Back to
Introduction to Financial Counseling course (print) 4th Ed

Introduction to Financial Counseling course (print) 4th Ed

Product Code:
27564
This module provides an overview of the financial attitudes and behaviors that contribute to problems with spending, saving and debt.

  • $140.00
    Non Member Price
  • $70.00
    CUNA Member Price
 
Want to save more?
If you were a CUNA member, you would save $70.00 on this order. Interested in becoming a member? Learn more at cuna.org/join
Back to

4th Edition

Understand the basic components of financial counseling; what it is and what it isn't. This module provides an overview of the financial attitudes and behaviors that contribute to problems with spending, saving and debt. The basics of financial counseling are introduced, along with the importance of offering hope to members who may be overwhelmed by their current financial problems.

Chapters:

  1. Who Has Problems
  2. Understanding Financial Attitudes
  3. Financial Counseling Basics
  4. Giving Members Hope
  5. Examining Member Needs
  6. Program Design and Implementation
  7. Credit Union Case Studies

This course is part of the CUNA Financial Counseling Certification Program (FiCEP).

In this module, you will learn to:

  • Recognize that anyone can have financial problems and for a range of reasons
  • Identify essential qualities a financial counselor must possess
  • Identify the range of skills required to provide counseling to members
  • Explore how to give members hope and motivate them to make the necessary changes
  • Review the pitfalls that counselors need to avoid
  • Identify how to design and implement a counseling and education program at your credit union
  • Recognize three key things members need from a counseling and education program
  • Review best practices from credit unions who have implemented successful counseling and education programs
One complimentary exam is included to test on all four modules in Part 1. For information on retaking an exam, please click here.
View Less

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