|
CUES Online University was designed specifically for
professionals working for financial institutions. To assist busy
managers, we have developed suggested curriculums. These are only
suggestions and should be modified depending on the learning need
and the employee's current knowledge. With over 80 courses available,
you can easily create curriculums tailored to meet your firm's specific
needs. The table below provides suggested curriculums for most professionals
found in financial institutions. Browse through the lists, or click
on the curriculum target group of your choice.
Accounting and Finance ( includes
ALM and auditing)
Advanced Financial Math
Analyzing
Corporate Cash Flows
Basic Financial
Statements
Business
Writing Skills
Complinace
Training: Loans to Insiders
Evaluating
Financial Leases: The Lease Vs. Purchase Decision
The Federal
Reserve and the Implementation of Monetary Policy
Financial
Statements for Commercial Banks
Hiring
Skills
Interest
Rate Risk Management
Liquidity
Management for Depository Institutions
Negotiable
Instruments and Endorsements
Oral Communication
Skills
Performance
Appraisals and Meetings
All Employees (especially new
employees)
Business Writing Skills
Commercial
Banks: An Introduction
Credit
Unions: An Introduction
Conflict
Resolution
Diversity
in the Workplace
Financial
Institution Regulation
Handling
Consumer Complaints
Leadership
Skills
Meeting
Management Skills
Oral Communications
Skills
An Overview
of US Financial Institutions
Performance
Appraisals and Meetings
A Primer
on Sexual Harassment in the Workplace
Project
Management
Professional
Business Dress
Quality
Member Service: Face to Face and on the Phone
Call Center Telemarketing
Cross-selling Financial Products
Handling
Consumer Complaints
Handling
Sales Objections
New Account
Representatives Training
Oral Communication
Skills
Quality
Member Service: Face to Face and on the Phone
Sales Management
Sales Skills
for Financial Products
Telemarketing
Programs and Skills
Share Draft
Types and NCUSIF Insurance of Accounts
Compliance
Collection Practices and Workouts
Compliance
Training: Bank Secrecy Act
Compliance
Training: Check Fraud
Complinace
Training: Check Kiting
Compliance
Training: Community Reinvestment
Compliance
Training: Consumer Lending (Regs: B, Z)
Compliance
Training: Deposit Operations (BSA: Regs: CC, DD,
 E,
D, Q)
Compliance
Training: Expedited Funds Availability
Compliance
Training: Fair Credit Reporting and Fair Debt
Collection
Practices
Compliance
Training: Identity Theft
Compliance
Training: Home Mortgage Disclosure Act
Compliance
Training: Loans to Insiders
Compliance
Training: Loans Secured by Real Estate (Reg. Z)
Compliance
Training: Office of Foreign Assets Control
Compliance
Training: National Flood Insurance Program
Compliance
Training: Privacy of Consumer Financial Information
Compliance
Training: Regulation Q
Compliance
Training: Solders' and Sailors' Civil Relief Act
Compliance
Training: Truth in Savings
Financial
Institution Regulation
Home Mortgage
Processing and Compliance (Fair Housing; Reg
B;
Reg Z; RESPA; and Flood Disaster)
Insterest
Rate Risk Management
Negotiable
Instruments and Endorsements
New Accounts
Representative Training
Performance
Appraisals and Meetings
Share Draft
Types and NCUSIF Insurance of Accounts
Telemarketing
Programs and Skills
Directors, Committee Members,
& Volunteers
Corporate Governance of Credit Unions
Overview
of Credit Unions: Organization, Structure, & History
Products,
Services, and Financial Aspects of Credit Unions
Human Resources
Business Writing Skills
Compliance
Training: Loans to Insiders
Conflict
Resolution
Diversity
in the Workplace
Hiring
Skills
Leadership
Skills
Oral Communication
Skills
Meeting
Management Skills
Performance
Management Skills
Performance
Appraisals and Meetings
Primer
on Sexual Harassment in the Workplace
Professional
Business Dress
Supervisory
Management I
Supervisory
Management II: Performance Management
International Finance Staff
Compliance Training: Office of Foreign Assets Control
Hiring
Skills
Methods
of International Payment
Lending: Business Lending Staff
Analyzing Company Cash Flows
Basic Financial
Statements
Collection
Practices and Workouts
Conflict
Resolution
Evaluating
Business Loans
Evaluating
Financial Leases: The Lease Vs. Purchase Decision
Financing
Alternatives for Small Business
Hiring
Skills
Lending
on Commercial Real Estate
Performance
Appraisals and Meetings
Lending: Consumer Lending Staff
Collection Practices and Workouts
Compliance
Training: Consumer Lending
Compliance
Training: Fair Credit Reporting and Fair Debt
Collection
Practices
Consumer
Credit Lending Practices
Lending
on Commercial Real Estate
Performance
Appraisals and Meetings
Lending: Mortgage Lending/Servicing
Staff
Collection Practices and Workouts
Compliance
Training: Community Reinvestment
Compliance
Training: Home Mortgage Disclosure Act
Compliance
Training: Loans Secured by Real Estate (Reg. Z)
Compliance
