Course

Course Summary
Credit Type:
Course
ACE ID:
SRCU-0001
Location:
Hybrid
Length:
9 weeks (162 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Upper-Division Baccalaureate 3 Survey of Finance
Lower-Division Baccalaureate 3 Management
Lower-Division Baccalaureate 3 Marketing Communications
Description

Objective:

The course objective is to provide students with education in management principles and practices through formal classroom instruction, special interest activities, and the preparation of school projects. The curriculum is designed primarily to meet the educational needs of individuals pursuing a career in credit union management.

Learning Outcomes:

  • Apply management principles effectively in the context of credit union management.
  • Create, analyze, discuss, and evaluate comprehensive strategic plans for credit unions.
  • Demonstrate a comprehensive understanding of the financial management aspects of credit unions to make informed decisions about credit union operations.
  • Present complex information clearly and persuasively.
  • Collect, analyze, and interpret key financial and operational data to make data-driven decisions and develop strategies.

General Topics:

  • Management Principles and Practices: general management, financial management, human resource management, communications, marketing, and leadership
  • Data Analysis and Application: ratios, policies, and trends that impact member services, credit union performance, and potential membership
  • Strategic Planning and Evaluation: Conducting environmental and competitive analyses, identifying strengths and weaknesses, setting goals and objectives, and developing action plans with a cost-benefit analysis
  • Financial Management: analyzing financial statements, understanding key financial ratios, budgeting, forecasting, financial planning, risk management, and regulatory compliance
  • Communication and Presentation: development and delivery of substantial research projects and presentations
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Classroom Exercise
  • Coaching/Mentoring
  • Discussion
  • Learner Presentations
  • Lectures
  • Practical Exercises
  • Project-based Instruction
  • Experiential Simulation

Methods of Assessment:

  • Examinations
  • Presentations
  • Written Papers

Minimum Passing Score:

70%
Supplemental Materials