegTraC-Level 1)
|
| FC110P |
|
Identity Theft: Red Flags (Training on Demand)
|
| R102E |
|
IRS Information Reporting and Withholding Requirements (RegTraC-Level 1)
|
| FC114P |
|
Loss Mitigation for Real Estate Loans (Training on Demand)
|
| R105C |
|
Management Issues
(RegTraC-Level 1)
|
| R104 |
|
Mortgage Lending Regulations (RegTraC-Level 1)
|
| R103E |
|
NCUA Lending Regulations
(RegTraC-Level 1)
|
| R105A |
|
NCUA Overview
(RegTraC-Level 1)
|
| R102H |
|
NCUA Privacy Regulation
(RegTraC-Level 1)
|
| R105 |
|
NCUA Requirements and Guidance (RegTraC-Level 1)
|
| R102B |
|
OFAC - Office of Foreign Assets Control (RegTraC-Level 1)
|
| FC108P |
|
Office of Foreign Assets Control (Training on Demand)
|
| R103F |
|
Reg B - Equal Credit Opportunity Act (RegTraC-Level 1)
|
| R104D |
|
Reg C - Home Mortgage Disclosure Act (RegTraC-Level 1)
|
| R101A |
|
Reg CC - Availability of Funds and Collection of Checks (RegTraC-Level 1)
|
| R101B |
|
Reg D - Reserve Requirements
(RegTraC-Level 1)
|
| R101D |
|
Reg E - Electronic Fund Transfers
(RegTraC-Level 1)
|
| R101E |
|
Reg J and UCC Article 4A
(RegTraC-Level 1)
|
| R103H |
|
Reg Z - Truth in Lending
(RegTraC-Level 1)
|
| FC104P |
|
Regulation CC (Training on Demand)
|
| R104C |
|
RESPA - Real Estate Settlement Procedures Act (RegTraC-Level 1)
|
| FC112P |
|
Right to Financial Privacy Act (Training on Demand)
|
| R102C |
|
Right to Financial Privacy Act
(RegTraC-Level 1)
|
| R104F |
|
Secondary Mortgage Markets
(RegTraC-Level 1)
|
| R103G |
|
Servicemembers’ Civil Relief Act
(RegTraC-Level 1)
|
| FC109P |
|
Share Insurance Rules (Training on Demand)
|
| R105E |
|
Supervisory Committee Duties
(RegTraC-Level 1)
|
| R101C |
|
Truth in Savings - NCUA Part 707
(RegTraC-Level 1)
|
| R103A |
|
UCC Article 9
(RegTraC-Level 1)
|
| R101F |
|
UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC-Level 1)
|
|
| A1004 |
|
Introduction to Credit Unions
The Credit Union Difference
Member Service: The Core of Credit Unions
What is the Credit Union Movement?
