
Online Courses
Sample Video
COURSE CATALOG FOR CREDIT UNIONS
Lending Compliance
- A Borrower’s Right to Privacy in a Mortgage Transaction-TP
- Appraisal and Evaluation Interagency Guidelines
- Collection Practices and Loan Workouts
- Consumer Credit Products
- Consumer Installment Loan Compliance Overview
- Consumer Leasing Act: Regulation M
- Consumer Lending Regulations
- Credit Card Act of 2009 – Amend Reg. Z
- Equal Credit Opportunity Act: Regulation B
- Exploring Mortgage Servicing Rules
- Exploring Small Servicer Mortgage Servicing Rules
- FACT Act Overview
- Fair Credit Reporting Act (FCRA)
- Fair Debt Collection Practices Act (FDCPA)
- Fair Housing Act (FHA)
- Fair Lending Overview
- Federal Regulation of Real Estate Appraisals
- Financial Alternatives for Small Business
- Flood Insurance
- Home Mortgage Disclosure Act: Regulation C
- Home Mortgage Processing and Compliance
- Home Purchases, Refinances, and Mortgages
- Homeowners Protection Act of 1998 — PMI Act
- Indirect Lending
- Introduction to Credit Card Regulations
- Lending on Commercial Real Estate
- Loan Servicing Compliance – Regulation X
- Loan Servicing Compliance – Regulation Z
- Member Business Lending
- Member Business Loan Compliance Overview
- Military Lending Act – CU
- Plain and Simple — A Step-by-Step Guide to the New Integrated Disclosures
- Private Education Loans (PEL): HEOA and Reg. Z
- Real Estate Settlement Procedures Act — Regulation X
- Referral Techniques for Non-licensed Employees
- Residential Mortgage ABC — Mortgage Regulations
- Specific Program Guidelines: FHA, VA, USDA
- The S.A.F.E Act
- TILA — Beyond Basics – Certain Home Mortgage Loans
- TILA — Closed-End Residential Real Estate Loans
- TILA — Home Equity Lines of Credit (HELOC)
- TILA — Open-End Loans/Credit Cards
- TILA — Unsecured Open-End Loans
- TILA—Installment Loans—Non-Real Estate
- Secured Truth-in-Lending Act — Regulation Z
- Unfair, Deceptive or Abusive Acts or Practices (UDAAP) for the Financial Institution
- Uniform Residential Loan Application
Deposit Compliance
- Deposit Compliance Overview for Credit Unions
- FEDWIRE Regulation J
- GLB Privacy (No Opt Out)
- GLB Privacy (Opt-Out)
- Introduction to Compliance for Tellers for Credit Unions
- Member and Enhanced Due Diligence (MDD/EDD)
- Member Identification Program (MIP)*
- Office of Foreign Assets Control (OFAC)
- Overdraft Protection Guidelines and Regulations
- Regulation E Error Resolution
- Reserve Requirements: Regulation D
- Right To Financial Privacy Act (RFPA)
- Truth in Savings, NCUA Part 707
- Truth in Savings: Regulation DD
- UCC Revised Article 9 — Security Interests
*Accredited courses
Transaction Compliance
- AML & SAR for Mortgage Lenders and Originators
- AML for Lenders
- AML for Member Service Representatives
- AML for Operations
- AML for Tellers
- AML: What Are PEPs?
