Training Solutions Information

Training Solutions that check all the boxes

Our full range of training resources is designed with your credit union’s needs in mind.

Our professional development platform offers targeted learning for every part of your organization, including member service, leadership, Board training, and compliance. We are eager to share our difference with you!

Learning for credit union careers

Topic CPD Courseware CPD eSchools & Webinars
Regulatory Compliance Training ✓  
Credit union orientation ✓  
Financial literacy ✓  
Frontline operations ✓  
Sales & service ✓  

 

Topic CPD Courseware CPD eSchools & Webinars
Role-specific Regulatory Compliance Training ✓  
Individual Retirement Accounts (IRAs) ✓ ✓
Human resources ✓  
Security ✓  
Lending ✓ ✓
Call Center Skills ✓  

Topic CPD Courseware CPD eSchools & Webinars
Financial Counseling Designation   ✓
Finance   ✓
Operations & Member Experience   ✓
BSA Designation   ✓
Compliance Designation   ✓

Topic CPD Courseware CPD eSchools & Webinars
Succession planning ✓ ✓
Coaching   ✓
Essential Management Skills ✓ ✓
Call Center Management    

Topic CPD Courseware CPD eSchools & Webinars
Financial literacy ✓ ✓
Strategic planning   ✓
Governance ✓ ✓
Leadership & oversight   ✓
Board Member Designation   ✓
Supervisory Committee Member Designation   ✓