Self-Study Certificate Programs
Compensation Resources & HR Services
| Legislative Affairs | Political Affairs | Compliance | Regulatory Advocacy | |
| Training | Products & Services | Research & Statistics | Strategic Services | Consumer Information |
Course Descriptions by Topic
Real-World Courses Ensure Real-World Skills!
More than 250 courses will be available in 2007. To make it easy to find the learning options that fit your needs, courses are categorized into easy to understand groupings.
| ACCOUNTING, BUDGETING, AND FINANCE |
Reconciling Records
Module: A1013 NEW / S1315 is an equivalent course
(Available spring 2008) [Order online version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
Credit Union Financial Management for Nonfinancial Executives — Second Edition
Course: M17
[Order print version]
Here’s an overview of a credit union’s financial operations.
Asset-Liability Management for Executives
Course: M18
[Order online version] [Order print version]
Here are the tools to determine credit, liquidity, and interest-rate risk — and the means to apply these tools.
Credit Union Investments
Course: M21
[Order print version]
Discover the tools credit union managers need to help manage the credit union's investment portfolio.
Budgeting and Accounting for Nonaccounting Managers
Course: M31
[Order print version]
The course takes students step-by-step through the basic accounting process, then fills in details of accounting systems, asset accounting, liabilities, shares and reserves, budgeting, and planning.
Financial Analysis Tools for Decision Making
Course: M33
[Order print version]
Discover the tools needed for making decisions with financial implications for your credit union.
Financial Management Made Easy: Financial Statements and Budgeting
Module: S1200
[Order online version] [Order print version]
Use financial statements and learn about spread analysis as a key financial management tool.
Reconciling Records
Course: S1315 NEW / A1013 is an equivalent course
[Order print version]
Discover the best procedures for delinquency control, recordkeeping, and problem accounts.
Basic Accounting — Third Edition
Course: S300
[Order online version] [Order print version]
Understand fundamental accounting techniques, along with methods for recording transactions and adjustments.
Accounting for Credit Unions — Third Edition
Course: S310
[Order online version] [Order print version]
Understand the major accounts used in credit unions and the importance of internal controls.
Credit Union Financial Analysis — Third Edition
Course: S320
[Order online version] [Order print version]
Recently Revised! Learn how account relationships work and the value of financial ratios.
| BANKRUPTCY |
Bankruptcy
Module: A1006 / S400 is an equivalent course
[Order online version]
These courses provide you with knowledge on the various bankruptcy chapters, what types of documents must be completed, immediate issues that are of importance, as well as prevention.
Bankruptcy — Third Edition
Course: S400 / A1006 is an equivalent course
[Order print version]
This course provide you with knowledge on the various bankruptcy chapters, what types of documents must be completed, immediate issues that are of importance, as well as prevention.
| BUSINESS MATH |
Business Math: Lending and Credit
Module: A1000 / S1306 is an equivalent course
[Order online version]
These interactive courses will familiarize you with calculations that are part of the lending and credit functions of a credit union.
Business Math: Share and Deposit Accounts
Module: A1001 / S1307 is an equivalent course
[Order online version]
These interactive courses will familiarize you with calculations relating to share accounts and other deposit accounts.
Business Math: Lending and Credit
Course: S1306 / A1000 is an equivalent course
[Order print version]
This course will familiarize you with calculations that are part of the lending and credit functions of a credit union.
Business Math: Share and Deposit Accounts
Course: S1307 / A1001 is an equivalent course
[Order print version]
This course will familiarize you with calculations relating to share accounts and other deposit accounts.
| COLLECTIONS |
Applying Collection Practices
Module: A1014 / S1316 is an equivalent course
[Order online version]
Learn about best practices in protecting your credit union and members’ assets.
Successful Collections: Balancing Member Service and Credit Union Interests
Course: S1310
[Order online version] [Order print version]
This course will show you how to safeguard your members’ assets by minimizing losses due to unpaid loans.
Applying Collection Practices
Course: S1316 / A1014 is an equivalent course
[Order print version]
Learn about best practices in protecting your credit union and members’ assets.