- Anti-Money Laundering (AML) *
- Anti-Terrorism Overview — Regulatory Compliance *
- Bank Secrecy Act (BSA) *
- Bank Secrecy Act for Deposit Operations Employees
- Bank Secrecy Act for Lenders
- Bank Secrecy Act for Member Service Representatives
- Bank Secrecy Act for Operations
- Bank Secrecy Act for Tellers
- Check 21 Act Overview
- Currency Transaction Reporting For Credit Unions
- Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank)
- Elder Financial Abuse
- Electronic Funds Transfer Act: Regulation E
- Expedited Funds Availability Act: Regulation CC
- Financial Institution Regulation
- HIPAA and COBRA for Financial Institutions
- Managing OREO
- Overview of Teller Responsibilities
- Providing Service to Members with Disabilities
- Service members Civil Relief Act (SCRA)
- Suspicious Activity Reporting for Credit Unions *
- Unlawful Internet
- Gambling Enforcement Act: Regulation GG
*Accredited courses
Retail Banking
- Accepting Negotiable Instruments
- Cash Drawer Balancing
- Cash Management Services
- Check Fraud
- Check Kiting
- Consumer Credit Lending Practices Convenience Products and Services
- Counterfeiting and Forgery
- Deposit Products
- Deposits and Withdrawals Fraud at the Teller Station
- Frauds & Scams
- Handling Consumer Complaints
- Handling Stop Payments
- Health Savings Accounts
- Home Banking and Bill Paying
- Issuing Negotiable Instruments
- Liquidity Management for Credit Unions
- Money Handling
- National Credit Union Share Insurance Fund (NCUSIF)
- New Account Representative Training – Credit Union
- Non-deposit Investment Product Sales
- Non-Deposit Investment Products
- Non-resident Alien
- Opening a Member Account
- Pretext Calling & Identity Theft Red Flags of Identity Theft
- Remote Deposit Capture (RDC)
- Robberies
- Safe Deposit Boxes
- Security of Member Information Guidelines
- Trust Services
- Understanding Compliance Regulations
- Wire Transfers
Enterprise Risk Management & Compliance
- Active Shooter/Critical Incidents in Financial Institutions
- Advertising Compliance
- Americans with Disabilities Act
- Bank Bribery Act
- Bomb Threats and Other Security Issues
- Business Continuity and Disaster Recovery
- Change Management
- Consumer Financial Protection Bureau – CFPB
- Consumer Protection Through Accurate and Ethical Advertising-TP
- Guidelines for an Environmental Risk Program
- Interest Rate Risk Management
- Limitations on Interbank Liabilities – Regulation F
- Loan Servicing Loss Mitigation
- Management Overview of the BSA and AML Program
- Member Information Security Awareness (MISA)
- The Importance of Third-Party Vendor Management
- The Telemarketing Consumer Fraud and Abuse Prevention Act
- Understanding the FFIEC Final Guidance on Social Media
Credit Union Professional’s Knowledge
- Advanced Financial Math
- Analyzing Company Cash Flows
- Annuities
- Automated Clearing House (ACH)
- Beginning Financial Math
- Business Etiquette
- Checking Accounts, Share Drafts and Other Transaction Products
- Commercial Banks – An Introduction
- Community Relations Programs
- CPR – AED Training
- Delegation Skills
- Direct Mail Marketing Techniques
- Ethics for Credit Union Professionals
- Evaluating Business Loans
- Evaluating Financial Leases
- Federal Reserve and Monetary Policy
- Financial Markets
- Fundamentals of Credit Unions I – The Financial System
- Fundamentals of Credit Unions II – The Financial Institution
- Future of Retail Banking
- Greening the Office
- Insurance Disclosures
- Insurance Products
- Loans and Credit
- Local Promotion and Advertising Programs
- Negotiation Skills
- Office Safety
- Products, Services and Financial Aspects of Credit Unions
- Professional Business Dress – Men
- Professional Business Dress – Women
- Retirement Planning Basics for Financial Planners
- Strategic Planning for Credit Unions
- U.S. Financial Institutions
- Understanding Mutual Funds Volunteers of Credit Unions
