Be there for your members when they need you most!

When times are tough and money’s tight, members turn to you to solve their financial woes. Do you have the expertise needed to provide your members with the level of financial counseling they need? At the CUNA Certified Financial Counselor Schools, you’ll hear financial counseling experts share their insight into one of the most important services that you can provide to your members. By learning the skills you need to help your members through any tough financial situation, you’ll not only gain confidence in your abilities, you’ll also inspire confidence in your members and help them take control of their financials.

Learn how to properly assess the current financial situation of your members and explore the available resources and strategies that will help get your members back on track to financial independence.

Topics inculde:

• Introduction to Financial Counseling
• Financial Counseling Essentials
• Special Issues in Financial Counseling
• Using Communication Skills During Financial Counseling

Earn your Certified Credit Union Financial Counselor (CCUFC) certification at the CUNA Certified Financial Counselor Schools!

Testing is provided for those pursuing their Certified Credit Union Financial Counselor (CCUFC) certification. To achieve certification, you must successfully complete both Part 1 and Part 2 of the CUNA Certified Financial Counselor Schools and pass each qualifying exam. You may attend Parts 1 and 2 in any order and there are no prerequisites.

You may also receive your certification through FiCEP, a self-study financial counseling certification program. Learn more about FiCEP.

CUNA Certified Financial Counselor School: Part 1: June 10–14, 2012

CUNA Certified Financial Counselor School: Part 2:  June 10–14, 2012

CUNA Certified Financial Counselor School: Update:  June 10–14, 2012

Preview the schedule

Introduction to Financial Counseling

Understand the basic components of financial counseling. This session provides an overview of the financial attitudes and behaviors that contribute to problems with spending, saving and debt.

Financial Counseling Essentials

Get the tools and knowledge needed to help change their financial practices and rebuild their financial future. You’ll also have the opportunity to dive into the details of your role as a credit union financial counselor.

Special Issues in Financial Counseling

Explore counseling case studies that will help you develop a framework for creating your own financial counseling program. You’ll also learn more about the legal rights of the member and his or her creditor.

Using Communication Skills During Financial Counseling

Ensure you and your member are on the same page. Learn how to communicate with your members so that they fully comprehend the valuable information you are giving them.

Affiliation with CUNA/League is required for attendance.

The CUNA Lending Council offers scholarships each year to eligible individuals. Each award will be for up to $2,500 and can be used toward expenses for CUNA Center for Professional Development (CPD) school tuition.

The scholarship deadline for the CUNA Certified Financial Counselor Schools is April 30, 2012. For more information, visit cunalendingcouncil.org/scholarships.