Collections — Fourth Edition
Course: S220
[Order online version] [Order print version]
Discover the best procedures for delinquency control, record keeping, and problem accounts.
| COMPLIANCE FOR COMPLIANCE STAFF |
RegTraC Level 2: Deposit Account Regulations (Module 1)
Course: 22707
[Order print version]
This module covers the disclosures required by Truth in Savings, the intricacies of check deposits, returns and collections, and your obligations to your members under these regulations.
RegTraC Level 2: General Operations Regulations (Module 2)
Course: 22708
[Order print version]
This module provides information on the major regulations that affect your credit union’s daily operations.
RegTraC Level 2: Consumer Lending Regulations (Module 3)
Course: 22709
[Order print version]
Learn the required Reg Z disclosures, how and when the Servicemembers’ Civil Relief Act applies, and NCUA requirements for member business loans.
RegTraC Level 2: Mortgage Lending Regulations (Module 4)
Course: 22710
[Order print version]
This module helps clarify required disclosures and their timing, regulatory requirements for fair and equitable lending practices, escrow requirements, and information on participating in the secondary mortgage market.
RegTraC Level 2: NCUA Requirements and Guidance (Module 5)
Course: 22711
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking.
RegTraC Level 2: Successful Compliance Program Management (Module 6)
Course: 22712
[Order print version]
These include checklists to use when auditing your credit union's policies and procedures, tips on preparing for an NCUA exam, and valuable sources for compliance information.
RegTraC Level 2: Compliance Training Kit - Modules 1-6
Course: 23511
[Order print version]
This kit includes all six RegTraC Level 2 modules.
| COMPLIANCE FOR NONCOMPLIANCE STAFF |
RegTraC Level 1: Deposit Account Regulations (Module 1)
Course: 22690 / R101 is an equivalent course
[Order print version]
Learn what you need to do to comply with regulations governing deposit products.
RegTraC Level: General Operations Regulations (Module 2)
Course: 22691 / R102 is an equivalent course
[Order print version]
This module provides information on the major regulations that affect your credit union.s daily operations.
RegTraC Level 1: Consumer Lending Regulations (Module 3)
Course: 22692 / R105 is an equivalent course
[Order print version]
Knowing the regulatory requirements that govern your lending practices is critical.
RegTraC Level 1: Mortgage Lending Regulations (Module 4)
Course: 22693 / R104 is an equivalent course
[Order print version]
This module helps clarify required disclosures and their timing, regulatory requirements for fair and equitable lending practices, escrow requirements, and information on participating in the secondary mortgage market.
RegTraC Level 1: NCUA Requirements and Guidance (Module 5)
Course: 22694 / R105 is an equivalent course
[Order print version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking.
RegTraC Level 1: Compliance Training Kit - Modules 1-5
Course: 23512
[Order print version]
This kit includes all five RegTraC Level 1 modules. Each March you will be notified to renew your purchase to receive the most up-to-date compliance information.
RegTraC Level 1: Deposit Account Regulations (Module 1)
Course: R101 / 22690 is an equivalent course
[Order online version]
Knowing the regulatory requirements that govern your lending practices is critical.
Deposit Account Regulations: Reg CC - Availability of Funds and Collection of Checks (RegTraC Level 1: Module 1)
Course: R101A
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
Deposit Account Regulations: Reg D - Reserve Requirements
(RegTraC Level 1: Module 1)
Course: R101B
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
Deposit Account Regulations: Truth in Savings - NCUA Part 707
(RegTraC Level 1: Module 1)
Course: R101C
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
Deposit Account Regulations: Reg E - Electronic Fund Transfers
(RegTraC Level 1: Module 1)
Course: R101D
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
Deposit Account Regulations: Reg J and UCC Article 4A
(RegTraC Level 1: Module 1)
Course: R101E
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
Deposit Account Regulations: UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC Level 1: Module 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
RegTraC Level: General Operations Regulations (Module 2)
Course: R102 / 22691 is an equivalent course
[Order online version]
This module provides information on the major regulations that affect your credit union's daily operations.
General Operations Regulations: Bank Secrecy Act
(RegTraC Level 1)
Course: R102A / FC102P is an equivalent course
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program.
General Operations Regulations: OFAC - Office of Foreign Assets Control (RegTraC Level 1)
Course: R102B
[Order online version]
General Operations Regulations: Right to Financial Privacy Act
(RegTraC Level 1)
Course: R102C
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program.
