From Budget Analysis to Spending Plan webinar (recorded)
May 26, 2017 To June 22, 2018
Product Code:
  • $438.00
    Non Member Price
  • $219.00
    CUNA Member Price
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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.

In this session, you will:

  • Become comfortable with analyzing income, living expenses and debts to clarify a 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 produced by CUNA Center for Professional Development.

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 and 30 minutes

This webinar 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.