Waypoint can help credit unions of all sizes meet regulatory requirements and enhance staff and board competency by providing and tracking training for staff, management, and directors.

Training modules include but are not limited to:

  • History of the Credit Union Movement
  • Financial Literacy Training
    • Directors
    • Supervisory Committee
    • Staff / Young Professionals
  • Safeguarding Member Information
  • Bank Secrecy Act (BSA) / Anti Money Laundering (AML)
  • Office of Foreign Asset Control (OFAC)
  • Service Member Civil Relief Act
  • Military Lending Act (MLA)
  • Robbery Training
  • Reg CC Funds Availability
  • SAFE Act Training
  • Security Awareness (IT and Physical)
  • Topic of choice
  • Supervisory committee onboarding and continued training
  • Board of Director and SupCo roles and responsibilities, onboarding