Safety and Soundness - 16 credits required for certification

Level 1 Credit Options
Choose a maximum 6 credits from below:

Level 2 Credit Options
Choose a minimum 10 credits from below:

VAP Courses (2 credits each)
V200 Credit Committee: Duties and Responsibilities
V201 Loan Granting
V202 Collections
V407 Bankruptcy
V409 Financial Management
V410 Credit Union Examinations
V415 Asset-Liability Management for Directors
V416 Understanding Regulations
V418 Business Recovery Plans and Policies
V423 Member Business Lending
V424 Investment Essentials for Directors
V425 Budgeting Basics for Directors
V426 BSA for Volunteers**
V500 Credit Union Technology
V501 Planning for Technology
V502 Electronic Fraud and Security
V600 Introduction to Mortgage Lending
V601 Online Policies and Internet Use

Training on Demand (2 credits each)
BSA for Volunteers
10 Ratios Every Volunteer Should Know
Due Diligence for Third Party Vendors

Schools & Conferences
2009 CUNA CU Finance for Non-Financial Managers & Volunteers School (6 credits)*
2009 CUNA Regulatory Compliance School: Introduction (8 credits)
CUNA Regulatory Compliance School: Update (4 credits)

CUNA Volunteer Institute Breakout Sessions (3 credits each)

Pre-Conference Workshops

eSchools
2009 CUNA CU Finance for Non-Financial Managers & Volunteers eSchool (6 credits)
2009 CUNA Regulatory Compliance eSchool: Introduction (8 credits)
2009 CUNA Regulatory Compliance eSchool: Update (4 credits)

RegTraC
RegTraC Level 1 (6 credits)
RegTraC Level 2 (8 credits)

Handbook
Directors Handbook for Credit Union Regulations (4 credits)

Training on Demand
Business Continuity Planning for Volunteers (3 Credits)

What the CU Volunteer Needs to Know About Harassment in the Workplace (3 Credits)**

Other Topics and Titles
Credit Union Financial Management for Nonfinancial Executives (3 Credits)

Budgeting & Accounting for Nonaccounting Managers (3 Credits)

Asset-Liability Management for Executives (3 Credits)

Governance - 12 credits required for certification

Level 1 Credit Options
Choose a maximum 4 credits from below:

Level 2 Credit Options
Choose a minimum 8 credits from below:

VAP Courses (2 credits each)
V101 Board Policies
V412 Developing, Writing, and Implementing Policies
V421 Political Involvement
V700 Strategic Credit Union Leadership


Training on Demand
A Board Governance Approach: What to do When Things Go Wrong (2 credits)

CUNA Volunteer Institute Breakout Sessions (3 credits each)

Effective Governance: An overview (3 Credits)

CEO Oversight - 10 credits required for certification

Level 1 Credit Options
Choose a maximum 4 credits from below:

Level 2 Credit Options
Choose a minimum 6 credits from below:

VAP Courses (2 credits each)
V405 Board & CEO Relations
V417 CEO Performance Appraisal & Goal Setting
V419 CEO Compensation Programs
V422 CEO & Board Succession Planning


Training on Demand (2 credits each)
Assessing the CEO
The Directors' Role When Complaints are Filed Against Senior Management


Filene Report
Board—CEO Relationships (1 credit)

CUNA Volunteer Institute Breakout Session (3 credits each)

Filene Report
Consensus Building Strategies for Productive CEO-Board Relationships* (3 credits)

Board Operations & Development - 10 credits required for certification

Level 1 Credit Options
Choose a maximum 4 credits from below:

Level 2 Credit Options
Choose a minimum 6 credits from below:

VAP Courses (2 credits each)
V100 Board of Directors: Duties & Responsibilities
V406 Directors’ Liability
V411 Board Reports
V414 Recruiting, Orienting, & Retaining Board Members
V701 Directing Effective Teams
V702 Maximizing Board Performance


Filene Reports (1 credit each)
Enhancing Board Satisfaction at Credit Unions Filene Report*
CU Boards & CU Effectiveness Filene Report
Recruitment and Selection Practices at Credit Union Boards Filene Report*

Handbooks (3 credits each)
Board of Directors Handbook

People, Not Profit Handbook

CUNA Volunteer Institute Breakout Sessions (3 credits each)

Training on Demand
Volunteer Self-Evaluations (3 Credits)
Communications Strategies for High Performing Volunteers (3 Credits)

Other Topics & Titles
Interpersonal Skills: Understanding Your Effect on Others (3 Credits)

Strategic Planning - 12 credits required for certification

Level 1 Credit Options
Choose a maximum 4 credits from below:

Level 2 Credit Options
Choose a minimum 8 credits from below:

VAP Courses (2 credits each)
V102 Planning
V403 Marketing
V404 Strategic Planning
V413 Marketing to Generations & Target Groups
V420 CU Growth Strategies
V602 Offering CU Youth Programs

Training on Demand (2 credits each)
Credit Union Growth Strategies
So, You Have a Community Charter…Now What?
Local Involvement: Marketing Strategy and Community Benefit

Filene Reports (1 credit each)
The Source for Credit Unions Filene Report (1 credit)*
Explaining the CU Branch Entry Decision, and Implications for Performance Filene Report (1 credit)*
The Board’s Role in CU Mergers Filene Report (1 credit)

Other Topics and Titles
Introduction to Credit Unions (2 Credits)

2009 CUNA Strategic Planning Institute (12 credits)

CUNA Volunteer Institute Breakout Sessions (3 credits each)

Training on Demand
How to Think About Strategic Planning (3 Credits)**

Other Topics and Titles
Strategic Thinking & Planning (3 Credits)
Community Involvement & Outreach (3 Credits)*
Communicating the Credit Union Difference (2 Credits)*
Direct Lobbying at the Grassroots Level (2 Credits)*
Campaign Involvement (2 Credits)*
Public Affairs & Communications Strategies (2 Credits)*

Total: 60 credits

A maximum 22 Level 1 credits are required.

A minimum 38 Level 2 credits are required.

Conference Breakout Sessions
Webinars
Books
VAP Courses
Training on Demand Titles
White Papers
Filene Reports

Level
2
2
2
1
1/2
1
1

Credits
3
3
4
2
2/3
2
1

Area of Study
varies
varies
varies
varies
varies
varies
varies