Titles, descriptions, and credit recommendations for all active learning experiences recommended for college credit within the Staff Training and Recognition Program section can be found below. To locate information on additional learning experiences, which have also been recommended for college credit, use the Organization Directory Page link above for a complete list of titles for all learning experiences or use the following links to go directly to other sections: 

Management Enrichment Training Program (MERIT) - Active Learning Experiences
MERIT and STAR Programs - Inactive Learning Experiences
Volunteer Achievement Program (VAP) - Inactive Learning Experiences
Volunteer Leadership Program (VLP) - Inactive Learning Experiences


STAFF TRAINING AND RECOGNITION PROGRAM (STAR)
S10 Credit Union Orientation
S30 Security
S100 Money and Negotiable Instruments
S110 Member Services
S300 Basic Accounting
S310 Accounting for Credit Unions
S320 Credit Union Financial Analysis
S420 Loan Marketing
S510 Successful Sales Techniques
S520 Interpersonal Skills: Understanding Your Impact on Members

Descriptions and Credit Recommendations  

1. S10 Credit Union Orientation
2. S30 Security
3. S100 Money and Negotiable Instruments
4. S110 Member Services
Location: Independent study program administered from the
offices of the Credit Union National Association; also administered in a classroom-based format at approved locations throughout the U.S.
Length: Modules 1-4: Independent study and/or classroom-based (approximately 32 hours).
Dates: October 1998 - Present.
Objectives: Modules 1-4: Explain the credit union difference and its responsibilities to members; explain how to ensure member and employee safety and prevent losses; describe and detail security policies and appropriate behavior when faced with robbery, fraud, or forgery; detect fraudulent instruments and explain the differences among drafts, checks, and the various endorsements; discuss basic member services.
Instruction: Modules 1-4: Introduction to credit unions; membership benefits and services; history and structure of credit unions; financial and accounting concepts; federal security regulations; robbery; opening and closing procedures; extortions and kidnappings; frauds, swindles, and con artists; check and draft frauds; facts and features of money; handling cash, checks, and share drafts; the clearing process; detecting bad checks and drafts; negotiable instruments; handling the teller station; member accounts and shares; savings and investments; credit union lending; mortgage loans; home equity loans; ATM’s; debit cards, credit cards, and other services; transaction services.
Credit recommendation: Modules 1-4: In the lower division baccalaureate/associate degree category, 2 semester hours as Credit Union Operations or as an elective in a Business curriculum (1/98) (2/03 revalidation) (4/08 revalidation). NOTE: Modules 1-4 must all be completed to receive credit.

1. S300 Basic Accounting
2. S310 Accounting for Credit Unions
3. S320 Credit Union Financial Analysis
Location: Independent study program administered from the offices of the Credit Union National Association; also administered in a classroom-based format at approved locations throughout the U.S.
Length: Modules 1-3: Independent study and/or classroom-based (approximately 32 hours).
Dates: October 1998 - Present.
Objectives: Modules 1-3: Describe basic accounting functions for recording transactions and preparing financial statements; compute depreciation amounts; prepare adjusting and closing entries; describe credit union specific accounts and statements, with an emphasis on credit union statement analysis.
Instruction: Modules 1-3: Accounting concepts; recording transactions; recording adjustments; preparing the trial balance worksheet; financial statements; closing the accounts; accounting for fixed assets; accounting for liabilities and equity; special journals and subsidiary ledgers; recording credit union transactions; accounting for cash; accounting for loans; accounting for member shares; accounting for reserves and undivided earnings; preparing financial statements of a credit union; analysis of the balance sheet; analysis of the income statement; loan analysis; analysis of liquidity and interest rate spreads; trend analysis; sources of industry information.
Credit recommendation: Modules 1-3: In the lower division baccalaureate/associate degree category, 2 semester hours as an Accounting elective for non-Accounting majors (1/98) (2/03 revalidation) (4/08 revalidation). NOTE: Modules 1-3 must all be completed to receive credit.

1. S420 Loan Marketing
2. S510 Successful Sales Techniques
3. S520 Interpersonal Skills: Understanding Your Impact on Members
Location: Independent study program administered from the offices of the Credit Union National Association; also administered in a classroom-based format at approved locations throughout U.S.
Length: Modules 1-3: Independent study and/or classroom-based (approximately 32 hours).
Dates: October 1998 - Present.
Objectives: Modules 1-3: Identify the four elements of the marketing mix; discuss the marketing plan process; describe the creation of the marketing budget; identify pricing strategies; describe the features of product design; list the key elements of advertising; relate the development of interpersonal skills and successful selling techniques.
Instruction: Modules 1-3: Strategic issues; marketing plan; marketing issues for different types of loans; pricing and marketing; product development; marketing tools; advertising media; examples of successful loan strategies; overcoming sales objections; developing product knowledge; enhancing listening skills; telephone sales techniques; creating customer service; understanding communication styles; using that knowledge to create influence; applying style and flexibility; understanding non-verbal messages; dealing with difficult people; creating a personal communication model.
Credit recommendation: Modules 1-3: In the lower division baccalaureate/associate degree category, 2 semester hours as Financial Institutions Marketing or as an elective in a Business curriculum (1/98) (2/03 revalidation) (4/08 revalidation). NOTE: Modules 1-3 must all be completed to receive credit. NOTE: This sequence and the sequence of modules contained in the next exhibit overlap in content. Care should be taken to avoid awarding duplicate credit.


Updated 4/15/08

Return to all CCR Online  listings