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CU Philosophy Checktest

CU Philosophy Manual

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Credit Union Philosophy

Credit unions are unique … and, in today’s credit union, it is not enough to know how to price products and services. Everyone, including directors, managers, and staff, needs to understand why credit unions are in the business they are in. When our staff and volunteers understand and are comfortable speaking about this, we will thrive.

Credit Union Philosophy Certification

To help people better understand the "how and why" of credit unions, we've developed a manual that addresses credit unions' unique history, structure, and philosophy. That manual is now available. You can download a .pdf of the manual or order printed copies. The same information, though,  is available on this portion of our website, with links to interesting and complementary information.

We urge credit unions to make this material mandatory for all new employees and volunteers. To test their knowledge, we've developed a "philosophy checktest" made up of 15 questions that require people to remember important credit union information and, in some cases, apply it to their credit union and their experiences. You can download a .pdf of the checktest if you'd prefer to take the test on paper. Or, you can take the test online.

We’ll regularly update and add additional information to engage and keep existing staff and volunteers as up-to-date as possible about the changes happening within the Credit Union Movement.

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