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 economy's 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 is a CUNA CU Advance course through CUNA CPDOnline and contains individual courses for $35 each.
Course participants will have an option of taking a pre-assessment to determine which courses are needed for his or her skill level. A comprehensive exam for all 6 courses can be purchased for $24.50 through CUNA CPDOnline.
Estimated length of course: Each individual course is 20-30 minutes.