Online Training

edu-onlineFor credit union staff who prefer learning at their own pace and on their own schedule, CU*Answers University offers online training resources that cover a multitude of topics related to CU*BASE, soft skills, and compliance. From video tutorials to courses available through the CU*Answers University online campus, there is something for everyone. Following is a complete list of online training resources.

Booklets and Documentation


This online database includes thousands of questions and answers about CU*BASE and is a very popular resource among clients seeking to learn more about CU*BASE. Each time a Client Services & Education team member receives a client question, they document the answer in AnswerBook.

Access AnswerBook

Asking the right questions *NEW!*

This online database includes hundereds of frequently asked questions posed by credit union board members to their management team. Understanding the numbers is only part of the process. These questions will help determine whether credit union staff have analyzed the numbers and devised a strategy to move their credit union towards better returns. Visit to access this resource.

View the Answering the Right Questions website

Building the Factory Instructional Manuals

This series of do-it-yourself instructional guides shows clients how to harness the power of the CU*BASE toolset to conduct marketing campaigns that will help their credit union increase product sales. With step-by-step instructions that take clients from launching a campaign to analyzing the results, these guides make it easy to unlock the revenue-generating opportunities within CU*BASE. Download the Building the Factory instructional manuals from the CU*Answers Store.

View the Building the Factory Store

CU*BASE Reference Materials

This site includes reference materials related to It’s Me 247 Online, Mobile, and Text Banking. The site also includes documentation on related products such as eStatements, online membership applications, and the various online bill pay options that CU*Answers offers. Access It’s Me 247 reference materials.

View CU*BASE Reference Materials

It’s Me 247 Reference Resources

This site includes booklets on various CU*BASE-related topics and is an excellent resource for staff who are looking to become more familiar with a particular CU*BASE feature or tool.

View It’s Me 247 Reference Resources

Understanding Your CU*BASE Invoice

This resource, designed for credit union accountants and CEOs, explains the ins and outs of the CU*Answers monthly invoice and how clients can correlate CU*Answers pricing and monthly invoices with the way their credit union earns. It includes a sample invoice, billing code information, and a sample credit union five-year pricing overview.

Access this resource



CUSO Magazine

CUSO Magazine is a new digital publication from the network. At CUSO Magazine, we’re aiming to deliver interesting and entertaining stories on the topics and issues that influence the credit union industry. From strategy articles to client features, opinion pieces and more, we hope you’ll read and subscribe. Interested in telling your own credit union’s story? Contact us at to get started!

Visit the CUSOMag website



Education Report Newsletter

This monthly newsletter keeps clients informed of upcoming courses and training events. Visit the CU*Answers Store at to learn more and to subscribe to this newsletter.

Subscribe to the Education Report Newsletter

SettleMINT EFT Newsletter

The CU*Answers SettleMINT EFT team understands how important card servicing, bill payment, and shared branching can be for your members, so they offer this quarterly newsletter to keep you updated on the latest products and news related to electronic funds transfer services.

Subscribe to the SettleMINT EFT Newsletter


Online Campus

We offer free on-demand courses that you can take any time anywhere. Options for the CU*Answers University Online Campus are listed below and on the following page.


Free Campus with Administrator Access

CU*Answers University offers a wealth of on-demand courses, both credit union specific and CU*BASE courses, all available at no charge through the CU*Answers University free online campus. Many of the courses listed in the training schedules beginning on page 25 have an on-demand course equivalent, as indicated by the heading “On-Demand Equivalent” on the course syllabus (page 45). This allows those who cannot attend the scheduled course to take the on-demand equivalent at a time convenient for them. To access on-demand courses, click the Network Links button in CU*BASE and select CU*Answers University. With administrator access to the free campus, online campus administrators can track learning progress, award certificates of completion, and design individual development plans. To learn more about this resource, visit the CU*Answers Store.

Free Campus with Admin Access

Full Campus

The expanded campus includes everything the above-mentioned free campus includes, plus more than 100 additional credit union-specific ondemand courses, a course-authoring tool with which to customize courses with your specific credit union content, branding capabilities, and more! Visit the CU*Answers Store.

Full Campus Edition

Expanded Campus

The expanded campus includes everything the above-mentioned free campus includes, plus 76 additional credit union-specific courses, 5 additional course categories, a course-authoring tool with which to customize courses with your specific credit union content, branding capabilities, and more!

