Credit Union Member Loyalty Trainer certification

The trainer certification process prepares a designated credit union employee to effectively and confidently train the CUNA Creating Member Loyalty™ process. These 5-day sessions provide the content clarity, practice and one-on-one coaching designed to produce measurable results in your credit union.

Trainer Certification Registration

Click here to register for a trainer certification session.

Dates and locations are subject to change. Small group sizes mean session fill quickly. Registrations are confirmed as received. A final session confirmation will be sent to registered attendees 30 days prior to the start date. We recommend that you do not make any non-refundable travel arrangements until you receive the final confirmation. Check back here for additional sessions and updates, or call us directly at 800-356-9655, ext. 4255.

Trainer Certification Sessions Details

With a trainer certification, trainers will practice the program skills and delivery skills needed to confidently train and coach staff once back at the credit union. Each trainer certification session will provide the opportunity to experience the training program as both a “Participant/Learner” and as a “Trainer/Facilitator.”

Each certification session is designed to help you:

  • Effectively use the training tools provided in the program
  • Create a preparation process to assist you back at your credit union
  • Gain insight into potential staff reactions and challenges to the program
  • Practice handling reactions and challenges constructively and confidently
  • Demonstrate the programs sales skills (as a role model) while you are training
  • Learn and practice specific behaviors that will facilitate staff buy-in to the training
  • Identify your training strengths and identify future focused development areas

At the end of the certification session, each participant will receive an individual development plan identifying strengths and areas for future development. Following the recommendations in the development plan will assist you in your process of self-assessment.

The certification sessions are made up of 4-6 participants. A small group size ensures each participant will receive personalized coaching and generous opportunities to practice and apply the training skills learned throughout the session.

Trainer Workbooks

Click here to order your workbooks for your credit union once you have completed your applicable trainer certification sessions.

Post-Session Support

Telephone coaching and consultation from your Master Trainer is available at no additional cost. On-site coaching, co-training and follow-up assessment can be arranged.

Networking with other certified trainers throughout the country is available through the CUNA CML email group and certified trainer webinars. Learning experiences specific to CML and sales development are available at the annual User’s Group Meeting held in conjunction with CUNA Experience Learning Live!