Curriculum Preview

CUES Online University was designed specifically for financial professionals working in the credit union industry. To assist busy managers, we have developed suggested curricula. These are only suggestions and should be modified depending on the learning needs and current knowledge of your employees. With over 150 courses available, you can easily create curricula tailored to meet your firm's specific needs. The table below provides suggested curricula for most professionals found in financial institutions. Click on a job area to expand the suggested CUES Online University courses.

Job Area

Accounting

Accounting Course Titles

  • Advanced Financial Math
  • Analyzing Corporate Cash Flows
  • Basic Financial Statements
  • Business Writing Skills
  • Evaluating Financial Leases
  • Federal Reserve and Monetary Policy
  • Financial Ratios for Credit Unions
  • Financial Statements for Credit Unions
  • Interest Rate Risk Management
  • Liquidity Management for Depository Institutions
  • Loans to Insiders
  • Negotiable Instruments and Endorsements
  • Oral Communication Skills
  • Performance Appraisals and MeetingsBusiness Lending

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Call Center (telemarketing)

Call Center (telemarketing) Course Titles

  • Cross-selling Financial Products
  • Handling MemberComplaints
  • Handling Sales Objections
  • New Account Representatives Training
  • Oral Communication Skills
  • Member Service: Face to Face and on the Phone
  • Sales Management
  • Sales Skills for Financial Products
  • Share Account Types and NCUA Insurance of Accounts Telemarketing Programs and SkillsCommerical Real Estate

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Compliance & Regulation

Compliance & Regulation Course Titles

  • Adult Financial Abuse
  • Advertising for Financial Institutions
  • Americans with Disabilities Act
  • Bank Bribery Act
  • Bank Secrecy Act
  • Bank Secrecy Act for Deposit Operations Employees
  • Bank Secrecy Act for Lending Employees
  • Check Clearing and Electronic Payment Systems
  • Check Fraud
  • Check Kiting
  • Collection Practices and Loan Workouts
  • Community Reinvestment
  • Consumer Lending
  • Deposit Operations
  • Electronic Funds Transfer Act
  • Escrow Accounts and Disclosures
  • Expedited Funds Availability Reg. CC
  • Expedited Funds Availability: Check 21
  • Fair Credit Reporting Act (FACT Act)
  • Fair Debt Collection Practices
  • Fair Housing Act
  • Fair Lending Laws
  • Federal Reserve and Monetary Policy
  • Financial Institution Regulation
  • Guidelines for an Environmental Risk Program
  • Home Mortgage Disclosure Act
  • Home Mortgage Processing and Compliance
  • Identity Red Flag Programs
  • Identity Theft
  • Interest Rate Risk Management
  • Management Overview of the BSA-AML Program
  • Money Laundering
  • National Flood Insurance Program
  • Negotiable Instruments and Endorsements
  • New Account Representative Training - Credit Unions
  • Nondeposit Investment Product Sales
  • Office Security: Robbery- ATM Safety- and Bomb Threats
  • Privacy of Consumer Financial Information (Reg. P)
  • Real Estate Settlement and Procedures Act
  • Rights to Financial Privacy Act
  • Safeguarding Customer Information
  • Servicemembers Civil Relief Act of 2003
  • Safe Deposit Box Operations
  • Share Account Types and NCUSIF Insurance of Accounts
  • Trust Services
  • Truth in Lending for Loans Secured by Real Estate - Regulation Z
  • Truth in Savings NCUA Part 707
  • UCC Revised Article 9
  • Unfair and Deceptive Acts
  • Unlawful Harassment
  • Understanding Compliance Regulations
  • Wire Transfer Record Keeping and Red Flags

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Consumer Lending

Consumer Lending Course Titles

  • Collection Practices and Workouts
  • Consumer Lending
  • Collection Practices
  • Consumer Credit Lending Practices
  • Fair Credit Reporting and Fair Debt
  • Lending on Commercial Real Estate
  • Performance Appraisals and Meetings

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Credit Counselor (Collections)

Credit Counselor (Collections) Course Titles

  • Collection Practices and Workouts
  • Credit Reports, Scoring and Counseling and Debt Management
  • Fair Credit Reporting and Fair Debt
  • Federal Debt Collection Practices

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Human Resources

Human Resources Course Titles

  • Business Writing Skills
  • Conflict Resolution
  • Diversity in the Workplace
  • Greening the Office
  • Hiring Skills
  • Interview Skills
  • Leadership Skills
  • Loans to Insiders
  • Oral Communication Skills
  • Meeting Management Skills
  • Performance Management Skills
  • Performance Appraisals and Meetings
  • Primer on Sexual Harassment in the Workplace
  • Professional Business Dress
  • Supervisory Management I
  • Supervisory Management II: Performance Management
  • Unlawful Harassment
  • Violence in the Workplace

