CUNA: Guiding Members Through Economic Challenges (Online)

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Guiding Members Through Economic Challenges (Online)

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A1029

Jan. 24, 2012

As a credit union employee, you provide valuable services to members on a daily basis. A cornerstone of your member service efforts is financial education, which is especially critical during uncertain economic times. In this module, you will learn about the economys effect on credit union products and services and the importance of financial counseling and education. You will explore the topic of financial management and learn techniques for helping members budget, save and manage their money, and use their credit wisely. Additionally, you will discover how to communicate, empathize and assist members experiencing severe financial problems. Finally, you will learn why the credit union philosophy of "people helping people" is critical, particularly in tough economic times.

This module contains 6 online courses:

National, Local and Personal Economies(A1029A)
Budgeting Basics(A1029B)
The Savings Habit(A1029C)
Understanding Consumer Credit(A1029D)
Helping Members with Severe Financial Problems(A1029E)
Member Service More Than Ever(A1029F)

This course is a recommended course in the following learning plans:Branch Manager Member Service Representative Teller Head Teller

This course is part of the CUNA CU Advance program.

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A1029

Jan. 24, 2012

See the topics and learning objectives

National, Local and Personal Economies

Recall basic economic concepts and their effect on members personal finances
Recognize the effects of economy on credit union services
Identify how a credit union is shaped by its own "mini-economy
Identify the key elements of serving members who have suffered financial setbacks
Recognize the role of financial counseling and education as a member service

Budgeting Basics

List the factors that influence financial management
Identify four troubling financial habits
Recall the basic steps of conducting a budget analysis
Identify strategies that help improve cash flow
Recognize how to communicate effectively with members about their personal finances

The Savings Habit

Recognize the three types of savings every household spending plan should include
Identify the products and services that can help members develop a savings habit
Identify strategies to spend less and save more
Outline the process for identifying personal financial goals
Recognize basic concepts of investing to achieve financial goals

Understanding Consumer Credit

Identify the benefits of managing credit carefully
Recognize signs that members may be having problems managing their credit
Recall strategies for using credit wisely
Identify products and services to help members maintain their creditworthiness
Differentiate between positive and potentially negative communications about credit

Helping Members with Severe Financial Problems

Describe how to convey key messages to members in financial trouble;
List circumstances that may result in severe financial problems
Identify useful services to support members experiencing severe financial problems
Recognize potential misconceptions about bankruptcy
Recall the roles of members and credit union advisors in working toward financial solutions

Member Service More Than Ever

Recognize why the credit union philosophy is critical in tough economic times
Recall barriers to providing superior service to members in crisis and how to overcome those barriers
Recognize essential aspects of providing superior service to members in crisis
Match members of various life stages, cultures, and financial situations with useful products and services
Identify stress management strategies that support superior member service

An optional online exam is available for this course through CUNA CPDOnline. Exams can be purchased for $24.50 each.

This course is a recommended course in the following learning plans:Branch Manager Member Service Representative Teller Head Teller

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A1029

Jan. 24, 2012

See more Member Services and Accounts courses.

See a full list of courses available from CUNA.

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A1029

Jan. 24, 2012

Recognition

Recognition opportunities are offered at various training milestones with CUNA designations and certificates.

College Credit

Select courses are recommended for college credit for students who pass proctored, college-level exams and carry college credit recommendations through the National College Credit Recommendation Service. CUNA has also developed relationships with the following national programs. Learn more.

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A1029

Jan. 24, 2012

CUNA courses are a simple, affordable way to provide current, real-world training to your credit union. Courses are available in print and/or online through CUNA CPDOnline. With hundreds of courses to choose from, you're sure to find learning materials to fit your credit union's needs. See a full course list.

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CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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