Studen
t
Handbo
ok
&
Course
Catalog
Fall 2006
In Appreciation of the
San Marcos Branch
For their Contribution to the
Development of
Welcome to Discover University
We are about to open the doors to Discover U. I know that each and
every one of you is excited about being a part of it. Making a
commitment to learn throughout one’s life is so important, and I’m proud
to be part of a credit union that places such a high value on learning.
There is always more than one way to learn. The obvious way to learn is
by being a student. You will have plenty of opportunity to be a student in
this university. Every class you attend, each resource you utilize, and
every developmental activity you complete gives you a chance to learn
and grow.
But there’s another important way to learn and that is by sharing what
you know with others. All of us have knowledge within. When we share
that knowledge with others, we make their lives richer. Seeing them
grow then becomes a learning experience for us.
As you work your way through the credit union university, try to be a
student and a teacher. If all of us are willing to do both, there’s no limit to
what we can do for our credit union, our members, and ourselves.
Good luck to everyone, and I look forward to seeing all of you in an
upcoming graduation ceremony!
Kerry A. S. Parker
President
A+ Federal Credit Union
Making the Grade
Mission Statement
We will be your career
development partner helping
you fulfill your unlimited
potential.
Goals of Discover U
Help Employees reach their career goals
Develop Future Leaders of A+ FCU
Retain “High Performance, Goal
Oriented” Employees
Enhance employee’s self-development
skills
Student
Enrollment
Discuss enrollment intentions with your
manager
Complete Student Enrollment Form and return
to Discover University Administrator
Contact Discover University Administrator to
schedule a New Student Orientation Meeting
Begin Course Study
Keep your manager informed of your progress
Sign Letter of Intent to continue to next degree
level
Discover University Board of Regents will
consider requests for credit of classes not
listed in the course catalog. Submit requests
to University Administrator.
How to Earn Credits
►STAR Book and Assignment (2 credits)
►MERIT Book -Complete Online Test and Assignment (2 credits)
►CUES Online Test and Assignment (1 Credit)
►Employee Development Center Library/Austin Public Library-Check out a
book/video/CD-ROM/PowerPoint Class on Owl and create or complete an
assignment (2 credits)
►Prepare and present a 1 hour classroom class or e-learning class with
assistance from Employee Development Center. Share your knowledge
with your team members-Advisor and Supervisor Approval required (3 credits)
►Teacher for Discover U-Commit to teach 4 classes/year-(12 credits)
►Attend an outside seminar/conference and complete assignment-Management
approval needed due to cost
More than 1 day-3 credits
Full Day-2 Credits
Less than full day-1 Credit
►Attend a Training Class on the Training Calendar and complete assignment (Certain
mandatory classes are not eligible for university credit such as compliance training)
Full Day Class (over 4 hours) 2 credits
Half Day Class (less than 4 hours) 1 credit
►Department Internship (Work Study Program)-10 hours of work study
divided in 2 hour sessions-Written summary of skills developed after
each session-Advisor and Supervisor Approval required due to
scheduling requirements. (6 credits)
►College Courses (UT, ACC, etc)-Prior Course Approval Required. Must
show proof of a passing grade. (2 credits)
►Department/Branch Meetings-Prepare and present material at your
respective department/branch meeting. Prior approval by University
Administrator and supervisor required for presentation content to receive
credit.
►Manage a Project for your branch/department-Prior Approval required to determine
credit value
►Not listed-Submit a request for credit for any course not listed to the Discover U
Administrator. Credit will be determined based on the course/event content and
length.
Class
Standing
Number of Credits
0-20
21-40
41-60
61-80
81-100
Year
Freshman
Sophomore
Junior
Senior
Masters
Associates Degree-Completion of 40 Credits
Bachelors Degree-Completion of 80 Credits
Masters Degree-Completion of 100 Credits
Certified Executive Program Degree**
Degree Certification-To maintain an Associates Degree
the student must complete 5 credits per year. To
maintain a Bachelors and Masters Degree they must
complete 10 credits per year.
Letter of Intent-After achieving a degree the student will
need to sign a Letter of Intent to continue to the next
degree plan.
**CUNA’s Certified Executive Program-Management Level Only
Assignmen
ts
&
Class
Packets
All courses will have an assignment or course
packet related to the material.
