Advanced Lending Institute

The Advanced Lending Institute

This is an intensive lending course which serves as a follow-up to the University of Lending and is the first step towards earning your CLE designation.   Students will learn the fundamentals of running a successful financial organization from strategic planning to trend analysis.  Attendees will learn how to predict their own credit union's financial success and how to improve on their results.

Key Topics Include:

  • The 12 P's:  People + Planning + Policy + Pay + Progressive + Pace + Product + Place + Promotion + Practice + Price = PERFORMANCE
  • Standards of practice and code of ethics
  • Asset liability management
  • Consumer and business lending
  • Collections

For more information on our next Advanced Lending Institute, click here or contact Valerie Lentz at (877) 915-7675 x63.

Register here for the Advanced Lending Institute.



Recent Articles


Traditionally the advantages of a member-owned credit union were only extended to those who met specific guidelines. Now there are approximately 60 credit unions that are open to anyone across the country. 


Board members are arguably the most influential members of an organization. Here are a few ways your credit union can acknowledge directors during the holidays. 

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