CUNA Certified Financial Counselor Part 2 eSchool
October 4, 2016 To November 22, 2016
Product Code:
  • $2,790.00
    Non Member Price
  • $1,395.00
    CUNA Member Price
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Help members manage expenses, understand their tax obligations, purchase insurance that fits their budget, build an investment strategy and plan for retirement. Attend this eSchool to complete Part 2 of CUNA Financial Counseling Certification Program (FiCEP). This program will enable you to become more confident in helping members build a stronger financial future.

During this eSchool, you will enhance your services by:

  • Developing proven financial counseling skills that will become part of your credit union's culture
  • Offering financial counseling for member interaction at all staff levels
  • Differentiating your credit union and showing value to your members with certified financial counselors on your team
  • Helping members transform the way they deal with money through real-world counseling

Program Information

Registered attendees will receive access to all of the FiCEP Part 2 modules and exams.

Following the eSchool, you will need to locate a proctor in your area to complete the certification exams to earn your Certified Credit Union Financial Counselor (CCUFC) designation.

Learn more about the proctor guidelines.

Options for earning your Certified Credit Union Financial Counselor designation:

  • Self-study print-based modules
  • Self-study eBook modules
  • Certified Financial Counselor eSchool

Choose the training that best suits your learning style and your credit union’s budgetary parameters.

Who Should Attend

This eSchool 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.

Sessions include:

Class 1 & 2: October 4 & 11, 2016 // 1:00-2:30 p.m. CT
Controlling Living Expenses - Kathryn Greiner

In these sessions, you will:

  • Recognize the three biggest expense items in most members’ budgets and explore ways to reduce their costs in these areas
  • Recognize the importance of teaching members to involve all family members in the counseling and education process, from understanding the problems to being part of the solution
  • Explore how the credit scoring system works and how to help members change their attitudes and habits to ensure their credit score improves
  • Examine the different types of credit cards that are available to members and how to choose the right credit card for them

Class 3 & 4: October 18 & 25, 2016 // 1:00-2:30 p.m. CT
Why People Act The Way They Do About Money - Chris Wolgamott

In these sessions, you will:

  • Recognize what money means to different people and how this information can help you as a counselor
  • Identify what influences our values and beliefs and why this is important for counselors to understand
  • Recall the importance that family history plays in how people manage their money
  • Explore tactics for helping members develop strategies to increase savings by reducing spending
  • Recognize how counselors can help couples overcome conflicts over money and work together to solve their financial problems
  • Discuss special issues that may arise when members in counseling go through separation or divorce and your role in helping those members
  • Recognize that members sometimes have other problems such as addiction

Class 5: November 1, 2016 // 1:00-2:30 p.m. CT
Taxes and Investment Basics - Ken King

In these sessions, you will:

  • Recognize the basics of taxation and how to help members understand their tax obligations and responsibilities
  • Recognize how to help members use their tax refunds wisely
  • Help members understand the basic concerns related to investing
  • Identify how to help members develop a short, medium and long term savings and investment strategy

Class 6: November 8, 2016 // 1:00-2:30 p.m. CT
Insurance - Ken King

In these sessions, you will:

  • Explore the basics of risk management and insurance
  • Identify how to help members assess their risk and 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

Class 7: November 15, 2016 // 1:00-2:30 p.m. CT
Retirement - Ken King

In these sessions, you will:

  • Identify how to help members explore all options open to them regarding retirement
  • Review the signs of elder financial abuse and how you can help members avoid experiencing this

Class 8: November 22, 2016 // 1:00-2:30 p.m. CT
Personal Financial Preparedness - Ken King

In these sessions, you will:

  • Explore guardianship, wills and power of attorney and how members can make educated decisions on such matters
  • Discuss the role education plays in avoiding consumer fraud and identify theft

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

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Have a question? Email or call 800-356-8010 ext. 3.