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Management: Finance

Management: Finance Course Titles

  • Advanced Financial Math
  • Ethics for Credit Unions
  • Evaluating Business Loans
  • Evaluating Financial Leases
  • Federal Reserve and the Implementation of Monetary Policy
  • Financial Statement for Credit Unions
  • Future of Credit Unions
  • Improving Negotiation Skills
  • Interest Rate Risk Management
  • Liquidity Management for Credit Unions
  • Primer on Financial Markets

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Management: Marketing

Management: Marketing Course Titles

  • Adult Financial Abuse
  • Advertising for Financial Institutions
  • Community Relations
  • Consultative Selling
  • Cross-selling Financial Products
  • Improving Negotiation Skills
  • Local Promotion and Advertising Programs
  • Sales Management
  • Successful Direct Mail Marketing Techniques
  • Telemarketing Programs and Skills

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Management: Human Resources

Management: Human Resources Course Titles

  • Diversity in the Workplace
  • Drug-free Workplace Program
  • Greening the Office
  • Hiring Skills
  • Improving Negotiation Skills
  • Interview Skills
  • Motivating Employees
  • Performance Appraisals and Meetings
  • Professional Business Dress
  • Sexual Harassment in the Workplace (managers)
  • Stress Management
  • Team Building
  • Teams and Team Effectiveness
  • Time Management
  • Violence in the Workplace

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Management: Lending

Management: Lending Course Titles

  • Consumer Credit Lending Practices
  • Credit Reports, Scoring and Counseling and Debt Management
  • Evaluating Business Loans
  • Financing Alternative for Small Businesses
  • Home Mortgage Processing and Compliance
  • Improving Negotiation Skills
  • Introduction to Appraisal
  • Indirect Lending
  • Lending on Commercial Real Estate
  • Servicing Home Mortgages
  • Underwriting Home Mortgages

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Management: Supervisory

Management: Supervisory Course Titles

  • Business Etiquette
  • Change Management
  • Coaching Employees
  • Conflict Resolution
  • Delegation Skills
  • Diversity in the Workplace
  • Drug-free Workplace Program
  • Hiring Skills
  • Improving Negotiation Skills
  • Interview Skills
  • Meeting Management Skills
  • Oral Communication Skills
  • Performance Appraisals and Meetings
  • Leadership Skills
  • Supervisory Management I
  • Supervisory Management II: Performance Management
  • Team Building
  • Teams and Team Effectiveness
  • Time Management
  • Violence in the Workplace

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Management: Executives and Directors

Management: Executives and Directors Course Titles

  • Bank Bribery Act
  • Change Management
  • Corporate Governance of Credit Unions
  • Interest Rate Risk Management
  • Ethics for Credit Unions
  • Federal Reserve and the Implementation of Monetary Policy
  • Future of Credit Unions
  • Improving Negotiation Skills
  • Leadership Skills
  • Meeting Management Skills
  • Management Overview of the BSA-AML Programs
  • Oral Communication Skills
  • Time Management
  • Stress Management

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Marketing Promotion

Marketing Promotion Course Titles

  • Advertising for Financial Institutions
  • Adult Financial Abuse
  • Community Relations
  • Conflict Resolution
  • Cross-Selling Financial Products
  • Credit Unions and the Internet
  • Handling Consumer Complaints
  • Hiring Skills
  • Home Banking and Bill Paying
  • Identity Theft
  • Local Promotion and Advertising Programs
  • Marketing to Older Adults
  • Meeting Management Skills
  • Measuring Depository Branch Performance
  • Regulation Q
  • Sales Management
  • Sales Skills for Financial Products
  • Successful Direct Mail Marketing Techniques
  • Team Building
  • Telemarketing Programs and Skills
  • Teller Cross- and Up-selling Skills
  • Successful Advertising Practices
  • Telemarketing Programs and Skills

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Mortgage (Home) Loan Officer

Mortgage (Home) Loan Officer Course Titles

  • Community Reinvestment Act
  • Guidelines for an Environmental Risk Program
  • Home Mortgage Disclosure Act
  • Loans Secured by Real Estate (Reg. Z)
  • National Flood Insurance Program
  • Soldiers' and Sailors' Civil Relief Act
  • Conflict Resolution
  • Hiring Skills
  • Home Mortgage Processing and Compliance
  • Home Mortgages and the Mortgage Market
  • Introduction to Appraisal
  • Performance Appraisals and Meetings
  • Residential Mortgage Banking Functions
  • Servicing Home Mortgages
  • Underwriting Home Mortgages

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Mortgage (Home) Loan Processor

Mortgage (Home) Loan Processor Course Titles

  • Collection Practices and Workouts
  • Community Reinvestment
  • Guidelines for an Environmental Risk Program
  • Home Mortgage Disclosure Act
  • Loans Secured by Real Estate (Reg. Z)
  • National Flood Insurance Program
  • Soldiers' and Sailors' Civil Relief Act
  • Conflict Resolution
  • Hiring Skills
  • Home Mortgage Processing and Compliance
  • Home Mortgages and the Mortgage Market
  • Introduction to Appraisal
  • Performance Appraisals and Meetings
  • Residential Mortgage Banking Functions
  • Servicing Home Mortgages
  • Underwriting Home Mortgages