General Operations Regulations: Bank Bribery Act
(RegTraC Level 1)
Course: R102D
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program.
General Operations Regulations: IRS Information Reporting and Withholding Requirements (RegTraC Level 1)
Course: R102E
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program.
General Operations Regulations: ESIGN - Electronic Signatures in Global and National Commerce Act (RegTraC Level 1)
Course: R102G
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program.
General Operations Regulations: NCUA Privacy Regulation
(RegTraC Level 1)
Course: R102H
[Order online version]
This course is part of General Operations Regulations Module 2 of the RegTraC Level 1 compliance certification program.
RegTraC Level 1: Consumer Lending Regulations (Module 3)
Course: R103
[Order online version]
Knowing the regulatory requirements that govern your lending practices is critical.
Consumer Lending Regulations: UCC Article 9
(RegTraC Level 1)
Course: R103A
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
Consumer Lending Regulations: Fair Debt Collection Practices Act
(RegTraC Level 1)
Course: R103B
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
Consumer Lending Regulations: Business Lending Regulations
(RegTraC Level 1)
Course: R103C
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
Consumer Lending Regulations: Fair Credit Reporting Act
(RegTraC Level 1)
Course: R103D
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
Consumer Lending Regulations: NCUA Lending Regulations
(RegTraC Level 1)
Course: R103E
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
Consumer Lending Regulations: Reg B - Equal Credit Opportunity Act (RegTraC Level 1)
Course: R103F
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
Consumer Lending Regulations: Servicemembers’ Civil Relief Act
(RegTraC Level 1)
Course: R103G
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
Consumer Lending Regulations: Reg Z - Truth in Lending
(RegTraC Level 1)
Course: R103H
[Order online version]
This course is part of Consumer Lending Regulations Module 3 of the RegTraC Level 1 compliance certification program.
RegTraC Level I: Mortgage Lending Regulations (Module 4)
Course: R104 / 22693 is an equivalent course
[Order online version]
The world of mortgage lending can be complicated. This module helps clarify required disclosures and their timing, regulatory requirements for fair and equitable lending practices, escrow requirements, and information on participating in the secondary mortgage market.
Mortgage Lending Regulations: Flood Disaster Protection Act
(RegTraC Level 1)
Course: R104A
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program.
Mortgage Lending Regulations: Homeowner\'s Protection Act
(RegTraC Level 1)
Course: R104B
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program.
Mortgage Lending Regulations: RESPA - Real Estate Settlement Procedures Act (RegTraC Level 1)
Course: R104C
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program.
Mortgage Lending Regulations: Reg C - Home Mortgage Disclosure Act (RegTraC Level 1)
Course: R104D
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program.
Mortgage Lending Regulations: Fair Housing Act
(RegTraC Level 1)
Course: R104E
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program.
Mortgage Lending Regulations: Secondary Mortgage Markets
(RegTraC Level 1)
Course: R104F
[Order online version]
This course is part of Mortgage Lending Regulations Module 4 of the RegTraC Level 1 compliance certification program.
RegTraC Level 1: NCUA Requirements and Guidance (Module 5)
Course: R105 / 22694, 22692 are equivalent courses
[Order online version]
Review the NCUA field of membership rules, NCUA share insurance requirements, and NCUA opinion letters to help answer the questions you and other credit union staff are asking.
NCUA Reuirements and Guidance: NCUA Overview
(RegTraC Level 1)
Course: R105A
[Order online version]
This course is part of NCUA Reuirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program.
NCUA Reuirements and Guidance: Federal Share Insurance Rules
(RegTraC Level 1)
Course: R105B
[Order online version]
This course is part of NCUA Reuirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program.
NCUA Reuirements and Guidance: Management Issues
(RegTraC Level 1)
Course: R105C
[Order online version]
This course is part of NCUA Reuirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program.
NCUA Reuirements and Guidance: Field of Membership Rules
(RegTraC Level 1)
Course: R105D
[Order online version]
This course is part of NCUA Reuirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program.
NCUA Reuirements and Guidance: Supervisory Committee Duties
(RegTraC Level 1)
Course: R105E
[Order online version]
This course is part of NCUA Reuirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program.
