Compliance Training for Credit Unions

Why Choose Us

Solidify your educational compliance infrastructure.

01.

Save time and money on your educational compliance

02.

Focus on key compliance issues like Fair Lending implementation while we handle the education

03.

Our Platform Features

Notification Emails

Notification Emails

Schedule the entire year day one

Start your year strong with a schedule designed to keep you organized, focused, and on track for success all year long.

Schedule the entire year day one

Respond to Auditor Request in Real-Time

Certificates Syllabus Content Attorney Letter
Respond to Auditor Request in Real-Time

Add courses, view progress and notify procrastinators with lightning speed

Full access to the Optimize portal to manage team education. From progress, to assignments, to reminders.

Add courses, view progress and notify procrastinators with lightning speed

Send course reminders to ensure compliance

Send course reminders to ensure compliance

2024 Credit Union Pricing

  • Software $300/mo (two months free if paid yearly)
  • Setup $750
  • Per Student $15/mo (up Comprehensive Audit Standard )
  • Customized Module Bundles $150 per bundle
  • Policies and Procedures TBD as required

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