News

Credit Union Products and Services

Published Date: Jul 28, 2021

Knowing your credit union’s products and services is key to providing excellent member service and building your relationships. Join our upcoming cohort, CUIC 185: Products and Services, to gain in-depth knowledge of the many products and services offered by credit unions, including services such as insurance, trust, and financial planning services. 

Top 3 reasons past participants have enrolled in this cohort:

  • To gain confidence in promoting our products to members
  • To advance their career by becoming more knowledgeable
  • To confidently speak to members about the full range of products and services we offer

Participants report a 33% increase in their level of confidence after completing the course, and 70% of past participants would recommend this course to others.

“The most important part for me is cross-selling appropriate products to members. There is so much more depth to the products and services we offer than i ever realized. I feel more confident in talking to members about all the services we offer”

Fall 2021 cohort participant

When asked what the biggest takeaway is, CUIC 185 cohort facilitator Dale Boisclair said:  

“I believe the main ‘aha’ moment is learning just how much credit unions have to offer and how sophisticated some of the products and services are that we offer are. “

CCUA Campus login is required. To request an account email clientsolutions@ccua.com.

Bonus: Earn Digital Credentials!

40% of participants took the course as part of an accreditation.

This course counts as credit towards CUIC’s industry-recognized Consumer and Residential Mortgage Lender Accreditation and as an elective credit towards the Fellow of the Credit Union Institute of Canada designation. If you are already on the learning path for either of these programs – this course will get you one step closer to earning a digital credential! If you haven’t yet signed up for one of our free learning paths – learn more about the accreditation programs and learning paths available here.

Register for the Cohort!

Join our upcoming cohort for an engaging and collaborative learning experience where you will get to interact with the facilitator, as well as other credit union employees.

CUIC facilitator, and former credit union CEO, Rick Vaillancourt is passionate about the benefits of learning through a cohort and says:

“Learners are fulfilled with their participation and new learnings as they become more knowledgeable and confident. Cohorts also offer flexibility to participate from wherever the learner is, at whatever time they wish. ”


The cohort runs for 12 weeks and provides learning that can be applied directly back to the job. The cohort is comprised of:

Weekly, asynchronous modules

Learners will be responsible for reviewing a module each week from the course study guide that can be completed asynchronously, at their own pace.

Facilitated, online, peer-to-peer discussion each week.

Throughout the program, learners will have access to a subject matter expert in the in the weekly discussion area. Here, they can interact with the facilitator or their credit union peers. Each week, faculty will post a series of questions about the weekly module. These are designed to help learners practice, explore and apply what they are learning. The faculty allow a week for learners to respond with their answers, then will post the response. Participation is worth 10% of the final mark.

Formal assignments

There are two, case-study based assignments that must be completed by each learner. These are submitted to faculty for marking and are worth 40% of your final mark.

Final exam

Each learner must pass the final exam for their CUIC course with a minimum of 60%. The final exams are written and administered by Dalhousie University are worth 50% of your final mark. There are 100 multiple choice questions that must be completed within 120 minutes.

CCUA Campus login is required. To request an account email clientsolutions@ccua.com.

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