Get Virtual Tips Participant Workbook A - Cuna Mutual Group

The Virtual TIPS Participant Workbook A from CUNA Mutual Group is an essential resource for participants in the Lender Development Program. This guide will provide clear and straightforward instructions on how to effectively fill out the workbook online, ensuring that you capture all necessary information accurately.

Follow the steps to complete your Virtual TIPS Participant Workbook A.

1. Click ‘Get Form’ button to obtain the workbook and open it in your preferred editing application.
2. Begin by entering the date in the section labeled 'Date'. This is essential for documentation purposes.
3. Please fill out the facilitator's name and their email address in the designated fields. This allows for easy communication and follows up on any questions or concerns.
4. Follow the instructions to enter information in the ‘Overview of TIPS Curriculum’ section, documenting each date and session title as required.
5. In the 'Objectives' section, complete the statements reflecting your understanding of the program's goals by summarizing the key points listed.
6. Continue filling in the 'Eligibility Requirements' section, noting any criteria as specified for the different products discussed in the curriculum.
7. For the 'To Do Before Next Session' area, ensure you complete any required eLearning modules referenced prior to moving to the next session.
8. Save your progress frequently. Once completed, you can download, print, or share the workbook as needed.

Take a moment to complete your Virtual TIPS Participant Workbook A online for a smoother experience in the Lender Development Program.