Board of Directors
- BOD – Anti-Money Laundering for Directors and Senior Management
- BOD – Bank Secrecy Act for Directors and Senior Management
- BOD – Board Delegation of Operating Authority
- BOD – Board’s Role in Monitoring Performance
- BOD – Financial Ratios for Credit Unions
- BOD – Future of Credit Unions
- BOD – Restructuring the Financial Services Industry
- BOD – Strategic Planning for Credit Unions
- BOD – Volunteers of Credit Unions
- Governance of Credit Unions – NCUA Guidance
Refresher Series
- Bank Secrecy Act for Financial Service Professionals — Refresher Course
- Bank Secrecy Act for Lending Personnel — Refresher Course
- Bank Secrecy Act for Management — Refresher Course
- Bank Secrecy Act for Operations Personnel — Refresher Course
- Bank Secrecy Act for Tellers — Refresher Course
- Electronic Funds Transfer Act: Regulation E Refresher
- Expedited Funds Availability, Regulation CC — Refresher Course
- Identity Red Flag Programs — Refresher Course
- Member Identification Program — Refresher Course
- Office of Foreign Assets Control Act — Refresher Course
- Privacy of Consumer Financial Information, Regulation P — Refresher Course
- Safeguarding Member Information — Refresher Course
- Understanding the Regulation E Initial Disclosure — Refresher Course
Cybersecurity
- Financial Institutions and the Internet
- Personal Computing and the Internet
- Social Media Risk Mitigation for Financial Institutions
Mortgage Lending
- [SS Fed] Real Estate Settlement Procedures Act – Part I
- [SS Fed] Real Estate Settlement Procedures Act – Part II
- [SS Fed] Equal Credit Opportunity Act
- [SS Fed] Truth-in-Lending Act – Part I
- [SS Fed] Truth-in-Lending Act – Part II
- [SS Fed] Truth-in-Lending Act – Part III
- [SS Fed] Identifying High-Cost Mortgages and Higher-Priced Mortgage Loans
- [SS Fed] The Loan Originator Compensation Rule
- [SS Fed] The TILA-RESPA Integrated Disclosure (TRID) Rule Part I
- [SS Fed] The TILA-RESPA Integrated Disclosure (TRID) Rule Part II
- [SS Fed] Homeowners Protection Act
- [SS Fed] The S.A.F.E. Act
- [SS Fed] Home Mortgage Disclosure Act
- [SS Fed] Fair Credit Reporting Act
- [SS Fed] Fair and Accurate Credit Transactions Act
- [SS Fed] Dodd-Frank Act
- [SS Fed] USA PATRIOT Act and Bank Secrecy Act
- [SS Fed] Gramm-Leach-Bliley Act
- [SS Fed] Mortgage Acts and Practices Rule
- [SS Fed] E-Sign Act
- [SS Fed] Privacy Rules
- [SS Fed] Ability to Repay and Qualified Mortgage Rules
- [SS Fed] Regulatory Authority
- [SS Gen] Qualified and Non-Qualified Mortgage Programs
- [SS Gen] Conventional Mortgages
- [SS Gen] Non-Conforming Mortgages
- [SS Gen] VA and USDA Loans
- [SS Gen] Guidances
- [SS Gen] Mortgage Loan Products
- [SS Gen] High-Cost Mortgage Loans
- [SS Gen] Higher-Priced Mortgage Loans
- [SS Gen] Reverse Mortgages
- [SS Gen] Other Loan Products I
- [SS Gen] Other Loan Products II
- [SS Gen] Mortgage Loan Terms
- [SS LO] Completing the Loan Application
- [SS LO] Verification and Documentation
- [SS LO] Disclosures
- [SS LO] Analyzing Borrower Qualifications
- [SS LO] Borrower Credit Qualifications
- [SS LO] Qualifying Ratios
- [SS LO] Ability to Repay and Qualified Mortgages
- [SS LO] Appraisals
- [SS LO] Underwriting Review
- [SS LO] The Title Process
- [SS LO] Mortgage, Hazard, and Flood Insurance
- [SS LO] The Closing Process
- [SS LO] Funding and Servicing
- [SS LO] Mortgage Calculations
- [SS LO] Adjustable-Rate Mortgage Loans
- [SS Eth] Ethical Issues Related to Federal Lending Laws I
- [SS Eth] Ethical Issues Related to Federal Lending Laws II
- [SS Eth] Anti-Discrimination in Mortgage Transactions
- [SS Eth] Mortgage Fraud and Ethical Behavior
- [SS Eth] Ethical Conduct in the Appraisal Process
- [SS Eth] Financial Responsibility
- [SS Eth] Unfair, Deceptive, or Abusive Acts or Practices
- [SS Eth] Consumer Relationships
- [SS Eth] Ethical Behavior of Consumers
