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Learning Plans 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 learning plans are designed to guide course selection for credit union staff and managers.

You can also check out our full course list. 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.

 
 
Bankruptcy
A1006 This is a core competency course Bankruptcy and Court Proceedings, 3rd edition
  • 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
Compliance For Noncompliance Staff
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
FC108P This is a core competency course NEW Training on Demand: Office of Foreign Assets Control Online
FC109P This is a core competency course NEW Share Insurance Rules Online
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
R102D This is a core competency course General Operations Regulations: Bank Bribery Act
(RegTraC Level 1)
Online
R102H This is a core competency course General Operations Regulations: NCUA Privacy Regulation
(RegTraC Level 1)
Online
R103F This is a core competency course Consumer Lending Regulations: Reg B - Equal Credit Opportunity Act (RegTraC Level 1) Online
Credit Union Orientation
A1004 This is a core competency course BEST SELLER 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 BEST SELLER Introduction to Credit Unions A1004 Print
HR Staffing And The Law
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
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
M15 This is a core competency course Interpersonal Skills: Understanding Your Effect on Others Online Print
M37 This is a core competency course Business Communication Skills A1003 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
S1110 This is a core competency course Helping Members Understand and Solve Problems Online Print
S1303 This is a core competency course Communication and Telephone Skills 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
M38 This is a core competency course NEW Resolving Employee Conflict A1016 Print
Marketing
M28 This is a core competency course Developing Retail Marketing   Print
Member Services And Accounts
A1005 This is a core competency course 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
Online S1308
A1024 This is a core competency course NEW 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
Online S1322
A1026 This is a core competency course NEW Managing Member Accounts
  • Member Accounts
  • Savings Accounts
  • Checks and Share Draft Accounts
  • The Fundamentals of Lending
  • Electronic Member Services
  • Additional Credit Union Services
Online S1311
FC113P This is a core competency course TO BE RELEASED Balancing the Drawer Online
S1308 This is a core competency course Professional Member Service A1005 Print
S1322 This is a core competency course NEW Money and Negotiable Instruments A1024 Print
S20 This is a core competency course Member Relations, 4th edition Online Print
S800 This is a core competency course TO BE RELEASED Opening New Accounts Online Print
Political Affairs
PA1000 This is a core competency course NEW Communicating the Credit Union Difference Online
Sales
A1002 This is a core competency course Credit Union Sales
  • Introduction to Sales
  • Plan for Successful Sales
  • Recognize Needs
  • Inquire and Listen
  • Describe Benefits
  • Expedite the Sale
Online S1305
M16 This is a core competency course Leading and Managing Credit Union Sales   Print
M30 This is a core competency course Managing Financial Education Programs   Print
S120 This is a core competency course Cross-Selling, 4th edition Online Print
S1305 This is a core competency course Credit Union Sales A1002 Print
S500 This is a core competency course Improving and Maintaining Quality Service Online Print
Security
A1008 This is a core competency course 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
Online S1309
M24 This is a core competency course Security Administration   Print
M36 This is a core competency course Online Security   Print
S1309 This is a core competency course Security Procedure Protocol A1008 Print
S1317 This is a core competency course NEW Recognizing Emerging Fraudulent Practices A1015 Print
S1320 This is a core competency course Robbery Prevention and Preparation Online Print
S30 This is a core competency course Security, 4th edition Online Print
S900 This is a core competency course Preventing Fraud Online Print
S910 This is a core competency course Security Issues Online Print
Technology
A1009 This is a core competency course 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
Online S630
M20 This is a core competency course Managing Technology   Print
S1120 This is a core competency course Using Technology to Improve Member Service Online Print
S600 This is a core competency course Credit Union Technology, 2nd edition Online Print
S620 This is a core competency course Serving Members with Technology, 2nd edition Online Print
S630 This is a core competency course The Critical Role of Technology in Credit Unions A1009 Print


 

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