NCUA Reuirements and Guidance: CUSOs
(RegTraC Level 1)
Course: R105G
[Order online version]
This course is part of NCUA Reuirements and Guidance Module 5 of the RegTraC Level 1 compliance certification program.
| CREDIT UNION ORIENTATION |
Introduction to Credit Unions
Module: A1004 / S1304 is an equivalent course
[Order online version]
These interactive courses provide you with an in-depth overview of the credit union movement, with an emphasis on how credit unions differentiate themselves from other financial institutions.
Introduction to Credit Unions
Course: S1304 / A1004 is an equivalent course
[Order print version]
This course provides you with an in-depth overview of the credit union movement, with an emphasis on how credit unions differentiate themselves from other financial institutions.
| FINANCIAL COUNSELING (FICEP) |
FiCEP Part 1: Introduction to Financial Counseling (Module 1)
Course: 27564
[Order print version]
This module provides an overview of the financial attitudes and behaviors that contribute to problems with spending, saving, and debt.
FiCEP Part 1: Financial Counseling Essentials (Module 2)
Course: 27565
[Order print version]
Learn how to dive into the role of a credit union financial counselor, including the essential work of analyzing spending, savings, and debt.
FiCEP Part 1: Special Issues in Financial Counseling (Module 3)
Course: 27566
[Order print version]
In this module, you will be provided a framework for designing and implementing a financial counseling program that includes case studies of credit union counseling services.
FiCEP Part 1: Using Communication Skills During Financial Counseling (Module 4)
Course: 27567
[Order print version]
Concepts and strategies that enhance communications with the member are covered in this module.
FiCEP Kit: Part 1, Modules 1-4
Course: 27568K
[Order print version]
By successfully completing the proctored exam for each module, you'll be half way to becoming a Credit Union Certified Financial Counselor.
FiCEP Part 2: Taxes, Insurance, and Investments (Module 1)
Course: 27569
[Order print version]
This module examines these topics to help the member better use his or her income to stay financially healthy.
FiCEP Part 2: Controlling Living Expenses and Understanding Consumer Credit (Module 2)
Course: 27570
[Order print version]
This module provides information that can be used to help the member learn to manage his or her expenses to survive a financial crisis.
FiCEP Part 2: Matching Values to Money (Module 3)
Course: 27571
[Order print version]
This module will help you work with members to understand their values and beliefs about money. In addition, this module will equip financial counselors and other employees to recognize fraudulent activity and educate members for fraud prevention.
FiCEP Part 2: Retirement and Special Issues (Module 4)
Course: 27572
[Order print version]
By addressing spending and debt habits and educating members, credit unions can help members extend their financial security throughout their retirement years.
FiCEP Kit: Part 2, Modules 1-4
Course: 27573K
[Order print version]
By successfully completing the proctored exams for each module, and FiCEP Part 1, you will earn your Credit Union Certified Financial Counselor designation.
| HR STAFFING AND THE LAW |
Recruiting Today’s Employee
Module: A1019 NEW / M40 is an equivalent course
[Order online version]
These interactive courses identify special skills and awareness of complex legal issues that managers need to know.
Managing Today’s Employees
Module: A1020 NEW / M41 is an equivalent course
[Order online version]
Learn how to use practical tools in building your bench and creating effective employees.
Difficult Human Resource Issues
Module: A1021 NEW / M42 is an equivalent course
[Order online version]
These interactive courses will address workplace diversity, gender issues, sexual harassment and employment law issues.
Training and Orienting Employees — Second Edition
Course: M04
[Order online version] [Order print version]
Discover ways to set the stage for effective training and create your own employee training program.
Compensation Systems — Second Edition
Course: M11
[Order print version]
You'll get helpful procedures on data gathering, job documentation and evaluation, job descriptions, market pricing, and compensation resources.
Workplace Diversity
Course: M12
[Order online version] [Order print version]
This module gives you these skills in addition to covering the topics of changing the corporate culture, understanding nonverbal cultural cues, benefiting from conflict, building consensus, developing trust, modeling behavior, and becoming a change agent.
Employment Law and Preventing Sexual Harassment
Course: M13
[Order online version] [Order print version]
Gain insight into the range of legal issues surrounding employment and sexual harassment.
