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Package Your Training

We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.

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  1. Understanding Mutual Funds

    Mutual funds are investment companies that sell shares and use the proceeds to invest in marketable securities. This course covers different types of mutual funds your institution might encounter.

    45 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  2. Volunteers of Credit Unions

    This courses provides a discussion of the credit union business, how it is organized and how it is governed. 

    15 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  3. Providing Service to Members with Disabilities

    Learn to better serve, interact with and accommodate members who have disabilities. Practice your skills using case studies that will help you identify different disabilities, and discover steps you and your institution can take for a more accessible facility.

    60 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  4. Retirement Planning Basics for Financial Planners

    This course describes the many issues involved in planning for retirement.

    60 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  5. Strategic Planning for Credit Unions

    This course discusses strategic planning for credit unions with emphasis on the need for planning and a discussion of how to do it. 

    60 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  6. U.S. Financial Institutions

    This course explains the US financial system's major financial institutions, the functions they perform and their relationship to one another.

    90 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  7. Fundamentals of Credit Unions I – The Financial System

    Ever wonder how credit unions that provide banking services to consumers make money? Examine core banking business functions; identify emerging product trends, services and technologies; and review specialized products and services that some credit unions offer.

    45 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  8. Fundamentals of Credit Unions II – The Financial Institution

    Take a trip through time to see how the American banking system has evolved historically. Explore the different types of credit unions that make up the banking system, and view the impact current industry trends could have on the way credit unions operate in the future.

    60 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  9. Future of Retail Banking

    This course discusses the current and future of the Retail Banking market.

    60 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  10. Greening the Office

    This course provides numerous ideas for how to reduce waste in the office. Special emphasis is placed on paper products, energy and water.

    20 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced