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Course List for Credit Union Staff and Managers

CUNA's self-study courses offer current, real-world instruction and guide learners toward a new level of skills and knowledge. The following courses are designed for credit union staff and managers.

To guide your course selection, check out the credit union–specific learning plans. The core competency courses are labeled with the symbol in the course listing below.

Self-study courses are also available for credit union executives and board members and volunteers.

   




Accounting, Budgeting, And Finance
A1013   NEW Reconciling Records
  • Cash Accounts
  • Share Draft Accounts
  • Credit and Debit Cards
  • ACH Payments
  • Investments
Online S1315
M17   Credit Union Financial Management for Nonfinancial Executives, 2nd edition   Print
M18   Asset-Liability Management for Executives Online Print
M21   Credit Union Investments   Print
M31   Budgeting and Accounting for Nonaccounting Managers   Print
M33   Financial Analysis Tools for Decision Making   Print
S1200   Financial Management Made Easy: Financial Statements and Budgeting Online Print
S1315   NEW Reconciling Records A1013 Print
S300   Basic Accounting, 3rd edition Online Print
S310   Accounting for Credit Unions, 3rd edition Online Print
S320   Credit Union Financial Analysis, 3rd edition Online Print
Bankruptcy
A1006 This is a core competency course Bankruptcy
  • Bankruptcy History and Court Structure
  • Bankruptcy Basic Concepts
  • Bankruptcy Documents
  • Bankruptcy Immediate Issues
  • Bankruptcy Abuse and Recoveries
  • Bankruptcy Do's and Don'ts
Online S400
S400   Bankruptcy, 3rd edition A1006 Print
Business Math
A1000   Business Math: Lending and Credit
  • Basic Lending Concepts and Calculations
  • Closed-End Loans
  • Helping Members Compare Rates and Loans
  • Loan Ratios
  • Mortgage Loans
  • Open-End Credit
Online S1306
A1001   Business Math: Share and Deposit Accounts
  • Basic Math Definitions
  • Share Account Dividends
  • Account Balances and Dividend Calculations
  • Dividend Compounding and Annual Percentage Yield (APY)
  • Helping Members Reach Savings Goals
Online S1307
S1306   Business Math: Lending and Credit A1000 Print
S1307   Business Math: Share and Deposit Accounts A1001 Print
Collections
A1014   Applying Collection Practices
  • Credit and Collections
  • Credit and Collection Policies
  • Developing a Collections System
  • Early Warnings and Final Actions
  • Legal Action and Outsourcing Alternatives
  • Best Practices
Online S1316
S1310   Successful Collections: Balancing Member Service and Credit Union Interests Online Print
S1316   Applying Collection Practices A1014 Print
S220   Collections, 4th edition Online Print
Compliance For Compliance Staff
22707   RegTraC Level 2: Deposit Account Regulations (Module 1)   Print
22708   RegTraC Level 2: General Operations Regulations (Module 2)   Print
22709   RegTraC Level 2: Consumer Lending Regulations (Module 3)   Print
22710   RegTraC Level 2: Mortgage Lending Regulations (Module 4)   Print
22711   RegTraC Level 2: NCUA Requirements and Guidance (Module 5)   Print
22712   RegTraC Level 2: Successful Compliance Program Management (Module 6)   Print
23511   RegTraC Level 2: Compliance Training Kit - Modules 1-6   Print
23511P   Complete Compliance Training Kit Modules 1-6 PDF    
Compliance For Noncompliance Staff
22690   RegTraC Level 1: Deposit Account Regulations (Module 1) R101 Print
22691 This is a core competency course RegTraC Level 1: General Operations Regulations (Module 2) R102 Print
22692 This is a core competency course RegTraC Level 1: Consumer Lending Regulations (Module 3) R103 Print
22693   RegTraC Level 1: Mortgage Lending Regulations (Module 4) R104 Print
22694   RegTraC Level 1: NCUA Requirements and Guidance (Module 5) R105 Print
23512   RegTraC Level 1: Compliance Training Kit - Modules 1-5   Print
FC102P   NEW Training on Demand: Bank Secrecy Act for Front-Line Staff Online
FC104P   NEW Training on Demand: Regulation CC Online
FC108P This is a core competency course TO BE RELEASED Training on Demand: Office of Foreign Assets Control Online
R101   RegTraC Level 1: Deposit Account Regulations (Module 1) Online 22690
R101A   Deposit Account Regulations: Reg CC - Availability of Funds and Collection of Checks (RegTraC Level 1) Online
R101B   Deposit Account Regulations: Reg D - Reserve Requirements
(RegTraC Level 1)
Online
R101C   Deposit Account Regulations: Truth in Savings - NCUA Part 707
(RegTraC Level 1)
Online
R101D   Deposit Account Regulations: Reg E - Electronic Fund Transfers
(RegTraC Level 1)
Online
R101E   Deposit Account Regulations: Reg J and UCC Article 4A
(RegTraC Level 1)
Online
R101F   Deposit Account Regulations: UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC Level 1) Online
