From Budget Analysis to Spending Plan webinar

From Budget Analysis to Spending Plan webinar
2:00 P.M. - 3:30 P.M. CT
Product Code:
  • $219.00
    CUNA Member Price
  • Non Member Price $438.00
  • Learn how to become a member here:

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Once a financial counselor understands the member’s current financial condition it is easier to help him/her develop a systematic plan for spending, bill-paying and saving that reduces debt. An additional purpose of counseling is to help a member understand how to use credit wisely in the future. Participants will learn to:

  • Become comfortable with the process of analyzing income, living expenses and debts to clarify the member's range of options for improvement
  • Learn how and why to fit savings into a tight budget, and understand how critical saving is to debt reduction and avoiding bankruptcy
  • Empower members by teaching them how to develop a plan for spending, bill-paying and saving so they can manage money and make better financial decisions in the future
  • Help members accelerate debt reduction while improving their credit rating

This webinar is part of CUNA Financial Counseling Certification Program Part 1 which starts May 2. CUNA members gain access to the entire series for $1395.

Who Should Attend

This webinar is beneficial for credit union staff who work in the financial counseling, collections and loan departments, or any other staff members who are committed to helping members gain control of their financial future.

Also Available

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

This webinar is available to CUNA Training Bundle users at no additional cost.

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