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Coming soon: New podcast series

July 11, 2017

Michelle Symeonides, Account Manager, Marketing and Communications, Canadian Credit Union Association

Coming this fall, a new mobile option for front-line learning. This podcast series will cover topics that will help your team build their understanding of wealth products and how that translates into member financial guidance.

These podcasts are short learning downloads that employees can listen to at their convenience, on their computer or on their mobile device. Each podcast is between 8-10 minutes long and provides foundational knowledge on the following topics:

  • Personal Net Worth, Cash Flow & Debt Management 
  • Risk Management and the Role of Insurance 
  • Investment Services 
  • Negotiating and Closing 
  • Estate Planning 
  • Tax Planning 

Watch for more details in news blasts, social media and the What’s New section of our website.