CUSOURCE® Lending Curriculum
This document maps out the learning path for lenders. It shows current courses, as well as those in development.
Follow the arrows to expand your knowledge into different areas of lending.
Personal Lending*
 Relationship
Building/Opportunity Spotting
 Referrals
 Sales
Business Structures in Canada
Applied Consumer Lending
Risk and Relationship Pricing
eLearning
eClass – Three 90-minute sessions
eClass: Two 90-minute sessions
CUIC 185 Products &
Services
Applied Residential Mortgage
Lending
Cohort or Self-Study
eClass: Three 90-minute sessions
Understanding Our Business
In-house (ILT) - Classroom or eClass
Self-Employed Borrowers
eClass: Two 90-minute sessions
Delinquency, Collections,
and Security Realization
The Chronic Credit Seeker
eClass: Two 90-minute sessions
eClass: Four 90-minute sessions
(Future Course – Applied
Delinquency and Collections)
CUIC 210 Consumer &
Residential Mortgage Lending
The High Net Worth / High
Income Borrower
Cohort or Self-Study
eClass: Two 90-minute sessions
Residential Construction
Financing
Insured Mortgages with
Improvements
eClass: Two 90-minute sessions
Specialized (Product-Specific)
Skill and Knowledge
Additional topics under consideration

Unsecured Personal Lending

Line of Credit Lending for
Construction and Reno Projects

Mortgage Lending for High-Value
Properties

Auto Financing

RV Financing

Bridge Financing

Line of Credit Annual Review

Multiple Property Mortgage Lending
eClass: Three 90-minute sessions
Case Studies in Advanced
Residential Construction
Financing
CUIC 240 Fundamentals of
Personal Financial Planning
Cohort or Self-Study
eClass: Two 90-minute sessions
Advanced Skill and Knowledge
Additional topics under consideration
*Personal Lending Skills Assessment available
April 2015

Security Realization, Small Claims and Bankruptcy

Financial Planning for Retail Lenders

Former Bankrupts

Third Party Signatories

Analyzing Investment and Rental Income
CUSOURCE® Lending Curriculum
Business Lending**
Small Business Lending
CUIC 345 Business Lending
Cohort or Self-Study
Business Structures in Canada
eLearning
Applied Business Lending
eClass: Four 90-minute sessions
CUIC 340 Commercial
Mortgage Lending
Financial Statement
Composition
Cohort or Self-Study
eClass: Three 90-minute sessions
Advanced Business Lending
eClass: Five 90-minute sessions
CUIC 346 Agricultural Lending
Self-Study
CUIC 345 Business Lending
Legend
Cohort or Self-Study
Advanced Skill and Knowledge
Additional topics under consideration
Foundational Skill and Knowledge
Applied Skill and Knowledge
Introduction to Business
Financial Statement Analysis
Advanced Skill and Knowledge
eClass: Five sessions
(Future Course: Financial
Statement Analysis – Common
Ratios)

Complex Business Structures
Commercial Loan Collection

Financial Statement Analysis –
Advanced Ratios
3-day Instructor-led

Cash Flow Analysis
Specialized (Product-Specific)
Skill and Knowledge
Soft-Skills Workshops
Course not yet developed
Small Business
Conversations
April 2015
® CUSOURCE and CUSOURCE & Design are registered trade-marks owned by Credit Union Central of Canada, used under license.
**RMA (The Risk Management Association)
Diagnostic Assessment available