A Tradition of Community Involvement
You and Your Credit Union
|
| FC117P |
|
The Credit Union Difference (Training on Demand)
|
|
| A1021 |
|
Difficult Human Resource Issues
Defining Difficult Human Resource Issues
Sexual Harassment
Addressing Performance
Recognition, Rewards, and Compensation
Workplace Diversity
|
| M13 |
|
Employment Law and Preventing Sexual Harassment
|
| A1020 |
|
Managing Today’s Employees
Introduction to Managing Today's Employees
Managing Employee Performance
Managing Employee Success
Building Your Bench
Employee Retention
HR Law and Today's Employees
|
| A1019 |
|
Recruiting Today’s Employee
Challenges of Recruiting in the 21st Century
Employment Law
Preparing for Recruiting
Preparing for the Interview
Conducting the Interview
Candidate Evaluation and Selection
|
| FC106P |
|
Sexual Harassment (Training on Demand)
|
| M04 |
|
Training and Orienting Employees
|
| M12 |
|
Workplace Diversity
|
|
| FC127P |
|
Alternative Forms of Identification and Documentation (Training on Demand)
|
| A1003 |
|
Business Communication Skills
Basic Communication Concepts
Communicating the 3 Cs
Advanced Verbal and Nonverbal Skills
Telephone Communication Skills
Communicating Effectively with Difficult People
|
| S1303 |
|
Communication and Telephone Skills
|
| S1000 |
|
Develop A Career Plan
|
| S1110 |
|
Helping Members Understand and Solve Problems
|
| FC126P |
|
 Hispanic Immigration (Training on Demand)
|
| M15 |
|
Interpersonal Skills: Understanding Your Effect on Others
|
| S520 |
|
Interpersonal Skills: Understanding Your Impact on Members
|
| FC118P |
|
Introduction to Credit Union Ethics (Training on Demand)
|
| S1020 |
|
Make Work Manageable
|
| FC105P |
|
Subject Matter Expert to Trainer (Training on Demand)
|
| S1302 |
|
Transitioning from Staff to Management
|
| A1018 |
|
Transitioning to Trainer
Introduction to the Adult Learner
Designing a Curriculum for Learning
Designing Active Learning
Learner-Centered Learning Strategies
Honing Your Presentation Skills
A Blended Approach to Learning
|
| A1028 |
|
Transitioning to Trainer II
Revisiting and Revising Your Training Plan
Multi-Sensory Learning
Levels of Learning
Learner Retention and Motivation
Fine-Tuning Your Presentation Skills
The Art of Facilitation
|
| S1100 |
|
Working Effectively with Difficult Members and Staff
|
| S1010 |
|
Write Effectively
|
|
| A1034 |
|
Consumer Lending
Characteristics of Credit
Laws and Regulations
The Lending Process
Consumer Lending Products
Building Lending Relationships
|
| S210 |
|
Lending Products and Regulations
|
| S700 |
|
Loan Interviewing
|
| S420 |
|
Loan Marketing
|
| S720 |
|
Loan Servicing
|
| S710 |
|
Loan Underwriting
|
| A1012 |
|
Maintaining Loan Documents
Basic Record Filing and Maintenance
Loan Documents Overview
File Retention Policies and Procedures
Loan Documents as Member Service Tools
Loan Auditing
|
| S410 |
|
Mortgage Lending
|
| A1011 |
|
Preparing Loan Documents
The Lending Process
Laws and Regulations
Interview and Application
Loan Underwriting
Loan Decisions and Closing
|
| R104G |
|
SAFE Act & Mortgage Licensing
A Nationwide Registry
Credit Union Requirements
Employee Requirements
The Registration Process
|
| A1010 |
|
Servicing Mortgage Loans
Types of Mortgage Loan Programs
Regulatory Compliance
Loan Servicing
Servicing Payments
Insurance, Taxes, and Escrow Accounts
Collections and Delinquent Loans
|
| S200 |
|
The Lending Process
|
|
| A1023 |
|
Aligning Your Department With CU Strategy
Introduction to the Bigger Picture
Problem Solving and Decision Making
Scheduling and Delegation
Process Improvement
Teamwork
|
| M05 |
|
Delegating for Results
|
| M09 |
|
Developing Exceptional Leadership
|
| A1022 |
|
Encouraging and Instilling Member Service in Others
