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Inclusiv Learning Center

Inclusiv helps credit unions build internal capacity and expand their reach. We provide training and tools that help credit unions launch new loan products to serve untapped markets.

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Learning Pathways

By engaging in deep impact lending, credit unions can differentiate their brand, increase membership, expand and diversify their loan portfolios, and build pathways for future growth and financial sustainability.

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Student Testimonials

Green Home Consumer Lending

“...This class has opened up my eyes as to how we can serve our members so much more with Green Energy solutions. I get it more than ever. I’m planning on sending two more team members to the next available sessions , we want to live this out in service to our members. ”

Madeline Stewart, President/CEO

Vida FCU, CA

Commercial Solar Lending

"I enjoyed the breadth of knowledge and information from both Clay and Andrew. They offer a great balance of real world experience and academic knowledge. The state policy piece was a great feature as it taught added an additional level of diligence we should be conducting as lenders."

Aaron Thomas, AVP, Commercial Lending

North Shore Bank, MA

Building & Managing Strong Financial Coaching Programs

The training was incredibly valuable as we were just starting our program. Learning from others helped us make key decisions about where to begin and what to prioritize. Now we’re focused on scaling.”

Chantel Negron, AVP of Community Development

Grow Financial FCU, FL

Building & Managing Strong Financial Coaching Programs

“I had all these ideas for a financial wellness plan, but no structure, flow, or consistency. The training helped me organize and make it understandable."

Jennifer Webb, VP

UP Arkansas FCU, AK

Building & Managing Strong Financial Coaching Programs

“Before the training, I didn’t realize coaching and counseling were different. This course clarified our goals and gave us a roadmap we’ve already put into action. We identified champions, launched a savings match program, and small changes — like easier appointment access — led to a 15–20% increase in utilization. Every person matters.”

Sara Zeier, Director of Development Services

Clearwater FCU, MO

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