Assignments and course packets can be printed
from the Discover University Link. If you do not
find an assignment for the course you are about to
take contact the University Administrator.
After completing all course material send a copy to
the University Administrator for review and credit.
The administrator will arrange a time to discuss the
assignment with the student.
A copy of the assignment will be placed in the
student’s file.
Student Enrollment Form
Name _____________________________________________
Branch/Department __________________________________
Title/Position _______________________________________
Career Goals
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
______________________(Attach a piece of paper if you need more space)
Career Plan Contract with Myself
I am committed to making my job a career. I will set realistic goals and muster my selfdiscipline to achieve them. I will take the time each week to work on my career plan and
accomplish the steps in my plan. I will encourage myself with small successes and
completion on interim goals. I will get support from others who can help me with my plan. I
will seek out and complete the learning experiences that will give me the skills for career
success. I will work to adjust any personal qualities that are holding me back from success. I
will meet with my advisor to discuss my unlimited potential as a professional employee of A+
Federal Credit Union. I will discuss my progress with my manager/supervisor. I will succeed.
_____________________________________
Employee Signature
__________________
Date
_____________________________________
Manager’s Signature
__________________
Date
_____________________________________
Coach’s Signature
__________________
Date
Letter of Intent
Congratulations! You’ve already taken a huge step towards developing
yourself and fulfilling your full potential by enrolling in Discover
University. Now is the time to recommit yourself to carrying this
same enthusiasm into the future.
Please answer the following questions:
1.
What career path are you interested in? Has this changed/evolved from
when you first enrolled in Discover University?
2.
Talk about your personal strengths and skills related to the career path you
mentioned above. Include skills, talents, work and life experience,
languages, computer, and organizational skills.
3.
Conclude with how you think your career goals will be supported by the
continued experience of attending Discover University.
Employee Signature:_____________________ Date: _______
Advisor Signature: _______________________Date: ________
Grow at…
Discover U
CUES
Online
www.cuesuplus.org
CUES Courses
www.cuesuplus.org
1 credit
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Beginning Financial Math
Business Writing Skills
Change Management
Check Clearing and
Electronic Payment Systems
Coaching Employees
Compliance Training-Check
Fraud
Compliance TrainingConsumer Lending
Compliance Training-Deposit
Operations
Compliance TrainingElectronic Funds Transfer
Act (Reg E)
Compliance Training-Identity
Theft
Compliance TrainingSafeguarding Customer
Information
Conflict Resolution
Consultative Selling
Consumer Credit Lending
Practices
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Credit Reports Scoring and
Counseling Debt
Management
Credit Unions-An
Introduction
Cross Selling Credit Union
Products
Future of Credit Unions
Handling Consumer
Complaints
Handling Sales Objections
Individual Retirement
Accounts-Roth IRAs
Individual Retirement
Accounts-Traditional IRAs
Office Security-Robbery,
ATM, and Bomb Threat
Oral Communication Skills
Quality Member Service-Face
to Face and on the Phone
Stress Management
Team Building
Teller Training-Credit Unions
Time Management
STAR by CUNA
Staff Training
and
Recognition Program
STAR Courses by CUNA
Contact University Administrator for Text Book
2 Credits
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Basic Accounting
Collections
Communication and
Telephone Skills
Credit Union Orientation
Cross Selling
Develop a Career Plan
Financial Counseling for
Members
Helping Members
Understand and Solve
Problems
Improving and Maintaining
Quality Service
Individual Retirement
Accounts
Interpersonal SkillsUnderstanding Your Impact
on Members
Lending Products and
Regulations
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Loan Interviewing
Loan Servicing
Loan Underwriting
Make Work Manageable
Member Relations
Member Service: Exceeding
Expectations
Member Services
Mortgage Lending
Opening New Accounts
Preventing Fraud
Robbery Prevention and
Preparation
Security
Successful Sales Techniques
