CUNA Certified Financial Counselor Part 2 eSchool
July 6, 2017 To August 24, 2017
Product Code:
  • $2,790.00
    Non Member Price
  • $1,395.00
    CUNA Member Price
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This eSchool enables learners to complete part one of CUNA’s Financial Counseling Certification Program. The eSchool includes electronic access to the NEW Fourth Edition of all 4 related modules, as well as online practice activities and complimentary exams associated with each module. In addition to reading the required pre and post work (self-study), students will learn the content through live online sessions, recordings, discussions and more. Students also get access to the recorded versions of the sessions in case their schedule doesn’t allow them to attend the live online session.

During this eSchool, you'll enhance your services by:

  • Developing proven financial counseling skills that will become part of your credit union's culture
  • Offering financial counseling during every 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 so they can budget better, save smartly, pay down debt and plan for the future, through real-world counseling

Program Information

NEW FOR 2017! In order to obtain the Certified Credit Union Financial Counselor (CCUFC) designation, learners are required to arrange a proctor and receive passing grades on 2 exams (1 exam associated with Part 1 and 1 exam associated with Part 2). This is compared to 8 exams for previous editions of the modules.

Learn more about the proctor guidelines.

Options for earning your Certified Credit Union Financial Counselor designation:

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

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

Register early to save! CUNA Member Credit Unions save $200 when you register before June 6, 2017. Registration price after June 5, 2017 is $1,395.

This eSchool is produced by CUNA Center for Professional Development.

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.


Class 1 & 2: July 6 & 13, 2017 // 1:00-2:00 p.m. CT
Controlling Living Expenses - Kathryn Greiner

A critical component of working with members is learning how they manage expenses. In Controlling Living Expenses we’ll explore ideas for reducing housing, transportation and other expenses. Additionally, we’ll review how you can help members improve their credit score while repaying existing debts.

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: July 20 & 27, 2017 // 1:00-2:00 p.m. CT
Why People Act The Way They Do About Money - Chris Wolgamott

In addition to learning how your members manage their expenses, another critical component of your counseling success is uncovering your members’ beliefs about money so that you can help them discover a sustainable direction.

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: August 3, 2017 // 1:00-2:00 p.m. CT
Insurance - Ken King

In this session we will explore topics of insurance and give you the financial knowledge for you to assist your members in understanding the importance of various types of insurance.

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 6: August 10, 2017 // 1:00-2:00 p.m. CT
Taxes and Investment Basics - Ken King

In this session we will discuss the topics of taxes and the basics of investing to help give you the financial knowledge you need to help your members make wise decisions.

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 7: August 17, 2017 // 1:00-2:00 p.m. CT
Personal Financial Preparedness - Ken King

Help your members create financial security by gaining an understanding of the importance of personal planning, identity theft and fraud.

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

Class 8: August 24, 2017 // 1:00-2:30 p.m. CT
Retirement - Ken King

Help your members understand the importance of planning for and dealing with retirement issues that they may have to plan for and be aware of.

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

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 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.