Taxes Insurance and Investments course (print)

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Helping members create a sound financial future requires directing them toward practices to build long-term financial health. Among these practices is a careful examination of the amounts devoted to taxes, insurance, and investments. This module examines these topics to help the member better use his or her income to stay financially healthy.

Chapters:

  1. Tax Basics
  2. Sources of Tax Filing Assistance
  3. Reducing the Income Tax Burden
  4. Insurance Needs
  5. Auto and Property Insurance Protection
  6. The Role of Life Insurance
  7. Investment Basics
  8. Putting it all Together

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

Third Edition, Released May 2014

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27569

 

In this module, you will learn to:

  • Recognize the basics of taxation and how to help members understand their tax obligations and responsibilities
  • Recognize how to guide members to use their tax refunds wisely
  • Explore the basics of risk management and insurance
  • Identify how to help members assess their risk as well as their disability, health, homeowners, auto and life insurance needs
  • Identify how to help members get the appropriate insurance coverage at a price that fits their budget
  • Identify how to help members develop short, medium and long term savings and investment strategies

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

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27569

 

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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27569

 

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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