- [SS Eth] Fraud Detection, Reporting, and Prevention
- [SS Eth] Fraud Detection Techniques
TOP 200 BUSINESS AND EMPLOYEE DEVELOPMENT COURSES
BUSINESS
Achieving Emotional Intelligence
- Navigating Other People’s Emotions
- Navigating the Workplace with Emotional Intelligence
- Navigating Your Own Emotions
Communicating Tactfully and Diplomatically
- Acting with Diplomacy and Tact
- Navigating Challenging Situations with Diplomacy and Tact
Customer Service Skills
- Communicating Effectively with Customers
- Controlling Conflict, Stress, and Time in a Customer Service Environment
- Dealing with Customer Service Incidents and Complaints
- Interacting with Customers
- Polishing Your Skills for Excellent Customer Service
Dealing with Workplace Conflict
- Facing and Resolving Conflict in the Workplace
- The Many Approaches to Facing Workplace Conflict
Effective Business Meetings
- Planning Meetings Fit for Purpose
- Running Meetings in Better Directions
Effective Business Writing
- Editing and Proofreading Business Documents
- Audience and Purpose in Business Writing
- Clarity and Conciseness in Business Writing
Essential Skills for Professional Telephone Calls
- Keeping Business Calls Professional
Essentials of Customer Service
- Facing Confrontation in Customer Service
- Providing Effective Internal Customer Service
- Providing On-site Customer Service
- Providing Telephone Customer Service
- Rapport Building in Customer Service
First Time Manager Essentials
- Facing Challenges as a First-time Manager
- The Reality of Being a First-time Manager
Making the Most of Your Presentations
- Building Your Presentation
- Ensuring Successful Presentation Delivery
- Planning an Effective Presentation
Achieving Emotional Intelligence
- Navigating Other People’s Emotions
- Navigating the Workplace with Emotional Intelligence
- Navigating Your Own Emotions
Communicating Tactfully and Diplomatically
- Acting with Diplomacy and Tact
- Navigating Challenging Situations with Diplomacy and Tact
Customer Service Skills
- Communicating Effectively with Customers
- Controlling Conflict, Stress, and Time in a Customer Service Environment
- Dealing with Customer Service Incidents and Complaints
- Interacting with Customers
- Polishing Your Skills for Excellent Customer Service
Dealing with Workplace Conflict
- Facing and Resolving Conflict in the Workplace
- The Many Approaches to Facing Workplace Conflict
Effective Business Meetings
- Planning Meetings Fit for Purpose
- Running Meetings in Better Directions
Effective Business Writing
- Editing and Proofreading Business Documents
- Audience and Purpose in Business Writing
- Clarity and Conciseness in Business Writing
Essential Skills for Professional Telephone Calls
- Keeping Business Calls Professional
Essentials of Customer Service
- Facing Confrontation in Customer Service
- Providing Effective Internal Customer Service
- Providing On-site Customer Service
- Providing Telephone Customer Service
- Rapport Building in Customer Service
First Time Manager Essentials
- Facing Challenges as a First-time Manager
- The Reality of Being a First-time Manager
Making the Most of Your Presentations
- Building Your Presentation
- Ensuring Successful Presentation Delivery
- Planning an Effective Presentation
Optimizing Performance on a Team
- Being an Effective Team Member
- Effective Team Communication
- Establishing Team Goals and Responsibilities, and Using Feedback
- Strategies for Building a Cohesive Team
Sales Foundations
- Negotiating Well and Going for the Close
- Prospecting: Panning for Sales Gold
- The Discovery Meeting: Starting Off on the Right Foot
- The Value Proposition: Getting Your Pitch Right
- Turning Objection into Opportunity during a Sales Call
Skills for Communication Success
- Become a Great Listener
- Choosing the Right Interpersonal Communication
- Do We Have A Failure to Communicate?
