Understand the basic components of financial counseling; what it is and what it isn't. This module provides an overview of the financial attitudes and behaviors that contribute to problems with spending, saving and debt. The basics of financial counseling are introduced, along with the importance of offering hope to members who may be overwhelmed by their current financial problems.
- Who Has Problems
- Understanding Financial Attitudes
- Financial Counseling Basics
- Giving Members Hope
- Examining Member Needs
- Program Design and Implementation
- Credit Union Case Studies
This course is part of the CUNA Credit Union Financial Counseling Certification Program (FiCEP).
Third Edition, Released April 2014