Understanding and Improving Cash Flow webinar (recorded)

Understanding and Improving Cash Flow webinar (recorded)
06/13/2019 To 04/30/2020
Product Code:
  • $219.00
    CUNA Member Price
  • Non Member Price $439.00
  • Learn how to become a member here: cuna.org/join

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One of the first steps in counseling a member is analyzing their financial condition, which includes, but is not limited to their: credit score, credit report, cash flow, debt ratio, net worth, character, credit and capacity. In this session, we’ll explore financial basics, specifically what the basics can tell you about a member’s fiscal history and how this information can be utilized to help the member increase their cash flow in the future.

Participants should learn to:

  • Recognize basic financial terms
  • Understand member’s money cycles and behavior
  • Understand the importance of a budget in determining cash flow needs
  • Identify appropriate solutions to cash flow issues

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.

Recorded webinar length: 1 hour 30 minutes

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

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