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If you want to gain a deeper understanding of credit union financial metrics – you should CUIC 225

Published Date: Jul 27, 2021

Credit union employees deal with our member’s money and finances, but very few have a solid understanding of how it all functions, what the reporting means and how to interpret it. CUIC 225: Credit Union Financial Management is intended to help you think critically about your own credit union and the environment in which it operates. It’s intended to build your skills and confidence in understanding, interpreting and using financial information.

This course will help credit union employees understand the financial performance of the credit union and gain an appreciation of how various products and services impact the financial results.

“Given the current economic challenges created by COVID, I think we will see some interesting trends in our member’s ratios, as well as our own.  This course helps provide a basis to interpret the changes/trends.”

Chris Swan, CUIC 225 course facilitator

Learners who complete this course will earn credit towards achieving the industry-recognized Associate of Credit Union Institute of Canada (ACUIC) designation, awarded jointly by The Credit Union Institute of Canada (CUIC) and Dalhousie University.

Register for the Cohort!

This course cohort is only offered once per year in the fall, so don’t miss your chance to join this year’s upcoming cohort. Cohorts are 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. As a matter of fact, I believe confidence building is developed much quicker in a cohort program than in a regular classroom program. 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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