Introduction to Financial Counseling course (print)

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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.

Chapters:

  1. Who Has Problems
  2. Understanding Financial Attitudes
  3. Financial Counseling Basics
  4. Giving Members Hope
  5. Examining Member Needs
  6. Program Design and Implementation
  7. Credit Union Case Studies

This course is part of the CUNA Credit Union Financial Counseling Certification Program.

Third Edition, Released April 2014

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In this module, you will learn to:

  • Recognize that anyone can have financial problems and for a range of reasons
  • Identify essential qualities a financial counselor must possess
  • Identify the range of skills required to provide counseling to members
  • Explore how to give members hope and motivate them to make the necessary changes
  • Review the pitfalls that counselors need to avoid
  • Identify how to design and implement a counseling and education program at your credit union
  • Recognize three key things members need from a counseling and education program
  • Review best practices from credit unions who have implemented successful counseling and education programs

One complimentary exam is included with this module. Additional exams can be purchased for $30.00 each.

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CUNA Financial Counseling Certification Program (FiCEP) develops credit union counseling professionals to guide members through future financial situations and enables all credit union staff to become more confident in helping members. Attendees may earn credit toward their Certified Credit Union Financial Counselor (CCUFC) designation upon successfully passing all exams associated with Parts 1 & 2.
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27564

 

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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