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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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
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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
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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
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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
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Office Safety
This course introduces office safety and explains how to improve office safety.
20 Minutes
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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
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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
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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
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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
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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