R102   RegTraC Level 1: General Operations Regulations (Module 2) Online 22691
R102A This is a core competency course General Operations Regulations: Bank Secrecy Act
(RegTraC Level 1)
Online
R102B This is a core competency course General Operations Regulations: OFAC - Office of Foreign Assets Control (RegTraC Level 1) Online
R102C   General Operations Regulations: Right to Financial Privacy Act
(RegTraC Level 1)
Online
R102D This is a core competency course General Operations Regulations: Bank Bribery Act
(RegTraC Level 1)
Online
R102E   General Operations Regulations: IRS Information Reporting and Withholding Requirements (RegTraC Level 1) Online
R102G   General Operations Regulations: ESIGN - Electronic Signatures in Global and National Commerce Act (RegTraC Level 1) Online
R102H This is a core competency course General Operations Regulations: NCUA Privacy Regulation
(RegTraC Level 1)
Online
R103   RegTraC Level 1: Consumer Lending Regulations (Module 3) Online 22692
R103A   Consumer Lending Regulations: UCC Article 9
(RegTraC Level 1)
Online
R103B   Consumer Lending Regulations: Fair Debt Collection Practices Act
(RegTraC Level 1)
Online
R103C   Consumer Lending Regulations: Business Lending Regulations
(RegTraC Level 1)
Online
R103D   Consumer Lending Regulations: Fair Credit Reporting Act
(RegTraC Level 1)
Online
R103E   Consumer Lending Regulations: NCUA Lending Regulations
(RegTraC Level 1)
Online
R103F This is a core competency course Consumer Lending Regulations: Reg B - Equal Credit Opportunity Act (RegTraC Level 1) Online
R103G   Consumer Lending Regulations: Servicemembers’ Civil Relief Act
(RegTraC Level 1)
Online
R103H   Consumer Lending Regulations: Reg Z - Truth in Lending
(RegTraC Level 1)
Online
R104   RegTraC Level 1: Mortgage Lending Regulations (Module 4) Online 22693
R104A   Mortgage Lending Regulations: Flood Disaster Protection Act
(RegTraC Level 1)
Online
R104B   Mortgage Lending Regulations: Homeowner's Protection Act
(RegTraC Level 1)
Online
R104C   Mortgage Lending Regulations: RESPA - Real Estate Settlement Procedures Act (RegTraC Level 1) Online
R104D   Mortgage Lending Regulations: Reg C - Home Mortgage Disclosure Act (RegTraC Level 1) Online
R104E   Mortgage Lending Regulations: Fair Housing Act
(RegTraC Level 1)
Online
R104F   Mortgage Lending Regulations: Secondary Mortgage Markets
(RegTraC Level 1)
Online
R105   RegTraC Level 1: NCUA Requirements and Guidance (Module 5) Online 22694
R105A   NCUA Requirements and Guidance: NCUA Overview
(RegTraC Level 1)
Online
R105B   NCUA Requirements and Guidance: Federal Share Insurance Rules
(RegTraC Level 1)
Online
R105C   NCUA Requirements and Guidance: Management Issues
(RegTraC Level 1)
Online
R105D   NCUA Requirements and Guidance: Field of Membership Rules
(RegTraC Level 1)
Online
R105E   NCUA Requirements and Guidance: Supervisory Committee Duties
(RegTraC Level 1)
Online
R105G   NCUA Requirements and Guidance: CUSOs
(RegTraC Level 1)
Online
Credit Union Orientation
A1004 This is a core competency course Introduction to Credit Unions
  • The Credit Union Difference
  • Member Service: The Core of Credit Unions
  • What is the Credit Union Movement?
  • A Tradition of Community Involvement
  • You and Your Credit Union
Online S1304
S1304 This is a core competency course Introduction to Credit Unions A1004 Print
Financial Counseling (FiCEP)
27564   FiCEP Part 1: Introduction to Financial Counseling (Module 1)   Print
27565   FiCEP Part 1: Financial Counseling Essentials (Module 2)   Print
27566   FiCEP Part 1: Special Issues in Financial Counseling (Module 3)   Print
27567   FiCEP Part 1: Using Communication Skills During Financial Counseling (Module 4)   Print
27568K   FiCEP Kit: Part 1, Modules 1-4   Print
27569   FiCEP Part 2: Taxes, Insurance, and Investments (Module 1)   Print
27570   FiCEP Part 2: Controlling Living Expenses and Understanding Consumer Credit (Module 2)   Print
27571   FiCEP Part 2: Matching Values to Money (Module 3)   Print
27572   FiCEP Part 2: Retirement and Special Issues (Module 4)   Print
27573K   FiCEP Kit: Part 2, Modules 1-4   Print
HR Staffing And The Law
A1019   NEW Recruiting Today’s Employee
  • Challenges of Recruiting in the 21st Century
  • Employment Law
  • Preparing for Recruiting
  • Preparing for the Interview
  • Conducting the Interview
  • Candidate Evaluation and Selection
Online M40
A1020   NEW Managing Today’s Employees
  • Introduction to Managing Today's Employees
  • Managing Employee Performance
  • Managing Employee Success
  • Building Your Bench
  • Employee Retention
  • HR Law and Today's Employees
Online M41
A1021   NEW Difficult Human Resource Issues
  • Defining Difficult Human Resource Issues
  • Sexual Harassment
  • Addressing Performance
  • Recognition, Rewards, and Compensation
  • Workplace Diversity
Online M42
