With the New Year right around the corner, there's no better time than now to put your career development as a top priority in 2025. CCUA Education can help you start the New Year off strong with a comprehensive suite of courses available to kickstart your first quarter of the year. Whether you are a financial services representative or specialize in commercial or business lending, CCUA has series of courses well suited for employees at all different positions within the sector.

Are you a new Financial Service Representative looking to aid members in their investments?

Our January session of Applied Financial Guidance may be the right place to start your year.

In this course, you'll learn how to:

• Describe roles and responsibilities of an FSR versus a licensed financial planner.
• Explain the purpose of a financial plan and how having one benefits the members and the credit union.
• List common insurance products and describe how to spot a need for them.
• Demonstrate your ability to provide the financial product knowledge members need to make sound financial decisions.
• And more!

Are you a commercial or business lender interested in expanding your loan portfolio? There are a few learning opportunities available to you in the first quarter of the year, including:

At the end of February, join us for Residential Construction Financing. This course will equip you to:

• Define "residential construction financing."
• Recognize the different types and methods of residential construction.
• Locate and recognize the legislative requirements and new home warranty requirements in your province.
• And more!

In March, join us for Commercial Loan Collections which will teach you how to:

• Describe your monitoring your commercial loan portfolio
• Discuss the warning signs of default and bankruptcy
• Explain what happens when a loan goes into default
• Describe legal actions associated with receivership, bankruptcy, foreclosure on real property
• And more!

Are you interested in the financial literacy of your community? Consider becoming a certified Each One. Teach One. (EOTO) trainer in our February offering of Each One. Teach One.

In these facilitated half-day sessions, experts will teach you how to deliver EOTO's award-winning, financial literacy workshop series on money management topics, which provides basic skills to the diversity of neighbours in the communities of our service area. After completing the course, you will be granted access to all EOTO workshop materials to begin facilitating workshops in your community.

These four sessions are only a handful of the many available in the first quarter of 2025. For more courses on consumer/personal lending, product knowledge, leadership development, and more, check out the 2025 Employee Calendar of Learning.

Click the links of the course titles to register for all courses noted above, or download the calendar of learning, which includes registration links for all available 2025 sessions.

If you have any questions, please reach out to clientsolutions@ccua.com.