Training: National Flood Insurance Program
Compliance
Training: Soldiers' and Sailors' Civil Relief Act
Conflict
Resolution
Hiring
Skills
Home Mortgage
Processing and Compliance
Home Mortgages
and the Mortgage Market
Introduction
to Appraisal
Performance
Appraisals and Meetings
Residential
Mortgage Banking Functions
Servicing
Home Mortgages
Underwriting
Home Mortgages
Management
Business Writing Skills
Compliance
Training: Loans to Insiders
Conflict
Resolution
Financial
Institutions and the Internet
Handling
Consumer Complaints
Hiring
Skills
Improving
Negotiation Skills
Interest
Rate Risk Management
Leadership
Skills
Liquidity
Management for Financial Institutions
Measuring
Depository Branch Performance
Meeting
Management Skills
Oral Communication
Skills
Performance
Appraisals and Meetings
Product
Management
Restructuring
the Financial Services Industry
Sales Management
Supervisory
Management I
Supervisory
Management II: Performance Management
Telemarketing
Programs and Skills
Marketing
Compliance Training: Identity Theft
Compliance
Training: Regulation Q
Conflict
Resolution
Handling
Consumer Complaints
Hiring
Skills
Local Promotion
and Advertising Programs
Meeting
Management Skills
Sales Management
Successful
Advertising Practices
Successful
Direct Mail Marketing Techniques
Telemarketing
Programs and Skills
New Accounts Personnel
Compliance Training: Bank Secrecy Act
Compliance
Training: Check Fraud
Compliance
Training: Check Kiting
Compliance
Training: Deposit Operations
Compliance
Training: Expedited Funds Availability
Compliance
Training: Identity Theft
Compliance
Training: Office of Foreign Assets Control
Compliance
Training: Privacy of Consumer Financial Information
Compliance
Training: Truth in Savings
Conflict
Resolution
Coverdell
IRAs
Cross-selling
Financial Products
Handling
Consumer Complaints
Handling
Sales Objections
Individual
Retirement Accounts: Traditional IRAs
Individual
Retirement Accounts: Roth IRAs
Negotiable
Instruments and Endorsements
New Accounts
Representatives Training
Oral Communication
Skills
Quality
Member Service: Face to Face and on the Phone
Share Draft
Types and NCUSIF Insurance of Accounts
Personal Banker/Financial Advisor/Financial
Planner
Basic Financial Math
Compliance
Training: Bank Secrecy Act
Compliance
Training: Deposit Operations
Compliance
Training: Identity Theft
Compliance
Training: Nondeposit Investment Product Sales
Conflict
Resolution
Compliance
Training: Privacy of Consumer Financial Information
Cross-selling
Financial Products
Handling
Consumer Complaints
Handling
Sales Objections
Oral Communication
Skills
A Primer
on Financial Markets
Retirement
Planning Basics for Financial Planners
Sales Skills
for Financial Products
Telemarketing
Programs and Skills
Understanding
Mutual Funds
Share Draft
Types and NCUSIF Insurance of Accounts
Portfolio Management
The Federal Reserve and the Implementation of Monetary Policy
Liquidity
Management for Depository Institutions
A Primer
on Financial Markets
Understanding
Mutual Funds
Sales
Business Writing Skills
Compliance
Training: Regulation Q
Conflict
Resolution
Cross-selling
Financial Products
Handling
Consumer Complaints
Handling
Sales Objections
Hiring
Skills
Meeting
Management Skills
New Accounts
Representatives Training
Oral Communication
Skills
Performance
Appraisals and Meetings
Sales Management
Sales Skills
for Financial Products
Telemarketing
Programs and Skills
Senior Management
Business Writing Skills
Compliance
Training: Loans to Insiders
Conflict
Resolution
Financial
Institutions and the Internet
Hiring
Skills
Interest
Rate Risk Management
Leadership
Skills
Liquidity
Management for Depository Institutions
Measuring
Depository Branch Performance
Meeting
Management Skills
Oral Communication
Skills
Performance
Appraisals and Meetings
Product
Management
Restructuring
the Financial Services Industry
Sales Management
Strategic
Planning for Financial Institutions
Teller/Member Service Reps
Compliance Training: Bank Secrecy Act
Compliance
Training: Check Fraud
Compliance
Training: Check Kiting
Compliance
Training: Deposit Operations
Compliance
Training: Expedited Funds Availability
Compliance
Training: Office of Foreign Assets Control
Compliance
Training: Privacy of Consumer Financial Information
Compliance
Training: Soldiers' and Sailors' Civil Relief Act
Compliance
Training: Truth in Savings
Conflict
Resolution
Cross-selling
Financial Products
Handling
Consumer Complaints
Handling
Sales Objections
Hiring
Skills
Negotiable
Instruments and Endorsements
New Accounts
Representatives Training
Performance
Appraisals and Meetings
Oral Communication
Skills
Quality
Customer Service: Face to Face and on the Phone
Sales Management
Share Draft
Types and NCUSIF Insurance of Accounts
Telemarketing
Programs and Skills
Teller
Training
Part 4: Marketing Material will provide you with material
in MS Word format that you can use when preparing your internal
marketing effort. To go to Part 4, click
here.
| 
All
About CUESU
Walkthrough
Training
&