FC106P   NEW Training on Demand: Sexual Harassment Online
M04   Training and Orienting Employees, 2nd edition Online Print
M11   Compensation Systems, 2nd edition   Print
M12 This is a core competency course Workplace Diversity Online Print
M13 This is a core competency course Employment Law and Preventing Sexual Harassment Online Print
M40   NEW Recruiting Today’s Employees A1019 Print
M41   NEW Managing Today's Employees A1020 Print
M42   TO BE RELEASED Difficult Human Resource Issues A1021 Print
Interpersonal Skills And Career Building
A1003 This is a core competency course Business Communication Skills
  • Basic Communication Concepts
  • Communicating the 3 Cs
  • Advanced Verbal and Nonverbal Skills
  • Telephone Communication Skills
  • Communicating Effectively with Difficult People
Online M37
A1018   NEW Transitioning to Trainer
  • Introduction to the Adult Learner
  • Designing a Curriculum for Learning
  • Designing Active Learning
  • Learner-Centered Learning Strategies
  • Honing Your Presentation Skills
  • A Blended Approach to Learning
Online M39
A1028   TO BE RELEASED Transitioning to Trainer II
  • Revising and Revisiting Your Training Plan
  • Multi-Sensory Learning
  • Levels of Learning
  • Learner Retention and Motivation
  • Fine-Tuning Your Presentation Skills
  • The Art of Facilitation
Online
FC105P   NEW Training on Demand: Subject Matter Expert to Trainer: Training Basics Online
M15 This is a core competency course Interpersonal Skills: Understanding Your Effect on Others Online Print
M34   Career Mapping for You and Your Staff   Print
M37 This is a core competency course Business Communication Skills A1003 Print
M39   TO BE RELEASED Transitioning to Trainer A1018 Print
S1000 This is a core competency course Develop A Career Plan Online Print
S1010 This is a core competency course Write Effectively Online Print
S1020 This is a core competency course Make Work Manageable Online Print
S1100   Working Effectively with Difficult Members and Staff Online Print
S1110 This is a core competency course Helping Members Understand and Solve Problems Online Print
S1302   Transitioning from Staff to Management Online Print
S1303 This is a core competency course Communication and Telephone Skills Online Print
S520   Interpersonal Skills: Understanding Your Impact on Members, 2nd edition Online Print
Lending And Loan Processing
A1010   Servicing Mortgage Loans
  • Types of Mortgage Loan Programs
  • Regulatory Compliance
  • Loan Servicing
  • Servicing Payments
  • Insurance, Taxes, and Escrow Accounts
  • Collections and Delinquent Loans
Online s1312
A1011   Preparing Loan Documents
  • The Lending Process
  • Laws and Regulations
  • Interview and Application
  • Loan Underwriting
  • Loan Decisions and Closing
Online s1313
A1012   Maintaining Loan Documents
  • Basic Record Filing and Maintenance
  • Loan Documents Overview
  • File Retention Policies and Procedures
  • Loan Documents as Member Service Tools
  • Loan Auditing
Online S1314
M22   Home Equity Lending   Print
M23   Loan Pricing   Print
M29   Providing Loans to Small Businesses   Print
S1312   Servicing Mortgage Loans A1010 Print
S1313   Preparing Loan Documents A1011 Print
S1314   Maintaining Loan Documents A1012 Print
S200   The Lending Process, 4th edition Online Print
S210   Lending Products and Regulations, 4th edition Online Print
S410   Mortgage Lending, 3rd edition Online Print
S420   Loan Marketing, 3rd edition Online Print
S700   Loan Interviewing Online Print
S710   Loan Underwriting Online Print
S720   Loan Servicing Online Print
Management Skills And Managing Employee Performance
A1016 This is a core competency course NEW Resolving Employee Conflict
  • The Nature of Conflict
  • Types of Conflict
  • Organizational Culture and Conflict
  • Acting to Resolve Conflict
  • Applying Conflict Prevention Tools
Online M38
A1022   NEW Encouraging and Instilling Member Service in Others
  • Member Service in Today's Environment
  • Building Teams Through Communication and Trust
  • Creating Enthusiasm for Learning and Improvement
  • Encouraging Cooperation in Others
  • Motivating Service Excellence in Others
Online S1318
A1023   NEW Aligning Your Department With CU Strategy
  • Introduction to the Bigger Picture
  • Problem Solving and Decision Making
  • Scheduling and Delegation
  • Process Improvement
  • Teamwork
Online S1319
M01   Fundamentals of Management, 2nd edition Online Print
M05   Delegating for Results, 2nd edition Online Print
M06   Managing Employee Performance, 2nd edition Online Print
M07   Managing Teamwork Online Print
M08   Process Improvement: Achieving Quality Together Online Print
M09   Developing Exceptional Leadership Online Print
M10   Strategic Thinking and Planning Online Print
M19   Managing Change Online Print
M25   Managing the Problem Employee   Print
M35   Managing Through Motivation