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Mortgage (Home) Loan Servicing

Mortgage (Home) Loan Servicing Course Titles

  • Collection Practices and Workouts
  • National Flood Insurance Program
  • Soldiers' and Sailors' Civil Relief Act
  • Home Mortgage Processing and Compliance
  • Home Mortgages and the Mortgage Market
  • Introduction to Appraisal
  • Residential Mortgage Banking Functions
  • Servicing Home Mortgages

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New Accounts (Service) Representative

New Accounts (Service) Representative Course Titles

  • Annuities
  • Bank Secrecy Act
  • Check Fraud
  • Checking and Savings Accounts
  • Check Kiting
  • Conflict Resolution
  • Coverdell IRAs
  • Cross-selling Financial Products
  • Deposit Operations
  • Expedited Funds Availability
  • Identity Red Flag Programs
  • Identity Theft
  • Handling Consumer Complaints
  • Handling Sales Objections
  • Health Savings Accounts
  • Home Banking and Bill Paying
  • Individual Retirement Accounts: Traditional IRAs
  • Individual Retirement Accounts: Roth IRAs
  • Negotiable Instruments and Endorsements
  • New Accounts Representatives Training -Credit Unions
  • Office of Foreign Assets Control
  • Oral Communication Skills
  • Privacy of Consumer Financial Information
  • Referral Techniques for Non-licensed Employees
  • Quality Member Service: Face to Face and on the Phone
  • Share Account Types and NCUA Insurance of Accounts
  • Transactions Involving Endorsements, Deposits, and Paying and Cashing Checks
  • Truth in Savings

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New Employees

New Employees Course Titles

  • Business Writing Skills
  • Commercial Banks: An Introduction
  • Credit Unions: An Introduction
  • Credit Unions and the Internet
  • Conflict Resolution
  • Diversity in the Workplace
  • Ethics for Credit Unions
  • Financial Institution Regulation
  • Handling Consumer Complaints
  • Leadership Skills
  • Meeting Management Skills
  • Oral Communications Skills
  • An Overview of US Financial Institutions
  • Performance Appraisals and Meetings
  • Sexual Harassment in the Workplace
  • Project Management
  • Professional Business Dress
  • Member Service: Face to Face and on the Phone

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Operations

Operations Course Titles

  • Check Clearing and Electronic Payment Systems
  • Greening the Office
  • Office Security: Robbery; ATM Safety; and Bomb Threats
  • Pandemic Planning
  • Personal Computer and Internet Security
  • Safe Deposit Box Operations
  • Trust Services
  • Violence in the Workplace

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Personal Banker (Financial Counselor)

Personal Banker (Financial Counselor) Course Titles

  • Basic Financial Math
  • Bank Secrecy Act
  • Deposit Operations
  • Conflict Resolution
  • Cross-selling Financial Products
  • Handling Consumer Complaints
  • Handling Sales Objections
  • Identity Theft
  • Nondeposit Investment Product Sales
  • Oral Communication Skills
  • U.S. Financial Markets
  • Privacy of Consumer Financial Information
  • Retirement Planning Basics for Financial Planners
  • Sales Skills for Financial Products
  • Telemarketing Programs and Skills
  • Understanding Mutual Funds Portfolio Manager

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Portfolio Manager

Portfolio Manager Course Titles

  • The Federal Reserve and Monetary Policy
  • Indirect Lending
  • Interest Rate Risk Management
  • Liquidity Management for Depository Institutions
  • U.S. Financial Markets
  • Understanding Mutual Funds

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Teller

Teller Course Titles

  • Adult Financial Abuse
  • Bank Secrecy Act
  • Check Fraud
  • Check Kiting
  • Deposit Operations
  • Expedited Funds Availability
  • Conflict Resolution
  • Cross-selling Financial Products
  • Handling Member Complaints
  • Handling Sales Objections
  • Hiring Skills
  • Negotiable Instruments and Endorsements
  • New Accounts Representatives Training
  • Office of Foreign Assets Control
  • Performance Appraisals and Meetings
  • Privacy of Consumer Financial Information
  • Professional Teller Series - Overview of Teller Responsibilities
  • Professional Teller Series - Handling Cash for Tellers
  • Professional Teller Series - Transactions Involving Endorsements, Deposits, and Paying and Cashing Checks
  • Professional Teller Series - Understanding Compliance Regulations
  • Professional Teller Series - Teller Member Service Standards
  • Professional Teller Series - Teller Cross- and Up-selling Skills
  • Professional Teller Series - Fraud at the Teller Station
  • Professional Teller Series - Office Security, Robbery and Bomb Threats
  • Oral Communication Skills
  • Member Service: Face to Face and on the Phone
  • Referral Techniques for Non-licensed Employees
  • Sales Management
  • Share Account Types and NCUA Insurance of Accounts
  • Soldiers' and Sailors' Civil Relief Act
  • Telemarketing Programs and Skills
  • Truth in Savings

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