CCUA offers a series of on-demand training for a variety of financial products and services. Are you just starting your financial literacy journey? From RRSPs and TFSAs to how to handle estates, our Fundamentals courses can help you have more impactful conversations with your members. Check out our full offering of Fundamentals courses below:

• RRSPs: The Fundamentals
• TFSAs: The Fundamentals
• RRIFs: The Fundamentals
• RESPs: The Fundamentals
• Credit Union Underwriting: The Fundamentals
• FHSA: The Fundamentals
• Handling Estates: The Fundamentals
• Term Deposits: The Fundamentals

Are you a bit more confident in your financial product knowledge but still have more to learn?

Enroll in the CUIC 185 Products and Services Cohort. This cohort gives you access to a subject matter expert and the opportunity to connect with peers across the country. This cohort also discusses how credit unions use products and services to build better relationships with their members. 

Perhaps you want to explore financial strategies that build portfolio wealth for your members?

Join the CUIC 240 Fundamentals of Personal Financial Planning Cohort! This cohort is perfect for employees who want to increase their confidence in discussing cash management, budgeting, debt management, insurance, risk management, educational planning, investment planning, retirement planning, tax planning, and estate planning with members. Through this cohort you’ll explore every aspect of the financial planning process and work towards a financial planning designation* or improve your ability to provide quality referrals to licensed financial planners at your credit union. Past cohort participants often recommend this course colleagues and frequently tell us their recommendation is because the content has helped them do their job more effectively. In fact, the average learner reports an increase of more than 20% in their confidence after completing the cohort.   

“I deal a lot with members who are asking questions about retirement. Completing this cohort gave me a deeper level of understanding of the retirement planning process and helped me assist our members with more than their standard transactions” – CUIC 240 Cohort Participant.    

Registration for the Spring CUIC cohorts is now open. Enroll in CUIC 240, CUIC 185, or one of the other offerings here.

*The CUIC 240 Fundamentals of Personal Financial Planning course is recognized by CSI for one course credit towards the Personal Financial Planning designation. Learn more here.

If you have any questions, please contact clientsolutions@ccua.com.