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 Learning Plan
Credit union–specific learning plans guide your career path
Start with the core competency courses, which provide the base for your learning adventure. Continue your professional development with the specialized courses specific to each position. The completion of a learning plan ensures you have the skill set and knowledge to succeed. Many courses offer certificates, designations, or college credit to document your educational experience.
| CORE COMPETENCY COURSES |
Marketing
Developing Retail Marketing
Course: M28
[Order print version]
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.
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
[Order print version]
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
[Order print version]
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
[Order online version] [Order print version]
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
[Order online version] [Order print version]
Provides front-line staff with practical advice for developing quality service, overcoming barriers, and maintaining a positive sales attitude.
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
[Order print version]
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
[Order online version] [Order print version]
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
[Order online version] [Order print version]
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
[Order online version] [Order print version]
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.
Political Affairs
Communicating the Credit Union Difference
Course: PA1000
[Order online version]
This course offers tips for communicating this uniqueness to your staff, board, credit union members, elected officials, and community.
| ACCOUNTING CLERK |
| BRANCH MANAGER |
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.
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.
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.
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.
Managing Today\'s Employees
Course: M41 NEW / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees.
Difficult Human Resource Issues
Course: M42 NEW / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues.
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.
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
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.
Leading Your Team
Course: A1031 / M44 is an equivalent course
(Available 2010) [Order online version]
More information coming soon!
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.
Leading Your Team
Course: M44 / A1031 is an equivalent course
(Available spring 2010) [Order print version]
More information coming soon!
Encouraging and Instilling Member Service in Others
Course: S1318 NEW / A1022 is an equivalent course
[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.
Member Services and Accounts
Frontline Basics
Module: A1025 NEW / S111 is an equivalent course
[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.
Call Center Service Skills
Module: A1027 NEW / S1321 is an equivalent course
[Order online version]
Learn how to manage calls efficiently while presenting a positive, professional image to members.
Guiding Members Through Economic Challenges
Course: A1029
(Available fall 2009) [Order online version]
More information coming soon!
Serving Credit Union Members
Course: A1030 / S21 is an equivalent course
(Available fall 2009) [Order online version]
More information coming soon!
Your Role in Growing Membership
Course: A1032
(Available 2010) [Order online version]
More information coming soon!
Frontline Basics
Course: S111 NEW / A1025, S110 are equivalent courses
(Available summer 2009) [Order print version]
For many members, tellers personify the credit union— so it is important that frontline staff make a good first impression on new members while maintaining successful relationships with existing members.
Member Service: Exceeding Expectations
Course: S1300
[Order online version] [Order print version]
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
[Order online version] [Order print version]
This course explores the advantages of financial counseling, to the member and to the credit union.
Managing Member Accounts
Course: S1311 NEW / A1026 is an equivalent course
[Order print version]
"People helping people" is the philosophy of the credit union movement. These engaging lessons will help you gain an understanding of the basic tools necessary for providing exceptional service to your members.
Call Center Service Skills
Course: S1321 / A1027 is an equivalent course
(Available fall 2009) [Order print version]
The call center is crucial to the success of your credit union, but it is often overlooked in regards to training. This course presents tips and techniques for enjoying your job and relating effectively with members, while dealing with repetitive tasks.
Serving Credit Union Members
Course: S21 / A1030 is an equivalent course
(Available spring 2010) [Order print version]
More information coming soon!
Investment Choices for Members
Course: S820
[Order online version] [Order print version]
This course will provide base knowledge on securities markets, stocks, bonds, and mutual funds, as well as annuities.
| COLLECTOR |
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: 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.
Bankruptcy
Bankruptcy and Court Proceedings — Third Edition
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 and Court Proceedings — 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.
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.
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.
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.
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.
Collections — Fourth Edition
Course: S220
[Order online version] [Order print version]
Discover the best procedures for delinquency control, record keeping, and problem accounts.
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.
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.
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 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 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.
| COMPLIANCE OFFICER |
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.
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.
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.
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.
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.
| LOAN OFFICER |
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.
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.
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.
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.
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 NEW
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007)
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 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: 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: 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.
FiCEP Recertification Module
Course: 27595 NEW
[Order print version]
Whether members need your help due to old habits or new challenges, you need to keep your skills sharp.
| LOAN PROCESSOR |
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.
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.
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.
| VP LENDING |
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.
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.
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.
Managing Today\'s Employees
Course: M41 NEW / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees.
Difficult Human Resource Issues
Course: M42 NEW / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues.
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.
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 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: 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 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.
FiCEP Recertification Module
Course: 27595 NEW
[Order print version]
Whether members need your help due to old habits or new challenges, you need to keep your skills sharp.
| MARKETING MANAGER |
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.
