eTrain: Financial Counseling for Loan Officers

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“People Helping People”

It’s not just a catchy phrase. It’s the fundamental reason why credit unions exist. It’s what we do best, especially in this challenging economy when our members may need a helping hand in managing their finances.

Learn what you can do to help your members establish or re-establish good credit history, streamline their financial management, and ease their cash flow crunch.

Credit union lending authority Rick Menton will show you:

  • The challenges of today’s lending environment
  • Why financial counseling should be part of a loan officer’s job description
  • How to lend to and counsel your younger members
  • The importance of reviewing credit reports with members
  • Ways to use a financial counseling model with your members

Who Should Attend?

Who Should Attend?
Credit union professionals who work with members on developing financial responsibility, especially in these positions:

  • Lending
  • Collections
  • Member Service
  • Operations
  • Business Development

Registration Investment

Power Learner Passport - (click for details)

Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!

eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just contact the League at


You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.

Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.