Learn more about the expanded online campus

Online Campus Administrator Training

This 45-minute webinar is a primer for newly designated online campus administrators wishing to learn how to manage online learning for their employees. To register, please watch for an email invitation, which will be sent to all those on the CU*Answers Client News email distribution list. To be added to this list, contact the CU*Answers Writing Team at

Online Help

CU*BASE GOLD Online Help

One of the most widely used training resources offered to CU*Answers clients, this robust and comprehensive online help system includes a topic that corresponds to each of the thousands of screens that make up CU*BASE GOLD. This library of CU*BASE-related information helps clients become power users of CU*BASE GOLD. Visit < a href=""> CU*BASE Help to access this resource.

It’s Me 247 Online Help

Designed for members using It’s Me 247 Online Banking, this resource is also helpful to credit union staff seeking to gain a deeper knowledge of online banking. It’s Me 247 online help includes a section of frequently asked questions about It’s Me 247 as well as tips for completing various tasks within online banking such as opening a new account, personalizing online banking pages, and adding security features to online banking.

Access It’s Me 247 Online Help

Show Me the Steps

This how-to help system provides simple step-by-step instructions to help clients complete various tasks in CU*BASE. It also includes an extensive video library with close to 200 video tutorials for those who learn best by seeing the software in action.

Access Show Me the Steps

CU*BASE Operator Edition Online Help

This online help system includes information about system-configuration screens as well as many of the daily-processing tools within CU*BASE Operator Edition. This helps CU*Answers self-processing credit unions learn more about tools used by their operators. It also helps all credit unions better understand the system configurations that control their daily operations.

Access CU*BASE Operator Edition Online Help


As part of the CU*Answers Presence over Video (POV) initiative, which aims to improve client communication and training through video, CU*Answers has developed an extensive library of video resources, which are outlined below and on the following page.

Cybersecurity Literacy For Credit Union Directors

CU*Answers knows cybersecurity adds to an already heavy burden on credit union directors. Watch this comprehensive video, also available in DVD format, to learn about core concepts related to cybersecurity. The video even includes a test to assess your knowledge.

Access Cybersecurity Literacy Resources

Financial Literacy Series for Credit Union Board Directors

This series of 12 videos, also available in DVD format, is geared toward those new to the role of credit union board director. It even includes tests for participants to assess what they’ve learned.

Access Financial Literacy Resources

It’s Me 247 How-To Video Series

Although this video series is designed for members, it’s an excellent resource for new staff unfamiliar with It’s Me 247 Online Banking and the various online bill pay options that CU*Answers offers. The videos explain how to perform tasks in Online Banking and Online Bill Pay.

Access It’s Me 247 How-To Videos


Providing access to nearly 240 videos, the CU*Answers OnDemand site is the main repository for videos on CU*BASE and related products and services. The site includes CU*BASE how-to videos, release training webinar recordings, online banking tutorials, client and member marketing videos, CU*Answers training event videos, and more!

Access the CU*Answers OnDemand site

Show Me the Steps Video Tutorials

A how-to companion to CU*BASE GOLD online help, Show Me the Steps offers close to 200 video tutorials that show clients the ins and outs of CU*BASE GOLD. With videos on everything from back-office functions to lending tools, the Show Me the Steps video library has a video to answer any question a CU*BASE user may have. The collection of videos also includes tutorials on member self-service products such as It’s Me 247 Online Banking and the CU*Answers mobile banking app.

Access Show Me the Steps Video Tutorials

September 23, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, May 10 4:00 PM – 4:30 PM ET This Month’s Focus OnDemand ACH Posting Do you have members requesting to post their paycheck to their account a day early?  Use the CU*BASE on-demand one-time posting feature.  Once activated, your employee can post your member’s pending deposit by selecting the ‘GO!’ button above the ACH… Read more »

May 2, 2022

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Apr 4, 2022

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

CU*Answers University Week is coming April 11 – April 14!  Register for our most timely and relevant courses condensed into one week – each course is FREE to attend!   Monday, April 11 3:30 PM – 5:00 PM ET Report Builder 1: Working with Computer-Stored Data for Reports and Inquiries Register for classroom session Register… Read more »

Mar 25, 2022

Take a Look at the CU*Answers University Courses for April!

Take a Look at the CU*Answers University Courses for April!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in April!   Tuesday, April 5 9:30 AM – 10:30 AM ET Internal Controls Best Practices Register for web conference   Wednesday, April 6… Read more »

Mar 25, 2022

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

Mar 21, 2022