Fit2Trade
The Complete Digital Compliance Solution for Credit Unions
Achieve CBI compliance, streamline health & safety, and demonstrate strong governance – all through one easy-to-use portal.
One app. Multiple solutions.
Specifically deigned for the unique needs of Irish Credit Unions. The solutions you need for you team and premises.
Ensure.
Health & Safety Management System
Get your up-to-date Safety Statement, an Annual Audit and a complete H&S Management system to ensure compliance.
Educate.
Learning Management System
Online compliance training courses that are tailored to Irish Credit Unions and cover your legal requirements. Includes MCC Tracker.
Execute.
Operational Management App
Guarantee consistent standards, ensure safe checks are completed, and simple operational checks across all your locations.
Regulatory Compliance courses for Credit Union employees
H&S courses for Credit Union employees
Minimum Core Competency Tracker
The MCC now includes Credit Unions, requiring staff involved in savings, investments, and lending to obtain qualifications set by the Central Bank of Ireland. With Fit2Trade, you can easily track MCC qualifications, identify gaps, and provide evidence of proactive compliance to the CBI. The deadline for acquiring these qualifications is the 1st October 2028.
Life Assurance
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Qualified Financial Adviser
Member, Associate or Fellow of the Irish Institute of Pensions Management
Accredited Product Adviser (Life Assurance)
Certificate in Personal Financial Planning with the Personal Financial Planner designation
Accredited Product Professional (Life Assurance)
Pensions
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Qualified Financial Adviser
Member, Associate or Fellow of the Irish Institute of Pensions Management
Accredited Product Adviser (Pensions)
Certificate in Personal Financial Planning with the Personal Financial Planner designation
Accredited Product Professional (Retirement Benefits)
Savings and Investments
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Qualified Financial Adviser
Member, Associate or Fellow of the Irish Institute of Pensions Management
Registered Stockbroker
Accredited Product Adviser (Savings and Investments)
Certificate in Personal Financial Planning with the Personal Financial Planner designation
Accredited Product Professional (Savings and Investment)
Accredited Financial Practitioner
Advanced Certificate in Credit Union Practice (Term Deposits)
Pathways Diploma in Credit Union Practice (Term Deposits)
Credit Union Adviser (Term Deposits)
Personal General Insurance
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Certified Insurance Practitioner
Associate or Fellow of the Chartered Insurance Institute
Accredited Product Adviser (Personal General Insurance)
Accredited Product Professional (Personal General Insurance)
Accredited Practitioner (Personal General Insurance)
Accredited Financial Practitioner
Commercial General Insurance
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Certified Insurance Practitioner
Associate or Fellow of the Chartered Insurance Institute
Accredited Product Adviser (Commercial General Insurance)
Accredited Product Professional (Commercial General Insurance)
Private Medical Insurance and Associated Insurances
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Certified Insurance Practitioner
Associate or Fellow of the Chartered Insurance Institute
Diploma in Private Medical Insurance
Accredited Product Adviser (Personal General Insurance)
Accredited Product Adviser (Private Medical Insurance)
Accredited Product Professional (Private Medical Insurance)
Accredited Product Professional (Personal General Insurance)
Housing Loans, Home Reversion Agreements and Associated Insurances
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Qualified Financial Adviser
Accredited Product Adviser (Loans)
Certificate in Personal Financial Planning with the Personal Financial Planner designation
Accredited Product Professional (Loans)
Accredited Practitioner (Loans)
Accredited Financial Practitioner
Consumer Credit and Associated Insurances
Track employee completion of CBI-recognised qualifications.
Acceptable qualifications:
Qualified Financial Adviser
Accredited Product Adviser (Loans)
Accredited Product Adviser (Consumer Credit)
Certificate in Personal Financial Planning with the Personal Financial Planner designation
Accredited Product Professional (Loans)
Accredited Practitioner (Loans)
Accredited Financial Practitioner
Advanced Certificate in Credit Union Practice
Pathways Diploma in Credit Union Practice
Credit Union Adviser
Health & Safety Audits
The ENSURE Health and Safety audits are expert assessments of your H&S policies, systems and procedures to ensure you’re compliant and operating safely.
Digital Routines and Checklists
Get real-time visibility of the completion of all H&S checks. We digitize your paper Daily, Weekly, and Monthly checks so they’re completed on mobile.
Incident & Accident Management
Efficiently report and manage all incidents / accidents with our comprehensive software. Streamline your response and processes for a safer workplace.
Corrective Action Management
Our cloud-based CAPA management system allows credit unions to track customer complaints, safety issues from routines and audit actions.
Reduce Errors and Prevent Loss
Loss Prevention Routines
Remove Excel and Paper
We digitize and schedule your existing Loss Prevention checks to minimise and prevent loss, giving Head Office instant visibility.
PCI Compliance Checks
Avoid Hefty Fines
We take the guesswork and hassle out of PED reporting, as well as ensuring all PEDs are checks for tampering signs each week.
Routine Safe Checks
Instantly Identify Shortages
By digitising your Monthly cash count and sending collated data to Head Office, we remove all the manual processes and emails.
Pricing for your Credit Union
Credit Union
price per location*- Includes for each Credit Union
- Training for all employees
- 1. Regulatory & Data Compliance: Showcase robust governance, protect member data, and ensure compliance with CBI requirements and data privacy best practices.
- 2. MCC: Easily track MCC qualifications, identify gaps, and provide evidence of proactive compliance.
- 3. Health & Safety Compliance: Keep your team current with the latest health and safety regulations.
- H&S
- 1. Annual Health & Safety Audits: Let us handle your audits to ensure compliance and peace of mind.
- 2. Comprehensive Safety Statement: Stay compliant with a professionally crafted, up-to-date safety statement.
- 3. Incident & Accident Reporting: Minimise risks and lower insurance costs with our efficient reporting module.
- Operations
- 1. Loss Prevention & PCI Compliance: Protect your assets and secure payment processes with structured routines and comprehensive compliance measures.
- 2. Digital Safe Checks: Ensure secure operations with automated, hassle-free checks.
- 3. ESG Reporting (2025): Demonstrate your commitment to sustainability and governance with transparent reporting.
*a location is each address that your business operates from.
Live demo.
Get to know the Fit2Trade solution in 15 minutes
You’ll get a personal tour of the platform, showcasing how it works for Irish Credit Unions. You’ll discover how you’ll be compliant with Safety Statements, Incident & Accident Reporting, Compliance Courses and more.