- Making an Impact with Non-verbal Communication
- The Art and Science of Communication
- Trust Building through Effective Communication
Storytelling Basics
- Fundamentals of Business Storytelling
The Art of Feedback
- Gaining a Positive Perspective on Feedback
- Polishing Your Feedback Skills
Using E-mail Effectively in the Workplace
- Organizing Your E-mail
- Sending E-mails to the Right People
- Writing Effective E-mails and Instant Messages
Working with Difficult People
- Can’t Change Them, so Change Yourself
- Strategies to Keep Everyone Working Together
- Why They Act That Way and How to Deal with Them
BUSINESS IMPACT
Business Insights
- Organizational Culture
- The Perfect Medicine
IRA Basics
- Coverdell Savings Account
- Introduction
- ROTH IRA
- Traditional IRA
Manage Your Manager
- Action Plan
- Gain Control
- Individual Style
- Introduction
- Multiple Choice Questions
- Opportunities and Fears
Motivating and Developing Employees
- Action Plan
- Coaching and Mentoring
- Critical Questions
- Delegation
- Identifying Tendencies
- Introduction
- Understanding Strengths
COMPLIANCE
Global Content
- Global Anti-bribery
Harassment
- Sexual Harassment Prevention for Employees
- Workplace Harassment Prevention for Employees, Version 3.0
- Workplace Harassment Prevention for Managers – Multi-State Edition, Version 3.0
- Workplace Harassment Prevention for Managers, Version 3.0
PERSONAL
- Building Rapport with Your Boss
- Building Your Professional Network
- Cultivating Relationships with Your Peers
Building, Rebuilding and Sustaining Trust
- The Building Blocks of Building Trust
Business Ethics Essentials
- Developing Your Business Ethics
Creativity in the Workplace
- Unleashing Personal and Team Creativity
- Verifying and Building on Creative Ideas
Developing Your Critical Thinking Skills
- Confronting Your Assumptions
- Investigating Arguments
- Reaching Sound Conclusions
Discovering Your Strengths
- Establishing Self-confidence for Life
- Self-improvement for Lifelong Success
- Uncovering and Utilizing Your Talents and Skills
Diversity on the Job
- Bridging the Diversity Gap
- Your Role in Workplace Diversity
Facing Problems and Making Decisions
- Choosing and Using the Best Solution
- Defining Alternative Solutions to a Problem
- Getting to the Root of a Problem
Improving Your Memory
- Improving Your Memory Skills
Improving Your Work/Life Balance
- Staying Balanced in a Shifting World
- Take a Deep Breath and Manage Your Stress
- Taking Stock of Your Work/Life Balance
Managing Your Career
- Developing a Plan to Further Your Career
- Getting Your Career on the Right Track
- Using Performance Appraisals to Advance Your Career
Overcoming Procrastination
- Admitting it is the First Step
- Beating Procrastination by Boosting Your Creativity and Drive
Performing Under Pressure
- Managing Pressure and Stress to Optimize Your Performance
Perseverance at Work
- Forging Ahead with Perseverance and Resilience
- Reaching Goals Using Perseverance and Resilience
Polishing Your Professional Edge
- Becoming an Accountable Professional
- Becoming More Professional through Business Etiquette
- Developing a Personal Accountability Framework
Public Speaking Strategies
- Conquering the Challenges of Public Speaking
- Writing and Preparing an Effective Speech
Time Management
- Aligning Goals and Priorities To Manage Time
- Make The Time You Need: Get Organized
- The Art of Staying Focused
Unconscious Bias
- Overcoming Unconscious Bias in the Workplace
- Overcoming Your Own Unconscious Biases
- Understanding Unconscious Bias
PERSONAL IMPACT
How to Get the Job you Want
- Do Your Research
- Dress Up & Go – Men
- Dress Up & Go – Women
- First Impressions
- How To Accept or Decline A Job!
- How To Ask For The Job!
