Company Information

Get to know CU Strategic Planning

Founded in 2008, CU Strategic Planning is a social-purpose firm that provides strategic consulting and grant acquisition services exclusively for credit unions. Its mission is to help credit unions change lives and communities by securing resources and developing strategies to better serve low-income and underserved populations. The company specializes in Community Development Financial Institution (CDFI) certification, grant writing, strategic planning facilitation, and community impact analysis, having helped credit unions win over $1.5 billion in community development grants.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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CU Strategic Planning

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.