Marketing Certification Program


What is the Marketing Certification Program?
The Marketing Certification Program is a process that rewards credit union professionals for investing the time and resources necessary to remain educated in this highly competitive environment. The individual receives a certificate and League certification status for completing stated education requirements. To apply for certification, fill out the Marketing Certification Application and send to

Why participate in a League Certification Program?
Credit union leaders know the value of education in this highly competitive industry. An individual’s participation in continuing education shows true dedication as a credit union professional.

What are the Program Requirements?
The individual must complete a minimum of 5 training events per calendar year. One event must be a face-to-face session offered at the League office. The individual will complete a Certification Application Form to receive a certificate and League certification status.

Certification is good for one year from the date of the last course completed.

What is considered Eligible Course Content?
Eligible curriculum will include all league training events: Roundtables, Full Day Classes, Workshops, Conferences, All Quick Bites, and Financial Education Webinars. CUNA Education: Schools, Conferences, Self-Study, Webinars, etc.

What are the Marketing Certification competencies?
The Marketing Certification program includes education designated to four employee levels:

  • Level 1: Frontline Tellers, Loan Processors, Receptionists, Operations Staff, Volunteers
  • Level 2: MSRs, Lenders, Line of Business Managers
  • Level 3: Marketing Assistants, Marketing Specialists
  • Level 4: Business Development Officers/Managers, Marketing Directors

Descriptions of each employee level and the competencies required for each are available here.