- How To: Face-To-Face Interviews
- How To: Phone & Video Screenings
- Interview Questions & Answers
- Interview Styles To Expect
- Introduction
- It’s Your Life
- Job Fair Interviews
- Let’s Go To Work
- Look At You!
- Looking For A Job?
- Time To Shine Speech
- Visual & Verbal Skills
- What Do You Want From Me?
- Writing Cover Letters & More!
- Writing Your Resume
SAFETY
Cal/OSHA Workplace Health and Safety
- Accident Investigation – Cal/OSHA
- Asbestos – Cal/OSHA
- Bloodborne Pathogens Awareness – Cal/OSHA
- Confined Spaces – Cal/OSHA
- Electrical Safety – Cal/OSHA
- Emergency and Disaster Preparedness – Cal/OSHA
- Ergonomics – Cal/OSHA
- Fall Protection – Cal/OSHA
- Flaggers – Cal/OSHA
- Forklift Safety Awareness – Cal/OSHA
- Hazard Communication – Cal/OSHA
- Hearing Conservation – Cal/OSHA
- Heat Illness Prevention – Cal/OSHA
- Injury and Illness Prevention Program – Cal/OSHA
- Laboratory Safety – Cal/OSHA
- Lockout/Tagout – Cal/OSHA
- Office Safety – Cal/OSHA
- PPE: Personal Protective Equipment – Cal/OSHA
- Respiratory Protection – Cal/OSHA
- Slips, Trips, and Falls – Cal/OSHA
- Trenching and Excavation Safety – Cal/OSHA
Workplace Compliance Essentials
- Active Shooter
- Workplace Security Awareness
SOFTWARE
Google Apps Fundamentals
- Docs and Sheets
- Gmail and Calendar
- Google Drive
- Slides, Sites, and Google+
IT Security for End Users
- IT Security Fundamentals
- Using Corporate Devices Securely
Microsoft Office 2016: Beginning Excel
- Charts Tables and Images
- Creating, Editing, and Saving Workbooks
- Data Presentation Strategies
- Formatting Data
- Formulas and FunctionsSoftware
Microsoft Office 2016: Beginning Outlook
- Getting to Know Outlook 2016
- Managing Attachments and Inserting Items and Signatures
- Managing Conversations and E-mail
Microsoft Office 2016: Beginning PowerPoint
- Formatting Text Boxes and Working with Graphics
- Introduction to the Interface and Basic Tasks
- Modifying and Formatting Slides
Microsoft Office 2016: Beginning Word
- Customizing Options and Using Document Views
- Formatting Text
- Working with the Interface and Performing Basic Tasks
Microsoft Office 2013: Beginning Excel
- Creating Workbooks, Worksheets, and Data
- Formatting Cells and Worksheets
- Formatting Data
- Performing Calculations Using Functions
- Presenting Data in Tables and Charts
Microsoft Office 2013: Beginning Outlook
- Managing E-mail
- Working with Contacts
- Working with E-mail in Outlook 2013
Microsoft Office 2013: Beginning PowerPoint
- Animations and Media
- Creating Presentations
- Enhancing Presentations Software
Microsoft Office 2013: Beginning Word
- Editing and Formatting
- Performing Basic Tasks
- Structuring a Document
Microsoft Office 2010: Beginning Excel
- Getting Started with Excel 2010
- Applying Basic Data Formatting
- Moving and Getting Around
- Moving Data and Modifying Worksheets
- Using Conditional Formatting, Tables, and Sparkles
Microsoft Office 2010: Beginning Outlook
- Getting Started with Outlook 2010
- Managing Attachments, Graphics, Signatures, and Auto-replies
- Managing Conversations and Organizing E-mail
Microsoft Office 2010: Beginning PowerPoint
- Getting Started with PowerPoint 2010
- Adding Images to Presentations
- Visually Enhancing Presentations Software
Microsoft Office 2010: Beginning Word
- Getting Started with Word 2010
- Formatting and Working with Text
- Organizing and Arranging Text