Expand/collapse block Spotting Quality Referrals

Spotting Quality Referrals

CUSOURCE / 2. eLearning Course Catalogue / 2.5 Financial Literacy

Course Code








Who Should Attend



As leaders in the financial services industry, credit union staff have an opportunity and a responsibility, to help educate their members on all financial matters. Providing sound and knowledgeable guidance while serving a member’s request will ensure long-term success for your member and your credit union. Members’ needs are often unexpressed and a staff member who is well-versed in financial products and has an understanding of financial planning is able to assist members through the maze of options and make referrals to the specialists in their organization.

This 60-minute eLearning course introduces employees who serve members in-branch or through a contact centre to the core concepts of financial planning. The course provides an overview of the key elements and assists learners in spotting opportunities for the associated products. With knowledge comes the ability to turn day-to-day member transactions into conversations about growing financial net worth and... (See More)

Description Link

View or Download Description: EMP-LVF-SPQRE01-ELR_DES.pdf


©2019 CUIC Inc. All Rights Reserved.