Recruiting Today’s Employee
Course: M40 NEW / A1019 is an equivalent course
[Order print version]
This print course identifies special skills and awareness of complex legal issues that managers need to know.
Managing Today\'s Employees
Course: M41 / A1020 is an equivalent course
(Available summer 2008) [Order print version]
Learn how to use practical tools in building your bench and creating effective employees.
Difficult Human Resource Issues
Course: M42 / A1021 is an equivalent course
(Available summer 2008) [Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues.
| INTERPERSONAL SKILLS AND CAREER BUILDING |
Business Communication Skills
Module: A1003 / M37 is an equivalent course
[Order online version]
In these interactive courses you’ll learn to communicate in ways that get things done effectively and enhance your career opportunities.
Transitioning to Trainer
Module: A1018 NEW / M39 is an equivalent course
[Order online version]
In this module, you will explore the principles of adult learning, including what motivates adults to learn, and the various ways in which they prefer to learn.
Transitioning to Trainer II
Module: A1028
(Available fall 2008) [Order online version]
You'll learn how to revise and re-tool your training plans and dive deeper into adult learning theory and multi-sensory learning.
Interpersonal Skills: Understanding Your Effect on Others
Course: M15
[Order online version] [Order print version]
Discover ways to understand your interpersonal style and its effect on others, read nonverbal cues, know when to be flexible, and communicate effectively.
Career Mapping for You and Your Staff
Course: M34
[Order print version]
Discover ways for your staff to plan their career, visualize future staffing needs, establish staff career development programs, and develop a mentoring program.
Business Communication Skills
Course: M37 / A1003 is an equivalent course
[Order print version]
In this course you’ll learn to communicate in ways that get things done effectively and enhance your career opportunities.
Transitioning to Trainer
Course: M39 / A1018 is an equivalent course
(Available fall 2008) [Order print version]
In this course, you will explore the principles of adult learning, including what motivates adults to learn, and the various ways in which they prefer to learn.
Develop A Career Plan
Course: S1000
[Order online version] [Order print version]
Discover how to evaluate your potential and opportunities and develop a formal career plan.
Write Effectively
Course: S1010
[Order online version] [Order print version]
Discover how to become an effective writer with this hands-on guide. Practice good writing skills with interactive exercises.
Make Work Manageable
Course: S1020
[Order online version] [Order print version]
Discover proven methods for working smarter by controlling time, workloads, and stress.
Working Effectively with Difficult Members and Staff
Course: S1100
[Order online version] [Order print version]
This course helps employees understand why incidents of anger, conflict, or even violence occur in the workplace.
Helping Members Understand and Solve Problems
Course: S1110
[Order online version] [Order print version]
This course teaches employees to focus on helping members understand your credit union’s financial products and services.
Transitioning from Staff to Management
Course: S1302
[Order online version] [Order print version]
This course provides the tools staff need to successfully transition from staff to management.
Communication and Telephone Skills
Course: S1303
[Order online version] [Order print version]
This course outlines good communication skills as well as barriers to effective communication.
Interpersonal Skills: Understanding Your Impact on Members — Second Edition
Course: S520
[Order online version] [Order print version]
Discover the tools needed to enhance critical interpersonal skills, and understand the impact of communication and interpersonal style.
| LENDING AND LOAN PROCESSING |
Servicing Mortgage Loans
Module: A1010 / s1312 is an equivalent course
[Order online version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies.
Preparing Loan Documents
Module: A1011 / s1313 is an equivalent course
[Order online version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner.
Maintaining Loan Documents
Module: A1012 / S1314 is an equivalent course
[Order online version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents.
Home Equity Lending
Course: M22
[Order print version]
Gain a blueprint for establishing a home equity lending program, a business process review for those already offering home equity loans, and information to improve existing home equity lending practices.
Loan Pricing
Course: M23
[Order print version]
Pricing, marketing, and planning are interrelated and must be considered together. Understand how you can integrate these three areas while providing specific information on all the areas needed to price loans.
Providing Loans to Small Businesses
Course: M29
[Order print version]
Gain insights from the extensive information provided on documentation for processing, small business administration, asset/liability strategies, decision making, and monitoring underwriting.
Servicing Mortgage Loans
Course: S1312 / A1010 is an equivalent course
[Order print version]
Learn about mortgage loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technologies.
