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Using Communication Skills During Financial Counseling course (print)

Using Communication Skills During Financial Counseling course (print)

Product Code:
27567
Communication skills are an essential part of delivering effective financial counseling.

  • $140.00
    Non Member Price
  • $70.00
    CUNA Member Price
 
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4th Edition

Communication skills are an essential part of delivering effective financial counseling. Concepts and strategies that enhance communications with the member are covered in this module. Members in financial trouble often need referrals to other sources of assistance within your community. This module also provides information about networking with these agencies for effective member referrals.

Chapters:

  1. Patterns and Perceptions
  2. Entering the Member's World
  3. The Counseling Relationship
  4. Skills and Techniques for Counseling Sessions
  5. The Counseling Process
  6. Education and Involvement for Problem Prevention

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

In this module, you will learn to:

  • Recognize the importance of having a full understanding of the member's financial situation, ensuring that the member's perception and the counselor's perception are alike
  • Recognize the importance of helping members understand that changing their habits and attitudes towards financial issues is essential
  • Explore a six-step process for counseling members
  • Examine the seven communication skills and the six examination techniques that help counselors build trust with the members they are counseling
  • Identify three approaches for helping members outline opportunities for change
  • Create preventative education opportunities for the credit union's membership

One complimentary exam is included with this module. For information on retaking an exam, please click here.

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