Managing Today\'s Employees
Course: M41 NEW / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees.
Difficult Human Resource Issues
Course: M42 NEW / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues.
| MEMBER SERVICE REPRESENTATIVE |
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 1: 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 / R103 is an equivalent course
[Order print version]
Knowing the regulatory requirements that govern your lending practices is critical.
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.
Regulation CC
Course: FC104P NEW
[Order online version]
Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation.
Identity Theft: Red Flags
Course: FC110P NEW
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur?
Right to Financial Privacy Act
Course: FC112P NEW
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government.
ACH Compliance and IAT Implementation
Course: FC115P NEW
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions?
Deposit Account Regulations: Reg CC - Availability of Funds and Collection of Checks (RegTraC Level 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: Truth in Savings - NCUA Part 707
(RegTraC Level 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)
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: UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
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.
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 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: 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.
NCUA Requirements 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.
Member Services and Accounts
Frontline Basics
Module: A1025 NEW / S111 is an equivalent course
[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.
Guiding Members Through Economic Challenges
Course: A1029
(Available fall 2009) [Order online version]
More information coming soon!
Serving Credit Union Members
Course: A1030 / S21 is an equivalent course
(Available fall 2009) [Order online version]
More information coming soon!
Your Role in Growing Membership
Course: A1032
(Available 2010) [Order online version]
More information coming soon!
Frontline Basics
Course: S111 NEW / A1025, S110 are equivalent courses
(Available summer 2009) [Order print version]
For many members, tellers personify the credit union— so it is important that frontline staff make a good first impression on new members while maintaining successful relationships with existing members.
Managing Member Accounts
Course: S1311 NEW / A1026 is an equivalent course
[Order print version]
"People helping people" is the philosophy of the credit union movement. These engaging lessons will help you gain an understanding of the basic tools necessary for providing exceptional service to your members.
Serving Credit Union Members
Course: S21 / A1030 is an equivalent course
(Available spring 2010) [Order print version]
More information coming soon!
Individual Retirement Accounts — Second Edition
Course: S810
[Order online version] [Order print version]
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.
Security
Avoiding False Identification, Counterfeiting, and Other Scams
Course: FC116P NEW
(Available summer 2009) [Order online version]
Protecting your credit union, your credit union members, and their assets is every employee’s responsibility. This Training on Demand course will equip you with the knowledge necessary to identify and prevent major losses for the credit union including those related to false identification, counterfeit items, and other scams that threaten the credit union.
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 NEW
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007)
| NEW EMPLOYEE ORIENTATION |
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.
The Credit Union Difference
Course: FC117P NEW
[Order online version]
Have you ever been asked, “What’s the difference between a credit union and a bank?” If you have…. and if you wondered how to respond… this course will help you understand and explain why credit unions are different from all 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.
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.
Cross-Selling — Fourth Edition
Course: S120
[Order online version] [Order print version]
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
[Order online version] [Order print version]
Provides front-line staff with practical advice for developing quality service, overcoming barriers, and maintaining a positive sales attitude.
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.
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.
| TELLER |
Accounting, Budgeting, and Finance
Financial Management Made Easy: Sources and Uses of Money
Course: S1210
[Order online version] [Order print version]
In this follow-up to S1200, staff will learn how credit unions receive money and how they use it.
Business Math
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: 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.
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 1: 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: 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.
Regulation CC
Course: FC104P NEW
[Order online version]
Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation.
Identity Theft: Red Flags
Course: FC110P NEW
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur?
Right to Financial Privacy Act
Course: FC112P NEW
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government.
ACH Compliance and IAT Implementation
Course: FC115P NEW
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions?
Deposit Account Regulations: Reg CC - Availability of Funds and Collection of Checks (RegTraC Level 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: Truth in Savings - NCUA Part 707
(RegTraC Level 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)
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: UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
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.
NCUA Requirements 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.
Member Services and Accounts
Frontline Basics
Module: A1025 NEW / S111 is an equivalent course
[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.
Guiding Members Through Economic Challenges
Course: A1029
(Available fall 2009) [Order online version]
More information coming soon!
Serving Credit Union Members
Course: A1030 / S21 is an equivalent course
(Available fall 2009) [Order online version]
More information coming soon!
Your Role in Growing Membership
Course: A1032
(Available 2010) [Order online version]
More information coming soon!
Balancing the Drawer
Course: FC113P NEW
[Order online version]
As a teller you are responsible for handling and safeguarding thousands of dollars in cash each day. This Training on Demand course introduces useful cash-handling techniques including the importance of an organized cash drawer, methods for counting and strapping cash, the basics of balancing a cash drawer, and the typical balancing errors and how to avoid them.