Member Service in Today's Environment
Building Teams through Communication and Trust
Creating Enthusiasm for Learning and Improvement
Encouraging Cooperation in Others
Motivating Service Excellence in Others
|
| M01 |
|
Fundamentals of Management
|
| A1031 |
|
Leading Your Team
Leaders & the Teams They Lead
Life Skills for Leaders
Leadership for the 21st Century
Leading Through Change & Conflict
Developing Leaders Around You
|
| M19 |
|
Managing Change
|
| M06 |
|
Managing Employee Performance
|
| M07 |
|
Managing Teamwork
|
| M08 |
|
Process Improvement: Achieving Quality Together
|
| A1016 |
|
Resolving Employee Conflict
The Nature of Conflict
Types of Conflict
Organizational Culture and Conflict
Acting to Resolve Conflict
Applying Conflict Prevention Tools
|
| M10 |
|
Strategic Thinking and Planning
|
|
| A1033 |
|
Credit Union Marketing Fundamentals
Introduction to Credit Union Marketing
The Marketing Mix
Market Research
Marketing Communications
In Marketing, Money Matters
Marketing Collaboration
|
|
| FC113P |
|
Balancing the Drawer (Training on Demand)
|
| A1027 |
|
Call Center Service Skills
Today's Call Center
Positive Communication Skills
Dealing with Repetitive Tasks
Tools and Technology
Handling Special Situations
Call Center Coaching
|
| S1301 |
|
Financial Counseling for Members
|
| A1025 |
|
Frontline Basics
Today's Professional Teller
Credit Union Basics
Managing the Teller Station
The Balancing Act
Handling Negotiable Instruments
|
| A1029 |
|
Guiding Members Through Economic Challenges
National, Local and Personal Economies
Budgeting Basics
The Savings Habit
Understanding Consumer Credit
Helping Members with Severe Financial Problems
Member Service More Than Ever
|
| S810 |
|
Individual Retirement Accounts
|
| S820 |
|
Investment Choices for Members
|
| A1026 |
|
Managing Member Accounts
Member Accounts
Savings Accounts
Checks and Share Draft Accounts
The Fundamentals of Lending
Electronic Member Services
Additional Credit Union Services
|
| S20 |
|
Member Relations
|
| S1300 |
|
Member Service: Exceeding Expectations
|
| A1024 |
|
Money and Negotiable Instruments
Currency Facts and Features
Handling and Organizing Cash
Checks and Share Drafts
Detecting Bad Checks and Drafts
The Clearing Process
Additional Negotiable Instruments
|
| FC107P |
|
Money and Negotiable Instruments (Training on Demand)
|
| A1005 |
|
Professional Member Service
What is Member Service?
Not for Profit, Not for Charity, But for Service
Building Member Service Skills
Technology as a Member Service Tool
Member Service Challenges
|
| A1030 |
|
Serving Credit Union Members
Supporting Your Credit Union’s Professional Image
Professional Service Basics
Handling Members’ Financial Business
Using Technology to Provide Member Service
Relating to Diverse Members
Resolving Conflicts
|
| A1032 |
|
Your Role in Growing Membership
The Importance of Growing Membership
The Role of Branch Employees in Growing Membership
The Role of Call Center Employees in Growing Membership
Membership Growth is Everyone's Job: A Role for Every Department
Leading for Membership Growth: The Role of the Executive Team
Membership Growth Strategies for the Future
|
|
| PF1003 |
|
Checking Accounts
|
| PF1010 |
|
Checking Accounts (Spanish version)
|
| PF1005 |
|
Couples and Money
|
| PF1013 |
|
Couples and Money (Spanish version)
|
| PF1004 |
|
Credit Management
|
| PF1011 |
|
Credit Management (Spanish version)
|
| PF1002 |
|
Home Buying
|
| PF1009 |
|
Home Buying (Spanish version)
|
| PF1007 |
|
ID Theft
|
| PF1012 |
|
ID Theft (Spanish version)
|
| PF1000 |
|
New Car Buying
|
| PF1006 |
|
New Car Buying (Spanish version)
|
| PF1001 |
|
Used Car Buying
|
| PF1008 |
|
Used Car Buying (Spanish version)
|
|
| PA1002 |
|
Campaign Involvement
|
| PA1000 |