Transitioning from Staff to
Management
Working Effectively with
Difficult Members and Staff
Write Effectively
MERIT Courses
by CUNA
Management
Enrichment
Training Program
MERIT Courses by CUNA
Contact University Administrator for Text Book
2 Credits
 Delegating for Results
 Fundamentals of
 Management
 Interpersonal Skills:
 Understanding Your Effect
 on Others
 Security Administration
 Strategic Thinking and
 Planning
 Training and Orienting
 Employees
Employee Development Center
Library
Books & CD-ROMs
Power Point Courses
Employee Development Center
Library
Contact University Administrator
1 Credit
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Whale Done
Fish
The 7 Habits of Highly Effective
People
The Leadership Secrets of Santa
Claus
Be Our Guest-Perfecting the Art
of Customer Service by the
Disney Institute
Who Moved My Cheese
The Five Dysfunctions of a Team
Microsoft Word 2002-Step by Step
Do What You Love, The Money
Will Follow
Get Out of Debt
Getting Organized
Coaching for Maximum
Performance
Coaching for Improved Work
Performance
Don’t Sweat the Small Stuff at
Work
Managing Generation X
Teller & Member Service
Handbook by CUNA-Checks &
Share Drafts
40 Strategies for Winning in
Business
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Effective Meetings-The Complete
Guide
Winning the Hiring Game-Smart
Interviewing
Be on Your Best Business BehaviorQuick & Easy Business Etiquette
Tips
Risk, Originality & Virtuosity: The
Keys to a Perfect 10
People Not Profit-The Story of the
Credit Union Movement
A+ FCU Student Loans-CD ROM
PowerPoint 2002-CD ROM
Today’s Teller: It’s More than a
Balancing Act-CD ROM
Protecting Your Credit Union from
Check Fraud-CD ROM
Get Real or Get Taken-New Designs
for Your Money-CD ROM
Total Training SolutionsEndorsements-CD ROM
Opening Bank Deposit Accounts for
Non U.S. Persons-CD ROM
Whale Done-Audio CD
How to Handle Difficult People-Audio
Cassette
The Eye of the Needle-Making
Difficult Conversations Easier-Audio
CD
The Power of Effective ListeningAudio Cassette
Don’t Sweat the Small Stuff at WorkAudio Cassette
Employee Development Center
Library
Videos/DVDs
Employee Development Center
Library
Contact University Administrator for Video/DVD
1 Credits
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Check Fraud Fundamentals (Training Dept. has first
priority)
Confidentiality Counts (Training Dept. has first priority)
Safeguarding Customer Information
Member Relations
Proactive Customer Service
Sales Techniques
Cross-Selling
Telephone Skills-Part One
Telephone Skills-Part Two
Teller Survival Guide Series-The Drive Up Window
Teller Survival Guide Series-Common Scams & Collusion
Teller Survival Guide Series-Common Balancing Errors
World’s Mightiest Bank-The Fed
Bad Check Video
Handling Difficult Members
Living the Dream
Robbery from a Robber’s Point of View (Training Dept.
has first priority)
Procedures to Reduce the Threat of Robbery (Training
Dept. has first priority)
Complete List of Books/Videos on OWL
AS A CURRENT OR ASPIRING
CREDIT UNION EXECUTIVE,
YOU’RE SOMEONE WHO IS
MOTIVATED TO RISE ABOVE
THE CROWD.
That’s why the Certified Executive Program (CEP)
is a perfect fit for you and your professional goals.
The program’s self-study, credit union-specific
courses put you in charge of your future.
• Gain the skills and recognition you need
to go places in the credit union industry.
• Become a more effective, strategic leader.
• Get college credit while you further your
professional growth.
You’ll meet these goals and more by achieving the
professional designations and specialty
certifications through the Certified Executive
Program. And you’ll do it all on your schedule. You
choose the courses and the order in which you
complete them. You even choose the learning pace
and place.
www.cuna.org
Designations
CCUE Designation
Certified Credit Union Executive
 CFSP Designation
Certified Financial Services Professional
Specialty Certifications
Certified Financial Management Specialist
Certified Marketing Specialist
Certified Human Resource Specialist
Certified Compliance Specialist
Certified Lending Specialist
CUNA Management School
Visit www.cuna.org for more information
Training/Self-Study Certificate Programs
Certified Executive Program (CEP)
Discover your
potential at…
Discover U!
Discover U was created as a
resource for all employees to
develop their professional skills
and enhance their opportunities for
advancement.
Participation is voluntary. Explore
the opportunities available to you
and take ownership of your career
development.
Contact Karen Cuyler with any
questions regarding Discover
University and your career goals.