About the Course

This course is designed to help credit unions understand and successfully navigate the process of earning the Juntos Avanzamos designation.

Whether your credit union is beginning this journey or has been serving Hispanic and immigrant communities for many years, this course will help you understand the application requirements, what the Selection Committee looks for, and how to demonstrate your commitment to financial inclusion.

Throughout the course, you will walk through each section of the application, identify the information and supporting documentation you will need, and learn practical tips for preparing a strong submission.


Course curriculum

    1. How to Use this Course

    2. Course Overview

    3. Course Waiver & Policies

    4. Technical Requirements and Support

    1. Module 1 Overview

    2. Juntos Avanzamos: Designation Overview

    3. Who Is Eligible to Apply?

    1. Module 2 Overview

    2. Application Process​

    3. Application Criteria

    4. How Your Application Will Be Evaluated

    5. Juntos Avanzamos Evaluation Rubric

    6. Examples of Supporting Materials

    7. Application Walkthrough: Step-by-Step Guide

    8. Before You Apply!

    1. Module 3 Overview

    2. What Happens After Designation?

    3. What is Required to Maintain the Designation?​

    4. Stay Connected

About this course

  • Free

Instructor

Yashira Valentin-Rosas

Senior Learning and Instructional Design Officer

Dr. Yashira Valentín-Rosas is a Senior Training Officer at Inclusiv. She holds a Doctorate in Curriculum and Instruction from Texas A&M University, a Master’s degree in Teaching English as a Second Language from the Inter American University of Puerto Rico, and a Bachelor’s degree in Business Administration from the University of Puerto Rico. She is also a Certified Product Manager and Certified Product Marketing Manager. She has extensive experience in curriculum design and alignment and building and scaling learning products. Her work includes professional mentoring and the development of strategic frameworks that support the learning of diverse audiences. Her approach centers on designing and delivering innovative learning products and teaching strategies that align with organizational goals and drive measurable educational outcomes.

René Vargas Martínez, Esq.

Vice President for the Puerto Rico and U.S. Virgin Islands Network

René Vargas Martínez, Esq. serves as Vice President for the Puerto Rico and U.S. Virgin Islands Network at Inclusiv. He is responsible for leading the development and implementation of programs, services, and new initiatives for cooperativas and credit unions, including Spanish-language adaptation and addressing the regulatory and market needs of each region. In 2018, Mr. Vargas Martínez led Inclusiv’s CDFI Initiative in Puerto Rico, providing technical assistance to credit unions in preparing and submitting applications for CDFI Fund certification. The success of this initiative has helped credit unions across the island gain access to millions of dollars in community development investments to strengthen their lending capacity. Mr. Vargas Martínez holds a bachelor’s degree in History and a Juris Doctor from the University of Puerto Rico School of Law. In 2014, he was admitted to practice law in the Commonwealth of Puerto Rico.

Questions?

Reach out to the Learning Center team at [email protected]