+
click on the course titles for additional details +
| TEL01 |
Teller
Orientation
|
Credit
union and banks, board of directors, members, credit union shares,
deposit insurance |
| TEL02 |
Your
Role |
Confidentiality,
accountability, levels of authorization, teller stamps, staff
and director transactions |
| TEL03 |
Handling
Cash |
Marked,
mutilated and counterfeit, cash counts, cash drawer, ACD, balancing,
security |
| TEL04 |
Handling
Cheques |
Elements
of a cheque, endorsements, guidelines for cashing, identification,
avoiding losses |
| TEL05 |
Deposits
and Withdrawals |
Elements
of deposit and withdrawal slips, authorization limits, suspicious
transactions, large cash withdrawals |
| TEL06 |
Typical
Transactions |
Foreign currency,
balance inquiries, name and address changes, money orders, clearing
system |
| TEL07 |
More
Typical Transactions |
Opening
and closing accounts, payments, stop payments, funds transfer,
utility payments, travellers cheques |
| TEL08 |
ATM
Transactions |
Membercard
setup, cancellation, holds, lost cards, types of transactions,
balancing |
| TEL09 |
Electronic
Transactions |
Telephone
banking, internet, direct payment, utility bills, stop payments,
transfers |
| BUS01 |
Introducing
Business Accounts |
Identification
and shares, business types, documentation, resolution appointing
signing officers |
| BUS02 |
Business
Services & Everyday Issues |
Trade
names, verbal instructions, direct services, ATM cards, cheque
cashing, cash withdrawals |
| BUS03 |
Changing
Signing Authorities |
Changing
signing authority and setting up the power of attorney for different
business types |
| BUS04 |
Trust
Accounts |
Types
of trusts, documented and undocumented, minor children, solicitors
trusts, documentation |
| INV01 |
The
Purpose of Investing |
Investment
goals, types of investments, risk tolerance levels, our role,
advisory requirements |
| INV02 |
Go
Figure! |
Simple
interest, compound interest, the rule of 72, interest calculators,
personal savings calculator |
| INV03 |
Interesting
Options |
Guaranteed
investing, investment options, demand accounts, term deposits,
bonds, equity shares |
| INV04 |
Credit
Union Products |
Demand
accounts, types of term deposits, terms and conditions, registration,
reporting interest |
| INV05 |
Understanding
Mutual Funds |
Selling mutual
funds, general information, options, RRSP mutual funds, types
of mutual funds |
| INV06 |
Selling
Savings |
Redeemable
and non-redeemable terms, accumulators, savings and chequing accounts |
| RSP01 |
What
Are RRSPs? |
What are
RRSPs, who can contribute, earned income, tax deductions and deferral,
sheltering |
| RSP02 |
Terms
and Conditions |
Deduction
limits, pension adjustments, deadlines, overcontributions, withholding
tax, beneficiaries |
| RPS03 |
Types
of RRSPS |
Eligible
investments, content restrictions, self-directed, group, home
buyers plan, LLP |
| RSP04 |
RRSP
Investment Options |
Conventional,
self-directed, locked-in, investment products, terms, bonds, mutual
funds |
| RSP05 |
CU
RRSP Products |
Savings accounts,
term deposits, index-linked terms, investment equity shares, RRSP
loans |
| RSP06 |
Selling
RRSPs |
Importance
of product knowledge, plan and prepare, greet, engage, listen,
present |
| NEW! |
COMPASS |
Products
and services program that you can easily customize to your credit
union. |
| SEC01 |
Robbery
and Physical Security |
How to help
prevent robberies, identify security risks, what to do & what
not to do before, during and after a robbery. |
| SEC02 |
Fraud
Prevention |
Different
types of fraud, recognize and take steps to prevent fraudulent
activities and transactions. |
| SEC03 |
Identity
Theft |
Types of
information that criminals deal in, the methods by which identity
information is collected, and the different ways it is used by
criminals. |
|