Frontline Basics
Course: S111 NEW / A1025, S110 are equivalent courses
(Available summer 2009) [Order print version]
For many members, tellers personify the credit union— so it is important that frontline staff make a good first impression on new members while maintaining successful relationships with existing members.
Member Service: Exceeding Expectations
Course: S1300
[Order online version] [Order print version]
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.
Managing Member Accounts
Course: S1311 NEW / A1026 is an equivalent course
[Order print version]
"People helping people" is the philosophy of the credit union movement. These engaging lessons will help you gain an understanding of the basic tools necessary for providing exceptional service to your members.
Serving Credit Union Members
Course: S21 / A1030 is an equivalent course
(Available spring 2010) [Order print version]
More information coming soon!
Individual Retirement Accounts — Second Edition
Course: S810
[Order online version] [Order print version]
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.
Security
Avoiding False Identification, Counterfeiting, and Other Scams
Course: FC116P NEW
(Available summer 2009) [Order online version]
Protecting your credit union, your credit union members, and their assets is every employee’s responsibility. This Training on Demand course will equip you with the knowledge necessary to identify and prevent major losses for the credit union including those related to false identification, counterfeit items, and other scams that threaten the credit union.
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 NEW
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007)
| HEAD TELLER |
Accounting, Budgeting, and Finance
Financial Management Made Easy: Sources and Uses of Money
Course: S1210
[Order online version] [Order print version]
In this follow-up to S1200, staff will learn how credit unions receive money and how they use it.
Business Math
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: 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.
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 1: 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: 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.
Regulation CC
Course: FC104P NEW
[Order online version]
Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation.
Identity Theft: Red Flags
Course: FC110P NEW
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur?
Right to Financial Privacy Act
Course: FC112P NEW
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government.
ACH Compliance and IAT Implementation
Course: FC115P NEW
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions?
Deposit Account Regulations: Reg CC - Availability of Funds and Collection of Checks (RegTraC Level 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: Truth in Savings - NCUA Part 707
(RegTraC Level 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)
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: UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC Level 1)
Course: R101F
[Order online version]
This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
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.
NCUA Requirements 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.
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 II
Module: A1028 NEW / M43 is an equivalent course
[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.
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 NEW / A1018 is an equivalent course
[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.
Transitioning to Trainer II
Course: M43 / A1028 is an equivalent course
(Available fall 2009) [Order print version]
This course builds on all of the base knowledge in Transitioning to Trainer. You'll revisit and revise your training plans and dive deeper into the adult learning theory and multi-sensory learning.
Management Skills and Managing Employee Performance
Leading Your Team
Course: A1031 / M44 is an equivalent course
(Available 2010) [Order online version]
More information coming soon!
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.
Leading Your Team
Course: M44 / A1031 is an equivalent course
(Available spring 2010) [Order print version]
More information coming soon!
Member Services and Accounts
Frontline Basics
Module: A1025 NEW / S111 is an equivalent course
[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.
Guiding Members Through Economic Challenges
Course: A1029
(Available fall 2009) [Order online version]
More information coming soon!
Serving Credit Union Members
Course: A1030 / S21 is an equivalent course
(Available fall 2009) [Order online version]
More information coming soon!
Your Role in Growing Membership
Course: A1032
(Available 2010) [Order online version]
More information coming soon!
Balancing the Drawer
Course: FC113P NEW
[Order online version]
As a teller you are responsible for handling and safeguarding thousands of dollars in cash each day. This Training on Demand course introduces useful cash-handling techniques including the importance of an organized cash drawer, methods for counting and strapping cash, the basics of balancing a cash drawer, and the typical balancing errors and how to avoid them.
Frontline Basics
Course: S111 NEW / A1025, S110 are equivalent courses
(Available summer 2009) [Order print version]
For many members, tellers personify the credit union— so it is important that frontline staff make a good first impression on new members while maintaining successful relationships with existing members.
Member Service: Exceeding Expectations
Course: S1300
[Order online version] [Order print version]
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.
Managing Member Accounts
Course: S1311 NEW / A1026 is an equivalent course
[Order print version]
"People helping people" is the philosophy of the credit union movement. These engaging lessons will help you gain an understanding of the basic tools necessary for providing exceptional service to your members.
Serving Credit Union Members
Course: S21 / A1030 is an equivalent course
(Available spring 2010) [Order print version]
More information coming soon!
Individual Retirement Accounts — Second Edition
Course: S810
[Order online version] [Order print version]
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.
Security
Avoiding False Identification, Counterfeiting, and Other Scams
Course: FC116P NEW
(Available summer 2009) [Order online version]
Protecting your credit union, your credit union members, and their assets is every employee’s responsibility. This Training on Demand course will equip you with the knowledge necessary to identify and prevent major losses for the credit union including those related to false identification, counterfeit items, and other scams that threaten the credit union.