Preparing Loan Documents
Course: S1313 / A1011 is an equivalent course
[Order print version]
Learn the fundamental skills and knowledge required to prepare loan documents in a timely, efficient manner.
Maintaining Loan Documents
Course: S1314 / A1012 is an equivalent course
[Order print version]
Learn the retention policies, laws, and procedures regarding the maintenance of loan documents.
The Lending Process — Fourth Edition
Course: S200
[Order online version] [Order print version]
Learn how to make solid loans and to service them efficiently.
Lending Products and Regulations — Fourth Edition
Course: S210
[Order online version] [Order print version]
This course helps employees understand federal laws and regulations affecting consumer loans, including the Equal Credit Opportunity Act and Truth in Lending. Learn about real estate and business lending, auto lending, and credit cards.
Mortgage Lending — Third Edition
Course: S410
[Order online version] [Order print version]
Master the basics of mortgage lending, including how mortgage loans work and why they are important to credit unions.
Loan Marketing — Third Edition
Course: S420
[Order online version] [Order print version]
This course will help employees understand product and pricing concepts, product development, and loan design.
Loan Interviewing
Course: S700
[Order online version] [Order print version]
Employees will become effective loan interviewers by understanding the duties, responsibilities, skills,and knowledge needed for loan interviewing.
Loan Underwriting
Course: S710
[Order online version] [Order print version]
Learn the factors involved in making loan decisions, including information on determining a borrower's ability and willingness to pay.
Loan Servicing
Course: S720
[Order online version] [Order print version]
Learn about loan documents, interest, servicing payments, escrow accounts, member relations, collections, and loan servicing technology.
| MANAGEMENT SKILLS AND MANAGING EMPLOYEE PERFORMANCE |
Resolving Employee Conflict
Module: A1016 NEW / M38 is an equivalent course
[Order online version]
Whether you are a new or seasoned manager, these interactive courses will arm you with the tools necessary for creating a positive atmosphere where rapid conflict resolution is prevalent. (This course replaces Course M14.)
Encouraging and Instilling Member Service in Others
Module: A1022 NEW / S1318 is an equivalent course
[Order online version]
Topics include creating organizational change, setting clear team performance targets, team motivation, and building trust.
Aligning Your Department With CU Strategy
Module: A1023 NEW / S1319 is an equivalent course
[Order online version]
Learn how to decrease stress, turnover, and operating costs while improving the credit union’s public image during these interactive courses.
Fundamentals of Management — Second Edition
Course: M01
[Order online version] [Order print version]
Learn the essential duties every manager must master — planning, staffing, directing, motivating, decision-making, and communicating.
Delegating for Results — Second Edition
Course: M05
[Order online version] [Order print version]
Understand the importance of monitoring, follow-up, evaluation, delegating, and feedback. Discover the benefits delegation brings — staff motivation, team building, and the personal growth of each employee.
Managing Employee Performance — Second Edition
Course: M06
[Order online version] [Order print version]
Learn how to manage your employees as individuals and help them work at their highest level.
Managing Teamwork
Course: M07
[Order online version] [Order print version]
Discover ways to polish your leadership skills and review the latest thinking in team dynamics, team building, facilitation, evaluation, and resources.
Process Improvement: Achieving Quality Together
Course: M08
[Order online version] [Order print version]
This course gives you the tools you need to make an objective review of how your credit union actually works.
Developing Exceptional Leadership
Course: M09
[Order online version] [Order print version]
This course will assist you with leadership challenges in a demanding management environment.
Strategic Thinking and Planning
Course: M10
[Order online version] [Order print version]
Discover techniques on planning large and long-term projects, overcoming planning pitfalls, preparing viable budgets, and dealing with plan changes.
Managing Change
Course: M19
[Order online version] [Order print version]
This course includes a change implementation planning template and activities designed to help credit unions evaluate their own unique change needs.
Managing the Problem Employee
Course: M25
[Order print version]
Explore the tools and strategies to effectively reduce confusion and enhance understanding in the workplace.
Managing Through Motivation
Course: M35
[Order print version]
As managers, our actions and words can have a profound effect on employees and the type of environment we are trying to develop. Managing Through Motivation provides practical methods that motivate and gives examples from credit unions that have developed a motivating environment.
Resolving Employee Conflict
Course: M38 NEW / A1016 is an equivalent course
[Order print version]
Learn the tools you need to create a positive atmosphere for rapid conflict resolution.
Encouraging and Instilling Member Service in Others
Course: S1318 NEW / A1022 is an equivalent course
(Available summer 2008) [Order print version]
Topics include creating organizational change, setting clear team performance targets, team motivation, and building trust.
Aligning Your Department With CU Strategy
Course: S1319 NEW / A1023 is an equivalent course
[Order print version]
Learn how to decrease stress, turnover, and operating costs while improving the credit union’s public image during this course.
| MARKETING |
Marketing Management
Course: M26
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You’ll learn the basics of market research, how to prepare the marketing budget, and how to plan your program and evaluate its results.
Managing Advertising Guidelines
Course: M27
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Discover how advertising fits into the marketing function, how to create a strategic advertising plan, and how to manage the advertising budget, from both business and creative aspects of advertising.
Developing Retail Marketing
Course: M28
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Discover practical ideas to promote credit union services and learn from tried and true tips used by successful retailers to make their facilities, products, and services more accessible and inviting.
Community Involvement and Outreach
Course: M32
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Discover ways credit union management and marketers can enlist the aid of volunteers, board members, and staffers in the outreach effort.
| MEMBER SERVICES AND ACCOUNTS |
Professional Member Service
Module: A1005 / S1308 is an equivalent course
[Order online version]
This course provides successful strategies for building long-term member relationships with a focus on consultative selling.
Money and Negotiable Instruments
Module: A1024 / S1322 is an equivalent course
(Available summer 2008) [Order online version]
These interactive courses will help improve efficiency and accuracy by exploring the methods for handling cash, share drafts, and other negotiable instruments.
(This course replaces Course S100.)
Front-Line Basics
Module: A1025
(Available spring 2008) [Order online version]
These interactive courses teach fundamentals that every teller should know including maintaining the teller work station, handling cash and negotiable instruments, balancing the teller drawer, operating remote branches, understanding features and benefits of credit union products and services, and translating financial jargon into terms members understand.
Managing Member Accounts
Module: A1026
(Available summer 2008) [Order online version]
These interactive courses will help you gain an understanding of the basic tools necessary for providing exceptional service to your members. (This course replaces Course S110.)
Call Center Service Skills
Module: A1027
(Available fall 2008) [Order online version]
Learn how to manage calls efficiently while presenting a positive, professional image to members.
Member Service: Exceeding Expectations
Course: S1300
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Discover the key to providing service that exceeds member expectations. Learn the basics to enable you to deliver the courteous, accurate, and prompt service your members demand.
Financial Counseling for Members
Course: S1301
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This course explores the advantages of financial counseling, to the member and to the credit union.
Professional Member Service
Course: S1308 / A1005 is an equivalent course
[Order print version]
This course provides successful strategies for building long-term member relationships with a focus on consultative selling and how this approach can be beneficial to your credit union.
Money and Negotiable Instruments
Course: S1322 / A1024 is an equivalent course
(Available fall 2008) [Order print version]
This course will help improve efficiency and accuracy by exploring the methods for handling cash, share drafts, and other negotiable instruments.
(This course replaces Course S100.)
Member Relations — Fourth Edition
Course: S20
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Learn ways to provide professional member service, including information on developing a professional image, handling telephone transactions, and resolving conflicts.
Opening New Accounts
Course: S800
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Learn the regulatory requirements for the Truth in Savings Act, Expedited Funds Availability Act, and the Bank Secrecy Act.
Individual Retirement Accounts — Second Edition
Course: S810
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This course describes the development of various retirement savings accounts, as well as many of the complex requirements that apply to each type of account.
Investment Choices for Members
Course: S820
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This course will provide base knowledge on securities markets, stocks, bonds, and mutual funds, as well as annuities.
| SALES |
Credit Union Sales
Module: A1002 / S1305 is an equivalent course
[Order online version]
These interactive courses provide a set of effective strategies to help you maximize sales and service success with members at your credit union.
Leading and Managing Credit Union Sales
Course: M16
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Learn how to develop a sales planning system, write strategies, organize an effective sales operation, develop a sales culture, communicate with members, and evaluate your sales operation.