|
Communicating the Credit Union Difference
|
| PA1001 |
|
Direct Lobbying at the Grassroots Level
|
| PA1003 |
|
Public Affairs and Communication Strategies
|
|
| A1002 |
|
Credit Union Sales
Introduction to Sales
Plan for Successful Sales
Recognize Needs
Inquire and Listen
Describe Benefits
Expedite the Sale
|
| S120 |
|
Cross-Selling
|
| FC103P |
|
CU Sales: Inquiring and Listening (Training on Demand)
|
| S500 |
|
Improving and Maintaining Quality Service
|
|
| FC116P |
|
Avoiding False Identification, Counterfeiting, and Other Scams (Training on Demand)
|
| FC111P |
|
Plastic Card Fraud (Training on Demand)
|
| S900 |
|
Preventing Fraud
|
| A1015 |
|
Recognizing Emerging Fraudulent Practices
Introduction to Recognizing Emerging Fraudulent Practices
Cyber Fraud
Plastic Card Fraud
Other Types of Fraud
Security Technology
Best Practices
|
| S1320 |
|
Robbery Prevention and Preparation
|
| FC101P |
|
Robbery: Actions, Reactions, and Coping Skills (Training on Demand)
|
| S30 |
|
Security
|
| S910 |
|
Security Issues
|
| A1008 |
|
Security Procedure Protocol
Introduction to Security
Security Systems and Procedures
Emergency and Disaster Preparedness
Identifying Suspicious Activity
Robbery: Actions, Reactions, and Coping Skills
Executing Security Procedures
|
|
| A1017 |
|
Credit Union Spanish: Applying the Basics
Building Blocks
Using Verbs
Asking Questions
Using Object Pronouns
Present Perfect Tense
|
| 28961P |
|
Exploring Immigrant Cultures (Training on Demand)
|
| A1007 |
|
Spanish for Tellers
The Latino Culture and Your Credit Union
Spanish Foundations and Member Greetings
Basic Credit Union Terms and Phrases
The Spanish Calendar
Numbers, Coins, and Currency
Transactions with Spanish-Speaking Members
|
|
| S600 |
|
Credit Union Technology
|
| S620 |
|
Serving Members with Technology
|
| A1009 |
|
The Critical Role of Technology in Credit Unions
Recognizing the Importance of Technology
Putting Members at the Center of Their Finances
Using 21st Century Lending Centers
ATMs, Debit Cards, and Credit Cards
Understanding Internet Financial Services
Keeping Pace with Innovation
|
| S1120 |
|
Using Technology to Improve Member Service
|
|
| VC106P |
|
Training on Demand: 10 Ratios Every Volunteer Should Know
|
| VC102P |
|
Training on Demand: A Board Governance Approach: What to do When Things Go Wrong
|
| VC107P |
|
Training on Demand: Assessing the CEO Training on Demand
|
| VC101P |
|
Training on Demand: Bank Secrecy Act for Volunteers
|
| VC120P |
|
Training on Demand: Business Continuity Planning for Volunteers
|
| VC118P |
|
Training on Demand: Communications Strategies for High Performing Volunteers
|
| VC109P |
|
Training on Demand: Credit Union Growth Strategies
|
| VC116P |
|
Training on Demand: Effective Governance: An Overview
|
| VC119P |
|
Training on Demand: How to Think About Strategic Planning
|
| VC112P |
|
Training on Demand: Local Involvement: Marketing Strategy and Community Benefit
|
| VC114P |
|
Training on Demand: Overseeing the Annual Audit by Outside Parties
|
| VC110P |
|
Training on Demand: So, You Have a Community Charter…Now What?
|
| VC111P |
|
Training on Demand: The Basics of Internal Controls
|
| VC104P |
|
Training on Demand: The Basics of Risk Assessment
|
| VC108P |
|
Training on Demand: The Directors' Role When Complaints are Filed Against Senior Management
|
| VC105P |
|
Training on Demand: The Supervisory Committee’s Role in Finding Fraud
|
| VC103P |
|
Training on Demand: The Volunteer's Role in Managing 3rd Party Relationships
|
| VC113P |
|
Training on Demand: Understanding the Audit Report
|
| VC117P |
|
Training on Demand: Volunteer Self-Evaluations
|
| VC121P |
|
Training on Demand: What the CU Volunteer Needs to Know About Harassment in the Workplace
|
