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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. Insurance Products

    Explore the insurance products offered by your institution, learn how to recognize insurance sales opportunities, and uncover ways to obtain and forward quality product referrals.

    45 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  2. Loans and Credit

    This course introduces the basic concepts of credit and the main types of loan products available. This course also introduces the relevant Fair Lending regulations. Also discussed are some historical notes on the origination of Credit Unions.

    30 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  3. Local Promotion and Advertising Programs

    This course explains effective local area promotion and advertising and demonstrates how to develop programs to accomplish it.

    20 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  4. Negotiation Skills

    This course describes negotiation and explains why it is so important in business. It discusses the process used in successful negotiation. Finally it discusses the human side of the negotiation process. Negotiators have different attitudes, values, and power.

    30 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  5. Office Safety

    This course introduces office safety and explains how to improve office safety.

    20 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  6. Products, Services and Financial Aspects of Credit Unions

    This course provides an overview of the products and services of credit unions. It is designed for anyone new to the credit union business.

    60 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  7. Professional Business Dress – Men

    This course discusses the importance of business dress and its impact on career development. It also describes the basic elements necessary to develop a business dress program for men.

    30 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  8. Professional Business Dress – Women

    This course discusses the importance of business dress and its impact on career development. It also describes the basic elements necessary to develop a business dress program for women.

    30 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  9. Financial Markets

    This course provides a comprehensive overview of financial markets. It describes the various types of markets, the function of markets and the role of arbitrage. It concludes with a discussion of market efficiency.

    60 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced

  10. Federal Reserve and Monetary Policy

    This course covers the Federal Reserve System and its component parts. It explains the responsibilities of the Federal Reserve through discussions of the implementation of monetary policy and the tools used to conduct monetary policy. It concludes with a discussion of the impact of monetary policy of asset values.

    90 Minutes

    Series: Credit Union Professional's Knowledge

    Course Type: Online Self-Paced