Employee Onboarding
There is a lot to know when starting a new job and Cusource® Professional Development and Education can help new credit union staff build their knowledge and grow their confidence, so they can succeed.
Overview of the Credit Union System
The Canadian credit union system has a rich history spanning over 100 years. Currently more than 1 in 5 Canadians are members of a credit union. In this course, you will become oriented to the breadth, scope and span of our system and you will learn about our local, provincial and national structure and the nine foundational credit union operating principles.
Credit Unions: Different by Design (CUIC 201)
Credit unions are different by design, but engrossed in their day-to-day work, it can be difficult for employees to see and feel “the difference”. This engaging eight-module course explores why and how we are different by design from several perspectives. Available as a cohort or as a self study.
Products & Services (CUIC 185)
Knowing your credit union’s products and services is key to building your understanding of the business and to providing excellent service. Do both and you can consistently contribute to your credit union’s success. This 10-module course is a practical overview of the products and services typically offered by credit unions as deposit-taking financial institutions as well as our competitors. Available as a cohort or as a self study.
Anti-Money Laundering: Flag the Money
We worked with Tamlo International Inc., anti-money laundering and counter-terrorist financing experts, to develop the award-winning program Flag the Money, which consists of customized modules for employees, executives and directors.
Flag Financial Crime (Ongoing Learning Series)
This ongoing training series provides learning on topics such as politically exposed persons and beneficial owners. It also introduces new financial crime topics such as how criminals use virtual currencies and how to recognize the financial characteristics of human trafficking. Each quarter, three new microlearning modules between 3-10 minutes in length will be released.
Your Role in Privacy and Information Security
This 75-minute eLearning module will provide the information employees at all levels of the organization need to manage privacy and security risks. While working through this interactive eLearning module, employees learn how to spot information security threats and gain an understanding of what leads to a privacy breach.
Robbery Preparedness
This 30-minute, fast-paced eLearning module outlines what your priorities should be in a robbery situation, no matter what your role, and how you can keep yourself and others safe.
MSR Start Series
Our Member Service Representative (MSR) Start Series covers the basics that all new MSRs, and others, need to know during the first three months on the job across six online modules. Each module is quick (30 minutes) and affordable ($49 per module).
Financial Service Representative Development Program
If you are a new Financial Services Representative the Financial Service Representative Development Program is for you. The FSR Development program is a three-tiered training program designed specifically for Financial Service Representatives working in the credit union system.
Learn more about foundational and continuing training for FSRs here
We a comprehensive series of lending programs, ranging from the Lending Curriculum – which consists of eClasses on personal, small business and business lending – to CUIC® accreditation programs.
Follow the links to learn more about consumer lending training and business lending training