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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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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
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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
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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
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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
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Retirement Planning Basics for Financial Planners
This course describes the many issues involved in planning for retirement.
60 Minutes
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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
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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
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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
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Future of Retail Banking
This course discusses the current and future of the Retail Banking market.
60 Minutes
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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