Managing Financial Education Programs
Course: M30
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Learn the keys to building a stronger bond between the credit union and its members. Discover how to help members create a secure financial future for themselves and their families.
Cross-Selling — Fourth Edition
Course: S120
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Your employees will discover the fundamentals of cross-selling, marketing, sales presentations, and telemarketing.
Credit Union Sales
Course: S1305 / A1002 is an equivalent course
[Order print version]
This course provides a set of effective strategies to help you maximize sales and service success with members at your credit union.
Improving and Maintaining Quality Service
Course: S500
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Provides front-line staff with practical advice for developing quality service, overcoming barriers, and maintaining a positive sales attitude.
| SECURITY |
Security Procedure Protocol
Module: A1008 / S1309 is an equivalent course
[Order online version]
These interactive courses offer a thorough foundation in security systems, procedures, and plans. Discover what you need to do before, during, or after an emergency.
Recognizing Emerging Fraudulent Practices
Module: A1015 / S1317 is an equivalent course
(Available spring 2008) [Order online version]
Learn how new fraud-detection systems are helping credit unions save money and reduce risks to members.
Security Administration
Course: M24
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Gain an understanding of the key aspects of administering your security program, including risk control, hiring, firing, physical security, robbery, credit card fraud, internal dishonesty, staff and member protection, and a wide range of other subjects vital to preserving safety and soundness.
Online Security
Course: M36
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Online security is too important to be left only to the information technology staff - everybody needs to be prepared. This course provides the tools and methods to protect your members and credit union from online security threats.
Security Procedure Protocol
Course: S1309 / A1008 is an equivalent course
[Order print version]
This course offers a thorough foundation in security systems, procedures, and plans. Discover what you need to do before, during, or after an emergency.
Recognizing Emerging Fraudulent Practices
Course: S1317 / A1015 is an equivalent course
(Available spring 2008) [Order print version]
Learn how new fraud-detection systems are helping credit unions save money and reduce risks to members through this course.
Robbery Prevention and Preparation
Course: S1320
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Understand robbery precautions by learning from case studies that challenge you to draw lessons for your own credit union.
Security — Fourth Edition
Course: S30
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Understand employee and member safety and how to prevent losses. Students learn the details of security policies and devices along with the appropriate actions to take when faced with robbery, fraud, forgery, or confidence schemes.
Preventing Fraud
Course: S900
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Understand the issues of IDs, fraudulent share drafts and checks, plastic card fraud, and embezzlement.
Security Issues
Course: S910
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Discover how to cope with emergencies and deal with workplace violence. Understand ways to provide safe deposit box and ATM security.
| SPANISH |
Spanish for Tellers
Module: A1007
[Order online version]
The ability to communicate with Spanish speaking members is becoming more important to our credit unions. These interactive courses will help you learn and pronounce important phrases and frequently used financial terms.
Credit Union Spanish: Applying the Basics
Module: A1017
(Available spring 2008) [Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007)
| TECHNOLOGY |
The Critical Role of Technology in Credit Unions
Module: A1009 / S630 is an equivalent course
[Order online version]
These interactive courses will help you to identify the critical role of technology in today’s credit union.
Managing Technology
Course: M20
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In this fast-changing world, effective strategic planning requires a magical ability to predict tomorrow’s technology. While that may be impossible, what is required is an ability to be fast on your feet in reacting to new technologies as they become available. Understanding these technological opportunities and dealing with the rapid rate of introduction are covered in this course.
Using Technology to Improve Member Service
Course: S1120
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This course will help employees understand the changing role of front-line staff, communicating with members about technology, understanding critical technologies, and cross-selling remote services.
Credit Union Technology — Second Edition
Course: S600
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Discover types of technology credit unions use - ATMs, debit and credit cards, ACH, call centers, home banking, web sites - and your staff's role in providing these services.
Serving Members with Technology — Second Edition
Course: S620
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Discover ways to provide the human dimension to technology. Learn from leading credit unions that have successfully combined technology with effective member service.
The Critical Role of Technology in Credit Unions
Course: S630 / A1009 is an equivalent course
[Order print version]
This course will help you to identify the critical role of technology in today’s credit union.
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