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.
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 NEW
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007)
Credit Union Spanish: Applying the Basics
Module: A1017 NEW
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007)
| TELLER MANAGER |
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 1: 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: 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.
Regulation CC
Course: FC104P NEW
[Order online version]
Get the information and advice you need to determine the timing of fund availability, as stipulated in the regulation.
Identity Theft: Red Flags
Course: FC110P NEW
[Order online version]
The incidence of identity theft is growing at an alarming rate: the Federal Trade Commission estimates that 9 million Americans have their identities stolen each year! Are your employees aware of "red flags" that may signal identity theft? And is your credit union prepared to deal with identity theft, should it occur?
Right to Financial Privacy Act
Course: FC112P NEW
[Order online version]
This Training on Demand course will give you an overview of the Right to Financial Privacy Act, and its impact on members and financial institutions. The Act was created to ensure the proper handling of members’ financial information. Customers of financial institutions have a right to expect their financial activities to have a reasonable amount of privacy from the scrutiny of the federal government.
ACH Compliance and IAT Implementation
Course: FC115P NEW
[Order online version]
Every day, your credit union deals with hundreds, if not thousands, of ACH transactions. But do you know how these transactions are sent, processed, and received? And are you aware of the new regulations that will impact the way your credit union deals with these transactions?
Deposit Account Regulations: Reg CC - Availability of Funds and Collection of Checks (RegTraC Level 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: Truth in Savings - NCUA Part 707
(RegTraC Level 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)
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: UCC Articles 3 and 4 - Law of Checking Accounts (RegTraC Level 1)
Course: R101F
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This course is part of Deposit Account Regulations Module 1 of the RegTraC Level 1 compliance certification program.
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.
NCUA Requirements 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.
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
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Discover ways to set the stage for effective training and create your own employee training program.
Compensation Systems — Second Edition
Course: M11
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You'll get helpful procedures on data gathering, job documentation and evaluation, job descriptions, market pricing, and compensation resources.
Managing Today\'s Employees
Course: M41 NEW / A1020 is an equivalent course
[Order print version]
Learn how to use practical tools in building your bench and creating effective employees.
Difficult Human Resource Issues
Course: M42 NEW / A1021 is an equivalent course
[Order print version]
This course will address workplace diversity, gender issues, sexual harassment and employment law issues.
Interpersonal Skills and Career Building
Transitioning to Trainer II
Module: A1028 NEW / M43 is an equivalent course
[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.
Career Mapping for You and Your Staff
Course: M34
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Discover ways for your staff to plan their career, visualize future staffing needs, establish staff career development programs, and develop a mentoring program.
Transitioning to Trainer
Course: M39 NEW / A1018 is an equivalent course
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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.
Transitioning to Trainer II
Course: M43 / A1028 is an equivalent course
(Available fall 2009) [Order print version]
This course builds on all of the base knowledge in Transitioning to Trainer. You'll revisit and revise your training plans and dive deeper into the adult learning theory and multi-sensory learning.
Transitioning from Staff to Management
Course: S1302
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This course provides the tools staff need to successfully transition from staff to management.
Management Skills and Managing Employee Performance
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.
Leading Your Team
Course: A1031 / M44 is an equivalent course
(Available 2010) [Order online version]
More information coming soon!
Fundamentals of Management — Second Edition
Course: M01
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Learn the essential duties every manager must master — planning, staffing, directing, motivating, decision-making, and communicating.
Delegating for Results — Second Edition
Course: M05
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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
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Learn how to manage your employees as individuals and help them work at their highest level.
Managing Teamwork
Course: M07
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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
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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
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This course will assist you with leadership challenges in a demanding management environment.
Strategic Thinking and Planning
Course: M10
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Discover techniques on planning large and long-term projects, overcoming planning pitfalls, preparing viable budgets, and dealing with plan changes.
Managing Change
Course: M19
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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
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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.
Leading Your Team
Course: M44 / A1031 is an equivalent course
(Available spring 2010) [Order print version]
More information coming soon!
Encouraging and Instilling Member Service in Others
Course: S1318 NEW / A1022 is an equivalent course
[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.
Security
Avoiding False Identification, Counterfeiting, and Other Scams
Course: FC116P NEW
(Available summer 2009) [Order online version]
Protecting your credit union, your credit union members, and their assets is every employee’s responsibility. This Training on Demand course will equip you with the knowledge necessary to identify and prevent major losses for the credit union including those related to false identification, counterfeit items, and other scams that threaten the credit union.
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 NEW
[Order online version]
Build your Spanish-speaking language skills to easily communicate with Latino members. Prerequisite: Spanish for Tellers (Course A1007)
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